ACGIX vs. EQTIX
Compare and contrast key facts about Invesco Growth and Income Fund (ACGIX) and Shelton Equity Income Fund (EQTIX).
ACGIX is managed by Invesco. It was launched on Aug 1, 1946. EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACGIX or EQTIX.
Performance
ACGIX vs. EQTIX - Performance Comparison
Returns By Period
In the year-to-date period, ACGIX achieves a 23.04% return, which is significantly higher than EQTIX's 20.06% return. Over the past 10 years, ACGIX has outperformed EQTIX with an annualized return of 8.62%, while EQTIX has yielded a comparatively lower 1.86% annualized return.
ACGIX
23.04%
5.46%
13.89%
31.53%
12.31%
8.62%
EQTIX
20.06%
2.39%
11.46%
22.84%
5.91%
1.86%
Key characteristics
| ACGIX | EQTIX | |
|---|---|---|
| Sharpe Ratio | 2.74 | 2.51 |
| Sortino Ratio | 3.84 | 3.48 |
| Omega Ratio | 1.50 | 1.47 |
| Calmar Ratio | 4.88 | 2.11 |
| Martin Ratio | 16.91 | 16.25 |
| Ulcer Index | 1.86% | 1.41% |
| Daily Std Dev | 11.50% | 9.10% |
| Max Drawdown | -55.39% | -54.79% |
| Current Drawdown | 0.00% | 0.00% |
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ACGIX vs. EQTIX - Expense Ratio Comparison
ACGIX has a 0.80% expense ratio, which is higher than EQTIX's 0.72% expense ratio.
Correlation
The correlation between ACGIX and EQTIX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
ACGIX vs. EQTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Growth and Income Fund (ACGIX) and Shelton Equity Income Fund (EQTIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ACGIX vs. EQTIX - Dividend Comparison
ACGIX's dividend yield for the trailing twelve months is around 1.20%, less than EQTIX's 8.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACGIX Invesco Growth and Income Fund | 1.20% | 1.76% | 1.70% | 1.14% | 1.82% | 1.87% | 2.01% | 1.86% | 1.62% | 1.68% | 2.03% | 1.21% |
EQTIX Shelton Equity Income Fund | 8.47% | 8.56% | 8.38% | 9.67% | 9.54% | 4.71% | 3.35% | 3.06% | 1.81% | 1.92% | 1.55% | 1.54% |
Drawdowns
ACGIX vs. EQTIX - Drawdown Comparison
The maximum ACGIX drawdown since its inception was -55.39%, roughly equal to the maximum EQTIX drawdown of -54.79%. Use the drawdown chart below to compare losses from any high point for ACGIX and EQTIX. For additional features, visit the drawdowns tool.
Volatility
ACGIX vs. EQTIX - Volatility Comparison
Invesco Growth and Income Fund (ACGIX) has a higher volatility of 4.41% compared to Shelton Equity Income Fund (EQTIX) at 2.83%. This indicates that ACGIX's price experiences larger fluctuations and is considered to be riskier than EQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.