ACSTX vs. SHRAX

In the year-to-date period, ACSTX achieves a -2.42% return, which is significantly higher than SHRAX's -5.45% return. Over the past 10 years, ACSTX has outperformed SHRAX with an annualized return of 2.43%, while SHRAX has yielded a comparatively lower -7.88% annualized return.

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ACSTX has a 0.80% expense ratio, which is lower than SHRAX's 1.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Comstock Fund (ACSTX) and ClearBridge Aggressive Growth Fund (SHRAX). 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.

The current ACSTX Sharpe Ratio is -0.14, which is higher than the SHRAX Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of ACSTX and SHRAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACSTX's dividend yield for the trailing twelve months is around 1.83%, while SHRAX has not paid dividends to shareholders.

The maximum ACSTX drawdown since its inception was -61.03%, roughly equal to the maximum SHRAX drawdown of -63.60%. Use the drawdown chart below to compare losses from any high point for ACSTX and SHRAX. For additional features, visit the drawdowns tool.

The current volatility for Invesco Comstock Fund (ACSTX) is 12.09%, while ClearBridge Aggressive Growth Fund (SHRAX) has a volatility of 16.20%. This indicates that ACSTX experiences smaller price fluctuations and is considered to be less risky than SHRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.