ACSTX vs. STZ

Last updated Apr 1, 2026

Compare and contrast key facts about Invesco Comstock Fund (ACSTX) and Constellation Brands, Inc. (STZ).

ACSTX is managed by Invesco. It was launched on Oct 7, 1968.

Performance

ACSTX vs. STZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Comstock Fund (ACSTX) and Constellation Brands, Inc. (STZ). The values are adjusted to include any dividend payments, if applicable.

ACSTX vs. STZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ACSTX Invesco Comstock Fund	-2.22%	17.22%	15.00%	12.37%	0.74%	33.33%	-0.78%	24.35%	-12.34%	17.75%
STZ Constellation Brands, Inc.	9.43%	-35.99%	-7.11%	5.83%	-6.43%	16.12%	17.41%	19.85%	-28.73%	50.69%

Returns By Period

In the year-to-date period, ACSTX achieves a -2.22% return, which is significantly lower than STZ's 9.43% return. Over the past 10 years, ACSTX has outperformed STZ with an annualized return of 11.67%, while STZ has yielded a comparatively lower 1.35% annualized return.

ACSTX

• 1D: -0.37%
• 1M: -7.08%
• YTD: -2.22%
• 6M: 2.18%
• 1Y: 11.55%
• 3Y*: 14.03%
• 5Y*: 11.23%
• 10Y*: 11.67%

STZ

• 1D: -0.66%
• 1M: -4.98%
• YTD: 9.43%
• 6M: 12.99%
• 1Y: -16.14%
• 3Y*: -11.04%
• 5Y*: -6.58%
• 10Y*: 1.35%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

ACSTX vs. STZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACSTX

ACSTX Risk / Return Rank: 36
ACSTX Sharpe Ratio Rank: 38
ACSTX Sortino Ratio Rank: 37
ACSTX Omega Ratio Rank: 41
ACSTX Calmar Ratio Rank: 30
ACSTX Martin Ratio Rank: 33

STZ

STZ Risk / Return Rank: 22
STZ Sharpe Ratio Rank: 17
STZ Sortino Ratio Rank: 17
STZ Omega Ratio Rank: 18
STZ Calmar Ratio Rank: 27
STZ Martin Ratio Rank: 30

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACSTX vs. STZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Comstock Fund (ACSTX) and Constellation Brands, Inc. (STZ). 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.

	ACSTX	STZ	Difference
Sharpe ratio Return per unit of total volatility	0.80	-0.57	+1.36
Sortino ratio Return per unit of downside risk	1.17	-0.66	+1.83
Omega ratio Gain probability vs. loss probability	1.18	0.92	+0.26
Calmar ratio Return relative to maximum drawdown	0.85	-0.48	+1.33
Martin ratio Return relative to average drawdown	3.47	-0.78	+4.25
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ACSTX vs. STZ - Sharpe Ratio Comparison

The current ACSTX Sharpe Ratio is 0.80, which is higher than the STZ Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of ACSTX and STZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ACSTX	STZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.80	-0.57	+1.36
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.73	-0.28	+1.01
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.60	0.05	+0.55
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	0.46	+0.04

Correlation

The correlation between ACSTX and STZ is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ACSTX vs. STZ - Dividend Comparison

ACSTX's dividend yield for the trailing twelve months is around 9.04%, more than STZ's 2.72% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ACSTX Invesco Comstock Fund	9.04%	8.79%	10.17%	8.44%	13.00%	8.66%	2.05%	6.66%	10.03%	3.60%	6.98%	1.10%
STZ Constellation Brands, Inc.	2.72%	2.95%	1.77%	1.44%	1.36%	1.21%	1.37%	1.58%	1.70%	0.86%	0.98%	0.65%

Drawdowns

ACSTX vs. STZ - Drawdown Comparison

The maximum ACSTX drawdown since its inception was -58.61%, smaller than the maximum STZ drawdown of -67.39%. Use the drawdown chart below to compare losses from any high point for ACSTX and STZ.

Drawdown Indicators

	ACSTX	STZ	Difference
Max Drawdown Largest peak-to-trough decline	-58.61%	-67.39%	+8.78%
Max Drawdown (1Y) Largest decline over 1 year	-12.22%	-33.85%	+21.63%
Max Drawdown (5Y) Largest decline over 5 years	-17.25%	-51.28%	+34.03%
Max Drawdown (10Y) Largest decline over 10 years	-44.80%	-53.53%	+8.73%
Current Drawdown Current decline from peak	-8.02%	-42.38%	+34.36%
Average Drawdown Average peak-to-trough decline	-9.37%	-16.45%	+7.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.03%	20.79%	-17.76%

Volatility

ACSTX vs. STZ - Volatility Comparison

The current volatility for Invesco Comstock Fund (ACSTX) is 3.34%, while Constellation Brands, Inc. (STZ) has a volatility of 5.69%. This indicates that ACSTX experiences smaller price fluctuations and is considered to be less risky than STZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ACSTX	STZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.34%	5.69%	-2.35%
Volatility (6M) Calculated over the trailing 6-month period	8.16%	20.40%	-12.24%
Volatility (1Y) Calculated over the trailing 1-year period	15.99%	28.66%	-12.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.47%	23.86%	-8.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.48%	26.69%	-7.21%