ACSTX vs. STZ
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACSTX or STZ.
Key characteristics
| ACSTX | STZ | |
|---|---|---|
| YTD Return | 6.86% | 8.58% |
| 1Y Return | 21.08% | 17.16% |
| 3Y Return (Ann) | 10.61% | 4.26% |
| 5Y Return (Ann) | 11.49% | 5.82% |
| 10Y Return (Ann) | 8.50% | 14.07% |
| Sharpe Ratio | 1.75 | 1.04 |
| Daily Std Dev | 11.47% | 17.55% |
| Max Drawdown | -61.02% | -81.94% |
| Current Drawdown | -2.19% | -3.86% |
Correlation
The correlation between ACSTX and STZ is 0.35, 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.
Performance
ACSTX vs. STZ - Performance Comparison
In the year-to-date period, ACSTX achieves a 6.86% return, which is significantly lower than STZ's 8.58% return. Over the past 10 years, ACSTX has underperformed STZ with an annualized return of 8.50%, while STZ has yielded a comparatively higher 14.07% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ACSTX vs. STZ - Risk-Adjusted Performance 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.
Dividends
ACSTX vs. STZ - Dividend Comparison
ACSTX's dividend yield for the trailing twelve months is around 7.92%, more than STZ's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACSTX Invesco Comstock Fund | 7.92% | 8.44% | 13.00% | 8.66% | 2.05% | 7.42% | 10.03% | 3.60% | 7.81% | 1.56% | 1.59% | 1.18% |
STZ Constellation Brands, Inc. | 1.36% | 1.44% | 1.36% | 1.21% | 1.37% | 1.58% | 1.70% | 0.86% | 0.98% | 0.65% | 0.00% | 0.00% |
Drawdowns
ACSTX vs. STZ - Drawdown Comparison
The maximum ACSTX drawdown since its inception was -61.02%, smaller than the maximum STZ drawdown of -81.94%. Use the drawdown chart below to compare losses from any high point for ACSTX and STZ. For additional features, visit the drawdowns tool.
Volatility
ACSTX vs. STZ - Volatility Comparison
The current volatility for Invesco Comstock Fund (ACSTX) is 3.46%, while Constellation Brands, Inc. (STZ) has a volatility of 4.50%. 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.