ACUSX vs. OARDX

Last updated Jun 3, 2026

ACUSX (Advisors Capital US Dividend Fund) and OARDX (Invesco Rising Dividends Fund) are both Large Cap Blend Equities funds. Over the past 5 years, ACUSX returned 7.63%/yr vs 11.92%/yr for OARDX. Their correlation of 0.93 suggests significant overlap in exposure. ACUSX charges 1.95%/yr vs 1.00%/yr for OARDX.

Performance

ACUSX vs. OARDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Advisors Capital US Dividend Fund (ACUSX) and Invesco Rising Dividends Fund (OARDX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ACUSX achieves a 9.66% return, which is significantly higher than OARDX's 6.01% return.

ACUSX

• 1D: 0.07%
• 1M: 4.21%
• YTD: 9.66%
• 6M: 9.11%
• 1Y: 22.05%
• 3Y*: 16.53%
• 5Y*: 7.63%
• 10Y*: —

OARDX

• 1D: -0.14%
• 1M: 2.51%
• YTD: 6.01%
• 6M: 6.45%
• 1Y: 20.99%
• 3Y*: 17.25%
• 5Y*: 11.92%
• 10Y*: 12.56%

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

ACUSX vs. OARDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
ACUSX Advisors Capital US Dividend Fund	9.66%	13.11%	15.45%	17.27%	-21.05%	15.90%
OARDX Invesco Rising Dividends Fund	6.01%	17.43%	19.40%	17.73%	-12.68%	24.72%

Correlation

The correlation between ACUSX and OARDX is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.84
Correlation (3Y) Calculated over the trailing 3-year period	0.88
Correlation (5Y) Calculated over the trailing 5-year period	0.93
Correlation (All Time) Calculated using the full available price history since Mar 22, 2021	0.93

The correlation between ACUSX and OARDX has been stable across timeframes, ranging from 0.84 to 0.93 - a consistent structural relationship.

Return for Risk

ACUSX vs. OARDX — Risk / Return Rank

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

ACUSX

ACUSX Risk / Return Rank: 61
ACUSX Sharpe Ratio Rank: 56
ACUSX Sortino Ratio Rank: 52
ACUSX Omega Ratio Rank: 51
ACUSX Calmar Ratio Rank: 73
ACUSX Martin Ratio Rank: 71

OARDX

OARDX Risk / Return Rank: 61
OARDX Sharpe Ratio Rank: 54
OARDX Sortino Ratio Rank: 60
OARDX Omega Ratio Rank: 52
OARDX Calmar Ratio Rank: 63
OARDX Martin Ratio Rank: 74

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.

ACUSX vs. OARDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Advisors Capital US Dividend Fund (ACUSX) and Invesco Rising Dividends Fund (OARDX). 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.

	ACUSX	OARDX	Difference
Sharpe ratio Return per unit of total volatility	2.19	2.18	+0.01
Sortino ratio Return per unit of downside risk	3.04	3.25	-0.21
Omega ratio Gain probability vs. loss probability	1.40	1.40	0.00
Calmar ratio Return relative to maximum drawdown	3.33	3.08	+0.26
Martin ratio Return relative to average drawdown	13.64	14.02	-0.38
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ACUSX vs. OARDX - Sharpe Ratio Comparison

The current ACUSX Sharpe Ratio is 2.19, which is comparable to the OARDX Sharpe Ratio of 2.18. The chart below compares the historical Sharpe Ratios of ACUSX and OARDX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ACUSX	OARDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.19	2.18	+0.01
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	0.73	-0.72
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.70	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.01	0.07	-0.06

Drawdowns

ACUSX vs. OARDX - Drawdown Comparison

The maximum ACUSX drawdown since its inception was -96.85%, which is greater than OARDX's maximum drawdown of -69.57%. Use the drawdown chart below to compare losses from any high point for ACUSX and OARDX.

Drawdown Indicators

	ACUSX	OARDX	Difference
Max Drawdown Largest peak-to-trough decline	-96.85%	-69.57%	-27.28%
Max Drawdown (1Y) Largest decline over 1 year	-6.82%	-9.60%	+2.78%
Max Drawdown (3Y) Largest decline over 3 years	-96.85%	-23.45%	-73.40%
Max Drawdown (5Y) Largest decline over 5 years	-96.85%	-23.45%	-73.40%
Max Drawdown (10Y) Largest decline over 10 years	—	-36.69%	—
Current Drawdown Current decline from peak	-95.57%	-0.18%	-95.39%
Average Drawdown Average peak-to-trough decline	-31.69%	-16.47%	-15.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.67%	2.11%	-0.44%

Volatility

ACUSX vs. OARDX - Volatility Comparison

Advisors Capital US Dividend Fund (ACUSX) and Invesco Rising Dividends Fund (OARDX) have volatilities of 2.75% and 2.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ACUSX	OARDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.75%	2.80%	-0.05%
Volatility (6M) Calculated over the trailing 6-month period	7.65%	8.95%	-1.30%
Volatility (1Y) Calculated over the trailing 1-year period	10.26%	11.06%	-0.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1,173.45%	16.80%	+1,156.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1,150.78%	18.21%	+1,132.57%

ACUSX vs. OARDX - Expense Ratio Comparison

ACUSX has a 1.95% expense ratio, which is higher than OARDX's 1.00% expense ratio.

Dividends

ACUSX vs. OARDX - Dividend Comparison

ACUSX has not paid dividends to shareholders, while OARDX's dividend yield for the trailing twelve months is around 7.59%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ACUSX Advisors Capital US Dividend Fund	0.00%	0.00%	0.04%	0.19%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
OARDX Invesco Rising Dividends Fund	7.59%	8.07%	12.72%	7.63%	6.04%	12.60%	2.49%	4.06%	9.13%	10.38%	6.04%	7.42%

Frequently Asked Questions

Can I hold both ACUSX and OARDX in my portfolio?

ACUSX and OARDX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ACUSX or OARDX?

OARDX has higher volatility (2.80%) compared to ACUSX (2.75%). In terms of maximum drawdown, ACUSX dropped -96.85% vs OARDX's -69.57%.

Which has better risk-adjusted returns?

ACUSX currently has the higher Sharpe Ratio (2.19 vs 2.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.