AGNCP vs. OEGYX

Last updated Apr 2, 2026

Compare and contrast key facts about AGNC Investment Corp. Series F Preferred Stock (AGNCP) and Invesco Discovery Mid Cap Growth Fund (OEGYX).

OEGYX is managed by Invesco. It was launched on Nov 1, 2000.

Performance

AGNCP vs. OEGYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AGNC Investment Corp. Series F Preferred Stock (AGNCP) and Invesco Discovery Mid Cap Growth Fund (OEGYX). The values are adjusted to include any dividend payments, if applicable.

AGNCP vs. OEGYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
AGNCP AGNC Investment Corp. Series F Preferred Stock	-0.64%	8.44%	20.65%	21.41%	-17.79%	12.49%	2.16%
OEGYX Invesco Discovery Mid Cap Growth Fund	5.36%	5.08%	24.38%	13.24%	-30.92%	18.76%	33.12%

Returns By Period

In the year-to-date period, AGNCP achieves a -0.64% return, which is significantly lower than OEGYX's 5.36% return.

AGNCP

• 1D: 0.46%
• 1M: -2.39%
• YTD: -0.64%
• 6M: -0.03%
• 1Y: 4.38%
• 3Y*: 15.21%
• 5Y*: 7.57%
• 10Y*: —

OEGYX

• 1D: 4.31%
• 1M: -6.08%
• YTD: 5.36%
• 6M: 3.69%
• 1Y: 25.10%
• 3Y*: 14.00%
• 5Y*: 4.38%
• 10Y*: 12.15%

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

Return for Risk

AGNCP vs. OEGYX — Risk / Return Rank

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

AGNCP

AGNCP Risk / Return Rank: 61
AGNCP Sharpe Ratio Rank: 64
AGNCP Sortino Ratio Rank: 53
AGNCP Omega Ratio Rank: 58
AGNCP Calmar Ratio Rank: 59
AGNCP Martin Ratio Rank: 72

OEGYX

OEGYX Risk / Return Rank: 62
OEGYX Sharpe Ratio Rank: 57
OEGYX Sortino Ratio Rank: 56
OEGYX Omega Ratio Rank: 50
OEGYX Calmar Ratio Rank: 74
OEGYX Martin Ratio Rank: 71

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.

AGNCP vs. OEGYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AGNC Investment Corp. Series F Preferred Stock (AGNCP) and Invesco Discovery Mid Cap Growth Fund (OEGYX). 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.

	AGNCP	OEGYX	Difference
Sharpe ratio Return per unit of total volatility	0.69	1.11	-0.42
Sortino ratio Return per unit of downside risk	0.98	1.59	-0.61
Omega ratio Gain probability vs. loss probability	1.16	1.22	-0.06
Calmar ratio Return relative to maximum drawdown	0.88	1.86	-0.98
Martin ratio Return relative to average drawdown	4.40	7.22	-2.81
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AGNCP vs. OEGYX - Sharpe Ratio Comparison

The current AGNCP Sharpe Ratio is 0.69, which is lower than the OEGYX Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of AGNCP and OEGYX, 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

	AGNCP	OEGYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.69	1.11	-0.42
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.62	0.20	+0.42
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.56	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.21	0.36	-0.16

Correlation

The correlation between AGNCP and OEGYX is 0.29, 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

AGNCP vs. OEGYX - Dividend Comparison

AGNCP's dividend yield for the trailing twelve months is around 9.56%, more than OEGYX's 7.07% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGNCP AGNC Investment Corp. Series F Preferred Stock	9.56%	8.65%	6.21%	7.04%	7.94%	6.06%	5.95%	0.00%	0.00%	0.00%	0.00%	0.00%
OEGYX Invesco Discovery Mid Cap Growth Fund	7.07%	7.45%	4.13%	0.00%	0.00%	16.02%	3.08%	3.85%	9.31%	8.34%	0.81%	3.88%

Drawdowns

AGNCP vs. OEGYX - Drawdown Comparison

The maximum AGNCP drawdown since its inception was -60.54%, which is greater than OEGYX's maximum drawdown of -53.44%. Use the drawdown chart below to compare losses from any high point for AGNCP and OEGYX.

Drawdown Indicators

	AGNCP	OEGYX	Difference
Max Drawdown Largest peak-to-trough decline	-60.54%	-53.44%	-7.10%
Max Drawdown (1Y) Largest decline over 1 year	-5.52%	-12.88%	+7.36%
Max Drawdown (5Y) Largest decline over 5 years	-28.96%	-39.25%	+10.29%
Max Drawdown (10Y) Largest decline over 10 years	—	-39.25%	—
Current Drawdown Current decline from peak	-2.98%	-6.26%	+3.28%
Average Drawdown Average peak-to-trough decline	-5.28%	-12.58%	+7.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.16%	3.32%	-2.16%

Volatility

AGNCP vs. OEGYX - Volatility Comparison

The current volatility for AGNC Investment Corp. Series F Preferred Stock (AGNCP) is 1.46%, while Invesco Discovery Mid Cap Growth Fund (OEGYX) has a volatility of 10.11%. This indicates that AGNCP experiences smaller price fluctuations and is considered to be less risky than OEGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AGNCP	OEGYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.46%	10.11%	-8.65%
Volatility (6M) Calculated over the trailing 6-month period	2.50%	16.55%	-14.05%
Volatility (1Y) Calculated over the trailing 1-year period	6.44%	23.88%	-17.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.30%	22.00%	-9.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.30%	21.89%	+10.41%