BQMGX vs. OEGYX

In the year-to-date period, BQMGX achieves a 20.16% return, which is significantly lower than OEGYX's 34.41% return. Both investments have delivered pretty close results over the past 10 years, with BQMGX having a 6.70% annualized return and OEGYX not far behind at 6.60%.

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BQMGX has a 1.07% expense ratio, which is higher than OEGYX's 0.78% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bright Rock Mid Cap Growth Fund (BQMGX) 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.

The current BQMGX Sharpe Ratio is 2.22, which is comparable to the OEGYX Sharpe Ratio of 2.49. The chart below compares the historical Sharpe Ratios of BQMGX 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.

Neither BQMGX nor OEGYX has paid dividends to shareholders.

The maximum BQMGX drawdown since its inception was -36.05%, smaller than the maximum OEGYX drawdown of -58.27%. Use the drawdown chart below to compare losses from any high point for BQMGX and OEGYX. For additional features, visit the drawdowns tool.

The current volatility for Bright Rock Mid Cap Growth Fund (BQMGX) is 4.06%, while Invesco Discovery Mid Cap Growth Fund (OEGYX) has a volatility of 5.93%. This indicates that BQMGX 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.