BRCYX vs. OPGSX
Compare and contrast key facts about Invesco Balanced-Risk Commodity Strategy Fund (BRCYX) and Invesco Gold & Special Minerals Fund (OPGSX).
BRCYX is managed by Invesco. It was launched on Nov 29, 2010. OPGSX is managed by Invesco. It was launched on Jul 18, 1983.
Performance
BRCYX vs. OPGSX - Performance Comparison
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BRCYX vs. OPGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRCYX Invesco Balanced-Risk Commodity Strategy Fund | 27.96% | 18.82% | 5.70% | -3.15% | 7.94% | 19.54% | 7.89% | 4.49% | -12.03% | 4.88% |
OPGSX Invesco Gold & Special Minerals Fund | 0.44% | 131.03% | 13.05% | 6.35% | -16.86% | -2.75% | 36.15% | 46.37% | -13.15% | 17.17% |
Returns By Period
In the year-to-date period, BRCYX achieves a 27.96% return, which is significantly higher than OPGSX's 0.44% return. Over the past 10 years, BRCYX has underperformed OPGSX with an annualized return of 8.73%, while OPGSX has yielded a comparatively higher 17.37% annualized return.
BRCYX
- 1D
- 0.81%
- 1M
- 11.91%
- YTD
- 27.96%
- 6M
- 36.80%
- 1Y
- 43.09%
- 3Y*
- 16.68%
- 5Y*
- 13.44%
- 10Y*
- 8.73%
OPGSX
- 1D
- -0.37%
- 1M
- -23.68%
- YTD
- 0.44%
- 6M
- 13.72%
- 1Y
- 82.38%
- 3Y*
- 36.20%
- 5Y*
- 20.12%
- 10Y*
- 17.37%
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BRCYX vs. OPGSX - Expense Ratio Comparison
BRCYX has a 1.06% expense ratio, which is higher than OPGSX's 1.05% expense ratio.
Return for Risk
BRCYX vs. OPGSX — Risk / Return Rank
BRCYX
OPGSX
BRCYX vs. OPGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Balanced-Risk Commodity Strategy Fund (BRCYX) and Invesco Gold & Special Minerals Fund (OPGSX). 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.
| BRCYX | OPGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.60 | 2.20 | +0.40 |
Sortino ratioReturn per unit of downside risk | 3.14 | 2.54 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.36 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 4.85 | 3.22 | +1.63 |
Martin ratioReturn relative to average drawdown | 16.15 | 12.84 | +3.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRCYX | OPGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.60 | 2.20 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.63 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.53 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.25 | -0.07 |
Correlation
The correlation between BRCYX and OPGSX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BRCYX vs. OPGSX - Dividend Comparison
BRCYX's dividend yield for the trailing twelve months is around 10.72%, more than OPGSX's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRCYX Invesco Balanced-Risk Commodity Strategy Fund | 10.72% | 13.71% | 4.95% | 3.71% | 9.93% | 16.64% | 0.00% | 0.91% | 0.25% | 0.01% | 2.74% |
OPGSX Invesco Gold & Special Minerals Fund | 0.43% | 0.43% | 0.86% | 0.81% | 0.45% | 3.56% | 1.55% | 0.29% | 0.00% | 2.78% | 7.21% |
Drawdowns
BRCYX vs. OPGSX - Drawdown Comparison
The maximum BRCYX drawdown since its inception was -60.05%, smaller than the maximum OPGSX drawdown of -80.04%. Use the drawdown chart below to compare losses from any high point for BRCYX and OPGSX.
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Drawdown Indicators
| BRCYX | OPGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.05% | -80.04% | +19.99% |
Max Drawdown (1Y)Largest decline over 1 year | -9.10% | -29.01% | +19.91% |
Max Drawdown (5Y)Largest decline over 5 years | -20.42% | -47.09% | +26.67% |
Max Drawdown (10Y)Largest decline over 10 years | -38.09% | -47.09% | +9.00% |
Current DrawdownCurrent decline from peak | -0.11% | -24.65% | +24.54% |
Average DrawdownAverage peak-to-trough decline | -27.50% | -29.33% | +1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 7.27% | -4.54% |
Volatility
BRCYX vs. OPGSX - Volatility Comparison
The current volatility for Invesco Balanced-Risk Commodity Strategy Fund (BRCYX) is 7.14%, while Invesco Gold & Special Minerals Fund (OPGSX) has a volatility of 15.32%. This indicates that BRCYX experiences smaller price fluctuations and is considered to be less risky than OPGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRCYX | OPGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 15.32% | -8.18% |
Volatility (6M)Calculated over the trailing 6-month period | 14.77% | 35.01% | -20.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.06% | 43.01% | -25.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.64% | 32.97% | -17.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.21% | 32.93% | -18.72% |