CSGIX vs. OPGIX
Compare and contrast key facts about Calamos International Small Cap Growth Fund (CSGIX) and Invesco Global Opportunities Fund Class A (OPGIX).
CSGIX is managed by Calamos. It was launched on Mar 30, 2022. OPGIX is managed by Invesco. It was launched on Oct 22, 1990.
Performance
CSGIX vs. OPGIX - Performance Comparison
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CSGIX vs. OPGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CSGIX Calamos International Small Cap Growth Fund | 2.83% | 15.11% | 10.21% | 13.62% | -20.14% |
OPGIX Invesco Global Opportunities Fund Class A | -2.76% | 7.12% | -7.47% | 17.34% | -26.68% |
Returns By Period
In the year-to-date period, CSGIX achieves a 2.83% return, which is significantly higher than OPGIX's -2.76% return.
CSGIX
- 1D
- -1.69%
- 1M
- -13.68%
- YTD
- 2.83%
- 6M
- -5.44%
- 1Y
- 23.73%
- 3Y*
- 12.84%
- 5Y*
- —
- 10Y*
- —
OPGIX
- 1D
- -1.29%
- 1M
- -10.08%
- YTD
- -2.76%
- 6M
- -3.84%
- 1Y
- 11.97%
- 3Y*
- 0.49%
- 5Y*
- -8.12%
- 10Y*
- 5.38%
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CSGIX vs. OPGIX - Expense Ratio Comparison
CSGIX has a 2.67% expense ratio, which is higher than OPGIX's 1.04% expense ratio.
Return for Risk
CSGIX vs. OPGIX — Risk / Return Rank
CSGIX
OPGIX
CSGIX vs. OPGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos International Small Cap Growth Fund (CSGIX) and Invesco Global Opportunities Fund Class A (OPGIX). 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.
| CSGIX | OPGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.66 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.08 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 0.17 | +1.37 |
Martin ratioReturn relative to average drawdown | 4.20 | 0.66 | +3.53 |
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
| CSGIX | OPGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.66 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.37 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.24 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.47 | -0.21 |
Correlation
The correlation between CSGIX and OPGIX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CSGIX vs. OPGIX - Dividend Comparison
CSGIX's dividend yield for the trailing twelve months is around 1.19%, more than OPGIX's 0.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSGIX Calamos International Small Cap Growth Fund | 1.19% | 1.22% | 0.00% | 0.00% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OPGIX Invesco Global Opportunities Fund Class A | 0.11% | 0.11% | 0.01% | 0.00% | 0.00% | 5.29% | 8.95% | 6.16% | 10.87% | 2.32% | 7.86% | 0.66% |
Drawdowns
CSGIX vs. OPGIX - Drawdown Comparison
The maximum CSGIX drawdown since its inception was -26.50%, smaller than the maximum OPGIX drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for CSGIX and OPGIX.
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Drawdown Indicators
| CSGIX | OPGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.50% | -62.57% | +36.07% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -10.97% | -2.71% |
Max Drawdown (5Y)Largest decline over 5 years | — | -52.49% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -54.65% | — |
Current DrawdownCurrent decline from peak | -13.68% | -42.42% | +28.74% |
Average DrawdownAverage peak-to-trough decline | -10.62% | -15.63% | +5.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.01% | 4.32% | +0.69% |
Volatility
CSGIX vs. OPGIX - Volatility Comparison
Calamos International Small Cap Growth Fund (CSGIX) has a higher volatility of 8.69% compared to Invesco Global Opportunities Fund Class A (OPGIX) at 6.40%. This indicates that CSGIX's price experiences larger fluctuations and is considered to be riskier than OPGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSGIX | OPGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.69% | 6.40% | +2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 13.97% | 12.53% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.46% | 19.32% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.05% | 22.56% | -5.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.05% | 22.50% | -5.45% |