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GAFFX vs. VVOAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between GAFFX and VVOAX is 0.78, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

GAFFX vs. VVOAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Growth Fund of Amer F3 (GAFFX) and Invesco Value Opportunities Fund (VVOAX). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%NovemberDecember2025FebruaryMarchApril
69.85%
47.79%
GAFFX
VVOAX

Key characteristics

Sharpe Ratio

GAFFX:

0.19

VVOAX:

0.04

Sortino Ratio

GAFFX:

0.40

VVOAX:

0.23

Omega Ratio

GAFFX:

1.07

VVOAX:

1.03

Calmar Ratio

GAFFX:

0.18

VVOAX:

0.04

Martin Ratio

GAFFX:

0.53

VVOAX:

0.11

Ulcer Index

GAFFX:

8.65%

VVOAX:

9.52%

Daily Std Dev

GAFFX:

24.93%

VVOAX:

26.11%

Max Drawdown

GAFFX:

-41.75%

VVOAX:

-65.29%

Current Drawdown

GAFFX:

-16.18%

VVOAX:

-19.79%

Returns By Period

In the year-to-date period, GAFFX achieves a -4.66% return, which is significantly higher than VVOAX's -7.83% return.


GAFFX

YTD

-4.66%

1M

1.60%

6M

-10.00%

1Y

3.06%

5Y*

8.12%

10Y*

N/A

VVOAX

YTD

-7.83%

1M

-3.04%

6M

-11.21%

1Y

-0.28%

5Y*

16.49%

10Y*

3.43%

*Annualized

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GAFFX vs. VVOAX - Expense Ratio Comparison

GAFFX has a 0.30% expense ratio, which is lower than VVOAX's 1.22% expense ratio.


Expense ratio chart for VVOAX: current value is 1.22%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VVOAX: 1.22%
Expense ratio chart for GAFFX: current value is 0.30%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
GAFFX: 0.30%

Risk-Adjusted Performance

GAFFX vs. VVOAX — Risk-Adjusted Performance Rank

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

GAFFX
The Risk-Adjusted Performance Rank of GAFFX is 3434
Overall Rank
The Sharpe Ratio Rank of GAFFX is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of GAFFX is 3434
Sortino Ratio Rank
The Omega Ratio Rank of GAFFX is 3737
Omega Ratio Rank
The Calmar Ratio Rank of GAFFX is 3636
Calmar Ratio Rank
The Martin Ratio Rank of GAFFX is 3131
Martin Ratio Rank

VVOAX
The Risk-Adjusted Performance Rank of VVOAX is 2525
Overall Rank
The Sharpe Ratio Rank of VVOAX is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of VVOAX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of VVOAX is 2626
Omega Ratio Rank
The Calmar Ratio Rank of VVOAX is 2525
Calmar Ratio Rank
The Martin Ratio Rank of VVOAX is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GAFFX vs. VVOAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Fund of Amer F3 (GAFFX) and Invesco Value Opportunities Fund (VVOAX). 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 chart of Sharpe ratio for GAFFX, currently valued at 0.19, compared to the broader market-1.000.001.002.003.00
GAFFX: 0.19
VVOAX: 0.04
The chart of Sortino ratio for GAFFX, currently valued at 0.40, compared to the broader market-2.000.002.004.006.008.00
GAFFX: 0.40
VVOAX: 0.23
The chart of Omega ratio for GAFFX, currently valued at 1.07, compared to the broader market0.501.001.502.002.503.00
GAFFX: 1.07
VVOAX: 1.03
The chart of Calmar ratio for GAFFX, currently valued at 0.18, compared to the broader market0.002.004.006.008.0010.00
GAFFX: 0.18
VVOAX: 0.04
The chart of Martin ratio for GAFFX, currently valued at 0.53, compared to the broader market0.0010.0020.0030.0040.00
GAFFX: 0.53
VVOAX: 0.11

The current GAFFX Sharpe Ratio is 0.19, which is higher than the VVOAX Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of GAFFX and VVOAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.19
0.04
GAFFX
VVOAX

Dividends

GAFFX vs. VVOAX - Dividend Comparison

GAFFX's dividend yield for the trailing twelve months is around 0.77%, more than VVOAX's 0.46% yield.


TTM20242023202220212020201920182017201620152014
GAFFX
American Funds Growth Fund of Amer F3
0.77%0.73%0.89%0.72%0.40%0.53%1.17%1.09%0.83%0.00%0.00%0.00%
VVOAX
Invesco Value Opportunities Fund
0.46%0.42%0.21%0.75%0.60%0.25%0.00%0.00%0.00%0.16%1.15%1.72%

Drawdowns

GAFFX vs. VVOAX - Drawdown Comparison

The maximum GAFFX drawdown since its inception was -41.75%, smaller than the maximum VVOAX drawdown of -65.29%. Use the drawdown chart below to compare losses from any high point for GAFFX and VVOAX. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-16.18%
-19.79%
GAFFX
VVOAX

Volatility

GAFFX vs. VVOAX - Volatility Comparison

American Funds Growth Fund of Amer F3 (GAFFX) and Invesco Value Opportunities Fund (VVOAX) have volatilities of 15.26% and 15.68%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
15.26%
15.68%
GAFFX
VVOAX