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GTDDX vs. DVN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GTDDX vs. DVN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco EQV Emerging Markets All Cap Fd (GTDDX) and Devon Energy Corporation (DVN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GTDDX achieves a 30.40% return, which is significantly higher than DVN's 24.73% return. Over the past 10 years, GTDDX has outperformed DVN with an annualized return of 8.12%, while DVN has yielded a comparatively lower 6.01% annualized return.


GTDDX

1D
3.90%
1M
-6.50%
6M
18.90%
YTD
30.40%
1Y
53.81%
3Y*
17.47%
5Y*
7.50%
10Y*
8.12%
ALL TIME*
6.04%

DVN

1D
2.17%
1M
11.51%
6M
13.62%
YTD
24.73%
1Y
44.06%
3Y*
-2.56%
5Y*
17.09%
10Y*
6.01%
ALL TIME*
8.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$434.65M$476.05M$632.82M
$0.00$0.00$0.00

GTDDX vs. DVN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GTDDX
Invesco EQV Emerging Markets All Cap Fd
30.40%29.88%-0.66%8.82%-17.70%-7.00%17.19%29.99%-18.77%30.34%
DVN
Devon Energy Corporation
24.73%15.03%-25.21%-23.08%50.86%199.88%-35.34%16.81%-45.09%-8.74%

Correlation

The correlation between GTDDX and DVN is -0.12, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.12

Correlation (3Y)
Balances recent behavior with more history.

0.09

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.22

Correlation (10Y)
Provides a long-term view across more market conditions.

0.31

Correlation (All Time)
Calculated using the full available price history since Jan 11, 1994

0.34

The correlation between GTDDX and DVN shifts across timeframes, from -0.12 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

GTDDX vs. DVN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GTDDX
GTDDX Risk / Return Rank: 8383
Overall Rank
GTDDX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
GTDDX Sortino Ratio Rank: 7777
Sortino Ratio Rank
GTDDX Omega Ratio Rank: 8181
Omega Ratio Rank
GTDDX Calmar Ratio Rank: 8787
Calmar Ratio Rank
GTDDX Martin Ratio Rank: 8383
Martin Ratio Rank

DVN
DVN Risk / Return Rank: 7676
Overall Rank
DVN Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
DVN Sortino Ratio Rank: 7474
Sortino Ratio Rank
DVN Omega Ratio Rank: 7373
Omega Ratio Rank
DVN Calmar Ratio Rank: 7777
Calmar Ratio Rank
DVN Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GTDDX vs. DVN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco EQV Emerging Markets All Cap Fd (GTDDX) and Devon Energy Corporation (DVN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GTDDXDVNDifference
Sharpe ratioReturn per unit of total volatility

+0.94

Sortino ratioReturn per unit of downside risk

+1.00

Omega ratioGain probability vs. loss probability

1.38

1.21

+0.17

Calmar ratioReturn relative to maximum drawdown

3.10

1.79

+1.31

Martin ratioReturn relative to average drawdown

10.42

4.46

+5.96

GTDDX vs. DVN - Sharpe Ratio Comparison

The current GTDDX Sharpe Ratio is 2.11, which is higher than the DVN Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of GTDDX and DVN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GTDDX vs. DVN - Drawdown Comparison

The maximum GTDDX drawdown since its inception was -62.89%, smaller than the maximum DVN drawdown of -94.93%. Use the drawdown chart below to compare losses from any high point for GTDDX and DVN.


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Drawdown Indicators


GTDDXDVNDifference

Max Drawdown

Largest peak-to-trough decline

-62.89%

-94.93%

+32.04%

Max Drawdown (1Y)

Largest decline over 1 year

-16.30%

-22.15%

+5.85%

Max Drawdown (3Y)

Largest decline over 3 years

-16.30%

-49.22%

+32.92%

Max Drawdown (5Y)

Largest decline over 5 years

-34.81%

-61.45%

+26.64%

Max Drawdown (10Y)

Largest decline over 10 years

-39.58%

-88.51%

+48.93%

Current Drawdown

Current decline from peak

-13.04%

-41.84%

+28.80%

Average Drawdown

Average peak-to-trough decline

-18.69%

-35.97%

+17.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.83%

8.86%

-4.03%

Volatility

GTDDX vs. DVN - Volatility Comparison

The current volatility for Invesco EQV Emerging Markets All Cap Fd (GTDDX) is 9.28%, while Devon Energy Corporation (DVN) has a volatility of 10.06%. This indicates that GTDDX experiences smaller price fluctuations and is considered to be less risky than DVN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GTDDXDVNDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.28%

10.06%

-0.78%

Volatility (6M)

Calculated over the trailing 6-month period

22.04%

25.44%

-3.40%

Volatility (1Y)

Calculated over the trailing 1-year period

23.91%

33.90%

-9.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.49%

40.72%

-23.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.40%

49.38%

-31.98%

Dividends

GTDDX vs. DVN - Dividend Comparison

GTDDX's dividend yield for the trailing twelve months is around 16.20%, more than DVN's 2.30% yield.


PositionTTM20252024202320222021202020192018201720162015
DVN
Devon Energy Corporation
2.30%2.62%4.43%4.55%8.41%5.24%4.30%1.35%1.33%0.58%0.92%3.00%
GTDDX
Invesco EQV Emerging Markets All Cap Fd
16.20%21.13%1.16%1.51%1.17%4.46%5.05%1.49%1.53%0.71%0.86%0.99%

Frequently Asked Questions


GTDDX and DVN have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DVN has higher volatility (10.06%) compared to GTDDX (9.28%). In terms of maximum drawdown, GTDDX dropped -62.89% vs DVN's -94.93%.

GTDDX currently has the higher Sharpe Ratio (2.11 vs 1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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