OPPAX vs. NICSX

In the year-to-date period, OPPAX achieves a 0.19% return, which is significantly higher than NICSX's -1.61% return. Over the past 10 years, OPPAX has underperformed NICSX with an annualized return of 8.59%, while NICSX has yielded a comparatively higher 10.31% annualized return.

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OPPAX has a 1.04% expense ratio, which is higher than NICSX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Global Fund (OPPAX) and Nicholas Fund (NICSX). 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 OPPAX Sharpe Ratio is 0.14, which is lower than the NICSX Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of OPPAX and NICSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OPPAX's dividend yield for the trailing twelve months is around 11.91%, more than NICSX's 8.30% yield.

The maximum OPPAX drawdown since its inception was -57.92%, which is greater than NICSX's maximum drawdown of -50.19%. Use the drawdown chart below to compare losses from any high point for OPPAX and NICSX.

Invesco Global Fund (OPPAX) has a higher volatility of 4.78% compared to Nicholas Fund (NICSX) at 3.98%. This indicates that OPPAX's price experiences larger fluctuations and is considered to be riskier than NICSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.