OEGYX vs. BQMGX

In the year-to-date period, OEGYX achieves a -4.30% return, which is significantly lower than BQMGX's -0.04% return. Over the past 10 years, OEGYX has underperformed BQMGX with an annualized return of 4.96%, while BQMGX has yielded a comparatively higher 5.87% annualized return.

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OEGYX has a 0.78% expense ratio, which is lower than BQMGX's 1.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Mid Cap Growth Fund (OEGYX) and Bright Rock Mid Cap Growth Fund (BQMGX). 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 OEGYX Sharpe Ratio is 0.03, which is higher than the BQMGX Sharpe Ratio of -0.05. The chart below compares the historical Sharpe Ratios of OEGYX and BQMGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OEGYX has not paid dividends to shareholders, while BQMGX's dividend yield for the trailing twelve months is around 0.25%.

The maximum OEGYX drawdown since its inception was -58.27%, which is greater than BQMGX's maximum drawdown of -36.05%. Use the drawdown chart below to compare losses from any high point for OEGYX and BQMGX. For additional features, visit the drawdowns tool.

Invesco Discovery Mid Cap Growth Fund (OEGYX) has a higher volatility of 6.62% compared to Bright Rock Mid Cap Growth Fund (BQMGX) at 5.13%. This indicates that OEGYX's price experiences larger fluctuations and is considered to be riskier than BQMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.