OEGYX vs. IMCB

In the year-to-date period, OEGYX achieves a -3.08% return, which is significantly lower than IMCB's 2.09% return. Over the past 10 years, OEGYX has underperformed IMCB with an annualized return of 5.09%, while IMCB has yielded a comparatively higher 8.81% annualized return.

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OEGYX has a 0.78% expense ratio, which is higher than IMCB's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Mid Cap Growth Fund (OEGYX) and iShares Morningstar Mid-Cap ETF (IMCB). 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 0.11, which is lower than the IMCB Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of OEGYX and IMCB, 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 IMCB's dividend yield for the trailing twelve months is around 1.44%.

The maximum OEGYX drawdown since its inception was -58.27%, roughly equal to the maximum IMCB drawdown of -58.80%. Use the drawdown chart below to compare losses from any high point for OEGYX and IMCB. For additional features, visit the drawdowns tool.

Invesco Discovery Mid Cap Growth Fund (OEGYX) has a higher volatility of 6.58% compared to iShares Morningstar Mid-Cap ETF (IMCB) at 5.33%. This indicates that OEGYX's price experiences larger fluctuations and is considered to be riskier than IMCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.