OEGYX vs. VOT

In the year-to-date period, OEGYX achieves a 23.07% return, which is significantly higher than VOT's 18.60% return. Over the past 10 years, OEGYX has underperformed VOT with an annualized return of 6.47%, while VOT has yielded a comparatively higher 10.49% annualized return.

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OEGYX has a 0.78% expense ratio, which is higher than VOT's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Mid Cap Growth Fund (OEGYX) and Vanguard Mid-Cap Growth ETF (VOT). 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 1.27, which is comparable to the VOT Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of OEGYX and VOT, 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 VOT's dividend yield for the trailing twelve months is around 0.66%.

The maximum OEGYX drawdown since its inception was -58.27%, roughly equal to the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for OEGYX and VOT. For additional features, visit the drawdowns tool.

Invesco Discovery Mid Cap Growth Fund (OEGYX) has a higher volatility of 7.47% compared to Vanguard Mid-Cap Growth ETF (VOT) at 5.26%. This indicates that OEGYX's price experiences larger fluctuations and is considered to be riskier than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.