OEGYX vs. VXF

In the year-to-date period, OEGYX achieves a -4.30% return, which is significantly lower than VXF's -2.91% return. Over the past 10 years, OEGYX has underperformed VXF with an annualized return of 4.96%, while VXF has yielded a comparatively higher 8.57% annualized return.

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OEGYX has a 0.78% expense ratio, which is higher than VXF's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Mid Cap Growth Fund (OEGYX) and Vanguard Extended Market ETF (VXF). 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 lower than the VXF Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of OEGYX and VXF, 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 VXF's dividend yield for the trailing twelve months is around 1.21%.

The maximum OEGYX drawdown since its inception was -58.27%, roughly equal to the maximum VXF drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for OEGYX and VXF. For additional features, visit the drawdowns tool.

Invesco Discovery Mid Cap Growth Fund (OEGYX) and Vanguard Extended Market ETF (VXF) have volatilities of 6.62% and 6.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.