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OIGAX vs. FIGFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between OIGAX and FIGFX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

OIGAX vs. FIGFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Oppenheimer International Growth Fund Class A (OIGAX) and Fidelity International Growth Fund (FIGFX). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%SeptemberOctoberNovemberDecember2025February
-9.94%
5.20%
OIGAX
FIGFX

Key characteristics

Sharpe Ratio

OIGAX:

-0.19

FIGFX:

0.88

Sortino Ratio

OIGAX:

-0.13

FIGFX:

1.31

Omega Ratio

OIGAX:

0.98

FIGFX:

1.15

Calmar Ratio

OIGAX:

-0.08

FIGFX:

1.20

Martin Ratio

OIGAX:

-0.40

FIGFX:

3.31

Ulcer Index

OIGAX:

8.42%

FIGFX:

3.67%

Daily Std Dev

OIGAX:

17.74%

FIGFX:

13.73%

Max Drawdown

OIGAX:

-68.90%

FIGFX:

-55.48%

Current Drawdown

OIGAX:

-37.50%

FIGFX:

-0.46%

Returns By Period

In the year-to-date period, OIGAX achieves a 6.95% return, which is significantly lower than FIGFX's 8.78% return. Over the past 10 years, OIGAX has underperformed FIGFX with an annualized return of -0.22%, while FIGFX has yielded a comparatively higher 7.44% annualized return.


OIGAX

YTD

6.95%

1M

7.32%

6M

-9.94%

1Y

-6.00%

5Y*

-5.44%

10Y*

-0.22%

FIGFX

YTD

8.78%

1M

7.16%

6M

5.20%

1Y

9.76%

5Y*

6.05%

10Y*

7.44%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


OIGAX vs. FIGFX - Expense Ratio Comparison

OIGAX has a 1.10% expense ratio, which is higher than FIGFX's 0.99% expense ratio.


OIGAX
Invesco Oppenheimer International Growth Fund Class A
Expense ratio chart for OIGAX: current value at 1.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.10%
Expense ratio chart for FIGFX: current value at 0.99% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.99%

Risk-Adjusted Performance

OIGAX vs. FIGFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OIGAX
The Risk-Adjusted Performance Rank of OIGAX is 33
Overall Rank
The Sharpe Ratio Rank of OIGAX is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of OIGAX is 33
Sortino Ratio Rank
The Omega Ratio Rank of OIGAX is 33
Omega Ratio Rank
The Calmar Ratio Rank of OIGAX is 44
Calmar Ratio Rank
The Martin Ratio Rank of OIGAX is 33
Martin Ratio Rank

FIGFX
The Risk-Adjusted Performance Rank of FIGFX is 4949
Overall Rank
The Sharpe Ratio Rank of FIGFX is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of FIGFX is 4646
Sortino Ratio Rank
The Omega Ratio Rank of FIGFX is 3939
Omega Ratio Rank
The Calmar Ratio Rank of FIGFX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of FIGFX is 4848
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OIGAX vs. FIGFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Oppenheimer International Growth Fund Class A (OIGAX) and Fidelity International Growth Fund (FIGFX). 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.


Sharpe ratio
The chart of Sharpe ratio for OIGAX, currently valued at -0.19, compared to the broader market-1.000.001.002.003.004.00-0.190.88
The chart of Sortino ratio for OIGAX, currently valued at -0.13, compared to the broader market0.002.004.006.008.0010.0012.00-0.131.31
The chart of Omega ratio for OIGAX, currently valued at 0.98, compared to the broader market1.002.003.004.000.981.15
The chart of Calmar ratio for OIGAX, currently valued at -0.08, compared to the broader market0.005.0010.0015.0020.00-0.081.20
The chart of Martin ratio for OIGAX, currently valued at -0.40, compared to the broader market0.0020.0040.0060.0080.00-0.403.31
OIGAX
FIGFX

The current OIGAX Sharpe Ratio is -0.19, which is lower than the FIGFX Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of OIGAX and FIGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
-0.19
0.88
OIGAX
FIGFX

Dividends

OIGAX vs. FIGFX - Dividend Comparison

OIGAX's dividend yield for the trailing twelve months is around 0.30%, less than FIGFX's 0.38% yield.


TTM20242023202220212020201920182017201620152014
OIGAX
Invesco Oppenheimer International Growth Fund Class A
0.30%0.32%0.72%0.00%0.10%0.00%0.84%1.08%0.59%1.02%0.87%0.84%
FIGFX
Fidelity International Growth Fund
0.38%0.42%0.48%0.22%0.43%0.11%0.97%0.88%0.58%1.24%1.47%0.84%

Drawdowns

OIGAX vs. FIGFX - Drawdown Comparison

The maximum OIGAX drawdown since its inception was -68.90%, which is greater than FIGFX's maximum drawdown of -55.48%. Use the drawdown chart below to compare losses from any high point for OIGAX and FIGFX. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-37.50%
-0.46%
OIGAX
FIGFX

Volatility

OIGAX vs. FIGFX - Volatility Comparison

Invesco Oppenheimer International Growth Fund Class A (OIGAX) and Fidelity International Growth Fund (FIGFX) have volatilities of 3.95% and 3.99%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
3.95%
3.99%
OIGAX
FIGFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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