OPGIX vs. ALOIX
OPGIX (Invesco Global Opportunities Fund Class A) and ALOIX (Virtus International Small-Cap Fund) are both Foreign Small & Mid Cap Equities funds. Over the past 10 years, OPGIX returned 6.54%/yr vs 7.99%/yr for ALOIX. A 0.66 correlation means they provide meaningful diversification when combined. Both charge a 1.04% expense ratio.
Performance
OPGIX vs. ALOIX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with OPGIX having a 14.00% return and ALOIX slightly higher at 14.32%. Over the past 10 years, OPGIX has underperformed ALOIX with an annualized return of 6.54%, while ALOIX has yielded a comparatively higher 7.99% annualized return.
OPGIX
- 1D
- 0.95%
- 1M
- 1.87%
- YTD
- 14.00%
- 6M
- 12.45%
- 1Y
- 19.10%
- 3Y*
- 3.95%
- 5Y*
- -5.40%
- 10Y*
- 6.54%
ALOIX
- 1D
- 0.14%
- 1M
- 0.68%
- YTD
- 14.32%
- 6M
- 15.33%
- 1Y
- 36.00%
- 3Y*
- 19.41%
- 5Y*
- 7.08%
- 10Y*
- 7.99%
OPGIX vs. ALOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPGIX Invesco Global Opportunities Fund Class A | 14.00% | 7.12% | -7.47% | 17.34% | -41.63% | 0.02% | 39.82% | 27.74% | -18.26% | 52.59% |
ALOIX Virtus International Small-Cap Fund | 14.32% | 36.22% | 2.65% | 19.43% | -26.96% | 6.02% | 15.92% | 24.57% | -22.78% | 37.59% |
Correlation
The correlation between OPGIX and ALOIX is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1998 | 0.66 |
The correlation between OPGIX and ALOIX shifts across timeframes, from 0.61 (1 year) to 0.72 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
OPGIX vs. ALOIX — Risk / Return Rank
OPGIX
ALOIX
OPGIX vs. ALOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Opportunities Fund Class A (OPGIX) and Virtus International Small-Cap Fund (ALOIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OPGIX | ALOIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.52 | ||
| Sortino ratioReturn per unit of downside risk | -1.84 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.49 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 3.50 | -1.48 |
| Martin ratioReturn relative to average drawdown | 7.23 | 12.95 | -5.72 |
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Drawdowns
OPGIX vs. ALOIX - Drawdown Comparison
The maximum OPGIX drawdown since its inception was -62.57%, smaller than the maximum ALOIX drawdown of -79.29%. Use the drawdown chart below to compare losses from any high point for OPGIX and ALOIX.
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Drawdown Indicators
| OPGIX | ALOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.57% | -79.29% | +16.72% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | -10.07% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -25.17% | -14.03% | -11.14% |
Max Drawdown (5Y)Largest decline over 5 years | -52.49% | -39.41% | -13.08% |
Max Drawdown (10Y)Largest decline over 10 years | -54.65% | -42.79% | -11.86% |
Current DrawdownCurrent decline from peak | -32.50% | -1.21% | -31.29% |
Average DrawdownAverage peak-to-trough decline | -15.75% | -34.81% | +19.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.72% | -0.02% |
Volatility
OPGIX vs. ALOIX - Volatility Comparison
Invesco Global Opportunities Fund Class A (OPGIX) has a higher volatility of 5.96% compared to Virtus International Small-Cap Fund (ALOIX) at 4.84%. This indicates that OPGIX's price experiences larger fluctuations and is considered to be riskier than ALOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OPGIX | ALOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 4.84% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 10.99% | +3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.51% | 13.15% | +4.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.66% | 15.03% | +7.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.59% | 16.65% | +5.94% |
OPGIX vs. ALOIX - Expense Ratio Comparison
Both OPGIX and ALOIX have an expense ratio of 1.04%.
Dividends
OPGIX vs. ALOIX - Dividend Comparison
OPGIX's dividend yield for the trailing twelve months is around 0.10%, less than ALOIX's 3.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALOIX Virtus International Small-Cap Fund | 3.97% | 4.54% | 3.50% | 4.93% | 1.25% | 19.08% | 1.38% | 1.62% | 18.17% | 1.52% | 1.04% | 0.54% |
OPGIX Invesco Global Opportunities Fund Class A | 0.10% | 0.11% | 0.01% | 0.00% | 0.00% | 5.29% | 8.95% | 6.16% | 10.87% | 2.32% | 7.86% | 0.66% |
Frequently Asked Questions
OPGIX and ALOIX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OPGIX has higher volatility (5.96%) compared to ALOIX (4.84%). In terms of maximum drawdown, OPGIX dropped -62.57% vs ALOIX's -79.29%.
ALOIX currently has the higher Sharpe Ratio (2.68 vs 1.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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