OPGIX vs. GISOX
OPGIX (Invesco Global Opportunities Fund Class A) and GISOX (Grandeur Peak International Stalwarts Fund) are both Foreign Small & Mid Cap Equities funds. Over the past 10 years, OPGIX returned 5.67%/yr vs 6.76%/yr for GISOX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. OPGIX charges 1.04%/yr vs 1.15%/yr for GISOX.
Performance
OPGIX vs. GISOX - Performance Comparison
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Returns By Period
In the year-to-date period, OPGIX achieves a 12.37% return, which is significantly higher than GISOX's 10.86% return. Over the past 10 years, OPGIX has underperformed GISOX with an annualized return of 5.67%, while GISOX has yielded a comparatively higher 6.76% annualized return.
OPGIX
- 1D
- 2.82%
- 1M
- 0.44%
- 6M
- 7.33%
- YTD
- 12.37%
- 1Y
- 15.29%
- 3Y*
- 2.54%
- 5Y*
- -6.33%
- 10Y*
- 5.67%
- ALL TIME*
- 9.83%
GISOX
- 1D
- 3.83%
- 1M
- -5.98%
- 6M
- 8.45%
- YTD
- 10.86%
- 1Y
- 9.01%
- 3Y*
- 5.61%
- 5Y*
- -4.06%
- 10Y*
- 6.76%
- ALL TIME*
- 7.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
OPGIX vs. GISOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPGIX Invesco Global Opportunities Fund Class A | 12.37% | 7.12% | -7.47% | 17.34% | -41.63% | 0.02% | 39.82% | 27.74% | -18.26% | 52.59% |
GISOX Grandeur Peak International Stalwarts Fund | 10.86% | 9.82% | -10.00% | 14.58% | -37.61% | 24.41% | 38.16% | 31.57% | -17.66% | 36.78% |
Correlation
The correlation between OPGIX and GISOX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.76 |
The correlation between OPGIX and GISOX shifts across timeframes, from 0.70 (1 year) to 0.80 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
OPGIX vs. GISOX — Risk / Return Rank
OPGIX
GISOX
OPGIX vs. GISOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Opportunities Fund Class A (OPGIX) and Grandeur Peak International Stalwarts Fund (GISOX). 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 | GISOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.09 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.53 | 0.65 | +0.89 |
| Martin ratioReturn relative to average drawdown | 5.27 | 1.93 | +3.35 |
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Drawdowns
OPGIX vs. GISOX - Drawdown Comparison
The maximum OPGIX drawdown since its inception was -62.57%, which is greater than GISOX's maximum drawdown of -47.98%. Use the drawdown chart below to compare losses from any high point for OPGIX and GISOX.
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Drawdown Indicators
| OPGIX | GISOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.57% | -47.98% | -14.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | -13.42% | +3.34% |
Max Drawdown (3Y)Largest decline over 3 years | -23.34% | -22.45% | -0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -52.49% | -47.98% | -4.51% |
Max Drawdown (10Y)Largest decline over 10 years | -54.65% | -47.98% | -6.67% |
Current DrawdownCurrent decline from peak | -33.47% | -24.75% | -8.72% |
Average DrawdownAverage peak-to-trough decline | -15.81% | -17.54% | +1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 4.50% | -1.68% |
Volatility
OPGIX vs. GISOX - Volatility Comparison
The current volatility for Invesco Global Opportunities Fund Class A (OPGIX) is 5.10%, while Grandeur Peak International Stalwarts Fund (GISOX) has a volatility of 7.21%. This indicates that OPGIX experiences smaller price fluctuations and is considered to be less risky than GISOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OPGIX | GISOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 7.21% | -2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 14.34% | 17.37% | -3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.19% | 19.71% | -1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.72% | 20.59% | +2.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 18.95% | +3.47% |
OPGIX vs. GISOX - Expense Ratio Comparison
OPGIX has a 1.04% expense ratio, which is lower than GISOX's 1.15% expense ratio.
Dividends
OPGIX vs. GISOX - Dividend Comparison
OPGIX's dividend yield for the trailing twelve months is around 0.10%, less than GISOX's 0.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GISOX Grandeur Peak International Stalwarts Fund | 0.45% | 0.50% | 0.45% | 0.54% | 0.10% | 8.61% | 0.21% | 0.14% | 2.76% | 1.38% | 0.29% | 0.00% |
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 GISOX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GISOX has higher volatility (7.21%) compared to OPGIX (5.10%). In terms of maximum drawdown, OPGIX dropped -62.57% vs GISOX's -47.98%.
OPGIX currently has the higher Sharpe Ratio (0.85 vs 0.44), 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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