OPGSX vs. GLD

In the year-to-date period, OPGSX achieves a 13.81% return, which is significantly lower than GLD's 26.30% return. Over the past 10 years, OPGSX has outperformed GLD with an annualized return of 8.74%, while GLD has yielded a comparatively lower 7.73% annualized return.

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OPGSX has a 1.05% expense ratio, which is higher than GLD's 0.40% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Gold & Special Minerals Fund (OPGSX) and SPDR Gold Trust (GLD). 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 OPGSX Sharpe Ratio is 0.44, which is lower than the GLD Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of OPGSX and GLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither OPGSX nor GLD has paid dividends to shareholders.

The maximum OPGSX drawdown since its inception was -81.04%, which is greater than GLD's maximum drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for OPGSX and GLD. For additional features, visit the drawdowns tool.

Invesco Gold & Special Minerals Fund (OPGSX) has a higher volatility of 8.87% compared to SPDR Gold Trust (GLD) at 4.94%. This indicates that OPGSX's price experiences larger fluctuations and is considered to be riskier than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.