OPGSX vs. HMY

In the year-to-date period, OPGSX achieves a 44.37% return, which is significantly lower than HMY's 79.03% return. Over the past 10 years, OPGSX has underperformed HMY with an annualized return of 12.28%, while HMY has yielded a comparatively higher 27.03% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Invesco Gold & Special Minerals Fund (OPGSX) and Harmony Gold Mining Company Limited (HMY). 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 1.42, which is higher than the HMY Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of OPGSX and HMY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OPGSX's dividend yield for the trailing twelve months is around 0.60%, less than HMY's 1.18% yield.

The maximum OPGSX drawdown since its inception was -80.04%, smaller than the maximum HMY drawdown of -97.05%. Use the drawdown chart below to compare losses from any high point for OPGSX and HMY.

The current volatility for Invesco Gold & Special Minerals Fund (OPGSX) is 10.34%, while Harmony Gold Mining Company Limited (HMY) has a volatility of 20.43%. This indicates that OPGSX experiences smaller price fluctuations and is considered to be less risky than HMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.