OPGSX vs. HMY
Compare and contrast key facts about Invesco Gold & Special Minerals Fund (OPGSX) and Harmony Gold Mining Company Limited (HMY).
OPGSX is managed by Invesco. It was launched on Jul 18, 1983.
Performance
OPGSX vs. HMY - Performance Comparison
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OPGSX vs. HMY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.44% | 131.03% | 13.05% | 6.35% | -16.86% | -2.75% | 36.15% | 46.37% | -13.15% | 17.17% |
HMY Harmony Gold Mining Company Limited | -22.76% | 145.47% | 35.39% | 82.51% | -16.42% | -10.25% | 28.93% | 102.79% | -4.28% | -12.94% |
Returns By Period
In the year-to-date period, OPGSX achieves a 0.44% return, which is significantly higher than HMY's -22.76% return. Over the past 10 years, OPGSX has outperformed HMY with an annualized return of 17.37%, while HMY has yielded a comparatively lower 16.46% annualized return.
OPGSX
- 1D
- -0.37%
- 1M
- -23.68%
- YTD
- 0.44%
- 6M
- 13.72%
- 1Y
- 82.38%
- 3Y*
- 36.20%
- 5Y*
- 20.12%
- 10Y*
- 17.37%
HMY
- 1D
- 8.55%
- 1M
- -32.44%
- YTD
- -22.76%
- 6M
- -14.90%
- 1Y
- 5.39%
- 3Y*
- 57.20%
- 5Y*
- 27.56%
- 10Y*
- 16.46%
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Return for Risk
OPGSX vs. HMY — Risk / Return Rank
OPGSX
HMY
OPGSX vs. HMY - Risk-Adjusted Trends Comparison
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.
| OPGSX | HMY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.20 | 0.08 | +2.12 |
Sortino ratioReturn per unit of downside risk | 2.54 | 0.58 | +1.96 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.07 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 3.22 | 0.22 | +3.00 |
Martin ratioReturn relative to average drawdown | 12.84 | 0.57 | +12.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OPGSX | HMY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | 0.08 | +2.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.48 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.27 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.05 | +0.20 |
Correlation
The correlation between OPGSX and HMY is 0.70, 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.
Dividends
OPGSX vs. HMY - Dividend Comparison
OPGSX's dividend yield for the trailing twelve months is around 0.43%, less than HMY's 1.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.43% | 0.43% | 0.86% | 0.81% | 0.45% | 3.56% | 1.55% | 0.29% | 0.00% | 2.78% | 7.21% |
HMY Harmony Gold Mining Company Limited | 1.39% | 1.07% | 1.59% | 0.66% | 1.14% | 2.23% | 0.00% | 0.00% | 0.00% | 3.13% | 1.37% |
Drawdowns
OPGSX vs. HMY - Drawdown Comparison
The maximum OPGSX drawdown since its inception was -80.04%, smaller than the maximum HMY drawdown of -97.04%. Use the drawdown chart below to compare losses from any high point for OPGSX and HMY.
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Drawdown Indicators
| OPGSX | HMY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.04% | -97.04% | +17.00% |
Max Drawdown (1Y)Largest decline over 1 year | -29.01% | -48.85% | +19.84% |
Max Drawdown (5Y)Largest decline over 5 years | -47.09% | -63.78% | +16.69% |
Max Drawdown (10Y)Largest decline over 10 years | -47.09% | -71.05% | +23.96% |
Current DrawdownCurrent decline from peak | -24.65% | -40.98% | +16.33% |
Average DrawdownAverage peak-to-trough decline | -29.33% | -52.87% | +23.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.27% | 18.94% | -11.67% |
Volatility
OPGSX vs. HMY - Volatility Comparison
The current volatility for Invesco Gold & Special Minerals Fund (OPGSX) is 15.32%, while Harmony Gold Mining Company Limited (HMY) has a volatility of 23.34%. 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.
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Volatility by Period
| OPGSX | HMY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.32% | 23.34% | -8.02% |
Volatility (6M)Calculated over the trailing 6-month period | 35.01% | 48.51% | -13.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.01% | 66.46% | -23.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.97% | 58.39% | -25.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.93% | 61.53% | -28.60% |