OPGSX vs. SHSAX
Compare and contrast key facts about Invesco Gold & Special Minerals Fund (OPGSX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX).
OPGSX is managed by Invesco. It was launched on Jul 18, 1983. SHSAX is managed by Blackrock. It was launched on Dec 20, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OPGSX or SHSAX.
Key characteristics
| OPGSX | SHSAX | |
|---|---|---|
| YTD Return | 16.64% | 6.83% |
| 1Y Return | 31.44% | 11.80% |
| 3Y Return (Ann) | -1.02% | -3.43% |
| 5Y Return (Ann) | 9.10% | 2.13% |
| 10Y Return (Ann) | 8.64% | 3.44% |
| Sharpe Ratio | 1.36 | 1.05 |
| Sortino Ratio | 1.92 | 1.38 |
| Omega Ratio | 1.23 | 1.21 |
| Calmar Ratio | 0.71 | 0.56 |
| Martin Ratio | 5.56 | 4.57 |
| Ulcer Index | 6.86% | 2.73% |
| Daily Std Dev | 28.02% | 11.92% |
| Max Drawdown | -81.04% | -39.26% |
| Current Drawdown | -36.67% | -12.77% |
Correlation
The correlation between OPGSX and SHSAX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
OPGSX vs. SHSAX - Performance Comparison
In the year-to-date period, OPGSX achieves a 16.64% return, which is significantly higher than SHSAX's 6.83% return. Over the past 10 years, OPGSX has outperformed SHSAX with an annualized return of 8.64%, while SHSAX has yielded a comparatively lower 3.44% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OPGSX vs. SHSAX - Expense Ratio Comparison
OPGSX has a 1.05% expense ratio, which is lower than SHSAX's 1.09% expense ratio.
Risk-Adjusted Performance
OPGSX vs. SHSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Gold & Special Minerals Fund (OPGSX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX). 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.
Dividends
OPGSX vs. SHSAX - Dividend Comparison
OPGSX's dividend yield for the trailing twelve months is around 0.70%, more than SHSAX's 0.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.70% | 0.81% | 0.45% | 3.56% | 1.55% | 0.29% | 0.00% | 2.78% | 7.21% | 0.00% | 2.26% | 0.00% |
SHSAX BlackRock Health Sciences Opportunities Portfolio | 0.24% | 0.26% | 0.34% | 0.00% | 0.00% | 0.30% | 0.11% | 0.00% | 0.00% | 1.38% | 0.04% | 0.08% |
Drawdowns
OPGSX vs. SHSAX - Drawdown Comparison
The maximum OPGSX drawdown since its inception was -81.04%, which is greater than SHSAX's maximum drawdown of -39.26%. Use the drawdown chart below to compare losses from any high point for OPGSX and SHSAX. For additional features, visit the drawdowns tool.
Volatility
OPGSX vs. SHSAX - Volatility Comparison
Invesco Gold & Special Minerals Fund (OPGSX) has a higher volatility of 8.29% compared to BlackRock Health Sciences Opportunities Portfolio (SHSAX) at 3.22%. This indicates that OPGSX's price experiences larger fluctuations and is considered to be riskier than SHSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.