OPMYX vs. BTMFX
OPMYX (Invesco Main Street Mid Cap Fund) and BTMFX (Boston Trust Midcap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, OPMYX returned 10.24%/yr vs 10.54%/yr for BTMFX. Their correlation of 0.92 means they have usually moved in the same direction. OPMYX charges 0.81%/yr vs 1.00%/yr for BTMFX.
Performance
OPMYX vs. BTMFX - Performance Comparison
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Returns By Period
In the year-to-date period, OPMYX achieves a 11.88% return, which is significantly higher than BTMFX's 8.89% return. Both investments have delivered pretty close results over the past 10 years, with OPMYX having a 10.24% annualized return and BTMFX not far ahead at 10.54%.
OPMYX
- 1D
- 1.00%
- 1M
- 0.46%
- 6M
- 9.26%
- YTD
- 11.88%
- 1Y
- 15.43%
- 3Y*
- 14.27%
- 5Y*
- 8.15%
- 10Y*
- 10.24%
- ALL TIME*
- 10.46%
BTMFX
- 1D
- 0.89%
- 1M
- 3.05%
- 6M
- 6.57%
- YTD
- 8.89%
- 1Y
- 10.44%
- 3Y*
- 9.56%
- 5Y*
- 6.62%
- 10Y*
- 10.54%
- ALL TIME*
- 9.54%
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 |
OPMYX vs. BTMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPMYX Invesco Main Street Mid Cap Fund | 11.88% | 9.24% | 17.33% | 14.73% | -14.13% | 23.13% | 9.36% | 32.51% | -12.31% | 15.10% |
BTMFX Boston Trust Midcap Fund | 8.89% | 4.29% | 10.27% | 13.06% | -10.91% | 24.77% | 9.72% | 33.00% | -3.36% | 20.01% |
Correlation
The correlation between OPMYX and BTMFX is 0.68, 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. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2007 | 0.92 |
Over the past year, the correlation between OPMYX and BTMFX has dropped to 0.68 - well below their long-term average of 0.92, suggesting their price drivers have been diverging.
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Return for Risk
OPMYX vs. BTMFX — Risk / Return Rank
OPMYX
BTMFX
OPMYX vs. BTMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Main Street Mid Cap Fund (OPMYX) and Boston Trust Midcap Fund (BTMFX). 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.
| OPMYX | BTMFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.49 | +0.34 |
| Martin ratioReturn relative to average drawdown | 7.17 | 4.14 | +3.03 |
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Drawdowns
OPMYX vs. BTMFX - Drawdown Comparison
The maximum OPMYX drawdown since its inception was -63.70%, which is greater than BTMFX's maximum drawdown of -49.26%. Use the drawdown chart below to compare losses from any high point for OPMYX and BTMFX.
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Drawdown Indicators
| OPMYX | BTMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.70% | -49.26% | -14.44% |
Max Drawdown (1Y)Largest decline over 1 year | -10.34% | -7.79% | -2.55% |
Max Drawdown (3Y)Largest decline over 3 years | -22.48% | -17.77% | -4.71% |
Max Drawdown (5Y)Largest decline over 5 years | -22.87% | -20.79% | -2.08% |
Max Drawdown (10Y)Largest decline over 10 years | -41.16% | -37.14% | -4.02% |
Current DrawdownCurrent decline from peak | -0.35% | 0.00% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -8.13% | -6.12% | -2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.80% | -0.26% |
Volatility
OPMYX vs. BTMFX - Volatility Comparison
The current volatility for Invesco Main Street Mid Cap Fund (OPMYX) is 2.71%, while Boston Trust Midcap Fund (BTMFX) has a volatility of 3.48%. This indicates that OPMYX experiences smaller price fluctuations and is considered to be less risky than BTMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OPMYX | BTMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 3.48% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.42% | 8.23% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.13% | 11.71% | +2.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.13% | 15.75% | +2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.19% | 17.38% | +1.81% |
OPMYX vs. BTMFX - Expense Ratio Comparison
OPMYX has a 0.81% expense ratio, which is lower than BTMFX's 1.00% expense ratio.
Dividends
OPMYX vs. BTMFX - Dividend Comparison
OPMYX's dividend yield for the trailing twelve months is around 7.15%, less than BTMFX's 9.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 9.98% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
OPMYX Invesco Main Street Mid Cap Fund | 7.15% | 8.00% | 8.16% | 0.00% | 3.68% | 17.06% | 2.39% | 4.53% | 12.36% | 13.69% | 3.06% | 12.87% |
Frequently Asked Questions
OPMYX and BTMFX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTMFX has higher volatility (3.48%) compared to OPMYX (2.71%). In terms of maximum drawdown, OPMYX dropped -63.70% vs BTMFX's -49.26%.
OPMYX currently has the higher Sharpe Ratio (1.35 vs 1.00), 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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