OPOCX vs. NEAGX
Compare and contrast key facts about Invesco Discovery Fund (OPOCX) and Needham Aggressive Growth Fund (NEAGX).
OPOCX is managed by Invesco. It was launched on Sep 11, 1986. NEAGX is managed by Needham. It was launched on Sep 4, 2001.
Performance
OPOCX vs. NEAGX - Performance Comparison
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OPOCX vs. NEAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPOCX Invesco Discovery Fund | 6.39% | 16.77% | 22.61% | 17.02% | -31.26% | 14.78% | 50.33% | 36.81% | -4.15% | 29.04% |
NEAGX Needham Aggressive Growth Fund | 11.92% | 26.40% | 14.31% | 37.65% | -27.53% | 37.56% | 51.53% | 43.82% | -16.09% | 8.75% |
Returns By Period
In the year-to-date period, OPOCX achieves a 6.39% return, which is significantly lower than NEAGX's 11.92% return. Over the past 10 years, OPOCX has underperformed NEAGX with an annualized return of 14.66%, while NEAGX has yielded a comparatively higher 18.04% annualized return.
OPOCX
- 1D
- 5.36%
- 1M
- -6.64%
- YTD
- 6.39%
- 6M
- 11.96%
- 1Y
- 40.33%
- 3Y*
- 18.87%
- 5Y*
- 5.87%
- 10Y*
- 14.66%
NEAGX
- 1D
- 4.33%
- 1M
- -7.75%
- YTD
- 11.92%
- 6M
- 14.19%
- 1Y
- 60.51%
- 3Y*
- 26.85%
- 5Y*
- 15.03%
- 10Y*
- 18.04%
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OPOCX vs. NEAGX - Expense Ratio Comparison
OPOCX has a 1.01% expense ratio, which is lower than NEAGX's 1.86% expense ratio.
Return for Risk
OPOCX vs. NEAGX — Risk / Return Rank
OPOCX
NEAGX
OPOCX vs. NEAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Fund (OPOCX) and Needham Aggressive Growth Fund (NEAGX). 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.
| OPOCX | NEAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 2.14 | -0.61 |
Sortino ratioReturn per unit of downside risk | 2.12 | 2.71 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.38 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.84 | 4.27 | -1.43 |
Martin ratioReturn relative to average drawdown | 11.39 | 15.19 | -3.80 |
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
| OPOCX | NEAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 2.14 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.62 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.76 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.59 | -0.10 |
Correlation
The correlation between OPOCX and NEAGX is 0.86, 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
OPOCX vs. NEAGX - Dividend Comparison
OPOCX's dividend yield for the trailing twelve months is around 12.61%, more than NEAGX's 1.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPOCX Invesco Discovery Fund | 12.61% | 13.41% | 6.86% | 0.00% | 0.00% | 20.51% | 11.22% | 6.42% | 18.85% | 12.46% | 4.33% | 6.84% |
NEAGX Needham Aggressive Growth Fund | 1.91% | 2.14% | 0.00% | 0.00% | 0.00% | 7.10% | 3.91% | 10.64% | 16.57% | 5.17% | 6.72% | 11.88% |
Drawdowns
OPOCX vs. NEAGX - Drawdown Comparison
The maximum OPOCX drawdown since its inception was -64.17%, which is greater than NEAGX's maximum drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for OPOCX and NEAGX.
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Drawdown Indicators
| OPOCX | NEAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.17% | -41.80% | -22.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.39% | -14.01% | +0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -43.27% | -36.31% | -6.96% |
Max Drawdown (10Y)Largest decline over 10 years | -43.27% | -36.31% | -6.96% |
Current DrawdownCurrent decline from peak | -6.64% | -7.75% | +1.11% |
Average DrawdownAverage peak-to-trough decline | -18.94% | -8.72% | -10.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 3.93% | -0.60% |
Volatility
OPOCX vs. NEAGX - Volatility Comparison
Invesco Discovery Fund (OPOCX) has a higher volatility of 12.58% compared to Needham Aggressive Growth Fund (NEAGX) at 11.64%. This indicates that OPOCX's price experiences larger fluctuations and is considered to be riskier than NEAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OPOCX | NEAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.58% | 11.64% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 19.74% | 19.84% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.27% | 28.93% | -1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.25% | 24.33% | +0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.67% | 23.90% | +0.77% |