OPOCX vs. OBMCX

In the year-to-date period, OPOCX achieves a -3.60% return, which is significantly lower than OBMCX's -2.00% return. Over the past 10 years, OPOCX has underperformed OBMCX with an annualized return of 2.18%, while OBMCX has yielded a comparatively higher 10.23% annualized return.

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OPOCX has a 1.01% expense ratio, which is lower than OBMCX's 1.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Fund (OPOCX) and Oberweis Micro Cap Fund (OBMCX). 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 OPOCX Sharpe Ratio is 0.20, which is lower than the OBMCX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of OPOCX and OBMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither OPOCX nor OBMCX has paid dividends to shareholders.

The maximum OPOCX drawdown since its inception was -71.60%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for OPOCX and OBMCX. For additional features, visit the drawdowns tool.

Invesco Discovery Fund (OPOCX) has a higher volatility of 7.74% compared to Oberweis Micro Cap Fund (OBMCX) at 7.06%. This indicates that OPOCX's price experiences larger fluctuations and is considered to be riskier than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.