OPPAX vs. FSPGX

In the year-to-date period, OPPAX achieves a -3.51% return, which is significantly higher than FSPGX's -6.36% return.

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OPPAX has a 1.04% expense ratio, which is higher than FSPGX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Global Fund (OPPAX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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 OPPAX Sharpe Ratio is 0.07, which is lower than the FSPGX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of OPPAX and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OPPAX has not paid dividends to shareholders, while FSPGX's dividend yield for the trailing twelve months is around 0.40%.

The maximum OPPAX drawdown since its inception was -54.22%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for OPPAX and FSPGX. For additional features, visit the drawdowns tool.

The current volatility for Invesco Global Fund (OPPAX) is 11.67%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 13.76%. This indicates that OPPAX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.