OPPAX vs. OSMAX

In the year-to-date period, OPPAX achieves a 1.63% return, which is significantly lower than OSMAX's 12.57% return. Over the past 10 years, OPPAX has outperformed OSMAX with an annualized return of 9.69%, while OSMAX has yielded a comparatively lower 1.50% annualized return.

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OPPAX has a 1.04% expense ratio, which is lower than OSMAX's 1.33% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Global Fund (OPPAX) and Invesco International Small-Mid Company Fund (OSMAX). 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 0.18, which is higher than the OSMAX Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of OPPAX and OSMAX, 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's dividend yield for the trailing twelve months is around 11.74%, more than OSMAX's 1.38% yield.

The maximum OPPAX drawdown since its inception was -54.22%, smaller than the maximum OSMAX drawdown of -81.37%. Use the drawdown chart below to compare losses from any high point for OPPAX and OSMAX. For additional features, visit the drawdowns tool.

Invesco Global Fund (OPPAX) has a higher volatility of 5.25% compared to Invesco International Small-Mid Company Fund (OSMAX) at 2.88%. This indicates that OPPAX's price experiences larger fluctuations and is considered to be riskier than OSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.