OPPAX vs. TEDMX
Compare and contrast key facts about Invesco Global Fund (OPPAX) and Templeton Developing Markets Trust (TEDMX).
OPPAX is managed by Invesco. It was launched on Dec 21, 1969. TEDMX is managed by Franklin Templeton. It was launched on Oct 15, 1991.
Performance
OPPAX vs. TEDMX - Performance Comparison
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OPPAX vs. TEDMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPPAX Invesco Global Fund | -9.72% | 15.20% | 16.16% | 34.18% | -32.18% | 15.23% | 27.64% | 31.58% | -13.65% | 36.25% |
TEDMX Templeton Developing Markets Trust | 5.07% | 44.71% | 8.14% | 12.28% | -22.17% | -5.82% | 18.65% | 26.39% | -16.21% | 40.21% |
Returns By Period
In the year-to-date period, OPPAX achieves a -9.72% return, which is significantly lower than TEDMX's 5.07% return. Both investments have delivered pretty close results over the past 10 years, with OPPAX having a 10.39% annualized return and TEDMX not far behind at 10.35%.
OPPAX
- 1D
- 4.19%
- 1M
- -5.95%
- YTD
- -9.72%
- 6M
- -6.68%
- 1Y
- 9.88%
- 3Y*
- 12.51%
- 5Y*
- 4.20%
- 10Y*
- 10.39%
TEDMX
- 1D
- 3.08%
- 1M
- -11.08%
- YTD
- 5.07%
- 6M
- 11.66%
- 1Y
- 42.76%
- 3Y*
- 19.97%
- 5Y*
- 4.83%
- 10Y*
- 10.35%
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OPPAX vs. TEDMX - Expense Ratio Comparison
OPPAX has a 1.04% expense ratio, which is lower than TEDMX's 1.38% expense ratio.
Return for Risk
OPPAX vs. TEDMX — Risk / Return Rank
OPPAX
TEDMX
OPPAX vs. TEDMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Fund (OPPAX) and Templeton Developing Markets Trust (TEDMX). 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.
| OPPAX | TEDMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 2.21 | -1.68 |
Sortino ratioReturn per unit of downside risk | 0.95 | 2.76 | -1.81 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.42 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 0.05 | 2.90 | -2.85 |
Martin ratioReturn relative to average drawdown | 0.18 | 11.97 | -11.78 |
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
| OPPAX | TEDMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 2.21 | -1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.26 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.55 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.37 | +0.10 |
Correlation
The correlation between OPPAX and TEDMX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
OPPAX vs. TEDMX - Dividend Comparison
OPPAX's dividend yield for the trailing twelve months is around 27.46%, more than TEDMX's 2.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPPAX Invesco Global Fund | 27.46% | 24.79% | 11.93% | 10.72% | 14.18% | 7.18% | 5.72% | 1.35% | 12.92% | 5.92% | 0.69% | 5.17% |
TEDMX Templeton Developing Markets Trust | 2.52% | 2.64% | 3.30% | 3.44% | 5.25% | 6.76% | 2.40% | 4.54% | 1.35% | 0.90% | 1.20% | 1.02% |
Drawdowns
OPPAX vs. TEDMX - Drawdown Comparison
The maximum OPPAX drawdown since its inception was -60.39%, smaller than the maximum TEDMX drawdown of -64.97%. Use the drawdown chart below to compare losses from any high point for OPPAX and TEDMX.
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Drawdown Indicators
| OPPAX | TEDMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.39% | -64.97% | +4.58% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -14.80% | -1.46% |
Max Drawdown (5Y)Largest decline over 5 years | -41.90% | -42.15% | +0.25% |
Max Drawdown (10Y)Largest decline over 10 years | -41.90% | -44.36% | +2.46% |
Current DrawdownCurrent decline from peak | -12.75% | -12.17% | -0.58% |
Average DrawdownAverage peak-to-trough decline | -15.49% | -19.54% | +4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.54% | 3.59% | +1.95% |
Volatility
OPPAX vs. TEDMX - Volatility Comparison
The current volatility for Invesco Global Fund (OPPAX) is 7.56%, while Templeton Developing Markets Trust (TEDMX) has a volatility of 10.72%. This indicates that OPPAX experiences smaller price fluctuations and is considered to be less risky than TEDMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OPPAX | TEDMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 10.72% | -3.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.76% | 15.25% | -2.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.47% | 19.72% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.19% | 18.99% | +2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.63% | 18.81% | +1.82% |