OPSIX vs. ARCC
Compare and contrast key facts about Invesco Global Strategic Income Fund (OPSIX) and Ares Capital Corporation (ARCC).
OPSIX is managed by Invesco. It was launched on Oct 15, 1989.
Performance
OPSIX vs. ARCC - Performance Comparison
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OPSIX vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPSIX Invesco Global Strategic Income Fund | -6.99% | 11.76% | 2.79% | 7.62% | -12.37% | -3.32% | 3.52% | 10.60% | -4.67% | 6.22% |
ARCC Ares Capital Corporation | -8.49% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
Returns By Period
In the year-to-date period, OPSIX achieves a -6.99% return, which is significantly higher than ARCC's -8.49% return. Over the past 10 years, OPSIX has underperformed ARCC with an annualized return of 1.67%, while ARCC has yielded a comparatively higher 11.92% annualized return.
OPSIX
- 1D
- 0.66%
- 1M
- -8.11%
- YTD
- -6.99%
- 6M
- -5.12%
- 1Y
- 0.60%
- 3Y*
- 3.84%
- 5Y*
- 0.11%
- 10Y*
- 1.67%
ARCC
- 1D
- 1.58%
- 1M
- -0.58%
- YTD
- -8.49%
- 6M
- -7.16%
- 1Y
- -10.69%
- 3Y*
- 9.35%
- 5Y*
- 8.75%
- 10Y*
- 11.92%
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Return for Risk
OPSIX vs. ARCC — Risk / Return Rank
OPSIX
ARCC
OPSIX vs. ARCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Strategic Income Fund (OPSIX) and Ares Capital Corporation (ARCC). 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.
| OPSIX | ARCC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | -0.46 | +0.55 |
Sortino ratioReturn per unit of downside risk | 0.17 | -0.51 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.03 | 0.93 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | -0.54 | +0.64 |
Martin ratioReturn relative to average drawdown | 0.47 | -1.12 | +1.59 |
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
| OPSIX | ARCC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | -0.46 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.44 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.47 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.37 | +0.63 |
Correlation
The correlation between OPSIX and ARCC is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
OPSIX vs. ARCC - Dividend Comparison
OPSIX's dividend yield for the trailing twelve months is around 3.33%, less than ARCC's 10.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPSIX Invesco Global Strategic Income Fund | 3.33% | 4.39% | 5.02% | 4.03% | 2.89% | 2.63% | 2.71% | 4.57% | 5.28% | 4.24% | 3.51% | 4.50% |
ARCC Ares Capital Corporation | 10.65% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
Drawdowns
OPSIX vs. ARCC - Drawdown Comparison
The maximum OPSIX drawdown since its inception was -25.45%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for OPSIX and ARCC.
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Drawdown Indicators
| OPSIX | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.45% | -79.36% | +53.91% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | -19.35% | +10.64% |
Max Drawdown (5Y)Largest decline over 5 years | -21.80% | -21.76% | -0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -25.13% | -56.77% | +31.64% |
Current DrawdownCurrent decline from peak | -8.11% | -16.71% | +8.60% |
Average DrawdownAverage peak-to-trough decline | -2.91% | -9.07% | +6.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 9.33% | -7.50% |
Volatility
OPSIX vs. ARCC - Volatility Comparison
The current volatility for Invesco Global Strategic Income Fund (OPSIX) is 5.47%, while Ares Capital Corporation (ARCC) has a volatility of 6.61%. This indicates that OPSIX experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OPSIX | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 6.61% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 6.55% | 15.16% | -8.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.74% | 23.48% | -14.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.96% | 19.88% | -12.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.94% | 25.53% | -18.59% |