OPTFX vs. PIODX

In the year-to-date period, OPTFX achieves a -7.54% return, which is significantly lower than PIODX's -3.23% return. Over the past 10 years, OPTFX has outperformed PIODX with an annualized return of 15.12%, while PIODX has yielded a comparatively lower 1.01% annualized return.

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OPTFX has a 0.95% expense ratio, which is lower than PIODX's 1.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Capital Appreciation Fund (OPTFX) and Pioneer Fund (PIODX). 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 OPTFX Sharpe Ratio is 0.47, which is higher than the PIODX Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of OPTFX and PIODX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OPTFX has not paid dividends to shareholders, while PIODX's dividend yield for the trailing twelve months is around 0.54%.

The maximum OPTFX drawdown since its inception was -57.04%, roughly equal to the maximum PIODX drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for OPTFX and PIODX. For additional features, visit the drawdowns tool.

Invesco Capital Appreciation Fund (OPTFX) has a higher volatility of 16.53% compared to Pioneer Fund (PIODX) at 15.65%. This indicates that OPTFX's price experiences larger fluctuations and is considered to be riskier than PIODX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.