OYAIX vs. ACEIX
Compare and contrast key facts about Invesco Select Risk: High Growth Investor Fund (OYAIX) and Invesco Equity and Income Fund (ACEIX).
OYAIX is managed by Invesco. It was launched on Apr 4, 2005. ACEIX is managed by Invesco. It was launched on Aug 2, 1960.
Performance
OYAIX vs. ACEIX - Performance Comparison
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OYAIX vs. ACEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OYAIX Invesco Select Risk: High Growth Investor Fund | -3.54% | 16.71% | 10.91% | 14.87% | -19.35% | 15.51% | 13.65% | 27.10% | -12.88% | 25.21% |
ACEIX Invesco Equity and Income Fund | -1.20% | 12.85% | 11.77% | 10.08% | -7.75% | 18.02% | 9.96% | 19.17% | -9.74% | 10.86% |
Returns By Period
In the year-to-date period, OYAIX achieves a -3.54% return, which is significantly lower than ACEIX's -1.20% return. Both investments have delivered pretty close results over the past 10 years, with OYAIX having a 8.11% annualized return and ACEIX not far ahead at 8.47%.
OYAIX
- 1D
- -0.46%
- 1M
- -8.40%
- YTD
- -3.54%
- 6M
- -0.79%
- 1Y
- 15.24%
- 3Y*
- 10.93%
- 5Y*
- 5.01%
- 10Y*
- 8.11%
ACEIX
- 1D
- -0.37%
- 1M
- -5.34%
- YTD
- -1.20%
- 6M
- 2.41%
- 1Y
- 11.40%
- 3Y*
- 11.00%
- 5Y*
- 6.63%
- 10Y*
- 8.47%
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OYAIX vs. ACEIX - Expense Ratio Comparison
OYAIX has a 0.14% expense ratio, which is lower than ACEIX's 0.78% expense ratio.
Return for Risk
OYAIX vs. ACEIX — Risk / Return Rank
OYAIX
ACEIX
OYAIX vs. ACEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Select Risk: High Growth Investor Fund (OYAIX) and Invesco Equity and Income Fund (ACEIX). 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.
| OYAIX | ACEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.05 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.47 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 1.21 | -0.67 |
Martin ratioReturn relative to average drawdown | 2.27 | 5.18 | -2.91 |
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
| OYAIX | ACEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.05 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.60 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.66 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.71 | -0.34 |
Correlation
The correlation between OYAIX and ACEIX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
OYAIX vs. ACEIX - Dividend Comparison
OYAIX's dividend yield for the trailing twelve months is around 5.69%, less than ACEIX's 6.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OYAIX Invesco Select Risk: High Growth Investor Fund | 5.69% | 5.49% | 5.95% | 2.76% | 6.97% | 7.25% | 19.62% | 19.14% | 7.90% | 2.62% | 0.79% | 1.51% |
ACEIX Invesco Equity and Income Fund | 6.98% | 6.87% | 8.28% | 6.91% | 6.65% | 13.74% | 2.94% | 5.53% | 8.91% | 6.73% | 3.94% | 5.17% |
Drawdowns
OYAIX vs. ACEIX - Drawdown Comparison
The maximum OYAIX drawdown since its inception was -57.72%, which is greater than ACEIX's maximum drawdown of -40.08%. Use the drawdown chart below to compare losses from any high point for OYAIX and ACEIX.
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Drawdown Indicators
| OYAIX | ACEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.72% | -40.08% | -17.64% |
Max Drawdown (1Y)Largest decline over 1 year | -10.40% | -8.63% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -27.76% | -16.73% | -11.03% |
Max Drawdown (10Y)Largest decline over 10 years | -34.70% | -30.80% | -3.90% |
Current DrawdownCurrent decline from peak | -8.56% | -5.50% | -3.06% |
Average DrawdownAverage peak-to-trough decline | -9.32% | -4.63% | -4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 2.01% | +1.51% |
Volatility
OYAIX vs. ACEIX - Volatility Comparison
Invesco Select Risk: High Growth Investor Fund (OYAIX) has a higher volatility of 4.45% compared to Invesco Equity and Income Fund (ACEIX) at 2.88%. This indicates that OYAIX's price experiences larger fluctuations and is considered to be riskier than ACEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OYAIX | ACEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 2.88% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.21% | 6.13% | +3.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.94% | 11.63% | +4.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.31% | 11.13% | +3.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.32% | 12.84% | +2.48% |