OYAIX vs. ACSTX

Last updated Aug 1, 2026

OYAIX (Invesco Select Risk: High Growth Investor Fund) and ACSTX (Invesco Comstock Fund) are both mutual funds - OYAIX is a Diversified Portfolio fund managed by Invesco, while ACSTX is a Large Cap Value Equities fund managed by Invesco. Over the past 10 years, OYAIX returned 9.21%/yr vs 12.73%/yr for ACSTX. Their correlation of 0.86 means they have usually moved in the same direction. OYAIX charges 0.14%/yr vs 0.80%/yr for ACSTX.

Performance

OYAIX vs. ACSTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Select Risk: High Growth Investor Fund (OYAIX) and Invesco Comstock Fund (ACSTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, OYAIX achieves a 11.56% return, which is significantly lower than ACSTX's 12.80% return. Over the past 10 years, OYAIX has underperformed ACSTX with an annualized return of 9.21%, while ACSTX has yielded a comparatively higher 12.73% annualized return.

OYAIX

• 1D: 1.55%
• 1M: -0.17%
• 6M: 7.16%
• YTD: 11.56%
• 1Y: 21.70%
• 3Y*: 13.93%
• 5Y*: 6.70%
• 10Y*: 9.21%
• ALL TIME*: 7.43%

ACSTX

• 1D: 0.47%
• 1M: 0.82%
• 6M: 9.59%
• YTD: 12.80%
• 1Y: 24.16%
• 3Y*: 16.09%
• 5Y*: 13.28%
• 10Y*: 12.73%
• ALL TIME*: 9.54%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ACSTX Invesco Comstock Fund	$0.00	$0.00	$0.00
OYAIX Invesco Select Risk: High Growth Investor Fund	$0.00	$0.00	$0.00

OYAIX vs. ACSTX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
OYAIX Invesco Select Risk: High Growth Investor Fund	11.56%	16.71%	10.91%	14.87%	-19.35%	15.51%	13.65%	27.10%	-12.88%	25.21%
ACSTX Invesco Comstock Fund	12.80%	17.22%	15.00%	12.37%	0.74%	33.33%	-0.78%	24.35%	-12.34%	17.75%

Correlation

The correlation between OYAIX and ACSTX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.60
Correlation (3Y) Balances recent behavior with more history.	0.76
Correlation (5Y) Shows whether the relationship held over a longer period.	0.80
Correlation (10Y) Provides a long-term view across more market conditions.	0.80
Correlation (All Time) Calculated using the full available price history since Apr 5, 2005	0.86

Over the past year, the correlation between OYAIX and ACSTX has dropped to 0.60 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.

Return for Risk

OYAIX vs. ACSTX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

OYAIX

OYAIX Risk / Return Rank: 73
OYAIX Sharpe Ratio Rank: 68
OYAIX Sortino Ratio Rank: 68
OYAIX Omega Ratio Rank: 66
OYAIX Calmar Ratio Rank: 78
OYAIX Martin Ratio Rank: 83

ACSTX

ACSTX Risk / Return Rank: 83
ACSTX Sharpe Ratio Rank: 83
ACSTX Sortino Ratio Rank: 83
ACSTX Omega Ratio Rank: 80
ACSTX Calmar Ratio Rank: 82
ACSTX Martin Ratio Rank: 86

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

OYAIX vs. ACSTX - 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 Comstock Fund (ACSTX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	OYAIX	ACSTX	Difference
Sharpe ratio: Return per unit of total volatility	1.65	2.00	-0.35
Sortino ratio: Return per unit of downside risk	2.39	2.89	-0.50
Omega ratio: Gain probability vs. loss probability	1.30	1.36	-0.06
Calmar ratio: Return relative to maximum drawdown	2.60	2.71	-0.11
Martin ratio: Return relative to average drawdown	10.43	10.66	-0.23

OYAIX vs. ACSTX - Sharpe Ratio Comparison

The current OYAIX Sharpe Ratio is 1.65, which is comparable to the ACSTX Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of OYAIX and ACSTX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

OYAIX vs. ACSTX - Drawdown Comparison

The maximum OYAIX drawdown since its inception was -57.72%, roughly equal to the maximum ACSTX drawdown of -58.61%. Use the drawdown chart below to compare losses from any high point for OYAIX and ACSTX.

Drawdown Indicators

	OYAIX	ACSTX	Difference
Max Drawdown Largest peak-to-trough decline	-57.72%	-58.61%	+0.89%
Max Drawdown (1Y) Largest decline over 1 year	-8.56%	-8.02%	-0.54%
Max Drawdown (3Y) Largest decline over 3 years	-15.93%	-15.61%	-0.32%
Max Drawdown (5Y) Largest decline over 5 years	-27.76%	-17.25%	-10.51%
Max Drawdown (10Y) Largest decline over 10 years	-34.70%	-44.80%	+10.10%
Current Drawdown Current decline from peak	-1.73%	-0.52%	-1.21%
Average Drawdown Average peak-to-trough decline	-9.19%	-9.32%	+0.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.03%	2.06%	-0.03%

Volatility

OYAIX vs. ACSTX - Volatility Comparison

Invesco Select Risk: High Growth Investor Fund (OYAIX) has a higher volatility of 3.23% compared to Invesco Comstock Fund (ACSTX) at 2.32%. This indicates that OYAIX's price experiences larger fluctuations and is considered to be riskier than ACSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OYAIX	ACSTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.23%	2.32%	+0.91%
Volatility (6M) Calculated over the trailing 6-month period	10.64%	8.00%	+2.64%
Volatility (1Y) Calculated over the trailing 1-year period	13.51%	10.90%	+2.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.56%	15.20%	-0.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.28%	19.32%	-4.04%

OYAIX vs. ACSTX - Expense Ratio Comparison

OYAIX has a 0.14% expense ratio, which is lower than ACSTX's 0.80% expense ratio.

Dividends

OYAIX vs. ACSTX - Dividend Comparison

OYAIX's dividend yield for the trailing twelve months is around 4.92%, less than ACSTX's 7.87% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ACSTX Invesco Comstock Fund	7.87%	8.79%	10.17%	8.44%	13.00%	8.66%	2.05%	6.66%	10.03%	3.60%	6.98%	1.10%
OYAIX Invesco Select Risk: High Growth Investor Fund	4.92%	5.49%	5.95%	2.76%	6.97%	7.25%	19.62%	19.14%	7.90%	2.62%	0.79%	1.51%

Frequently Asked Questions

Can I hold both OYAIX and ACSTX in my portfolio?

OYAIX and ACSTX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, OYAIX or ACSTX?

OYAIX has higher volatility (3.23%) compared to ACSTX (2.32%). In terms of maximum drawdown, OYAIX dropped -57.72% vs ACSTX's -58.61%.

Which has better risk-adjusted returns?

ACSTX currently has the higher Sharpe Ratio (2.00 vs 1.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.