PINRX vs. OPOCX
PINRX (Principal Diversified International Fund) and OPOCX (Invesco Discovery Fund) are both mutual funds - PINRX is a Foreign Large Cap Equities fund managed by Principal, while OPOCX is a Small Cap Growth Equities fund managed by Invesco. Over the past 10 years, PINRX returned 8.54%/yr vs 15.14%/yr for OPOCX. Their 0.67 correlation means they have sometimes moved together and sometimes differently. PINRX charges 1.32%/yr vs 1.01%/yr for OPOCX.
Performance
PINRX vs. OPOCX - Performance Comparison
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Returns By Period
In the year-to-date period, PINRX achieves a 7.10% return, which is significantly lower than OPOCX's 20.77% return. Over the past 10 years, PINRX has underperformed OPOCX with an annualized return of 8.54%, while OPOCX has yielded a comparatively higher 15.14% annualized return.
PINRX
- 1D
- -0.28%
- 1M
- 1.51%
- 6M
- 0.95%
- YTD
- 7.10%
- 1Y
- 20.71%
- 3Y*
- 15.69%
- 5Y*
- 7.32%
- 10Y*
- 8.54%
- ALL TIME*
- 5.40%
OPOCX
- 1D
- -0.47%
- 1M
- -7.73%
- 6M
- 10.91%
- YTD
- 20.77%
- 1Y
- 37.94%
- 3Y*
- 20.79%
- 5Y*
- 7.77%
- 10Y*
- 15.14%
- ALL TIME*
- 11.19%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PINRX vs. OPOCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINRX Principal Diversified International Fund | 7.10% | 32.03% | 5.91% | 17.21% | -20.26% | 8.95% | 16.91% | 22.26% | -17.80% | 27.96% |
OPOCX Invesco Discovery Fund | 20.77% | 16.77% | 22.61% | 17.02% | -31.26% | 14.78% | 50.33% | 36.81% | -4.15% | 29.04% |
Correlation
The correlation between PINRX and OPOCX is 0.70, 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. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2000 | 0.67 |
The correlation between PINRX and OPOCX has been stable across timeframes, ranging from 0.67 to 0.72 - a consistent structural relationship.
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Return for Risk
PINRX vs. OPOCX — Risk / Return Rank
PINRX
OPOCX
PINRX vs. OPOCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Diversified International Fund (PINRX) and Invesco Discovery Fund (OPOCX). 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.
| PINRX | OPOCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | 2.17 | -0.29 |
| Martin ratioReturn relative to average drawdown | 6.55 | 9.07 | -2.52 |
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Drawdowns
PINRX vs. OPOCX - Drawdown Comparison
The maximum PINRX drawdown since its inception was -62.91%, roughly equal to the maximum OPOCX drawdown of -64.17%. Use the drawdown chart below to compare losses from any high point for PINRX and OPOCX.
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Drawdown Indicators
| PINRX | OPOCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.91% | -64.17% | +1.26% |
Max Drawdown (1Y)Largest decline over 1 year | -10.73% | -16.69% | +5.96% |
Max Drawdown (3Y)Largest decline over 3 years | -14.13% | -28.60% | +14.47% |
Max Drawdown (5Y)Largest decline over 5 years | -30.79% | -43.27% | +12.48% |
Max Drawdown (10Y)Largest decline over 10 years | -36.58% | -43.27% | +6.69% |
Current DrawdownCurrent decline from peak | -1.36% | -13.09% | +11.73% |
Average DrawdownAverage peak-to-trough decline | -16.86% | -18.81% | +1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 4.00% | -0.91% |
Volatility
PINRX vs. OPOCX - Volatility Comparison
The current volatility for Principal Diversified International Fund (PINRX) is 4.76%, while Invesco Discovery Fund (OPOCX) has a volatility of 10.24%. This indicates that PINRX experiences smaller price fluctuations and is considered to be less risky than OPOCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINRX | OPOCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 10.24% | -5.48% |
Volatility (6M)Calculated over the trailing 6-month period | 14.27% | 23.10% | -8.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 27.65% | -11.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 25.97% | -10.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 25.13% | -9.15% |
PINRX vs. OPOCX - Expense Ratio Comparison
PINRX has a 1.32% expense ratio, which is higher than OPOCX's 1.01% expense ratio.
Dividends
PINRX vs. OPOCX - Dividend Comparison
PINRX's dividend yield for the trailing twelve months is around 1.92%, less than OPOCX's 11.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPOCX Invesco Discovery Fund | 11.11% | 13.41% | 6.86% | 0.00% | 0.00% | 20.51% | 11.22% | 6.42% | 18.85% | 12.46% | 4.33% | 6.84% |
PINRX Principal Diversified International Fund | 1.92% | 3.22% | 5.09% | 2.13% | 0.47% | 13.14% | 0.66% | 1.67% | 6.40% | 1.24% | 1.04% | 0.88% |
Frequently Asked Questions
PINRX and OPOCX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OPOCX has higher volatility (10.24%) compared to PINRX (4.76%). In terms of maximum drawdown, PINRX dropped -62.91% vs OPOCX's -64.17%.
OPOCX currently has the higher Sharpe Ratio (1.31 vs 1.24), 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.
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