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QMGYX vs. OPGSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QMGYX vs. OPGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Advantage International Fund (QMGYX) and Invesco Gold & Special Minerals Fund (OPGSX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


QMGYX

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

OPGSX

1D
-3.28%
1M
-12.63%
6M
-24.01%
YTD
-14.58%
1Y
39.25%
3Y*
28.16%
5Y*
14.66%
10Y*
10.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QMGYX vs. OPGSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
QMGYX
Invesco Advantage International Fund
14.38%32.08%5.74%4.14%-11.26%6.82%12.06%21.53%-13.00%19.20%
OPGSX
Invesco Gold & Special Minerals Fund
-14.58%131.03%13.05%6.35%-16.86%-2.75%36.15%46.37%-13.15%17.17%

Correlation

The correlation between QMGYX and OPGSX is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.49

Correlation (3Y)
Calculated over the trailing 3-year period

0.51

Correlation (5Y)
Calculated over the trailing 5-year period

0.53

Correlation (10Y)
Calculated over the trailing 10-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Jan 4, 2016

0.40

The correlation between QMGYX and OPGSX shifts across timeframes, from 0.40 (all time) to 0.53 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

QMGYX vs. OPGSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QMGYX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


OPGSX
OPGSX Risk / Return Rank: 1616
Overall Rank
OPGSX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
OPGSX Sortino Ratio Rank: 1717
Sortino Ratio Rank
OPGSX Omega Ratio Rank: 1818
Omega Ratio Rank
OPGSX Calmar Ratio Rank: 1717
Calmar Ratio Rank
OPGSX Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QMGYX vs. OPGSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Advantage International Fund (QMGYX) and Invesco Gold & Special Minerals Fund (OPGSX). 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.


QMGYXOPGSXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.18

Calmar ratioReturn relative to maximum drawdown

1.18

Martin ratioReturn relative to average drawdown

2.72

QMGYX vs. OPGSX - Sharpe Ratio Comparison


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Drawdowns

QMGYX vs. OPGSX - Drawdown Comparison


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Drawdown Indicators


QMGYXOPGSXDifference

Max Drawdown

Largest peak-to-trough decline

-80.04%

Max Drawdown (1Y)

Largest decline over 1 year

-35.92%

Max Drawdown (3Y)

Largest decline over 3 years

-35.92%

Max Drawdown (5Y)

Largest decline over 5 years

-47.09%

Max Drawdown (10Y)

Largest decline over 10 years

-47.09%

Current Drawdown

Current decline from peak

-35.92%

Average Drawdown

Average peak-to-trough decline

-29.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.89%

Volatility

QMGYX vs. OPGSX - Volatility Comparison


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Volatility by Period


QMGYXOPGSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.31%

Volatility (6M)

Calculated over the trailing 6-month period

37.31%

Volatility (1Y)

Calculated over the trailing 1-year period

45.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.10%

QMGYX vs. OPGSX - Expense Ratio Comparison

QMGYX has a 0.64% expense ratio, which is lower than OPGSX's 1.05% expense ratio.


Dividends

QMGYX vs. OPGSX - Dividend Comparison

QMGYX's dividend yield for the trailing twelve months is around 49.36%, more than OPGSX's 0.50% yield.


PositionTTM2025202420232022202120202019201820172016
OPGSX
Invesco Gold & Special Minerals Fund
0.50%0.43%0.86%0.81%0.45%3.56%1.55%0.29%0.00%2.78%7.21%
QMGYX
Invesco Advantage International Fund
49.36%3.29%4.68%5.46%0.00%13.85%0.07%1.07%6.12%2.36%5.03%

Frequently Asked Questions


QMGYX and OPGSX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for QMGYX and OPGSX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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