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VVOAX vs. ACMVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VVOAX and ACMVX is 0.86, 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.


Performance

VVOAX vs. ACMVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Value Opportunities Fund (VVOAX) and American Century Mid Cap Value Fund (ACMVX). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%December2025FebruaryMarchAprilMay
230.52%
122.27%
VVOAX
ACMVX

Key characteristics

Sharpe Ratio

VVOAX:

0.32

ACMVX:

-0.16

Sortino Ratio

VVOAX:

0.70

ACMVX:

-0.02

Omega Ratio

VVOAX:

1.10

ACMVX:

1.00

Calmar Ratio

VVOAX:

0.42

ACMVX:

-0.06

Martin Ratio

VVOAX:

1.39

ACMVX:

-0.21

Ulcer Index

VVOAX:

7.22%

ACMVX:

7.81%

Daily Std Dev

VVOAX:

24.94%

ACMVX:

16.50%

Max Drawdown

VVOAX:

-65.29%

ACMVX:

-55.52%

Current Drawdown

VVOAX:

-11.68%

ACMVX:

-20.52%

Returns By Period

In the year-to-date period, VVOAX achieves a -4.48% return, which is significantly lower than ACMVX's -0.41% return. Over the past 10 years, VVOAX has outperformed ACMVX with an annualized return of 8.59%, while ACMVX has yielded a comparatively lower 0.78% annualized return.


VVOAX

YTD

-4.48%

1M

6.44%

6M

-8.27%

1Y

7.88%

5Y*

23.01%

10Y*

8.59%

ACMVX

YTD

-0.41%

1M

3.14%

6M

-10.32%

1Y

-2.69%

5Y*

4.30%

10Y*

0.78%

*Annualized

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VVOAX vs. ACMVX - Expense Ratio Comparison

VVOAX has a 1.22% expense ratio, which is higher than ACMVX's 0.97% expense ratio.


Risk-Adjusted Performance

VVOAX vs. ACMVX — Risk-Adjusted Performance Rank

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

VVOAX
The Risk-Adjusted Performance Rank of VVOAX is 5050
Overall Rank
The Sharpe Ratio Rank of VVOAX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of VVOAX is 5151
Sortino Ratio Rank
The Omega Ratio Rank of VVOAX is 5050
Omega Ratio Rank
The Calmar Ratio Rank of VVOAX is 5757
Calmar Ratio Rank
The Martin Ratio Rank of VVOAX is 4949
Martin Ratio Rank

ACMVX
The Risk-Adjusted Performance Rank of ACMVX is 1515
Overall Rank
The Sharpe Ratio Rank of ACMVX is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of ACMVX is 1515
Sortino Ratio Rank
The Omega Ratio Rank of ACMVX is 1515
Omega Ratio Rank
The Calmar Ratio Rank of ACMVX is 1717
Calmar Ratio Rank
The Martin Ratio Rank of ACMVX is 1616
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VVOAX vs. ACMVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Value Opportunities Fund (VVOAX) and American Century Mid Cap Value Fund (ACMVX). 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 VVOAX Sharpe Ratio is 0.32, which is higher than the ACMVX Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of VVOAX and ACMVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.32
-0.16
VVOAX
ACMVX

Dividends

VVOAX vs. ACMVX - Dividend Comparison

VVOAX's dividend yield for the trailing twelve months is around 8.15%, more than ACMVX's 1.62% yield.


TTM20242023202220212020201920182017201620152014
VVOAX
Invesco Value Opportunities Fund
8.15%7.79%0.21%9.79%8.82%0.25%1.95%15.44%5.11%1.25%1.15%1.72%
ACMVX
American Century Mid Cap Value Fund
1.62%1.70%1.72%1.80%1.42%1.33%1.46%1.81%1.58%1.29%1.18%1.11%

Drawdowns

VVOAX vs. ACMVX - Drawdown Comparison

The maximum VVOAX drawdown since its inception was -65.29%, which is greater than ACMVX's maximum drawdown of -55.52%. Use the drawdown chart below to compare losses from any high point for VVOAX and ACMVX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-11.68%
-20.52%
VVOAX
ACMVX

Volatility

VVOAX vs. ACMVX - Volatility Comparison

Invesco Value Opportunities Fund (VVOAX) has a higher volatility of 7.07% compared to American Century Mid Cap Value Fund (ACMVX) at 5.50%. This indicates that VVOAX's price experiences larger fluctuations and is considered to be riskier than ACMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
7.07%
5.50%
VVOAX
ACMVX