VVOAX vs. BA

In the year-to-date period, VVOAX achieves a -1.91% return, which is significantly lower than BA's 17.62% return. Over the past 10 years, VVOAX has outperformed BA with an annualized return of 10.43%, while BA has yielded a comparatively lower 5.22% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Invesco Value Opportunities Fund (VVOAX) and The Boeing Company (BA). 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 0.48, which is comparable to the BA Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of VVOAX and BA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VVOAX's dividend yield for the trailing twelve months is around 7.94%, while BA has not paid dividends to shareholders.

The maximum VVOAX drawdown since its inception was -62.07%, smaller than the maximum BA drawdown of -88.94%. Use the drawdown chart below to compare losses from any high point for VVOAX and BA.

The current volatility for Invesco Value Opportunities Fund (VVOAX) is 5.34%, while The Boeing Company (BA) has a volatility of 6.10%. This indicates that VVOAX experiences smaller price fluctuations and is considered to be less risky than BA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.