VVOAX vs. BA
VVOAX (Invesco Value Opportunities Fund) is Mid Cap Value Equities fund managed by Invesco, while BA (The Boeing Company) is a stock. Over the past 10 years, VVOAX returned 15.48%/yr vs 6.05%/yr for BA. Their 0.55 correlation means they have sometimes moved together and sometimes differently.
Performance
VVOAX vs. BA - Performance Comparison
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Returns By Period
In the year-to-date period, VVOAX achieves a 14.48% return, which is significantly higher than BA's -0.45% return. Over the past 10 years, VVOAX has outperformed BA with an annualized return of 15.48%, while BA has yielded a comparatively lower 6.05% annualized return.
VVOAX
- 1D
- 2.06%
- 1M
- -4.29%
- 6M
- 7.37%
- YTD
- 14.48%
- 1Y
- 35.01%
- 3Y*
- 23.74%
- 5Y*
- 17.90%
- 10Y*
- 15.48%
- ALL TIME*
- 8.61%
BA
- 1D
- -2.15%
- 1M
- -4.57%
- 6M
- -7.52%
- YTD
- -0.45%
- 1Y
- -2.60%
- 3Y*
- -3.16%
- 5Y*
- -0.93%
- 10Y*
- 6.05%
- ALL TIME*
- 10.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.48B | $1.24B | $1.42B | |
| $0.00 | $0.00 | $0.00 |
VVOAX vs. BA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVOAX Invesco Value Opportunities Fund | 14.48% | 20.24% | 30.01% | 15.20% | 1.33% | 35.60% | 5.49% | 29.84% | -19.92% | 17.07% |
BA The Boeing Company | -0.45% | 22.67% | -32.10% | 36.84% | -5.38% | -5.95% | -33.90% | 3.34% | 11.50% | 94.72% |
Correlation
The correlation between VVOAX and BA is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.49 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.51 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2001 | 0.55 |
Over the past year, the correlation between VVOAX and BA has dropped to 0.30 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
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Return for Risk
VVOAX vs. BA — Risk / Return Rank
VVOAX
BA
VVOAX vs. BA - Risk-Adjusted Trends Comparison
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.
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.
| VVOAX | BA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.68 | ||
| Sortino ratioReturn per unit of downside risk | +2.05 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.01 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | -0.10 | +3.25 |
| Martin ratioReturn relative to average drawdown | 10.09 | -0.22 | +10.30 |
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Drawdowns
VVOAX vs. BA - Drawdown Comparison
The maximum VVOAX drawdown since its inception was -62.08%, smaller than the maximum BA drawdown of -89.45%. Use the drawdown chart below to compare losses from any high point for VVOAX and BA.
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Drawdown Indicators
| VVOAX | BA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.08% | -89.45% | +27.37% |
Max Drawdown (1Y)Largest decline over 1 year | -10.22% | -24.96% | +14.74% |
Max Drawdown (3Y)Largest decline over 3 years | -24.05% | -48.31% | +24.26% |
Max Drawdown (5Y)Largest decline over 5 years | -24.05% | -51.62% | +27.57% |
Max Drawdown (10Y)Largest decline over 10 years | -51.80% | -77.92% | +26.12% |
Current DrawdownCurrent decline from peak | -8.38% | -49.77% | +41.39% |
Average DrawdownAverage peak-to-trough decline | -11.68% | -31.06% | +19.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 11.94% | -8.75% |
Volatility
VVOAX vs. BA - Volatility Comparison
The current volatility for Invesco Value Opportunities Fund (VVOAX) is 5.79%, while The Boeing Company (BA) has a volatility of 10.83%. 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.
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Volatility by Period
| VVOAX | BA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.79% | 10.83% | -5.04% |
Volatility (6M)Calculated over the trailing 6-month period | 15.89% | 24.73% | -8.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.05% | 32.64% | -12.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.34% | 36.54% | -15.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.12% | 41.70% | -17.58% |
Dividends
VVOAX vs. BA - Dividend Comparison
VVOAX's dividend yield for the trailing twelve months is around 9.11%, while BA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BA The Boeing Company | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.96% | 2.52% | 2.12% | 1.93% | 2.80% | 2.52% |
VVOAX Invesco Value Opportunities Fund | 9.11% | 10.43% | 7.79% | 2.27% | 9.79% | 8.82% | 0.25% | 1.95% | 15.44% | 5.11% | 1.10% | 15.87% |
Frequently Asked Questions
VVOAX and BA have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BA has higher volatility (10.83%) compared to VVOAX (5.79%). In terms of maximum drawdown, VVOAX dropped -62.08% vs BA's -89.45%.
VVOAX currently has the higher Sharpe Ratio (1.61 vs -0.08), 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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