VVOAX vs. CIMDX
Compare and contrast key facts about Invesco Value Opportunities Fund (VVOAX) and Clarkston Founders Fund (CIMDX).
VVOAX is managed by Invesco. It was launched on Jun 25, 2001. CIMDX is managed by Clarkston Funds. It was launched on Jan 31, 2017.
Performance
VVOAX vs. CIMDX - Performance Comparison
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Returns By Period
In the year-to-date period, VVOAX achieves a 7.05% return, which is significantly higher than CIMDX's -5.18% return.
VVOAX
- 1D
- 0.40%
- 1M
- -1.80%
- YTD
- 7.05%
- 6M
- 11.82%
- 1Y
- 54.07%
- 3Y*
- 25.58%
- 5Y*
- 16.94%
- 10Y*
- 14.94%
CIMDX
- 1D
- 0.58%
- 1M
- -5.58%
- YTD
- -5.18%
- 6M
- -4.21%
- 1Y
- 9.47%
- 3Y*
- 5.07%
- 5Y*
- 1.75%
- 10Y*
- —
VVOAX vs. CIMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVOAX Invesco Value Opportunities Fund | 7.05% | 20.24% | 30.01% | 15.20% | 1.33% | 35.60% | 5.49% | 29.84% | -19.92% | 12.94% |
CIMDX Clarkston Founders Fund | -5.18% | 7.35% | 5.67% | 10.38% | -3.67% | 6.23% | 23.21% | 23.74% | -7.85% | 11.25% |
Correlation
The correlation between VVOAX and CIMDX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.
VVOAX vs. CIMDX - Expense Ratio Comparison
VVOAX has a 1.22% expense ratio, which is higher than CIMDX's 0.95% expense ratio.
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Return for Risk
VVOAX vs. CIMDX — Risk / Return Rank
VVOAX
CIMDX
VVOAX vs. CIMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Value Opportunities Fund (VVOAX) and Clarkston Founders Fund (CIMDX). 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.
| VVOAX | CIMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 0.11 | +1.35 |
Sortino ratioReturn per unit of downside risk | 1.98 | 0.30 | +1.68 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.04 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 0.27 | +2.09 |
Martin ratioReturn relative to average drawdown | 9.93 | 0.82 | +9.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VVOAX | CIMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.11 | +1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.11 | +0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.41 | -0.03 |
Drawdowns
VVOAX vs. CIMDX - Drawdown Comparison
The maximum VVOAX drawdown since its inception was -62.08%, which is greater than CIMDX's maximum drawdown of -31.86%. Use the drawdown chart below to compare losses from any high point for VVOAX and CIMDX.
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Drawdown Indicators
| VVOAX | CIMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.08% | -31.86% | -30.22% |
Max Drawdown (1Y)Largest decline over 1 year | -9.21% | -11.30% | +2.09% |
Max Drawdown (5Y)Largest decline over 5 years | -24.05% | -21.26% | -2.79% |
Max Drawdown (10Y)Largest decline over 10 years | -51.80% | — | — |
Current DrawdownCurrent decline from peak | -5.82% | -8.75% | +2.93% |
Average DrawdownAverage peak-to-trough decline | -11.80% | -5.88% | -5.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 3.69% | -0.11% |
Volatility
VVOAX vs. CIMDX - Volatility Comparison
Invesco Value Opportunities Fund (VVOAX) has a higher volatility of 6.77% compared to Clarkston Founders Fund (CIMDX) at 5.38%. This indicates that VVOAX's price experiences larger fluctuations and is considered to be riskier than CIMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VVOAX | CIMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.77% | 5.38% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 14.27% | 11.49% | +2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.91% | 18.75% | +4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.04% | 15.81% | +5.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.19% | 17.51% | +6.68% |
Dividends
VVOAX vs. CIMDX - Dividend Comparison
VVOAX's dividend yield for the trailing twelve months is around 9.74%, more than CIMDX's 3.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVOAX Invesco Value Opportunities Fund | 9.74% | 10.43% | 7.79% | 2.27% | 9.79% | 8.82% | 0.25% | 1.95% | 15.44% | 5.11% | 1.10% | 15.87% |
CIMDX Clarkston Founders Fund | 3.42% | 3.24% | 0.45% | 1.62% | 6.38% | 0.44% | 0.91% | 3.32% | 2.27% | 0.41% | 0.00% | 0.00% |