VVOIX vs. ARTQX
VVOIX (Invesco Value Opportunities Fund Class Y) and ARTQX (Artisan Mid Cap Value Fund) are both Mid Cap Value Equities funds. Over the past 10 years, VVOIX returned 15.74%/yr vs 7.48%/yr for ARTQX. Their correlation of 0.87 means they have usually moved in the same direction. VVOIX charges 0.77%/yr vs 1.21%/yr for ARTQX.
Performance
VVOIX vs. ARTQX - Performance Comparison
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Returns By Period
In the year-to-date period, VVOIX achieves a 14.66% return, which is significantly higher than ARTQX's 7.91% return. Over the past 10 years, VVOIX has outperformed ARTQX with an annualized return of 15.74%, while ARTQX has yielded a comparatively lower 7.48% annualized return.
VVOIX
- 1D
- 2.07%
- 1M
- -4.28%
- 6M
- 7.51%
- YTD
- 14.66%
- 1Y
- 35.34%
- 3Y*
- 24.05%
- 5Y*
- 18.21%
- 10Y*
- 15.74%
- ALL TIME*
- 8.83%
ARTQX
- 1D
- -1.54%
- 1M
- 1.65%
- 6M
- 5.69%
- YTD
- 7.91%
- 1Y
- 12.83%
- 3Y*
- 5.73%
- 5Y*
- 4.58%
- 10Y*
- 7.48%
- ALL TIME*
- 9.18%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VVOIX vs. ARTQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVOIX Invesco Value Opportunities Fund Class Y | 14.66% | 20.54% | 30.36% | 15.40% | 1.68% | 35.87% | 5.73% | 30.20% | -19.74% | 17.36% |
ARTQX Artisan Mid Cap Value Fund | 7.91% | 1.88% | 4.47% | 18.32% | -12.93% | 26.44% | 5.49% | 23.46% | -13.87% | 12.42% |
Correlation
The correlation between VVOIX and ARTQX is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2005 | 0.87 |
Over the past year, the correlation between VVOIX and ARTQX has dropped to 0.53 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
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Return for Risk
VVOIX vs. ARTQX — Risk / Return Rank
VVOIX
ARTQX
VVOIX vs. ARTQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Value Opportunities Fund Class Y (VVOIX) and Artisan Mid Cap Value Fund (ARTQX). 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.
| VVOIX | ARTQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.94 | ||
| Sortino ratioReturn per unit of downside risk | +1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.13 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 3.19 | 0.89 | +2.30 |
| Martin ratioReturn relative to average drawdown | 10.22 | 2.38 | +7.83 |
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Drawdowns
VVOIX vs. ARTQX - Drawdown Comparison
The maximum VVOIX drawdown since its inception was -61.77%, which is greater than ARTQX's maximum drawdown of -52.64%. Use the drawdown chart below to compare losses from any high point for VVOIX and ARTQX.
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Drawdown Indicators
| VVOIX | ARTQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.77% | -52.64% | -9.13% |
Max Drawdown (1Y)Largest decline over 1 year | -10.20% | -11.15% | +0.95% |
Max Drawdown (3Y)Largest decline over 3 years | -24.01% | -18.80% | -5.21% |
Max Drawdown (5Y)Largest decline over 5 years | -24.01% | -21.88% | -2.13% |
Max Drawdown (10Y)Largest decline over 10 years | -51.52% | -44.46% | -7.06% |
Current DrawdownCurrent decline from peak | -8.33% | -1.90% | -6.43% |
Average DrawdownAverage peak-to-trough decline | -11.85% | -7.12% | -4.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 4.18% | -1.00% |
Volatility
VVOIX vs. ARTQX - Volatility Comparison
Invesco Value Opportunities Fund Class Y (VVOIX) has a higher volatility of 5.75% compared to Artisan Mid Cap Value Fund (ARTQX) at 4.13%. This indicates that VVOIX's price experiences larger fluctuations and is considered to be riskier than ARTQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VVOIX | ARTQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 4.13% | +1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 15.87% | 10.33% | +5.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.07% | 14.62% | +5.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.35% | 20.37% | +0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.11% | 21.40% | +2.71% |
VVOIX vs. ARTQX - Expense Ratio Comparison
VVOIX has a 0.77% expense ratio, which is lower than ARTQX's 1.21% expense ratio.
Dividends
VVOIX vs. ARTQX - Dividend Comparison
VVOIX's dividend yield for the trailing twelve months is around 9.24%, more than ARTQX's 6.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTQX Artisan Mid Cap Value Fund | 6.72% | 7.26% | 4.20% | 17.42% | 21.33% | 14.18% | 1.86% | 10.51% | 17.37% | 10.12% | 2.68% | 19.38% |
VVOIX Invesco Value Opportunities Fund Class Y | 9.24% | 10.59% | 7.94% | 2.26% | 10.02% | 9.16% | 0.49% | 1.94% | 15.42% | 5.12% | 1.10% | 16.04% |
Frequently Asked Questions
VVOIX and ARTQX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VVOIX has higher volatility (5.75%) compared to ARTQX (4.13%). In terms of maximum drawdown, VVOIX dropped -61.77% vs ARTQX's -52.64%.
VVOIX currently has the higher Sharpe Ratio (1.62 vs 0.68), 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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