WISIX vs. OPGIX
Compare and contrast key facts about William Blair International Small Cap Growth Fund (WISIX) and Invesco Global Opportunities Fund Class A (OPGIX).
WISIX is managed by William Blair. It was launched on Oct 31, 2005. OPGIX is managed by Invesco. It was launched on Oct 22, 1990.
Performance
WISIX vs. OPGIX - Performance Comparison
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WISIX vs. OPGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WISIX William Blair International Small Cap Growth Fund | -3.63% | 15.31% | 0.80% | 14.72% | -34.99% | 11.01% | 29.09% | 34.22% | -24.27% | 32.71% |
OPGIX Invesco Global Opportunities Fund Class A | -2.76% | 7.12% | -7.47% | 17.34% | -41.63% | 0.02% | 39.82% | 27.74% | -18.26% | 52.59% |
Returns By Period
In the year-to-date period, WISIX achieves a -3.63% return, which is significantly lower than OPGIX's -2.76% return. Over the past 10 years, WISIX has underperformed OPGIX with an annualized return of 4.74%, while OPGIX has yielded a comparatively higher 5.38% annualized return.
WISIX
- 1D
- -1.60%
- 1M
- -10.09%
- YTD
- -3.63%
- 6M
- -5.31%
- 1Y
- 9.96%
- 3Y*
- 6.21%
- 5Y*
- -1.02%
- 10Y*
- 4.74%
OPGIX
- 1D
- -1.29%
- 1M
- -10.08%
- YTD
- -2.76%
- 6M
- -3.84%
- 1Y
- 11.97%
- 3Y*
- 0.49%
- 5Y*
- -8.12%
- 10Y*
- 5.38%
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WISIX vs. OPGIX - Expense Ratio Comparison
WISIX has a 1.23% expense ratio, which is higher than OPGIX's 1.04% expense ratio.
Return for Risk
WISIX vs. OPGIX — Risk / Return Rank
WISIX
OPGIX
WISIX vs. OPGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair International Small Cap Growth Fund (WISIX) and Invesco Global Opportunities Fund Class A (OPGIX). 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.
| WISIX | OPGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.66 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.08 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.14 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 0.17 | +0.50 |
Martin ratioReturn relative to average drawdown | 2.01 | 0.66 | +1.34 |
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
| WISIX | OPGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.66 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | -0.37 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.24 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.47 | -0.16 |
Correlation
The correlation between WISIX and OPGIX is 0.73, 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.
Dividends
WISIX vs. OPGIX - Dividend Comparison
WISIX's dividend yield for the trailing twelve months is around 0.63%, more than OPGIX's 0.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WISIX William Blair International Small Cap Growth Fund | 0.63% | 0.61% | 1.78% | 0.88% | 0.21% | 16.20% | 2.09% | 0.31% | 13.84% | 9.94% | 0.36% | 2.31% |
OPGIX Invesco Global Opportunities Fund Class A | 0.11% | 0.11% | 0.01% | 0.00% | 0.00% | 5.29% | 8.95% | 6.16% | 10.87% | 2.32% | 7.86% | 0.66% |
Drawdowns
WISIX vs. OPGIX - Drawdown Comparison
The maximum WISIX drawdown since its inception was -64.84%, roughly equal to the maximum OPGIX drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for WISIX and OPGIX.
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Drawdown Indicators
| WISIX | OPGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.84% | -62.57% | -2.27% |
Max Drawdown (1Y)Largest decline over 1 year | -10.09% | -10.97% | +0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -47.76% | -52.49% | +4.73% |
Max Drawdown (10Y)Largest decline over 10 years | -47.76% | -54.65% | +6.89% |
Current DrawdownCurrent decline from peak | -22.75% | -42.42% | +19.67% |
Average DrawdownAverage peak-to-trough decline | -16.60% | -15.63% | -0.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 4.32% | -0.65% |
Volatility
WISIX vs. OPGIX - Volatility Comparison
The current volatility for William Blair International Small Cap Growth Fund (WISIX) is 6.00%, while Invesco Global Opportunities Fund Class A (OPGIX) has a volatility of 6.40%. This indicates that WISIX experiences smaller price fluctuations and is considered to be less risky than OPGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WISIX | OPGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 6.40% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.88% | 12.53% | -2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.08% | 19.32% | -4.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 22.56% | -5.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 22.50% | -5.27% |