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ISIN
US0030217147
CUSIP
003021714
Issuer
Aberdeen
Inception Date
May 10, 2007
Min. Investment
$1,000,000
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

ABEMX Performance Chart

abrdn Emerging Markets Fund (ABEMX) is up 33.3% since the beginning of the year. ABEMX is currently trading at $22 per share. Investors who bought $1,000 worth of ABEMX shares 5 years ago would now be looking at an investment worth $1,490.


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S&P 500 Index

Returns By Period

abrdn Emerging Markets Fund (ABEMX) has returned 33.29% so far this year and 63.69% over the past 12 months. Over the last ten years, ABEMX has returned 10.41% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


abrdn Emerging Markets Fund

1D
2.79%
1M
7.16%
YTD
33.29%
6M
34.81%
1Y
63.69%
3Y*
21.66%
5Y*
8.30%
10Y*
10.41%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ABEMX Monthly Returns History

Based on dividend-adjusted daily data since May 14, 2007, ABEMX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was May 2009 with a return of +18.1%, while the worst month was Oct 2008 at -23.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ABEMX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +14.5%, while the worst single day was Mar 16, 2020 at -11.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20268.31%5.26%-9.99%15.21%8.99%3.45%33.29%
20251.26%-0.80%0.44%0.81%4.07%5.59%1.72%3.51%8.30%3.66%-1.96%2.25%32.43%
2024-5.26%4.74%2.46%-0.75%1.06%2.54%1.68%0.50%5.35%-4.74%-1.63%-1.42%3.98%
20239.37%-7.25%3.87%-1.75%-2.09%3.79%4.49%-5.75%-4.02%-3.14%6.90%3.60%6.67%
2022-1.80%-7.03%-5.27%-8.79%2.21%-5.25%-0.46%-1.53%-10.22%-1.64%14.91%-2.91%-26.23%
20213.74%-0.52%-1.34%0.87%2.11%1.13%-5.01%1.66%-4.08%1.90%-6.15%14.05%7.15%

Benchmark Metrics

abrdn Emerging Markets Fund has an annualized alpha of 0.95%, beta of 0.85, and R2 of 0.64 versus S&P 500 Index. Calculated based on daily prices since May 14, 2007.

  • This fund participated in 92.56% of S&P 500 Index downside but only 88.66% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.85 and R2 of 0.64, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
0.95%
Beta
0.85
0.64
Upside Capture
88.66%
Downside Capture
92.56%

Expense Ratio

ABEMX has a high expense ratio of 1.10%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

ABEMX ranks 89 for risk / return — in the top 89% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


ABEMX Risk / Return Rank: 8989
Overall Rank
ABEMX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
ABEMX Sortino Ratio Rank: 8282
Sortino Ratio Rank
ABEMX Omega Ratio Rank: 8686
Omega Ratio Rank
ABEMX Calmar Ratio Rank: 9292
Calmar Ratio Rank
ABEMX Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for abrdn Emerging Markets Fund (ABEMX) and compare them to S&P 500 Index.

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.


ABEMXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.91

Sortino ratioReturn per unit of downside risk

+0.82

Omega ratioGain probability vs. loss probability

1.55

1.37

+0.19

Calmar ratioReturn relative to maximum drawdown

4.61

2.78

+1.83

Martin ratioReturn relative to average drawdown

17.28

12.44

+4.84

Dividends

Dividend History

abrdn Emerging Markets Fund provided a 4.58% dividend yield over the last twelve months, with an annual payout of $1.03 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.03$1.03$0.13$0.19$0.23$3.96$0.14$0.30$0.21$0.21$0.16$0.28

Dividend yield

4.58%6.11%0.99%1.42%1.82%22.95%0.68%1.85%1.57%1.32%1.23%2.47%

Monthly Dividends

The table displays the monthly dividend distributions for abrdn Emerging Markets Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.03$1.03
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.19$0.19
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.23$0.23
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.96$3.96

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the abrdn Emerging Markets Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the abrdn Emerging Markets Fund was 54.52%, occurring on Nov 20, 2008. Recovery took 225 trading sessions.

The current abrdn Emerging Markets Fund drawdown is 0.18%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-54.52%Nov 2008
6mo 5d10mo 28d
1y 4moMay 2008 - Oct 2009
Bear market2022
-38.44%Oct 2022
1y 8mo2y 11mo
4y 7moFeb 2021 - Oct 2025
COVID crash2020
-36.52%Mar 2020
2y 1mo6mo 20d
2y 8moJan 2018 - Oct 2020
2016 bear market2016
-33.99%Jan 2016
1y 4mo1y 5mo
2y 10moSep 2014 - Jul 2017
2011 bear market2011
-20.71%Oct 2011
2mo 27d5mo
7mo 27dJul 2011 - Mar 2012

Drawdown Indicators


ABEMXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-54.52%

-56.78%

+2.26%

Max Drawdown (1Y)

Largest decline over 1 year

-13.68%

-9.10%

-4.58%

Max Drawdown (3Y)

Largest decline over 3 years

-18.62%

-18.90%

+0.28%

Max Drawdown (5Y)

Largest decline over 5 years

-36.56%

-25.43%

-11.13%

Max Drawdown (10Y)

Largest decline over 10 years

-38.44%

-33.92%

-4.52%

Current Drawdown

Current decline from peak

-0.18%

-1.80%

+1.62%

Average Drawdown

Average peak-to-trough decline

-13.08%

-10.71%

-2.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.65%

2.03%

+1.62%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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