AACFX vs. BCANX
Compare and contrast key facts about Invesco Greater China Fund (AACFX) and Baillie Gifford China A Shares Fund (BCANX).
AACFX is managed by Invesco. It was launched on Mar 30, 2006. BCANX is managed by Baillie Gifford Funds. It was launched on Dec 18, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AACFX or BCANX.
Correlation
The correlation between AACFX and BCANX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AACFX vs. BCANX - Performance Comparison
Key characteristics
AACFX:
0.24
BCANX:
-0.04
AACFX:
0.51
BCANX:
0.15
AACFX:
1.07
BCANX:
1.02
AACFX:
0.10
BCANX:
-0.02
AACFX:
0.55
BCANX:
-0.07
AACFX:
10.39%
BCANX:
14.60%
AACFX:
23.57%
BCANX:
27.70%
AACFX:
-72.17%
BCANX:
-70.78%
AACFX:
-51.22%
BCANX:
-61.08%
Returns By Period
In the year-to-date period, AACFX achieves a 2.53% return, which is significantly higher than BCANX's 0.88% return.
AACFX
2.53%
-2.02%
-2.91%
4.04%
-6.00%
-0.61%
BCANX
0.88%
0.00%
18.57%
3.09%
-1.97%
N/A
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AACFX vs. BCANX - Expense Ratio Comparison
AACFX has a 1.55% expense ratio, which is higher than BCANX's 0.87% expense ratio.
Risk-Adjusted Performance
AACFX vs. BCANX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Greater China Fund (AACFX) and Baillie Gifford China A Shares Fund (BCANX). 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.
Dividends
AACFX vs. BCANX - Dividend Comparison
AACFX has not paid dividends to shareholders, while BCANX's dividend yield for the trailing twelve months is around 0.47%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AACFX Invesco Greater China Fund | 0.00% | 1.94% | 1.62% | 0.06% | 0.00% | 1.04% | 1.04% | 0.54% | 0.73% | 1.07% | 0.45% | 1.01% |
BCANX Baillie Gifford China A Shares Fund | 0.47% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AACFX vs. BCANX - Drawdown Comparison
The maximum AACFX drawdown since its inception was -72.17%, roughly equal to the maximum BCANX drawdown of -70.78%. Use the drawdown chart below to compare losses from any high point for AACFX and BCANX. For additional features, visit the drawdowns tool.
Volatility
AACFX vs. BCANX - Volatility Comparison
Invesco Greater China Fund (AACFX) has a higher volatility of 7.83% compared to Baillie Gifford China A Shares Fund (BCANX) at 0.00%. This indicates that AACFX's price experiences larger fluctuations and is considered to be riskier than BCANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.