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.
Key characteristics
| AACFX | BCANX | |
|---|---|---|
| YTD Return | 9.23% | -8.02% |
| 1Y Return | -4.12% | -23.71% |
| 3Y Return (Ann) | -15.78% | -19.81% |
| Sharpe Ratio | -0.29 | -1.18 |
| Daily Std Dev | 18.83% | 21.27% |
| Max Drawdown | -71.35% | -64.94% |
| Current Drawdown | -48.04% | -59.39% |
Correlation
The correlation between AACFX and BCANX is 0.65, 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
In the year-to-date period, AACFX achieves a 9.23% return, which is significantly higher than BCANX's -8.02% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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's dividend yield for the trailing twelve months is around 1.77%, more than BCANX's 0.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AACFX Invesco Greater China Fund | 1.77% | 1.93% | 1.62% | 0.07% | 0.51% | 1.04% | 20.63% | 0.54% | 0.73% | 1.07% | 0.44% | 1.01% |
BCANX Baillie Gifford China A Shares Fund | 0.03% | 0.03% | 2.82% | 11.35% | 0.72% | 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 -71.35%, which is greater than BCANX's maximum drawdown of -64.94%. 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
The current volatility for Invesco Greater China Fund (AACFX) is 5.10%, while Baillie Gifford China A Shares Fund (BCANX) has a volatility of 5.95%. This indicates that AACFX experiences smaller price fluctuations and is considered to be less risky than BCANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.