PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
AACFX vs. BCANX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

AACFX vs. BCANX

Last updated May 18, 2025

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 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

AACFX vs. BCANX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Greater China Fund (AACFX) and Baillie Gifford China A Shares Fund (BCANX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

AACFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BCANX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

AACFX vs. BCANX - Expense Ratio Comparison

AACFX has a 1.55% expense ratio, which is higher than BCANX's 0.87% expense ratio.

AACFX
Invesco Greater China Fund
BCANX
Baillie Gifford China A Shares Fund

Risk-Adjusted Performance

AACFX vs. BCANX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AACFX
The Risk-Adjusted Performance Rank of AACFX is 5353
Overall Rank
The Sharpe Ratio Rank of AACFX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of AACFX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of AACFX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of AACFX is 4242
Calmar Ratio Rank
The Martin Ratio Rank of AACFX is 4040
Martin Ratio Rank
BCANX
The Risk-Adjusted Performance Rank of BCANX is 1515
Overall Rank
The Sharpe Ratio Rank of BCANX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of BCANX is 1717
Sortino Ratio Rank
The Omega Ratio Rank of BCANX is 1616
Omega Ratio Rank
The Calmar Ratio Rank of BCANX is 1414
Calmar Ratio Rank
The Martin Ratio Rank of BCANX is 1414
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

No data
No data
No data
No data
No data

Loading data...

Dividends

AACFX vs. BCANX - Dividend Comparison

Neither AACFX nor BCANX has paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
AACFX
Invesco Greater China Fund		1.28%1.10%1.94%1.62%0.06%0.51%1.04%1.04%0.54%0.73%1.07%0.45%
BCANX
Baillie Gifford China A Shares Fund		0.44%0.44%0.03%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

AACFX vs. BCANX - Drawdown Comparison

Loading data...

Volatility

AACFX vs. BCANX - Volatility Comparison

Loading data...