ABEMX vs. AEMSX
ABEMX (abrdn Emerging Markets Fund) and AEMSX (abrdn Emerging Markets Instl Svc) are both Emerging Markets Diversified funds from Aberdeen. Over the past 10 years, ABEMX returned 9.28%/yr vs 9.14%/yr for AEMSX. With a 1.00 correlation, they move nearly in lockstep. ABEMX charges 1.10%/yr vs 1.25%/yr for AEMSX.
Performance
ABEMX vs. AEMSX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with ABEMX having a 25.99% return and AEMSX slightly lower at 25.94%. Both investments have delivered pretty close results over the past 10 years, with ABEMX having a 9.28% annualized return and AEMSX not far behind at 9.14%.
ABEMX
- 1D
- 0.19%
- 1M
- -1.80%
- 6M
- 19.07%
- YTD
- 25.99%
- 1Y
- 49.30%
- 3Y*
- 20.66%
- 5Y*
- 7.16%
- 10Y*
- 9.28%
AEMSX
- 1D
- 0.19%
- 1M
- -1.82%
- 6M
- 18.96%
- YTD
- 25.94%
- 1Y
- 49.05%
- 3Y*
- 20.49%
- 5Y*
- 7.01%
- 10Y*
- 9.14%
ABEMX vs. AEMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ABEMX abrdn Emerging Markets Fund | 25.99% | 32.43% | 3.98% | 6.67% | -26.23% | 7.15% | 27.65% | 20.42% | -14.65% | 30.25% |
AEMSX abrdn Emerging Markets Instl Svc | 25.94% | 32.19% | 3.81% | 6.49% | -26.28% | 7.03% | 27.52% | 20.24% | -14.71% | 29.95% |
Correlation
The correlation between ABEMX and AEMSX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2009 | 1.00 |
The correlation between ABEMX and AEMSX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
ABEMX vs. AEMSX — Risk / Return Rank
ABEMX
AEMSX
ABEMX vs. AEMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Emerging Markets Fund (ABEMX) and abrdn Emerging Markets Instl Svc (AEMSX). 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.
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.
| ABEMX | AEMSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.40 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 3.56 | +0.02 |
| Martin ratioReturn relative to average drawdown | 12.64 | 12.58 | +0.06 |
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Drawdowns
ABEMX vs. AEMSX - Drawdown Comparison
The maximum ABEMX drawdown since its inception was -54.52%, which is greater than AEMSX's maximum drawdown of -38.58%. Use the drawdown chart below to compare losses from any high point for ABEMX and AEMSX.
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Drawdown Indicators
| ABEMX | AEMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.52% | -38.58% | -15.94% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -13.70% | +0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -18.62% | -18.72% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -36.56% | -36.65% | +0.09% |
Max Drawdown (10Y)Largest decline over 10 years | -38.44% | -38.58% | +0.14% |
Current DrawdownCurrent decline from peak | -6.19% | -6.16% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -13.05% | -12.52% | -0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 3.87% | 0.00% |
Volatility
ABEMX vs. AEMSX - Volatility Comparison
abrdn Emerging Markets Fund (ABEMX) and abrdn Emerging Markets Instl Svc (AEMSX) have volatilities of 11.31% and 11.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ABEMX | AEMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.31% | 11.29% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 21.05% | 21.07% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.94% | 22.96% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.53% | 19.54% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.01% | 19.01% | 0.00% |
ABEMX vs. AEMSX - Expense Ratio Comparison
ABEMX has a 1.10% expense ratio, which is lower than AEMSX's 1.25% expense ratio.
Dividends
ABEMX vs. AEMSX - Dividend Comparison
ABEMX's dividend yield for the trailing twelve months is around 4.85%, which matches AEMSX's 4.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABEMX abrdn Emerging Markets Fund | 4.85% | 6.11% | 0.99% | 1.42% | 1.82% | 22.95% | 0.68% | 1.85% | 1.57% | 1.32% | 1.23% | 2.47% |
AEMSX abrdn Emerging Markets Instl Svc | 4.88% | 6.14% | 0.95% | 1.39% | 1.83% | 22.97% | 0.68% | 1.82% | 1.57% | 1.09% | 1.08% | 2.32% |
Frequently Asked Questions
With a correlation of 1.00, ABEMX and AEMSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
ABEMX has higher volatility (11.31%) compared to AEMSX (11.29%). In terms of maximum drawdown, ABEMX dropped -54.52% vs AEMSX's -38.58%.
ABEMX currently has the higher Sharpe Ratio (2.13 vs 2.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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