ABEMX vs. THW
Compare and contrast key facts about abrdn Emerging Markets Fund (ABEMX) and abrdn World Healthcare Fund (THW).
ABEMX is managed by Aberdeen. It was launched on May 10, 2007. THW is an actively managed fund by Aberdeen. It was launched on Jun 26, 2015.
Performance
ABEMX vs. THW - Performance Comparison
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ABEMX vs. THW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ABEMX abrdn Emerging Markets Fund | 2.61% | 32.43% | 3.98% | 6.67% | -26.23% | 7.15% | 27.65% | 20.42% | -14.65% | 30.25% |
THW abrdn World Healthcare Fund | -4.57% | 31.10% | 5.35% | -11.52% | -1.21% | 12.03% | 26.40% | 32.98% | -5.40% | 16.95% |
Returns By Period
In the year-to-date period, ABEMX achieves a 2.61% return, which is significantly higher than THW's -4.57% return. Over the past 10 years, ABEMX has underperformed THW with an annualized return of 7.73%, while THW has yielded a comparatively higher 9.08% annualized return.
ABEMX
- 1D
- 2.61%
- 1M
- -9.24%
- YTD
- 2.61%
- 6M
- 5.89%
- 1Y
- 34.20%
- 3Y*
- 12.68%
- 5Y*
- 2.88%
- 10Y*
- 7.73%
THW
- 1D
- 1.63%
- 1M
- -4.72%
- YTD
- -4.57%
- 6M
- -2.21%
- 1Y
- 18.28%
- 3Y*
- 6.68%
- 5Y*
- 5.96%
- 10Y*
- 9.08%
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ABEMX vs. THW - Expense Ratio Comparison
ABEMX has a 1.10% expense ratio, which is lower than THW's 1.54% expense ratio.
Return for Risk
ABEMX vs. THW — Risk / Return Rank
ABEMX
THW
ABEMX vs. THW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Emerging Markets Fund (ABEMX) and abrdn World Healthcare Fund (THW). 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.
| ABEMX | THW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 0.84 | +1.06 |
Sortino ratioReturn per unit of downside risk | 2.50 | 1.24 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.16 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.49 | 1.42 | +1.07 |
Martin ratioReturn relative to average drawdown | 10.16 | 3.69 | +6.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ABEMX | THW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 0.84 | +1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.32 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.43 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.25 | +0.06 |
Correlation
The correlation between ABEMX and THW is 0.38, 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.
Dividends
ABEMX vs. THW - Dividend Comparison
ABEMX's dividend yield for the trailing twelve months is around 5.95%, less than THW's 11.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABEMX abrdn Emerging Markets Fund | 5.95% | 6.11% | 0.99% | 1.42% | 1.82% | 22.95% | 0.68% | 1.85% | 1.57% | 1.32% | 1.23% | 2.47% |
THW abrdn World Healthcare Fund | 11.81% | 10.96% | 12.72% | 12.00% | 9.56% | 8.60% | 8.85% | 10.11% | 12.08% | 10.29% | 10.91% | 3.69% |
Drawdowns
ABEMX vs. THW - Drawdown Comparison
The maximum ABEMX drawdown since its inception was -54.52%, which is greater than THW's maximum drawdown of -37.36%. Use the drawdown chart below to compare losses from any high point for ABEMX and THW.
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Drawdown Indicators
| ABEMX | THW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.52% | -37.36% | -17.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -11.28% | -2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -36.56% | -31.53% | -5.03% |
Max Drawdown (10Y)Largest decline over 10 years | -38.44% | -37.36% | -1.08% |
Current DrawdownCurrent decline from peak | -11.42% | -6.55% | -4.87% |
Average DrawdownAverage peak-to-trough decline | -13.20% | -9.84% | -3.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 4.34% | -0.98% |
Volatility
ABEMX vs. THW - Volatility Comparison
abrdn Emerging Markets Fund (ABEMX) has a higher volatility of 9.71% compared to abrdn World Healthcare Fund (THW) at 7.57%. This indicates that ABEMX's price experiences larger fluctuations and is considered to be riskier than THW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ABEMX | THW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.71% | 7.57% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.87% | 14.18% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.36% | 22.00% | -3.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.16% | 18.51% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 21.18% | -2.76% |