ADGAX vs. AEF
Compare and contrast key facts about AB Core Opportunities Fund (ADGAX) and Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF).
ADGAX is managed by AllianceBernstein. It was launched on Dec 22, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ADGAX or AEF.
Correlation
The correlation between ADGAX and AEF is 0.41, 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
ADGAX vs. AEF - Performance Comparison
Key characteristics
ADGAX:
0.75
AEF:
1.16
ADGAX:
0.97
AEF:
1.70
ADGAX:
1.17
AEF:
1.22
ADGAX:
0.61
AEF:
0.54
ADGAX:
2.63
AEF:
4.09
ADGAX:
4.58%
AEF:
5.04%
ADGAX:
16.11%
AEF:
17.88%
ADGAX:
-62.43%
AEF:
-63.36%
ADGAX:
-11.08%
AEF:
-25.43%
Returns By Period
In the year-to-date period, ADGAX achieves a 4.04% return, which is significantly lower than AEF's 4.43% return. Over the past 10 years, ADGAX has underperformed AEF with an annualized return of 2.85%, while AEF has yielded a comparatively higher 4.25% annualized return.
ADGAX
4.04%
2.48%
4.36%
10.88%
3.18%
2.85%
AEF
4.43%
3.24%
13.21%
21.03%
-0.34%
4.25%
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Risk-Adjusted Performance
ADGAX vs. AEF — Risk-Adjusted Performance Rank
ADGAX
AEF
ADGAX vs. AEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Core Opportunities Fund (ADGAX) and Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF). 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
ADGAX vs. AEF - Dividend Comparison
ADGAX's dividend yield for the trailing twelve months is around 0.04%, less than AEF's 7.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADGAX AB Core Opportunities Fund | 0.04% | 0.04% | 0.25% | 0.04% | 0.00% | 0.20% | 0.43% | 0.35% | 0.00% | 0.12% | 0.00% | 0.00% |
AEF Aberdeen Emerging Markets Equity Income Fund, Inc. | 7.20% | 7.51% | 7.63% | 8.54% | 6.73% | 3.37% | 2.23% | 20.80% | 2.60% | 7.05% | 12.19% | 14.11% |
Drawdowns
ADGAX vs. AEF - Drawdown Comparison
The maximum ADGAX drawdown since its inception was -62.43%, roughly equal to the maximum AEF drawdown of -63.36%. Use the drawdown chart below to compare losses from any high point for ADGAX and AEF. For additional features, visit the drawdowns tool.
Volatility
ADGAX vs. AEF - Volatility Comparison
The current volatility for AB Core Opportunities Fund (ADGAX) is 4.07%, while Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) has a volatility of 4.96%. This indicates that ADGAX experiences smaller price fluctuations and is considered to be less risky than AEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.