AEF vs. ADGAX
Compare and contrast key facts about Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) and AB Core Opportunities Fund (ADGAX).
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: AEF or ADGAX.
Key characteristics
| AEF | ADGAX | |
|---|---|---|
| YTD Return | 14.83% | 22.64% |
| 1Y Return | 31.55% | 35.86% |
| 3Y Return (Ann) | -6.60% | 9.40% |
| 5Y Return (Ann) | 1.62% | 13.71% |
| 10Y Return (Ann) | 3.28% | 12.40% |
| Sharpe Ratio | 1.72 | 2.85 |
| Sortino Ratio | 2.42 | 3.81 |
| Omega Ratio | 1.31 | 1.52 |
| Calmar Ratio | 0.67 | 2.89 |
| Martin Ratio | 10.29 | 18.39 |
| Ulcer Index | 2.91% | 1.90% |
| Daily Std Dev | 17.41% | 12.23% |
| Max Drawdown | -63.36% | -53.65% |
| Current Drawdown | -25.11% | -0.28% |
Correlation
The correlation between AEF and ADGAX 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
AEF vs. ADGAX - Performance Comparison
In the year-to-date period, AEF achieves a 14.83% return, which is significantly lower than ADGAX's 22.64% return. Over the past 10 years, AEF has underperformed ADGAX with an annualized return of 3.28%, while ADGAX has yielded a comparatively higher 12.40% annualized 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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Risk-Adjusted Performance
AEF vs. ADGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) and AB Core Opportunities Fund (ADGAX). 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
AEF vs. ADGAX - Dividend Comparison
AEF's dividend yield for the trailing twelve months is around 6.85%, more than ADGAX's 3.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEF Aberdeen Emerging Markets Equity Income Fund, Inc. | 6.85% | 7.63% | 8.54% | 6.73% | 3.35% | 2.21% | 20.80% | 2.60% | 7.05% | 12.19% | 14.11% | 13.93% |
ADGAX AB Core Opportunities Fund | 3.83% | 4.69% | 10.73% | 15.80% | 4.24% | 5.63% | 17.66% | 11.05% | 4.72% | 7.20% | 15.69% | 0.00% |
Drawdowns
AEF vs. ADGAX - Drawdown Comparison
The maximum AEF drawdown since its inception was -63.36%, which is greater than ADGAX's maximum drawdown of -53.65%. Use the drawdown chart below to compare losses from any high point for AEF and ADGAX. For additional features, visit the drawdowns tool.
Volatility
AEF vs. ADGAX - Volatility Comparison
Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) has a higher volatility of 7.12% compared to AB Core Opportunities Fund (ADGAX) at 2.67%. This indicates that AEF's price experiences larger fluctuations and is considered to be riskier than ADGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.