AEF vs. IEP
Compare and contrast key facts about Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) and Icahn Enterprises L.P. (IEP).
Performance
AEF vs. IEP - Performance Comparison
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AEF vs. IEP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEF Aberdeen Emerging Markets Equity Income Fund, Inc. | 7.09% | 50.22% | 9.43% | 7.13% | -29.63% | 3.31% | 11.62% | 22.83% | -16.06% | 57.92% |
IEP Icahn Enterprises L.P. | 6.57% | 8.23% | -37.79% | -58.78% | 18.76% | 12.87% | -3.55% | 20.44% | 18.98% | -1.17% |
Fundamentals
AEF:
$2.74
IEP:
$0.07
AEF:
2.66
IEP:
108.41
AEF:
0.03
IEP:
3.39
AEF:
16.27
IEP:
0.30
AEF:
$18.84M
IEP:
$9.49B
AEF:
-$3.11M
IEP:
$920.00M
AEF:
$119.89M
IEP:
$685.00M
Returns By Period
In the year-to-date period, AEF achieves a 7.09% return, which is significantly higher than IEP's 6.57% return. Over the past 10 years, AEF has outperformed IEP with an annualized return of 9.99%, while IEP has yielded a comparatively lower -5.47% annualized return.
AEF
- 1D
- 5.35%
- 1M
- -13.94%
- YTD
- 7.09%
- 6M
- 18.64%
- 1Y
- 63.46%
- 3Y*
- 21.10%
- 5Y*
- 4.86%
- 10Y*
- 9.99%
IEP
- 1D
- 0.00%
- 1M
- -0.17%
- YTD
- 6.57%
- 6M
- 1.35%
- 1Y
- 4.86%
- 3Y*
- -34.67%
- 5Y*
- -18.85%
- 10Y*
- -5.47%
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Return for Risk
AEF vs. IEP — Risk / Return Rank
AEF
IEP
AEF vs. IEP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) and Icahn Enterprises L.P. (IEP). 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.
| AEF | IEP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.64 | 0.16 | +2.48 |
Sortino ratioReturn per unit of downside risk | 3.31 | 0.46 | +2.85 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.06 | +0.41 |
Calmar ratioReturn relative to maximum drawdown | 3.11 | 0.20 | +2.92 |
Martin ratioReturn relative to average drawdown | 13.26 | 0.38 | +12.88 |
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
| AEF | IEP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.64 | 0.16 | +2.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | -0.46 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | -0.15 | +0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.15 | +0.21 |
Correlation
The correlation between AEF and IEP is 0.18, 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
AEF vs. IEP - Dividend Comparison
AEF's dividend yield for the trailing twelve months is around 9.74%, less than IEP's 26.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEF Aberdeen Emerging Markets Equity Income Fund, Inc. | 9.74% | 9.29% | 7.51% | 7.63% | 8.54% | 6.73% | 3.37% | 2.23% | 20.97% | 5.19% | 7.05% | 12.19% |
IEP Icahn Enterprises L.P. | 26.49% | 26.49% | 40.37% | 34.90% | 15.79% | 16.13% | 15.79% | 13.01% | 12.26% | 11.32% | 10.01% | 9.79% |
Drawdowns
AEF vs. IEP - Drawdown Comparison
The maximum AEF drawdown since its inception was -63.87%, smaller than the maximum IEP drawdown of -84.21%. Use the drawdown chart below to compare losses from any high point for AEF and IEP.
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Drawdown Indicators
| AEF | IEP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.87% | -84.21% | +20.34% |
Max Drawdown (1Y)Largest decline over 1 year | -19.96% | -16.06% | -3.90% |
Max Drawdown (5Y)Largest decline over 5 years | -47.20% | -77.56% | +30.36% |
Max Drawdown (10Y)Largest decline over 10 years | -47.20% | -77.56% | +30.36% |
Current DrawdownCurrent decline from peak | -15.68% | -72.69% | +57.01% |
Average DrawdownAverage peak-to-trough decline | -24.19% | -30.39% | +6.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 8.37% | -3.68% |
Volatility
AEF vs. IEP - Volatility Comparison
Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) has a higher volatility of 12.68% compared to Icahn Enterprises L.P. (IEP) at 5.64%. This indicates that AEF's price experiences larger fluctuations and is considered to be riskier than IEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEF | IEP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.68% | 5.64% | +7.04% |
Volatility (6M)Calculated over the trailing 6-month period | 18.26% | 18.76% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.21% | 30.67% | -6.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.62% | 40.99% | -19.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 36.54% | -15.20% |
Financials
AEF vs. IEP - Financials Comparison
This section allows you to compare key financial metrics between Aberdeen Emerging Markets Equity Income Fund, Inc. and Icahn Enterprises L.P.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities