AEMSX vs. GOPIX

Last updated Jun 4, 2026

AEMSX (abrdn Emerging Markets Instl Svc) and GOPIX (abrdn China A Share Equity Fund) are both mutual funds - AEMSX is a Emerging Markets Diversified fund managed by Aberdeen, while GOPIX is a China Equities fund managed by Aberdeen. A 0.65 correlation means they provide meaningful diversification when combined. AEMSX charges 1.25%/yr vs 0.99%/yr for GOPIX.

Performance

AEMSX vs. GOPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in abrdn Emerging Markets Instl Svc (AEMSX) and abrdn China A Share Equity Fund (GOPIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AEMSX

• 1D: 0.68%
• 1M: 10.74%
• YTD: 33.43%
• 6M: 35.58%
• 1Y: 65.65%
• 3Y*: 23.18%
• 5Y*: 7.92%
• 10Y*: 10.41%

GOPIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AEMSX vs. GOPIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AEMSX abrdn Emerging Markets Instl Svc	33.43%	32.19%	3.81%	6.49%	-26.28%	7.03%	27.52%	20.24%	-14.71%	29.95%
GOPIX abrdn China A Share Equity Fund	0.00%	25.89%	5.70%	-24.96%	-22.46%	-3.67%	56.93%	31.74%	-11.87%	35.06%

Correlation

The correlation between AEMSX and GOPIX is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.19
Correlation (3Y) Calculated over the trailing 3-year period	0.46
Correlation (5Y) Calculated over the trailing 5-year period	0.57
Correlation (10Y) Calculated over the trailing 10-year period	0.65
Correlation (All Time) Calculated using the full available price history since Aug 6, 2012	0.65

Over the past year, the correlation between AEMSX and GOPIX has dropped to 0.19 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.

Return for Risk

AEMSX vs. GOPIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AEMSX

AEMSX Risk / Return Rank: 91
AEMSX Sharpe Ratio Rank: 95
AEMSX Sortino Ratio Rank: 88
AEMSX Omega Ratio Rank: 88
AEMSX Calmar Ratio Rank: 91
AEMSX Martin Ratio Rank: 92

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AEMSX vs. GOPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn Emerging Markets Instl Svc (AEMSX) and abrdn China A Share Equity Fund (GOPIX). 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.

	AEMSX	GOPIX	Difference
Sharpe ratio: Return per unit of total volatility	3.45	—	—
Sortino ratio: Return per unit of downside risk	4.31	—	—
Omega ratio: Gain probability vs. loss probability	1.64	—	—
Calmar ratio: Return relative to maximum drawdown	4.81	—	—
Martin ratio: Return relative to average drawdown	18.99	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	AEMSX	GOPIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.45	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.43	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.56	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	—	—

Drawdowns

Drawdown Indicators

	AEMSX	GOPIX	Difference
Max Drawdown Largest peak-to-trough decline	-38.58%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-13.70%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-18.72%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-36.65%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-38.58%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-12.58%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.46%	—	—

Volatility

Volatility by Period

	AEMSX	GOPIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.99%	—	—
Volatility (6M) Calculated over the trailing 6-month period	16.54%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	19.08%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.71%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.69%	—	—

AEMSX vs. GOPIX - Expense Ratio Comparison

AEMSX has a 1.25% expense ratio, which is higher than GOPIX's 0.99% expense ratio.

Dividends

AEMSX vs. GOPIX - Dividend Comparison

AEMSX's dividend yield for the trailing twelve months is around 4.61%, more than GOPIX's 1.46% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AEMSX abrdn Emerging Markets Instl Svc	4.61%	6.14%	0.95%	1.39%	1.83%	22.97%	0.68%	1.82%	1.57%	1.09%	1.08%	2.32%
GOPIX abrdn China A Share Equity Fund	1.46%	1.46%	1.29%	0.79%	0.00%	5.22%	1.42%	4.45%	0.41%	1.24%	1.40%	2.03%

Frequently Asked Questions

Can I hold both AEMSX and GOPIX in my portfolio?

AEMSX and GOPIX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.