AIFRX vs. OEPIX
Compare and contrast key facts about abrdn Global Infrastructure Fund (AIFRX) and Oil Equipment & Services UltraSector ProFund (OEPIX).
AIFRX is managed by Aberdeen. It was launched on Nov 2, 2008. OEPIX is managed by ProFunds. It was launched on Jun 4, 2006.
Performance
AIFRX vs. OEPIX - Performance Comparison
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AIFRX vs. OEPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIFRX abrdn Global Infrastructure Fund | 9.45% | 26.92% | 2.88% | 13.10% | -7.95% | 15.61% | 1.87% | 28.41% | -9.31% | 25.24% |
OEPIX Oil Equipment & Services UltraSector ProFund | 65.25% | -1.85% | -15.41% | -3.76% | 88.50% | 14.90% | -91.88% | -4.45% | -58.58% | -22.70% |
Returns By Period
In the year-to-date period, AIFRX achieves a 9.45% return, which is significantly lower than OEPIX's 65.25% return. Over the past 10 years, AIFRX has outperformed OEPIX with an annualized return of 10.46%, while OEPIX has yielded a comparatively lower -20.24% annualized return.
AIFRX
- 1D
- 0.29%
- 1M
- -4.86%
- YTD
- 9.45%
- 6M
- 12.88%
- 1Y
- 27.75%
- 3Y*
- 15.03%
- 5Y*
- 10.74%
- 10Y*
- 10.46%
OEPIX
- 1D
- -4.86%
- 1M
- 3.27%
- YTD
- 65.25%
- 6M
- 96.48%
- 1Y
- 90.65%
- 3Y*
- 15.75%
- 5Y*
- 17.42%
- 10Y*
- -20.24%
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AIFRX vs. OEPIX - Expense Ratio Comparison
AIFRX has a 0.99% expense ratio, which is lower than OEPIX's 1.65% expense ratio.
Return for Risk
AIFRX vs. OEPIX — Risk / Return Rank
AIFRX
OEPIX
AIFRX vs. OEPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Global Infrastructure Fund (AIFRX) and Oil Equipment & Services UltraSector ProFund (OEPIX). 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.
| AIFRX | OEPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 1.52 | +0.74 |
Sortino ratioReturn per unit of downside risk | 2.85 | 1.97 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.29 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 3.19 | 2.18 | +1.02 |
Martin ratioReturn relative to average drawdown | 15.19 | 5.61 | +9.59 |
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
| AIFRX | OEPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 1.52 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.30 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | -0.30 | +0.97 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | -0.25 | +0.95 |
Correlation
The correlation between AIFRX and OEPIX is 0.58, 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.
Dividends
AIFRX vs. OEPIX - Dividend Comparison
AIFRX's dividend yield for the trailing twelve months is around 7.17%, more than OEPIX's 0.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIFRX abrdn Global Infrastructure Fund | 7.17% | 7.80% | 8.13% | 3.46% | 4.86% | 5.31% | 3.45% | 4.01% | 3.96% | 3.80% | 4.37% | 4.55% |
OEPIX Oil Equipment & Services UltraSector ProFund | 0.53% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 2.56% | 2.36% | 0.05% | 0.00% |
Drawdowns
AIFRX vs. OEPIX - Drawdown Comparison
The maximum AIFRX drawdown since its inception was -38.38%, smaller than the maximum OEPIX drawdown of -99.30%. Use the drawdown chart below to compare losses from any high point for AIFRX and OEPIX.
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Drawdown Indicators
| AIFRX | OEPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.38% | -99.30% | +60.92% |
Max Drawdown (1Y)Largest decline over 1 year | -8.66% | -39.36% | +30.70% |
Max Drawdown (5Y)Largest decline over 5 years | -22.75% | -65.50% | +42.75% |
Max Drawdown (10Y)Largest decline over 10 years | -38.38% | -97.79% | +59.41% |
Current DrawdownCurrent decline from peak | -4.86% | -97.86% | +93.00% |
Average DrawdownAverage peak-to-trough decline | -5.50% | -71.84% | +66.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 15.28% | -13.46% |
Volatility
AIFRX vs. OEPIX - Volatility Comparison
The current volatility for abrdn Global Infrastructure Fund (AIFRX) is 4.25%, while Oil Equipment & Services UltraSector ProFund (OEPIX) has a volatility of 11.57%. This indicates that AIFRX experiences smaller price fluctuations and is considered to be less risky than OEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIFRX | OEPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 11.57% | -7.32% |
Volatility (6M)Calculated over the trailing 6-month period | 7.20% | 33.14% | -25.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.21% | 60.15% | -47.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.96% | 57.70% | -43.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.86% | 66.61% | -50.75% |