AIFRX vs. PAXDX
AIFRX (abrdn Global Infrastructure Fund) and PAXDX (Pax Global Sustainable Infrastructure Fund) are both Infrastructure Equities funds. Over the past 5 years, AIFRX returned 9.88%/yr vs 3.44%/yr for PAXDX. Their correlation of 0.81 means they have usually moved in the same direction. AIFRX charges 0.99%/yr vs 0.83%/yr for PAXDX.
Performance
AIFRX vs. PAXDX - Performance Comparison
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Returns By Period
In the year-to-date period, AIFRX achieves a 12.73% return, which is significantly higher than PAXDX's 5.11% return.
AIFRX
- 1D
- -0.45%
- 1M
- -0.52%
- 6M
- 6.77%
- YTD
- 12.73%
- 1Y
- 19.65%
- 3Y*
- 15.22%
- 5Y*
- 9.88%
- 10Y*
- 9.99%
- ALL TIME*
- 11.19%
PAXDX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.00%
- YTD
- 5.11%
- 1Y
- 7.68%
- 3Y*
- 7.25%
- 5Y*
- 3.44%
- 10Y*
- —
- ALL TIME*
- 8.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AIFRX vs. PAXDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIFRX abrdn Global Infrastructure Fund | 12.73% | 26.92% | 2.88% | 13.10% | -7.95% | 15.61% | 1.87% | 28.41% | -9.31% | 25.24% |
PAXDX Pax Global Sustainable Infrastructure Fund | 5.11% | 18.37% | -1.55% | 9.33% | -13.45% | 14.24% | 14.25% | 25.88% | -4.25% | 19.24% |
Correlation
The correlation between AIFRX and PAXDX is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.52 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Dec 16, 2016 | 0.81 |
Over the past year, the correlation between AIFRX and PAXDX has dropped to 0.52 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
AIFRX vs. PAXDX — Risk / Return Rank
AIFRX
PAXDX
AIFRX vs. PAXDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Global Infrastructure Fund (AIFRX) and Pax Global Sustainable Infrastructure Fund (PAXDX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AIFRX | PAXDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.71 | ||
| Sortino ratioReturn per unit of downside risk | +0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.28 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.13 | 1.77 | +1.35 |
| Martin ratioReturn relative to average drawdown | 10.50 | 5.89 | +4.62 |
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Drawdowns
AIFRX vs. PAXDX - Drawdown Comparison
The maximum AIFRX drawdown since its inception was -38.38%, which is greater than PAXDX's maximum drawdown of -33.58%. Use the drawdown chart below to compare losses from any high point for AIFRX and PAXDX.
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Drawdown Indicators
| AIFRX | PAXDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.38% | -33.58% | -4.80% |
Max Drawdown (1Y)Largest decline over 1 year | -6.42% | -4.49% | -1.93% |
Max Drawdown (3Y)Largest decline over 3 years | -12.40% | -14.56% | +2.16% |
Max Drawdown (5Y)Largest decline over 5 years | -22.75% | -25.04% | +2.29% |
Max Drawdown (10Y)Largest decline over 10 years | -38.38% | — | — |
Current DrawdownCurrent decline from peak | -2.30% | -0.74% | -1.56% |
Average DrawdownAverage peak-to-trough decline | -5.43% | -5.21% | -0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 1.47% | +0.44% |
Volatility
AIFRX vs. PAXDX - Volatility Comparison
abrdn Global Infrastructure Fund (AIFRX) has a higher volatility of 2.77% compared to Pax Global Sustainable Infrastructure Fund (PAXDX) at 0.00%. This indicates that AIFRX's price experiences larger fluctuations and is considered to be riskier than PAXDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIFRX | PAXDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.77% | 0.00% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 8.50% | 3.19% | +5.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.37% | 7.12% | +3.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.00% | 13.10% | +0.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.76% | 16.41% | -0.65% |
AIFRX vs. PAXDX - Expense Ratio Comparison
AIFRX has a 0.99% expense ratio, which is higher than PAXDX's 0.83% expense ratio.
Dividends
AIFRX vs. PAXDX - Dividend Comparison
AIFRX's dividend yield for the trailing twelve months is around 7.01%, more than PAXDX's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIFRX abrdn Global Infrastructure Fund | 7.01% | 7.80% | 8.13% | 3.46% | 4.86% | 5.31% | 3.45% | 4.01% | 3.96% | 3.80% | 4.37% | 4.55% |
PAXDX Pax Global Sustainable Infrastructure Fund | 1.06% | 2.17% | 2.07% | 2.43% | 2.48% | 58.94% | 2.88% | 4.69% | 3.55% | 2.13% | 0.12% | 0.00% |
Frequently Asked Questions
AIFRX and PAXDX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AIFRX has higher volatility (2.77%) compared to PAXDX (0.00%). In terms of maximum drawdown, AIFRX dropped -38.38% vs PAXDX's -33.58%.
AIFRX currently has the higher Sharpe Ratio (1.94 vs 1.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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