AIGYX vs. FFNOX
Compare and contrast key facts about abrdn Realty Income & Growth Fund (AIGYX) and Fidelity Multi-Asset Index Fund (FFNOX).
AIGYX is managed by Aberdeen. It was launched on Dec 29, 1998. FFNOX is managed by Fidelity. It was launched on Jun 29, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIGYX or FFNOX.
Key characteristics
| AIGYX | FFNOX | |
|---|---|---|
| YTD Return | -8.36% | 0.79% |
| 1Y Return | 0.22% | 11.70% |
| 3Y Return (Ann) | -1.83% | 2.13% |
| 5Y Return (Ann) | 2.09% | 8.06% |
| 10Y Return (Ann) | 4.96% | 7.98% |
| Sharpe Ratio | -0.03 | 1.07 |
| Daily Std Dev | 17.88% | 10.61% |
| Max Drawdown | -81.57% | -48.68% |
| Current Drawdown | -22.09% | -5.25% |
Correlation
The correlation between AIGYX and FFNOX is 0.66, 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
AIGYX vs. FFNOX - Performance Comparison
In the year-to-date period, AIGYX achieves a -8.36% return, which is significantly lower than FFNOX's 0.79% return. Over the past 10 years, AIGYX has underperformed FFNOX with an annualized return of 4.96%, while FFNOX has yielded a comparatively higher 7.98% 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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AIGYX vs. FFNOX - Expense Ratio Comparison
AIGYX has a 1.01% expense ratio, which is higher than FFNOX's 0.11% expense ratio.
Risk-Adjusted Performance
AIGYX vs. FFNOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Realty Income & Growth Fund (AIGYX) and Fidelity Multi-Asset Index Fund (FFNOX). 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
AIGYX vs. FFNOX - Dividend Comparison
AIGYX's dividend yield for the trailing twelve months is around 4.29%, more than FFNOX's 3.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 4.29% | 4.01% | 8.97% | 14.38% | 16.28% | 18.30% | 49.34% | 5.87% | 3.38% | 3.46% | 3.42% | 4.33% |
FFNOX Fidelity Multi-Asset Index Fund | 3.15% | 4.98% | 7.14% | 5.71% | 2.87% | 2.51% | 2.90% | 2.49% | 2.50% | 2.82% | 4.56% | 3.75% |
Drawdowns
AIGYX vs. FFNOX - Drawdown Comparison
The maximum AIGYX drawdown since its inception was -81.57%, which is greater than FFNOX's maximum drawdown of -48.68%. Use the drawdown chart below to compare losses from any high point for AIGYX and FFNOX. For additional features, visit the drawdowns tool.
Volatility
AIGYX vs. FFNOX - Volatility Comparison
abrdn Realty Income & Growth Fund (AIGYX) has a higher volatility of 5.57% compared to Fidelity Multi-Asset Index Fund (FFNOX) at 4.24%. This indicates that AIGYX's price experiences larger fluctuations and is considered to be riskier than FFNOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.