AIGYX vs. GOPIX

Last updated Jun 23, 2026

AIGYX (abrdn Realty Income & Growth Fund) and GOPIX (abrdn China A Share Equity Fund) are both mutual funds - AIGYX is a REIT fund managed by Aberdeen, while GOPIX is a China Equities fund managed by Aberdeen. At a 0.23 correlation, their price movements are largely independent. AIGYX charges 1.01%/yr vs 0.99%/yr for GOPIX.

Performance

AIGYX vs. GOPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in abrdn Realty Income & Growth Fund (AIGYX) and abrdn China A Share Equity Fund (GOPIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AIGYX

• 1D: 0.39%
• 1M: -1.04%
• YTD: 14.59%
• 6M: 14.37%
• 1Y: 19.28%
• 3Y*: 11.94%
• 5Y*: 8.77%
• 10Y*: 8.15%

GOPIX

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

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

AIGYX vs. GOPIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AIGYX abrdn Realty Income & Growth Fund	14.59%	4.20%	9.61%	13.34%	-24.99%	62.09%	-6.59%	27.80%	-7.59%	8.52%
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 AIGYX and GOPIX is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.07
Correlation (3Y) Calculated over the trailing 3-year period	0.11
Correlation (5Y) Calculated over the trailing 5-year period	0.15
Correlation (10Y) Calculated over the trailing 10-year period	0.20
Correlation (All Time) Calculated using the full available price history since Aug 3, 2012	0.23

The correlation between AIGYX and GOPIX shifts across timeframes, from 0.07 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.

Return for Risk

AIGYX vs. GOPIX — Risk / Return Rank

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

AIGYX

AIGYX Risk / Return Rank: 33
AIGYX Sharpe Ratio Rank: 28
AIGYX Sortino Ratio Rank: 24
AIGYX Omega Ratio Rank: 25
AIGYX Calmar Ratio Rank: 46
AIGYX Martin Ratio Rank: 41

GOPIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

AIGYX vs. GOPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn Realty Income & Growth Fund (AIGYX) 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.

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.

	AIGYX	GOPIX	Difference
Sharpe ratio: Return per unit of total volatility	1.41	—	—
Sortino ratio: Return per unit of downside risk	1.92	—	—
Omega ratio: Gain probability vs. loss probability	1.25	—	—
Calmar ratio: Return relative to maximum drawdown	2.48	—	—
Martin ratio: Return relative to average drawdown	8.37	—	—

Drawdowns

Drawdown Indicators

	AIGYX	GOPIX	Difference
Max Drawdown Largest peak-to-trough decline	-79.94%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-7.71%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-18.26%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-31.20%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-43.10%	—	—
Current Drawdown Current decline from peak	-2.19%	—	—
Average Drawdown Average peak-to-trough decline	-12.40%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.28%	—	—

Volatility

Volatility by Period

	AIGYX	GOPIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.29%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.30%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.59%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.75%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.97%	—	—

AIGYX vs. GOPIX - Expense Ratio Comparison

AIGYX has a 1.01% expense ratio, which is higher than GOPIX's 0.99% expense ratio.

Dividends

AIGYX vs. GOPIX - Dividend Comparison

AIGYX's dividend yield for the trailing twelve months is around 6.99%, more than GOPIX's 1.46% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIGYX abrdn Realty Income & Growth Fund	6.99%	8.43%	12.69%	4.01%	8.97%	27.57%	16.28%	18.30%	49.34%	5.85%	5.48%	4.69%
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 AIGYX and GOPIX in my portfolio?

AIGYX and GOPIX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.