BCANX vs. AACFX
Compare and contrast key facts about Baillie Gifford China A Shares Fund (BCANX) and Invesco Greater China Fund (AACFX).
BCANX is managed by Baillie Gifford Funds. It was launched on Dec 18, 2019. AACFX is managed by Invesco. It was launched on Mar 30, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCANX or AACFX.
Key characteristics
| BCANX | AACFX | |
|---|---|---|
| YTD Return | -11.69% | 6.64% |
| 1Y Return | -29.37% | -7.51% |
| 3Y Return (Ann) | -21.70% | -17.51% |
| Sharpe Ratio | -1.34 | -0.38 |
| Daily Std Dev | 20.92% | 18.59% |
| Max Drawdown | -64.94% | -71.35% |
| Current Drawdown | -61.01% | -49.27% |
Correlation
The correlation between BCANX and AACFX is 0.65, 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
BCANX vs. AACFX - Performance Comparison
In the year-to-date period, BCANX achieves a -11.69% return, which is significantly lower than AACFX's 6.64% 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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BCANX vs. AACFX - Expense Ratio Comparison
BCANX has a 0.87% expense ratio, which is lower than AACFX's 1.55% expense ratio.
Risk-Adjusted Performance
BCANX vs. AACFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford China A Shares Fund (BCANX) and Invesco Greater China Fund (AACFX). 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
BCANX vs. AACFX - Dividend Comparison
BCANX's dividend yield for the trailing twelve months is around 0.03%, less than AACFX's 1.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCANX Baillie Gifford China A Shares Fund | 0.03% | 0.03% | 2.82% | 11.35% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AACFX Invesco Greater China Fund | 1.81% | 1.93% | 1.62% | 0.07% | 0.51% | 1.04% | 20.63% | 0.54% | 0.73% | 1.07% | 0.44% | 1.01% |
Drawdowns
BCANX vs. AACFX - Drawdown Comparison
The maximum BCANX drawdown since its inception was -64.94%, smaller than the maximum AACFX drawdown of -71.35%. Use the drawdown chart below to compare losses from any high point for BCANX and AACFX. For additional features, visit the drawdowns tool.
Volatility
BCANX vs. AACFX - Volatility Comparison
Baillie Gifford China A Shares Fund (BCANX) has a higher volatility of 5.94% compared to Invesco Greater China Fund (AACFX) at 4.17%. This indicates that BCANX's price experiences larger fluctuations and is considered to be riskier than AACFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.