BJBHX vs. AIGYX
Compare and contrast key facts about abrdn Global High Income Fund (BJBHX) and abrdn Realty Income & Growth Fund (AIGYX).
BJBHX is managed by Aberdeen. It was launched on Dec 17, 2002. AIGYX is managed by Aberdeen. It was launched on Dec 29, 1998.
Performance
BJBHX vs. AIGYX - Performance Comparison
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BJBHX vs. AIGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BJBHX abrdn Global High Income Fund | -0.45% | 6.99% | 7.69% | 12.32% | -12.63% | 2.98% | 5.32% | 14.32% | -5.59% | 8.68% |
AIGYX abrdn Realty Income & Growth Fund | 6.07% | 4.20% | 9.61% | 13.34% | -24.99% | 62.09% | -6.59% | 27.80% | -7.59% | 8.52% |
Returns By Period
In the year-to-date period, BJBHX achieves a -0.45% return, which is significantly lower than AIGYX's 6.07% return. Over the past 10 years, BJBHX has underperformed AIGYX with an annualized return of 4.57%, while AIGYX has yielded a comparatively higher 7.54% annualized return.
BJBHX
- 1D
- 0.53%
- 1M
- -1.56%
- YTD
- -0.45%
- 6M
- 0.15%
- 1Y
- 5.50%
- 3Y*
- 7.62%
- 5Y*
- 2.78%
- 10Y*
- 4.57%
AIGYX
- 1D
- 1.49%
- 1M
- -6.16%
- YTD
- 6.07%
- 6M
- 5.14%
- 1Y
- 10.06%
- 3Y*
- 10.00%
- 5Y*
- 8.96%
- 10Y*
- 7.54%
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BJBHX vs. AIGYX - Expense Ratio Comparison
BJBHX has a 1.03% expense ratio, which is higher than AIGYX's 1.01% expense ratio.
Return for Risk
BJBHX vs. AIGYX — Risk / Return Rank
BJBHX
AIGYX
BJBHX vs. AIGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Global High Income Fund (BJBHX) and abrdn Realty Income & Growth Fund (AIGYX). 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.
| BJBHX | AIGYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 0.63 | +0.95 |
Sortino ratioReturn per unit of downside risk | 2.08 | 0.96 | +1.13 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.13 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 0.91 | +0.69 |
Martin ratioReturn relative to average drawdown | 6.12 | 4.05 | +2.07 |
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
| BJBHX | AIGYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 0.63 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.44 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.34 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 0.38 | +0.95 |
Correlation
The correlation between BJBHX and AIGYX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BJBHX vs. AIGYX - Dividend Comparison
BJBHX's dividend yield for the trailing twelve months is around 6.38%, less than AIGYX's 7.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BJBHX abrdn Global High Income Fund | 6.38% | 6.36% | 6.08% | 5.02% | 7.45% | 4.60% | 4.35% | 5.37% | 5.62% | 3.69% | 4.97% | 6.16% |
AIGYX abrdn Realty Income & Growth Fund | 7.97% | 8.43% | 12.69% | 4.01% | 8.97% | 27.57% | 16.28% | 18.30% | 49.34% | 5.85% | 5.48% | 4.69% |
Drawdowns
BJBHX vs. AIGYX - Drawdown Comparison
The maximum BJBHX drawdown since its inception was -28.45%, smaller than the maximum AIGYX drawdown of -79.94%. Use the drawdown chart below to compare losses from any high point for BJBHX and AIGYX.
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Drawdown Indicators
| BJBHX | AIGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.45% | -79.94% | +51.49% |
Max Drawdown (1Y)Largest decline over 1 year | -3.52% | -12.30% | +8.78% |
Max Drawdown (5Y)Largest decline over 5 years | -17.77% | -31.20% | +13.43% |
Max Drawdown (10Y)Largest decline over 10 years | -22.82% | -43.10% | +20.28% |
Current DrawdownCurrent decline from peak | -1.96% | -6.16% | +4.20% |
Average DrawdownAverage peak-to-trough decline | -3.28% | -12.49% | +9.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 2.76% | -1.84% |
Volatility
BJBHX vs. AIGYX - Volatility Comparison
The current volatility for abrdn Global High Income Fund (BJBHX) is 1.45%, while abrdn Realty Income & Growth Fund (AIGYX) has a volatility of 4.64%. This indicates that BJBHX experiences smaller price fluctuations and is considered to be less risky than AIGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BJBHX | AIGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 4.64% | -3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 2.10% | 9.19% | -7.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.67% | 16.14% | -12.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.33% | 20.72% | -16.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.07% | 21.94% | -16.87% |