PortfoliosLab logoPortfoliosLab logo
CGFIX vs. EGRAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CGFIX vs. EGRAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in abrdn Global Absolute Return Strategies Fund (CGFIX) and Eaton Vance Global Macro Absolute Return Advantage Fund Class A (EGRAX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

CGFIX vs. EGRAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CGFIX
abrdn Global Absolute Return Strategies Fund
-0.35%5.79%4.85%-2.54%-9.99%1.39%6.37%7.26%0.97%1.62%
EGRAX
Eaton Vance Global Macro Absolute Return Advantage Fund Class A
3.57%20.06%9.19%8.10%-2.30%3.35%4.49%14.43%-8.66%5.49%

Returns By Period

In the year-to-date period, CGFIX achieves a -0.35% return, which is significantly lower than EGRAX's 3.57% return. Over the past 10 years, CGFIX has underperformed EGRAX with an annualized return of 1.91%, while EGRAX has yielded a comparatively higher 6.04% annualized return.


CGFIX

1D
0.36%
1M
-2.43%
YTD
-0.35%
6M
0.47%
1Y
4.99%
3Y*
3.59%
5Y*
-0.04%
10Y*
1.91%

EGRAX

1D
-0.50%
1M
-2.86%
YTD
3.57%
6M
9.82%
1Y
18.76%
3Y*
12.78%
5Y*
8.27%
10Y*
6.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


CGFIX vs. EGRAX - Expense Ratio Comparison

CGFIX has a 0.78% expense ratio, which is lower than EGRAX's 2.22% expense ratio.


Return for Risk

CGFIX vs. EGRAX — Risk / Return Rank

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

CGFIX
CGFIX Risk / Return Rank: 7979
Overall Rank
CGFIX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
CGFIX Sortino Ratio Rank: 8080
Sortino Ratio Rank
CGFIX Omega Ratio Rank: 7575
Omega Ratio Rank
CGFIX Calmar Ratio Rank: 8080
Calmar Ratio Rank
CGFIX Martin Ratio Rank: 8181
Martin Ratio Rank

EGRAX
EGRAX Risk / Return Rank: 9999
Overall Rank
EGRAX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
EGRAX Sortino Ratio Rank: 9999
Sortino Ratio Rank
EGRAX Omega Ratio Rank: 9999
Omega Ratio Rank
EGRAX Calmar Ratio Rank: 9999
Calmar Ratio Rank
EGRAX Martin Ratio Rank: 9898
Martin Ratio Rank
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.

CGFIX vs. EGRAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn Global Absolute Return Strategies Fund (CGFIX) and Eaton Vance Global Macro Absolute Return Advantage Fund Class A (EGRAX). 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.


CGFIXEGRAXDifference

Sharpe ratio

Return per unit of total volatility

1.48

4.97

-3.50

Sortino ratio

Return per unit of downside risk

2.04

6.72

-4.68

Omega ratio

Gain probability vs. loss probability

1.29

2.31

-1.02

Calmar ratio

Return relative to maximum drawdown

1.93

6.07

-4.13

Martin ratio

Return relative to average drawdown

8.06

24.97

-16.92

CGFIX vs. EGRAX - Sharpe Ratio Comparison

The current CGFIX Sharpe Ratio is 1.48, which is lower than the EGRAX Sharpe Ratio of 4.97. The chart below compares the historical Sharpe Ratios of CGFIX and EGRAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


CGFIXEGRAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.48

4.97

-3.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

2.09

-2.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

1.54

-1.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

1.21

-0.32

Correlation

The correlation between CGFIX and EGRAX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

CGFIX vs. EGRAX - Dividend Comparison

CGFIX's dividend yield for the trailing twelve months is around 6.14%, less than EGRAX's 6.52% yield.


TTM20252024202320222021202020192018201720162015
CGFIX
abrdn Global Absolute Return Strategies Fund
6.14%5.51%6.43%2.08%0.00%7.49%0.23%3.29%6.05%0.33%1.12%0.35%
EGRAX
Eaton Vance Global Macro Absolute Return Advantage Fund Class A
6.52%6.76%5.86%3.18%4.53%4.58%5.61%4.02%0.00%2.82%1.47%6.42%

Drawdowns

CGFIX vs. EGRAX - Drawdown Comparison

The maximum CGFIX drawdown since its inception was -20.28%, which is greater than EGRAX's maximum drawdown of -14.15%. Use the drawdown chart below to compare losses from any high point for CGFIX and EGRAX.


Loading graphics...

Drawdown Indicators


CGFIXEGRAXDifference

Max Drawdown

Largest peak-to-trough decline

-20.28%

-14.15%

-6.13%

Max Drawdown (1Y)

Largest decline over 1 year

-2.78%

-3.02%

+0.24%

Max Drawdown (5Y)

Largest decline over 5 years

-20.28%

-10.31%

-9.97%

Max Drawdown (10Y)

Largest decline over 10 years

-20.28%

-14.15%

-6.13%

Current Drawdown

Current decline from peak

-3.32%

-3.02%

-0.30%

Average Drawdown

Average peak-to-trough decline

-3.20%

-1.94%

-1.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.67%

0.73%

-0.06%

Volatility

CGFIX vs. EGRAX - Volatility Comparison

The current volatility for abrdn Global Absolute Return Strategies Fund (CGFIX) is 1.50%, while Eaton Vance Global Macro Absolute Return Advantage Fund Class A (EGRAX) has a volatility of 1.98%. This indicates that CGFIX experiences smaller price fluctuations and is considered to be less risky than EGRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


CGFIXEGRAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.50%

1.98%

-0.48%

Volatility (6M)

Calculated over the trailing 6-month period

2.12%

2.99%

-0.87%

Volatility (1Y)

Calculated over the trailing 1-year period

3.48%

3.73%

-0.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.76%

3.98%

+1.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.74%

3.94%

+0.80%