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CGFIX vs. QSPRX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CGFIX vs. QSPRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in abrdn Global Absolute Return Strategies Fund (CGFIX) and AQR Style Premia Alternative R6 (QSPRX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CGFIX achieves a 0.33% return, which is significantly lower than QSPRX's 17.68% return. Over the past 10 years, CGFIX has underperformed QSPRX with an annualized return of 1.63%, while QSPRX has yielded a comparatively higher 7.87% annualized return.


CGFIX

1D
0.12%
1M
-1.42%
6M
-0.43%
YTD
0.33%
1Y
3.20%
3Y*
5.07%
5Y*
0.27%
10Y*
1.63%
ALL TIME*
4.57%

QSPRX

1D
0.49%
1M
6.55%
6M
14.53%
YTD
17.68%
1Y
22.36%
3Y*
20.82%
5Y*
20.25%
10Y*
7.87%
ALL TIME*
7.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

CGFIX vs. QSPRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CGFIX
abrdn Global Absolute Return Strategies Fund
0.33%5.79%4.85%-2.54%-9.99%1.39%6.37%7.26%0.97%1.62%
QSPRX
AQR Style Premia Alternative R6
17.68%14.94%21.60%12.50%30.90%25.14%-21.91%-8.10%-12.32%12.18%

Correlation

The correlation between CGFIX and QSPRX is -0.19, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.19

Correlation (3Y)
Balances recent behavior with more history.

-0.12

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.08

Correlation (10Y)
Provides a long-term view across more market conditions.

-0.04

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2015

-0.03

The correlation between CGFIX and QSPRX shifts across timeframes, from -0.19 (1 year) to -0.03 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

CGFIX vs. QSPRX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CGFIX
CGFIX Risk / Return Rank: 3737
Overall Rank
CGFIX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
CGFIX Sortino Ratio Rank: 4040
Sortino Ratio Rank
CGFIX Omega Ratio Rank: 4343
Omega Ratio Rank
CGFIX Calmar Ratio Rank: 3131
Calmar Ratio Rank
CGFIX Martin Ratio Rank: 3131
Martin Ratio Rank

QSPRX
QSPRX Risk / Return Rank: 9090
Overall Rank
QSPRX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
QSPRX Sortino Ratio Rank: 9090
Sortino Ratio Rank
QSPRX Omega Ratio Rank: 8484
Omega Ratio Rank
QSPRX Calmar Ratio Rank: 9696
Calmar Ratio Rank
QSPRX Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CGFIX vs. QSPRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn Global Absolute Return Strategies Fund (CGFIX) and AQR Style Premia Alternative R6 (QSPRX). 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.


CGFIXQSPRXDifference
Sharpe ratioReturn per unit of total volatility

-1.08

Sortino ratioReturn per unit of downside risk

-1.71

Omega ratioGain probability vs. loss probability

1.23

1.40

-0.17

Calmar ratioReturn relative to maximum drawdown

1.38

4.39

-3.01

Martin ratioReturn relative to average drawdown

4.54

11.98

-7.44

CGFIX vs. QSPRX - Sharpe Ratio Comparison

The current CGFIX Sharpe Ratio is 1.23, which is lower than the QSPRX Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of CGFIX and QSPRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CGFIX vs. QSPRX - Drawdown Comparison

The maximum CGFIX drawdown since its inception was -20.28%, smaller than the maximum QSPRX drawdown of -41.22%. Use the drawdown chart below to compare losses from any high point for CGFIX and QSPRX.


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Drawdown Indicators


CGFIXQSPRXDifference

Max Drawdown

Largest peak-to-trough decline

-20.28%

-41.22%

+20.94%

Max Drawdown (1Y)

Largest decline over 1 year

-2.78%

-5.06%

+2.28%

Max Drawdown (3Y)

Largest decline over 3 years

-5.01%

-9.25%

+4.24%

Max Drawdown (5Y)

Largest decline over 5 years

-20.28%

-17.17%

-3.11%

Max Drawdown (10Y)

Largest decline over 10 years

-20.28%

-41.22%

+20.94%

Current Drawdown

Current decline from peak

-2.65%

0.00%

-2.65%

Average Drawdown

Average peak-to-trough decline

-3.19%

-9.95%

+6.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.84%

1.85%

-1.01%

Volatility

CGFIX vs. QSPRX - Volatility Comparison

The current volatility for abrdn Global Absolute Return Strategies Fund (CGFIX) is 0.84%, while AQR Style Premia Alternative R6 (QSPRX) has a volatility of 2.23%. This indicates that CGFIX experiences smaller price fluctuations and is considered to be less risky than QSPRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CGFIXQSPRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.84%

2.23%

-1.39%

Volatility (6M)

Calculated over the trailing 6-month period

2.48%

7.12%

-4.64%

Volatility (1Y)

Calculated over the trailing 1-year period

3.11%

9.63%

-6.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.74%

15.89%

-10.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.69%

12.89%

-8.20%

CGFIX vs. QSPRX - Expense Ratio Comparison

CGFIX has a 0.78% expense ratio, which is lower than QSPRX's 5.79% expense ratio.


Dividends

CGFIX vs. QSPRX - Dividend Comparison

CGFIX's dividend yield for the trailing twelve months is around 5.66%, more than QSPRX's 2.24% yield.


PositionTTM20252024202320222021202020192018201720162015
CGFIX
abrdn Global Absolute Return Strategies Fund
5.66%5.51%6.43%2.08%0.00%7.49%0.23%3.29%6.05%0.33%1.12%0.35%
QSPRX
AQR Style Premia Alternative R6
2.24%2.63%6.99%23.75%22.67%12.85%0.00%1.62%1.09%7.15%1.74%5.87%

Frequently Asked Questions


CGFIX and QSPRX have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QSPRX has higher volatility (2.23%) compared to CGFIX (0.84%). In terms of maximum drawdown, CGFIX dropped -20.28% vs QSPRX's -41.22%.

QSPRX currently has the higher Sharpe Ratio (2.31 vs 1.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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