CGFIX vs. RDMIX
Compare and contrast key facts about abrdn Global Absolute Return Strategies Fund (CGFIX) and Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX).
CGFIX is managed by Aberdeen. It was launched on Oct 31, 1990. RDMIX is managed by Rational Funds. It was launched on Sep 29, 2016.
Performance
CGFIX vs. RDMIX - Performance Comparison
Loading graphics...
CGFIX vs. RDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGFIX abrdn Global Absolute Return Strategies Fund | 0.00% | 5.79% | 4.85% | -2.54% | -9.99% | 1.39% | 6.37% | 7.26% | 0.97% | 1.62% |
RDMIX Rational/ReSolve Adaptive Asset Allocation Fund | 3.68% | 5.07% | 9.88% | -0.52% | -3.06% | 11.18% | 0.65% | 18.24% | -7.65% | 3.85% |
Returns By Period
Over the past 10 years, CGFIX has underperformed RDMIX with an annualized return of 1.95%, while RDMIX has yielded a comparatively higher 3.96% annualized return.
CGFIX
- 1D
- 0.36%
- 1M
- -1.86%
- YTD
- 0.00%
- 6M
- 0.82%
- 1Y
- 5.00%
- 3Y*
- 3.71%
- 5Y*
- -0.02%
- 10Y*
- 1.95%
RDMIX
- 1D
- 0.97%
- 1M
- -0.23%
- YTD
- 3.68%
- 6M
- 3.30%
- 1Y
- 11.80%
- 3Y*
- 7.18%
- 5Y*
- 4.94%
- 10Y*
- 3.96%
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. RDMIX - Expense Ratio Comparison
CGFIX has a 0.78% expense ratio, which is lower than RDMIX's 1.97% expense ratio.
Return for Risk
CGFIX vs. RDMIX — Risk / Return Rank
CGFIX
RDMIX
CGFIX vs. RDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Global Absolute Return Strategies Fund (CGFIX) and Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX). 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.
| CGFIX | RDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | 0.88 | +0.66 |
Sortino ratioReturn per unit of downside risk | 2.14 | 1.24 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.18 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.17 | +0.80 |
Martin ratioReturn relative to average drawdown | 8.09 | 3.74 | +4.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CGFIX | RDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 0.88 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.44 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.37 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.67 | +0.22 |
Correlation
The correlation between CGFIX and RDMIX is 0.04, 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
CGFIX vs. RDMIX - Dividend Comparison
CGFIX's dividend yield for the trailing twelve months is around 6.12%, more than RDMIX's 0.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGFIX abrdn Global Absolute Return Strategies Fund | 6.12% | 5.51% | 6.43% | 2.08% | 0.00% | 7.49% | 0.23% | 3.29% | 6.05% | 0.33% | 1.12% | 0.35% |
RDMIX Rational/ReSolve Adaptive Asset Allocation Fund | 0.87% | 0.90% | 6.81% | 10.63% | 0.39% | 16.40% | 0.47% | 15.46% | 0.94% | 0.07% | 0.00% | 0.00% |
Drawdowns
CGFIX vs. RDMIX - Drawdown Comparison
The maximum CGFIX drawdown since its inception was -20.28%, smaller than the maximum RDMIX drawdown of -31.57%. Use the drawdown chart below to compare losses from any high point for CGFIX and RDMIX.
Loading graphics...
Drawdown Indicators
| CGFIX | RDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.28% | -31.57% | +11.29% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -11.18% | +8.40% |
Max Drawdown (5Y)Largest decline over 5 years | -20.28% | -19.96% | -0.32% |
Max Drawdown (10Y)Largest decline over 10 years | -20.28% | -21.92% | +1.64% |
Current DrawdownCurrent decline from peak | -2.97% | -3.13% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -3.20% | -8.52% | +5.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.68% | 3.50% | -2.82% |
Volatility
CGFIX vs. RDMIX - Volatility Comparison
The current volatility for abrdn Global Absolute Return Strategies Fund (CGFIX) is 1.56%, while Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX) has a volatility of 3.26%. This indicates that CGFIX experiences smaller price fluctuations and is considered to be less risky than RDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CGFIX | RDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.56% | 3.26% | -1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 2.14% | 8.76% | -6.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.49% | 13.83% | -10.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.76% | 11.22% | -5.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.74% | 11.36% | -6.62% |