GOPIX vs. AEMSX

Last updated Jun 4, 2026

GOPIX (abrdn China A Share Equity Fund) and AEMSX (abrdn Emerging Markets Instl Svc) are both mutual funds - GOPIX is a China Equities fund managed by Aberdeen, while AEMSX is a Emerging Markets Diversified fund managed by Aberdeen. A 0.65 correlation means they provide meaningful diversification when combined. GOPIX charges 0.99%/yr vs 1.25%/yr for AEMSX.

Performance

GOPIX vs. AEMSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in abrdn China A Share Equity Fund (GOPIX) and abrdn Emerging Markets Instl Svc (AEMSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

GOPIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AEMSX

• 1D: 0.68%
• 1M: 10.74%
• YTD: 33.43%
• 6M: 35.58%
• 1Y: 65.65%
• 3Y*: 23.18%
• 5Y*: 7.92%
• 10Y*: 10.41%

*Multi-year figures are annualized to reflect compound growth (CAGR)

GOPIX vs. AEMSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
GOPIX abrdn China A Share Equity Fund	0.00%	25.89%	5.70%	-24.96%	-22.46%	-3.67%	56.93%	31.74%	-11.87%	35.06%
AEMSX abrdn Emerging Markets Instl Svc	33.43%	32.19%	3.81%	6.49%	-26.28%	7.03%	27.52%	20.24%	-14.71%	29.95%

Correlation

The correlation between GOPIX and AEMSX is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.19
Correlation (3Y) Calculated over the trailing 3-year period	0.46
Correlation (5Y) Calculated over the trailing 5-year period	0.57
Correlation (10Y) Calculated over the trailing 10-year period	0.65
Correlation (All Time) Calculated using the full available price history since Aug 6, 2012	0.65

Over the past year, the correlation between GOPIX and AEMSX has dropped to 0.19 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.

Return for Risk

GOPIX vs. AEMSX — Risk / Return Rank

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

AEMSX

AEMSX Risk / Return Rank: 91
AEMSX Sharpe Ratio Rank: 95
AEMSX Sortino Ratio Rank: 88
AEMSX Omega Ratio Rank: 88
AEMSX Calmar Ratio Rank: 91
AEMSX Martin Ratio Rank: 92

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.

GOPIX vs. AEMSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn China A Share Equity Fund (GOPIX) and abrdn Emerging Markets Instl Svc (AEMSX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	GOPIX	AEMSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.45	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.43	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.56	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.41	—

Drawdowns

Drawdown Indicators

	GOPIX	AEMSX	Difference
Max Drawdown Largest peak-to-trough decline	—	-38.58%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-13.70%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.72%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-36.65%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-38.58%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-12.58%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.46%	—

Volatility

Volatility by Period

	GOPIX	AEMSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.99%	—
Volatility (6M) Calculated over the trailing 6-month period	—	16.54%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	19.08%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.71%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.69%	—

GOPIX vs. AEMSX - Expense Ratio Comparison

GOPIX has a 0.99% expense ratio, which is lower than AEMSX's 1.25% expense ratio.

Dividends

GOPIX vs. AEMSX - Dividend Comparison

GOPIX's dividend yield for the trailing twelve months is around 1.46%, less than AEMSX's 4.61% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AEMSX abrdn Emerging Markets Instl Svc	4.61%	6.14%	0.95%	1.39%	1.83%	22.97%	0.68%	1.82%	1.57%	1.09%	1.08%	2.32%
GOPIX abrdn China A Share Equity Fund	1.46%	1.46%	1.29%	0.79%	0.00%	5.22%	1.42%	4.45%	0.41%	1.24%	1.40%	2.03%

Frequently Asked Questions

Can I hold both GOPIX and AEMSX in my portfolio?

GOPIX and AEMSX 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.