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GOPIX vs. AIFRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GOPIX vs. AIFRX - Performance Comparison

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

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GOPIX vs. AIFRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
AIFRX
abrdn Global Infrastructure Fund
9.45%26.92%2.88%13.10%-7.95%15.61%1.87%28.41%-9.31%25.24%

Returns By Period


GOPIX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

AIFRX

1D
0.29%
1M
-4.86%
YTD
9.45%
6M
12.88%
1Y
27.75%
3Y*
15.03%
5Y*
10.74%
10Y*
10.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GOPIX vs. AIFRX - Expense Ratio Comparison

Both GOPIX and AIFRX have an expense ratio of 0.99%.


Return for Risk

GOPIX vs. AIFRX — Risk / Return Rank

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

GOPIX

AIFRX
AIFRX Risk / Return Rank: 9494
Overall Rank
AIFRX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
AIFRX Sortino Ratio Rank: 9393
Sortino Ratio Rank
AIFRX Omega Ratio Rank: 9292
Omega Ratio Rank
AIFRX Calmar Ratio Rank: 9595
Calmar Ratio Rank
AIFRX Martin Ratio Rank: 9696
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.

GOPIX vs. AIFRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn China A Share Equity Fund (GOPIX) and abrdn Global Infrastructure Fund (AIFRX). 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.

GOPIX vs. AIFRX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


GOPIXAIFRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.77

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

Correlation

The correlation between GOPIX and AIFRX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

GOPIX vs. AIFRX - Dividend Comparison

GOPIX's dividend yield for the trailing twelve months is around 1.46%, less than AIFRX's 7.17% yield.


TTM20252024202320222021202020192018201720162015
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%
AIFRX
abrdn Global Infrastructure Fund
7.17%7.80%8.13%3.46%4.86%5.31%3.45%4.01%3.96%3.80%4.37%4.55%

Drawdowns

GOPIX vs. AIFRX - Drawdown Comparison


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Drawdown Indicators


GOPIXAIFRXDifference

Max Drawdown

Largest peak-to-trough decline

-38.38%

Max Drawdown (1Y)

Largest decline over 1 year

-8.66%

Max Drawdown (5Y)

Largest decline over 5 years

-22.75%

Max Drawdown (10Y)

Largest decline over 10 years

-38.38%

Current Drawdown

Current decline from peak

-4.86%

Average Drawdown

Average peak-to-trough decline

-5.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.82%

Volatility

GOPIX vs. AIFRX - Volatility Comparison


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Volatility by Period


GOPIXAIFRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.25%

Volatility (6M)

Calculated over the trailing 6-month period

7.20%

Volatility (1Y)

Calculated over the trailing 1-year period

12.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.86%