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GOPIX vs. WCQGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GOPIX vs. WCQGX - Performance Comparison

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

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GOPIX vs. WCQGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
GOPIX
abrdn China A Share Equity Fund
0.00%25.89%5.70%-24.96%-22.46%-3.67%81.01%
WCQGX
WCM China Quality Growth Fund
-4.91%20.97%-3.03%-18.49%-26.70%4.03%64.08%

Returns By Period


GOPIX

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

WCQGX

1D
0.54%
1M
-7.09%
YTD
-4.91%
6M
-13.17%
1Y
3.72%
3Y*
-3.66%
5Y*
-8.21%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GOPIX vs. WCQGX - Expense Ratio Comparison

GOPIX has a 0.99% expense ratio, which is lower than WCQGX's 1.50% expense ratio.


Return for Risk

GOPIX vs. WCQGX — Risk / Return Rank

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

GOPIX

WCQGX
WCQGX Risk / Return Rank: 88
Overall Rank
WCQGX Sharpe Ratio Rank: 77
Sharpe Ratio Rank
WCQGX Sortino Ratio Rank: 88
Sortino Ratio Rank
WCQGX Omega Ratio Rank: 88
Omega Ratio Rank
WCQGX Calmar Ratio Rank: 99
Calmar Ratio Rank
WCQGX Martin Ratio Rank: 88
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. WCQGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn China A Share Equity Fund (GOPIX) and WCM China Quality Growth Fund (WCQGX). 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. WCQGX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


GOPIXWCQGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

Correlation

The correlation between GOPIX and WCQGX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

GOPIX vs. WCQGX - Dividend Comparison

GOPIX's dividend yield for the trailing twelve months is around 1.46%, less than WCQGX's 7.01% 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%
WCQGX
WCM China Quality Growth Fund
7.01%6.67%2.02%0.82%0.28%8.54%2.38%0.00%0.00%0.00%0.00%0.00%

Drawdowns

GOPIX vs. WCQGX - Drawdown Comparison


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Drawdown Indicators


GOPIXWCQGXDifference

Max Drawdown

Largest peak-to-trough decline

-59.28%

Max Drawdown (1Y)

Largest decline over 1 year

-15.17%

Max Drawdown (5Y)

Largest decline over 5 years

-57.82%

Current Drawdown

Current decline from peak

-45.21%

Average Drawdown

Average peak-to-trough decline

-34.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.60%

Volatility

GOPIX vs. WCQGX - Volatility Comparison


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Volatility by Period


GOPIXWCQGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.98%

Volatility (6M)

Calculated over the trailing 6-month period

15.77%

Volatility (1Y)

Calculated over the trailing 1-year period

22.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.76%