GXXIX vs. AIGYX
Compare and contrast key facts about abrdn U.S. Sustainable Leaders Fund (GXXIX) and abrdn Realty Income & Growth Fund (AIGYX).
GXXIX is managed by Aberdeen. It was launched on Jun 30, 2000. AIGYX is managed by Aberdeen. It was launched on Dec 29, 1998.
Performance
GXXIX vs. AIGYX - Performance Comparison
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GXXIX vs. AIGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GXXIX abrdn U.S. Sustainable Leaders Fund | -7.53% | 3.82% | 10.11% | 15.19% | -26.55% | 81.37% | 29.56% | 36.96% | -6.73% | 20.42% |
AIGYX abrdn Realty Income & Growth Fund | 6.07% | 4.20% | 9.61% | 13.34% | -24.99% | 62.09% | -6.59% | 27.80% | -7.59% | 8.52% |
Returns By Period
In the year-to-date period, GXXIX achieves a -7.53% return, which is significantly lower than AIGYX's 6.07% return. Over the past 10 years, GXXIX has outperformed AIGYX with an annualized return of 13.33%, while AIGYX has yielded a comparatively lower 7.54% annualized return.
GXXIX
- 1D
- 2.82%
- 1M
- -5.54%
- YTD
- -7.53%
- 6M
- -7.78%
- 1Y
- 2.72%
- 3Y*
- 5.62%
- 5Y*
- 9.27%
- 10Y*
- 13.33%
AIGYX
- 1D
- 1.49%
- 1M
- -6.16%
- YTD
- 6.07%
- 6M
- 5.14%
- 1Y
- 10.06%
- 3Y*
- 10.00%
- 5Y*
- 8.96%
- 10Y*
- 7.54%
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GXXIX vs. AIGYX - Expense Ratio Comparison
GXXIX has a 0.97% expense ratio, which is lower than AIGYX's 1.01% expense ratio.
Return for Risk
GXXIX vs. AIGYX — Risk / Return Rank
GXXIX
AIGYX
GXXIX vs. AIGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn U.S. Sustainable Leaders Fund (GXXIX) and abrdn Realty Income & Growth Fund (AIGYX). 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.
| GXXIX | AIGYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 0.63 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.40 | 0.96 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.13 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 0.91 | -0.60 |
Martin ratioReturn relative to average drawdown | 1.15 | 4.05 | -2.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GXXIX | AIGYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 0.63 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.44 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.34 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.38 | +0.22 |
Correlation
The correlation between GXXIX and AIGYX is 0.57, 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
GXXIX vs. AIGYX - Dividend Comparison
GXXIX's dividend yield for the trailing twelve months is around 2.48%, less than AIGYX's 7.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GXXIX abrdn U.S. Sustainable Leaders Fund | 2.48% | 2.30% | 0.00% | 0.28% | 0.39% | 59.39% | 14.10% | 9.76% | 12.93% | 10.11% | 12.20% | 5.82% |
AIGYX abrdn Realty Income & Growth Fund | 7.97% | 8.43% | 12.69% | 4.01% | 8.97% | 27.57% | 16.28% | 18.30% | 49.34% | 5.85% | 5.48% | 4.69% |
Drawdowns
GXXIX vs. AIGYX - Drawdown Comparison
The maximum GXXIX drawdown since its inception was -33.65%, smaller than the maximum AIGYX drawdown of -79.94%. Use the drawdown chart below to compare losses from any high point for GXXIX and AIGYX.
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Drawdown Indicators
| GXXIX | AIGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.65% | -79.94% | +46.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -12.30% | +0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -33.65% | -31.20% | -2.45% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -43.10% | +9.45% |
Current DrawdownCurrent decline from peak | -10.87% | -6.16% | -4.71% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -12.49% | +6.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.76% | +0.38% |
Volatility
GXXIX vs. AIGYX - Volatility Comparison
abrdn U.S. Sustainable Leaders Fund (GXXIX) has a higher volatility of 5.20% compared to abrdn Realty Income & Growth Fund (AIGYX) at 4.64%. This indicates that GXXIX's price experiences larger fluctuations and is considered to be riskier than AIGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GXXIX | AIGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 4.64% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 9.19% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 16.14% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.78% | 20.72% | +7.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.72% | 21.94% | +1.78% |