GXXIX vs. ANFFX
Compare and contrast key facts about abrdn U.S. Sustainable Leaders Fund (GXXIX) and American Funds The New Economy Fund Class F-1 (ANFFX).
GXXIX is managed by Aberdeen. It was launched on Jun 30, 2000. ANFFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001.
Performance
GXXIX vs. ANFFX - Performance Comparison
Loading graphics...
Returns By Period
In the year-to-date period, GXXIX achieves a -6.73% return, which is significantly lower than ANFFX's -4.05% return. Both investments have delivered pretty close results over the past 10 years, with GXXIX having a 13.51% annualized return and ANFFX not far ahead at 13.63%.
GXXIX
- 1D
- 0.23%
- 1M
- -3.66%
- YTD
- -6.73%
- 6M
- -7.18%
- 1Y
- 12.34%
- 3Y*
- 6.02%
- 5Y*
- 9.46%
- 10Y*
- 13.51%
ANFFX
- 1D
- -0.27%
- 1M
- -4.53%
- YTD
- -4.05%
- 6M
- 1.54%
- 1Y
- 44.43%
- 3Y*
- 22.07%
- 5Y*
- 9.00%
- 10Y*
- 13.63%
GXXIX vs. ANFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GXXIX abrdn U.S. Sustainable Leaders Fund | -6.73% | 3.82% | 10.11% | 15.19% | -26.55% | 81.37% | 29.56% | 36.96% | -6.73% | 20.42% |
ANFFX American Funds The New Economy Fund Class F-1 | -4.05% | 30.96% | 23.52% | 29.10% | -29.69% | 11.98% | 33.43% | 26.38% | -4.41% | 34.27% |
Correlation
The correlation between GXXIX and ANFFX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
GXXIX vs. ANFFX - Expense Ratio Comparison
GXXIX has a 0.97% expense ratio, which is higher than ANFFX's 0.78% expense ratio.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
GXXIX vs. ANFFX — Risk / Return Rank
GXXIX
ANFFX
GXXIX vs. ANFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn U.S. Sustainable Leaders Fund (GXXIX) and American Funds The New Economy Fund Class F-1 (ANFFX). 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 | ANFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 1.52 | -1.35 |
Sortino ratioReturn per unit of downside risk | 0.37 | 2.16 | -1.79 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.30 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 2.45 | -2.14 |
Martin ratioReturn relative to average drawdown | 1.12 | 10.01 | -8.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GXXIX | ANFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 1.52 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.47 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.72 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.48 | +0.12 |
Drawdowns
GXXIX vs. ANFFX - Drawdown Comparison
The maximum GXXIX drawdown since its inception was -33.65%, smaller than the maximum ANFFX drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for GXXIX and ANFFX.
Loading graphics...
Drawdown Indicators
| GXXIX | ANFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.65% | -55.37% | +21.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -13.36% | +1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -33.65% | -37.10% | +3.45% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -37.10% | +3.45% |
Current DrawdownCurrent decline from peak | -10.10% | -9.13% | -0.97% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -11.43% | +5.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.26% | -0.03% |
Volatility
GXXIX vs. ANFFX - Volatility Comparison
The current volatility for abrdn U.S. Sustainable Leaders Fund (GXXIX) is 5.18%, while American Funds The New Economy Fund Class F-1 (ANFFX) has a volatility of 7.26%. This indicates that GXXIX experiences smaller price fluctuations and is considered to be less risky than ANFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| GXXIX | ANFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 7.26% | -2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.26% | 13.64% | -4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 20.92% | -4.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.76% | 19.20% | +8.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.71% | 18.99% | +4.72% |
Dividends
GXXIX vs. ANFFX - Dividend Comparison
GXXIX's dividend yield for the trailing twelve months is around 2.46%, less than ANFFX's 10.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GXXIX abrdn U.S. Sustainable Leaders Fund | 2.46% | 2.30% | 0.00% | 0.28% | 0.39% | 59.39% | 14.10% | 9.76% | 12.93% | 10.11% | 12.20% | 5.82% |
ANFFX American Funds The New Economy Fund Class F-1 | 10.32% | 9.90% | 9.56% | 3.89% | 0.00% | 7.53% | 2.45% | 7.26% | 9.84% | 8.19% | 2.13% | 6.07% |