GXXIX vs. EQPGX
Compare and contrast key facts about abrdn U.S. Sustainable Leaders Fund (GXXIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX).
GXXIX is managed by Aberdeen. It was launched on Jun 30, 2000. EQPGX is managed by Fidelity. It was launched on Nov 22, 1983.
Performance
GXXIX vs. EQPGX - Performance Comparison
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GXXIX vs. EQPGX - 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% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | -4.21% | 14.60% | 29.99% | 35.60% | -24.45% | 22.94% | 43.80% | 34.01% | 0.17% | 35.19% |
Returns By Period
In the year-to-date period, GXXIX achieves a -7.53% return, which is significantly lower than EQPGX's -4.21% return. Over the past 10 years, GXXIX has underperformed EQPGX with an annualized return of 13.33%, while EQPGX has yielded a comparatively higher 17.20% 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%
EQPGX
- 1D
- 1.27%
- 1M
- -2.67%
- YTD
- -4.21%
- 6M
- -4.04%
- 1Y
- 17.96%
- 3Y*
- 20.66%
- 5Y*
- 11.40%
- 10Y*
- 17.20%
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GXXIX vs. EQPGX - Expense Ratio Comparison
GXXIX has a 0.97% expense ratio, which is higher than EQPGX's 0.71% expense ratio.
Return for Risk
GXXIX vs. EQPGX — Risk / Return Rank
GXXIX
EQPGX
GXXIX vs. EQPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn U.S. Sustainable Leaders Fund (GXXIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX). 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 | EQPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 0.87 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.36 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.19 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 1.54 | -1.23 |
Martin ratioReturn relative to average drawdown | 1.15 | 5.37 | -4.22 |
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 | EQPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 0.87 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.57 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.84 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.60 | +0.01 |
Correlation
The correlation between GXXIX and EQPGX is 0.87, 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
GXXIX vs. EQPGX - Dividend Comparison
GXXIX's dividend yield for the trailing twelve months is around 2.48%, more than EQPGX's 0.55% 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% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | 0.55% | 0.52% | 10.64% | 0.48% | 1.96% | 11.42% | 10.84% | 8.56% | 6.43% | 11.57% | 5.90% | 2.21% |
Drawdowns
GXXIX vs. EQPGX - Drawdown Comparison
The maximum GXXIX drawdown since its inception was -33.65%, smaller than the maximum EQPGX drawdown of -62.00%. Use the drawdown chart below to compare losses from any high point for GXXIX and EQPGX.
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Drawdown Indicators
| GXXIX | EQPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.65% | -62.00% | +28.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -12.57% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -33.65% | -29.81% | -3.84% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -31.11% | -2.54% |
Current DrawdownCurrent decline from peak | -10.87% | -7.64% | -3.23% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -13.80% | +7.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.66% | -0.52% |
Volatility
GXXIX vs. EQPGX - Volatility Comparison
The current volatility for abrdn U.S. Sustainable Leaders Fund (GXXIX) is 5.20%, while Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a volatility of 7.79%. This indicates that GXXIX experiences smaller price fluctuations and is considered to be less risky than EQPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GXXIX | EQPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 7.79% | -2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 13.37% | -4.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 21.86% | -5.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.78% | 20.16% | +7.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.72% | 20.49% | +3.23% |