GXXIX vs. FDSSX

Last updated Aug 1, 2026

GXXIX (abrdn U.S. Sustainable Leaders Fund) and FDSSX (Fidelity Stock Selector All Cap Fund) are both Large Cap Growth Equities funds. Over the past 10 years, GXXIX returned 14.16%/yr vs 14.84%/yr for FDSSX. Their correlation of 0.93 means they have usually moved in the same direction. GXXIX charges 0.97%/yr vs 0.68%/yr for FDSSX.

Performance

GXXIX vs. FDSSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in abrdn U.S. Sustainable Leaders Fund (GXXIX) and Fidelity Stock Selector All Cap Fund (FDSSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, GXXIX achieves a 3.33% return, which is significantly lower than FDSSX's 14.50% return. Both investments have delivered pretty close results over the past 10 years, with GXXIX having a 14.16% annualized return and FDSSX not far ahead at 14.84%.

GXXIX

• 1D: 1.93%
• 1M: -0.21%
• 6M: 3.48%
• YTD: 3.33%
• 1Y: 6.34%
• 3Y*: 6.62%
• 5Y*: 9.39%
• 10Y*: 14.16%
• ALL TIME*: 13.26%

FDSSX

• 1D: 1.87%
• 1M: -0.79%
• 6M: 11.52%
• YTD: 14.50%
• 1Y: 28.35%
• 3Y*: 19.68%
• 5Y*: 12.00%
• 10Y*: 14.84%
• ALL TIME*: 11.46%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FDSSX Fidelity Stock Selector All Cap Fund	$0.00	$0.00	$0.00
GXXIX abrdn U.S. Sustainable Leaders Fund	$0.00	$0.00	$0.00

GXXIX vs. FDSSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
GXXIX abrdn U.S. Sustainable Leaders Fund	3.33%	3.82%	10.11%	15.19%	-26.55%	81.37%	29.56%	36.96%	-6.73%	20.42%
FDSSX Fidelity Stock Selector All Cap Fund	14.50%	18.89%	19.79%	26.94%	-19.55%	23.14%	24.90%	32.21%	-8.61%	24.42%

Correlation

The correlation between GXXIX and FDSSX is 0.88, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.88
Correlation (3Y) Balances recent behavior with more history.	0.90
Correlation (5Y) Shows whether the relationship held over a longer period.	0.93
Correlation (10Y) Provides a long-term view across more market conditions.	0.93
Correlation (All Time) Calculated using the full available price history since Oct 12, 2011	0.93

The correlation between GXXIX and FDSSX has been stable across timeframes, ranging from 0.88 to 0.93 - a consistent structural relationship.

Return for Risk

GXXIX vs. FDSSX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GXXIX

GXXIX Risk / Return Rank: 10
GXXIX Sharpe Ratio Rank: 10
GXXIX Sortino Ratio Rank: 9
GXXIX Omega Ratio Rank: 9
GXXIX Calmar Ratio Rank: 9
GXXIX Martin Ratio Rank: 11

FDSSX

FDSSX Risk / Return Rank: 80
FDSSX Sharpe Ratio Rank: 78
FDSSX Sortino Ratio Rank: 74
FDSSX Omega Ratio Rank: 75
FDSSX Calmar Ratio Rank: 84
FDSSX Martin Ratio Rank: 91

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GXXIX vs. FDSSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn U.S. Sustainable Leaders Fund (GXXIX) and Fidelity Stock Selector All Cap Fund (FDSSX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	GXXIX	FDSSX	Difference
Sharpe ratio: Return per unit of total volatility	0.35	1.82	-1.48
Sortino ratio: Return per unit of downside risk	0.57	2.50	-1.94
Omega ratio: Gain probability vs. loss probability	1.07	1.33	-0.26
Calmar ratio: Return relative to maximum drawdown	0.38	2.83	-2.45
Martin ratio: Return relative to average drawdown	1.34	12.79	-11.45

GXXIX vs. FDSSX - Sharpe Ratio Comparison

The current GXXIX Sharpe Ratio is 0.35, which is lower than the FDSSX Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of GXXIX and FDSSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

GXXIX vs. FDSSX - Drawdown Comparison

The maximum GXXIX drawdown since its inception was -33.65%, smaller than the maximum FDSSX drawdown of -56.77%. Use the drawdown chart below to compare losses from any high point for GXXIX and FDSSX.

Drawdown Indicators

	GXXIX	FDSSX	Difference
Max Drawdown Largest peak-to-trough decline	-33.65%	-56.77%	+23.12%
Max Drawdown (1Y) Largest decline over 1 year	-11.78%	-9.19%	-2.59%
Max Drawdown (3Y) Largest decline over 3 years	-19.74%	-20.86%	+1.12%
Max Drawdown (5Y) Largest decline over 5 years	-33.65%	-25.22%	-8.43%
Max Drawdown (10Y) Largest decline over 10 years	-33.65%	-34.37%	+0.72%
Current Drawdown Current decline from peak	-3.51%	-2.29%	-1.22%
Average Drawdown Average peak-to-trough decline	-6.13%	-9.85%	+3.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.31%	2.03%	+1.28%

Volatility

GXXIX vs. FDSSX - Volatility Comparison

abrdn U.S. Sustainable Leaders Fund (GXXIX) and Fidelity Stock Selector All Cap Fund (FDSSX) have volatilities of 3.57% and 3.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GXXIX	FDSSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.57%	3.73%	-0.16%
Volatility (6M) Calculated over the trailing 6-month period	10.45%	11.38%	-0.93%
Volatility (1Y) Calculated over the trailing 1-year period	12.86%	14.26%	-1.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.84%	17.90%	+9.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.70%	18.58%	+5.12%

GXXIX vs. FDSSX - Expense Ratio Comparison

GXXIX has a 0.97% expense ratio, which is higher than FDSSX's 0.68% expense ratio.

Dividends

GXXIX vs. FDSSX - Dividend Comparison

GXXIX's dividend yield for the trailing twelve months is around 2.22%, less than FDSSX's 4.18% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FDSSX Fidelity Stock Selector All Cap Fund	4.18%	4.79%	4.83%	2.03%	0.36%	0.84%	5.22%	6.09%	4.46%	3.07%	1.04%	5.16%
GXXIX abrdn U.S. Sustainable Leaders Fund	2.22%	2.30%	0.00%	0.28%	0.39%	59.39%	14.10%	9.76%	12.93%	10.11%	12.20%	5.82%

Frequently Asked Questions

Can I hold both GXXIX and FDSSX in my portfolio?

GXXIX and FDSSX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, GXXIX or FDSSX?

FDSSX has higher volatility (3.73%) compared to GXXIX (3.57%). In terms of maximum drawdown, GXXIX dropped -33.65% vs FDSSX's -56.77%.

Which has better risk-adjusted returns?

FDSSX currently has the higher Sharpe Ratio (1.82 vs 0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.