GXXIX vs. FZACX
Compare and contrast key facts about abrdn U.S. Sustainable Leaders Fund (GXXIX) and Fidelity Advisor Diversified Stock Fund Class Z (FZACX).
GXXIX is managed by Aberdeen. It was launched on Jun 30, 2000. FZACX is managed by Fidelity. It was launched on Aug 13, 2013.
Performance
GXXIX vs. FZACX - Performance Comparison
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GXXIX vs. FZACX - 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% |
FZACX Fidelity Advisor Diversified Stock Fund Class Z | -2.37% | 14.06% | 28.02% | 28.33% | -19.88% | 28.19% | 27.41% | 28.17% | -5.57% | 17.70% |
Returns By Period
In the year-to-date period, GXXIX achieves a -7.53% return, which is significantly lower than FZACX's -2.37% return. Over the past 10 years, GXXIX has underperformed FZACX with an annualized return of 13.33%, while FZACX has yielded a comparatively higher 14.80% 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%
FZACX
- 1D
- 3.52%
- 1M
- -5.39%
- YTD
- -2.37%
- 6M
- 0.09%
- 1Y
- 19.23%
- 3Y*
- 19.66%
- 5Y*
- 11.49%
- 10Y*
- 14.80%
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GXXIX vs. FZACX - Expense Ratio Comparison
GXXIX has a 0.97% expense ratio, which is higher than FZACX's 0.48% expense ratio.
Return for Risk
GXXIX vs. FZACX — Risk / Return Rank
GXXIX
FZACX
GXXIX vs. FZACX - 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 Diversified Stock Fund Class Z (FZACX). 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 | FZACX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 1.03 | -0.84 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.53 | -1.13 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.23 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 1.61 | -1.31 |
Martin ratioReturn relative to average drawdown | 1.15 | 7.10 | -5.94 |
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 | FZACX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 1.03 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.59 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.76 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.71 | -0.10 |
Correlation
The correlation between GXXIX and FZACX is 0.91, 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. FZACX - Dividend Comparison
GXXIX's dividend yield for the trailing twelve months is around 2.48%, less than FZACX's 6.43% 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% |
FZACX Fidelity Advisor Diversified Stock Fund Class Z | 6.43% | 6.28% | 13.41% | 3.39% | 8.71% | 16.27% | 5.10% | 3.12% | 13.16% | 7.44% | 1.60% | 8.32% |
Drawdowns
GXXIX vs. FZACX - Drawdown Comparison
The maximum GXXIX drawdown since its inception was -33.65%, which is greater than FZACX's maximum drawdown of -30.35%. Use the drawdown chart below to compare losses from any high point for GXXIX and FZACX.
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Drawdown Indicators
| GXXIX | FZACX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.65% | -30.35% | -3.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -12.57% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -33.65% | -26.71% | -6.94% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -30.35% | -3.30% |
Current DrawdownCurrent decline from peak | -10.87% | -6.83% | -4.04% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -5.13% | -1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.86% | +0.28% |
Volatility
GXXIX vs. FZACX - Volatility Comparison
The current volatility for abrdn U.S. Sustainable Leaders Fund (GXXIX) is 5.20%, while Fidelity Advisor Diversified Stock Fund Class Z (FZACX) has a volatility of 6.65%. This indicates that GXXIX experiences smaller price fluctuations and is considered to be less risky than FZACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GXXIX | FZACX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 6.65% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 11.66% | -2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 19.44% | -2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.78% | 19.57% | +8.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.72% | 19.47% | +4.25% |