GXXIX vs. FZAFX
Compare and contrast key facts about abrdn U.S. Sustainable Leaders Fund (GXXIX) and Fidelity Advisor Equity Growth Fund Class Z (FZAFX).
GXXIX is managed by Aberdeen. It was launched on Jun 30, 2000. FZAFX is managed by Fidelity. It was launched on Aug 13, 2013.
Performance
GXXIX vs. FZAFX - Performance Comparison
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GXXIX vs. FZAFX - 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% |
FZAFX Fidelity Advisor Equity Growth Fund Class Z | -5.39% | 14.68% | 18.15% | 35.80% | -24.36% | 23.09% | 43.86% | 35.68% | 0.36% | 35.37% |
Returns By Period
In the year-to-date period, GXXIX achieves a -7.53% return, which is significantly lower than FZAFX's -5.39% return. Over the past 10 years, GXXIX has underperformed FZAFX with an annualized return of 13.33%, while FZAFX has yielded a comparatively higher 16.19% 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%
FZAFX
- 1D
- 4.31%
- 1M
- -5.39%
- YTD
- -5.39%
- 6M
- -4.84%
- 1Y
- 17.55%
- 3Y*
- 16.46%
- 5Y*
- 9.11%
- 10Y*
- 16.19%
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GXXIX vs. FZAFX - Expense Ratio Comparison
GXXIX has a 0.97% expense ratio, which is higher than FZAFX's 0.60% expense ratio.
Return for Risk
GXXIX vs. FZAFX — Risk / Return Rank
GXXIX
FZAFX
GXXIX vs. FZAFX - 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 Z (FZAFX). 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 | FZAFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 0.84 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.32 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.19 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 1.42 | -1.12 |
Martin ratioReturn relative to average drawdown | 1.15 | 5.02 | -3.87 |
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 | FZAFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 0.84 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.45 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.78 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.76 | -0.16 |
Correlation
The correlation between GXXIX and FZAFX 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. FZAFX - Dividend Comparison
GXXIX's dividend yield for the trailing twelve months is around 2.48%, more than FZAFX's 0.54% 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% |
FZAFX Fidelity Advisor Equity Growth Fund Class Z | 0.54% | 0.51% | 0.00% | 0.48% | 1.93% | 11.39% | 10.84% | 9.53% | 6.38% | 11.66% | 5.87% | 0.00% |
Drawdowns
GXXIX vs. FZAFX - Drawdown Comparison
The maximum GXXIX drawdown since its inception was -33.65%, which is greater than FZAFX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for GXXIX and FZAFX.
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Drawdown Indicators
| GXXIX | FZAFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.65% | -31.13% | -2.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -12.75% | +0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -33.65% | -29.73% | -3.92% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -31.13% | -2.52% |
Current DrawdownCurrent decline from peak | -10.87% | -8.78% | -2.09% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -5.84% | -0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.62% | -0.48% |
Volatility
GXXIX vs. FZAFX - Volatility Comparison
The current volatility for abrdn U.S. Sustainable Leaders Fund (GXXIX) is 5.20%, while Fidelity Advisor Equity Growth Fund Class Z (FZAFX) has a volatility of 7.78%. This indicates that GXXIX experiences smaller price fluctuations and is considered to be less risky than FZAFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GXXIX | FZAFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 7.78% | -2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 13.34% | -4.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 21.83% | -5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.78% | 20.59% | +7.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.72% | 20.70% | +3.02% |