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GXXIX vs. GOPIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GXXIX vs. GOPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in abrdn U.S. Sustainable Leaders Fund (GXXIX) and abrdn China A Share Equity Fund (GOPIX). The values are adjusted to include any dividend payments, if applicable.

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GXXIX vs. GOPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
GOPIX
abrdn China A Share Equity Fund
0.00%25.89%5.70%-24.96%-22.46%-3.67%56.93%31.74%-11.87%35.06%

Returns By Period


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%

GOPIX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GXXIX vs. GOPIX - Expense Ratio Comparison

GXXIX has a 0.97% expense ratio, which is lower than GOPIX's 0.99% expense ratio.


Return for Risk

GXXIX vs. GOPIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GXXIX
GXXIX Risk / Return Rank: 88
Overall Rank
GXXIX Sharpe Ratio Rank: 77
Sharpe Ratio Rank
GXXIX Sortino Ratio Rank: 77
Sortino Ratio Rank
GXXIX Omega Ratio Rank: 77
Omega Ratio Rank
GXXIX Calmar Ratio Rank: 99
Calmar Ratio Rank
GXXIX Martin Ratio Rank: 99
Martin Ratio Rank

GOPIX
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GXXIX vs. GOPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn U.S. Sustainable Leaders Fund (GXXIX) and abrdn China A Share Equity Fund (GOPIX). 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.


GXXIXGOPIXDifference

Sharpe ratio

Return per unit of total volatility

0.19

Sortino ratio

Return per unit of downside risk

0.40

Omega ratio

Gain probability vs. loss probability

1.05

Calmar ratio

Return relative to maximum drawdown

0.31

Martin ratio

Return relative to average drawdown

1.15

GXXIX vs. GOPIX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


GXXIXGOPIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

Correlation

The correlation between GXXIX and GOPIX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

GXXIX vs. GOPIX - Dividend Comparison

GXXIX's dividend yield for the trailing twelve months is around 2.48%, more than GOPIX's 1.46% yield.


TTM20252024202320222021202020192018201720162015
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%
GOPIX
abrdn China A Share Equity Fund
1.46%1.46%1.29%0.79%0.00%5.22%1.42%4.45%0.41%1.24%1.40%2.03%

Drawdowns

GXXIX vs. GOPIX - Drawdown Comparison


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Drawdown Indicators


GXXIXGOPIXDifference

Max Drawdown

Largest peak-to-trough decline

-33.65%

Max Drawdown (1Y)

Largest decline over 1 year

-11.78%

Max Drawdown (5Y)

Largest decline over 5 years

-33.65%

Max Drawdown (10Y)

Largest decline over 10 years

-33.65%

Current Drawdown

Current decline from peak

-10.87%

Average Drawdown

Average peak-to-trough decline

-6.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.14%

Volatility

GXXIX vs. GOPIX - Volatility Comparison


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Volatility by Period


GXXIXGOPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.20%

Volatility (6M)

Calculated over the trailing 6-month period

9.27%

Volatility (1Y)

Calculated over the trailing 1-year period

16.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.72%