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LNGZX vs. GOPIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LNGZX vs. GOPIX - Performance Comparison

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

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Returns By Period


LNGZX

1D
0.58%
1M
-4.66%
YTD
-9.19%
6M
-10.26%
1Y
3.04%
3Y*
3.37%
5Y*
-10.92%
10Y*
3.90%

GOPIX

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

LNGZX vs. GOPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LNGZX
Columbia Greater China Fund
-9.19%27.49%12.29%-18.70%-28.42%-25.21%46.04%32.95%-20.01%59.90%
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%

Correlation

The correlation between LNGZX and GOPIX is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (3Y)
Calculated over the trailing 3-year period

0.64

Correlation (5Y)
Calculated over the trailing 5-year period

0.69

Correlation (10Y)
Calculated over the trailing 10-year period

0.74

Correlation (All Time)
Calculated using the full available price history since Aug 3, 2012

0.75

Over the past year, the correlation between LNGZX and GOPIX has dropped to 0.31 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.

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Return for Risk

LNGZX vs. GOPIX — Risk / Return Rank

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

LNGZX
LNGZX Risk / Return Rank: 33
Overall Rank
LNGZX Sharpe Ratio Rank: 33
Sharpe Ratio Rank
LNGZX Sortino Ratio Rank: 44
Sortino Ratio Rank
LNGZX Omega Ratio Rank: 44
Omega Ratio Rank
LNGZX Calmar Ratio Rank: 33
Calmar Ratio Rank
LNGZX Martin Ratio Rank: 33
Martin Ratio Rank

GOPIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

LNGZX vs. GOPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Greater China Fund (LNGZX) 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.

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.


LNGZXGOPIXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.04

Calmar ratioReturn relative to maximum drawdown

0.12

Martin ratioReturn relative to average drawdown

0.25

LNGZX vs. GOPIX - Sharpe Ratio Comparison


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Drawdowns

LNGZX vs. GOPIX - Drawdown Comparison


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Drawdown Indicators


LNGZXGOPIXDifference

Max Drawdown

Largest peak-to-trough decline

-73.37%

Max Drawdown (1Y)

Largest decline over 1 year

-19.13%

Max Drawdown (3Y)

Largest decline over 3 years

-26.71%

Max Drawdown (5Y)

Largest decline over 5 years

-63.73%

Max Drawdown (10Y)

Largest decline over 10 years

-67.94%

Current Drawdown

Current decline from peak

-52.64%

Average Drawdown

Average peak-to-trough decline

-26.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.32%

Volatility

LNGZX vs. GOPIX - Volatility Comparison


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Volatility by Period


LNGZXGOPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.30%

Volatility (6M)

Calculated over the trailing 6-month period

15.68%

Volatility (1Y)

Calculated over the trailing 1-year period

21.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.56%

LNGZX vs. GOPIX - Expense Ratio Comparison

LNGZX has a 1.25% expense ratio, which is higher than GOPIX's 0.99% expense ratio.


Dividends

LNGZX vs. GOPIX - Dividend Comparison

LNGZX's dividend yield for the trailing twelve months is around 2.07%, more than GOPIX's 1.46% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
LNGZX
Columbia Greater China Fund
2.07%1.88%1.21%0.67%0.00%0.00%4.29%1.40%5.85%1.20%0.00%4.54%

Frequently Asked Questions


LNGZX and GOPIX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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