PAXDX vs. AIFRX
Compare and contrast key facts about Pax Global Sustainable Infrastructure Fund (PAXDX) and abrdn Global Infrastructure Fund (AIFRX).
PAXDX is managed by Pax World. It was launched on Dec 15, 2016. AIFRX is managed by Aberdeen. It was launched on Nov 2, 2008.
Performance
PAXDX vs. AIFRX - Performance Comparison
Loading graphics...
Returns By Period
In the year-to-date period, PAXDX achieves a 5.11% return, which is significantly lower than AIFRX's 12.85% return.
PAXDX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 5.11%
- 6M
- 4.45%
- 1Y
- 19.92%
- 3Y*
- 8.68%
- 5Y*
- 4.01%
- 10Y*
- —
AIFRX
- 1D
- 0.73%
- 1M
- 1.20%
- YTD
- 12.85%
- 6M
- 15.59%
- 1Y
- 36.73%
- 3Y*
- 16.13%
- 5Y*
- 11.21%
- 10Y*
- 10.85%
PAXDX vs. AIFRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAXDX Pax Global Sustainable Infrastructure Fund | 5.11% | 18.37% | -1.55% | 9.33% | -13.45% | 14.24% | 14.25% | 25.88% | -4.25% | 19.24% |
AIFRX abrdn Global Infrastructure Fund | 12.85% | 26.92% | 2.88% | 13.10% | -7.95% | 15.61% | 1.87% | 28.41% | -9.31% | 25.24% |
Correlation
The correlation between PAXDX and AIFRX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
PAXDX vs. AIFRX - Expense Ratio Comparison
PAXDX has a 0.83% expense ratio, which is lower than AIFRX's 0.99% expense ratio.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PAXDX vs. AIFRX — Risk / Return Rank
PAXDX
AIFRX
PAXDX vs. AIFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax Global Sustainable Infrastructure Fund (PAXDX) and abrdn Global Infrastructure Fund (AIFRX). 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.
| PAXDX | AIFRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 2.45 | -1.14 |
Sortino ratioReturn per unit of downside risk | 1.83 | 3.07 | -1.24 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.48 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 3.58 | -1.61 |
Martin ratioReturn relative to average drawdown | 9.54 | 16.81 | -7.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PAXDX | AIFRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 2.45 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.81 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.72 | -0.20 |
Drawdowns
PAXDX vs. AIFRX - Drawdown Comparison
The maximum PAXDX drawdown since its inception was -33.58%, smaller than the maximum AIFRX drawdown of -38.38%. Use the drawdown chart below to compare losses from any high point for PAXDX and AIFRX.
Loading graphics...
Drawdown Indicators
| PAXDX | AIFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.58% | -38.38% | +4.80% |
Max Drawdown (1Y)Largest decline over 1 year | -4.49% | -6.42% | +1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -25.04% | -22.75% | -2.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.38% | — |
Current DrawdownCurrent decline from peak | -0.74% | -1.91% | +1.17% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -5.49% | +0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 1.84% | -0.18% |
Volatility
PAXDX vs. AIFRX - Volatility Comparison
The current volatility for Pax Global Sustainable Infrastructure Fund (PAXDX) is 0.00%, while abrdn Global Infrastructure Fund (AIFRX) has a volatility of 4.35%. This indicates that PAXDX experiences smaller price fluctuations and is considered to be less risky than AIFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PAXDX | AIFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 4.35% | -4.35% |
Volatility (6M)Calculated over the trailing 6-month period | 5.34% | 7.39% | -2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.77% | 12.29% | -0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.29% | 13.97% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 15.87% | +0.77% |
Dividends
PAXDX vs. AIFRX - Dividend Comparison
PAXDX's dividend yield for the trailing twelve months is around 2.06%, less than AIFRX's 6.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAXDX Pax Global Sustainable Infrastructure Fund | 2.06% | 2.17% | 2.07% | 2.43% | 2.48% | 58.94% | 2.88% | 4.69% | 3.55% | 2.13% | 0.12% | 0.00% |
AIFRX abrdn Global Infrastructure Fund | 6.96% | 7.80% | 8.13% | 3.46% | 4.86% | 5.31% | 3.45% | 4.01% | 3.96% | 3.80% | 4.37% | 4.55% |