THW vs. PDFDX
THW (abrdn World Healthcare Fund) and PDFDX (Perkins Discovery Fund) are both Health & Biotech Equities funds. Over the past 10 years, THW returned 10.37%/yr vs 10.65%/yr for PDFDX. At a 0.45 correlation, their price movements are largely independent. THW charges 1.54%/yr vs 2.50%/yr for PDFDX.
Performance
THW vs. PDFDX - Performance Comparison
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Returns By Period
In the year-to-date period, THW achieves a 6.46% return, which is significantly higher than PDFDX's 4.98% return. Both investments have delivered pretty close results over the past 10 years, with THW having a 10.37% annualized return and PDFDX not far ahead at 10.65%.
THW
- 1D
- 0.70%
- 1M
- 1.47%
- YTD
- 6.46%
- 6M
- 4.56%
- 1Y
- 39.77%
- 3Y*
- 8.42%
- 5Y*
- 6.12%
- 10Y*
- 10.37%
PDFDX
- 1D
- -0.15%
- 1M
- 3.88%
- YTD
- 4.98%
- 6M
- 3.16%
- 1Y
- 32.57%
- 3Y*
- 9.24%
- 5Y*
- -6.02%
- 10Y*
- 10.65%
THW vs. PDFDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
THW abrdn World Healthcare Fund | 6.46% | 31.10% | 5.35% | -11.52% | -1.21% | 12.03% | 26.40% | 32.98% | -5.40% | 16.95% |
PDFDX Perkins Discovery Fund | 4.98% | 9.94% | 19.19% | 10.77% | -39.93% | 2.11% | 62.16% | 15.01% | 22.19% | 11.58% |
Correlation
The correlation between THW and PDFDX is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2015 | 0.45 |
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Return for Risk
THW vs. PDFDX — Risk / Return Rank
THW
PDFDX
THW vs. PDFDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn World Healthcare Fund (THW) and Perkins Discovery Fund (PDFDX). 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.
| THW | PDFDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.22 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.54 | 1.42 | +2.12 |
| Martin ratioReturn relative to average drawdown | 12.56 | 4.01 | +8.55 |
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Drawdowns
THW vs. PDFDX - Drawdown Comparison
The maximum THW drawdown since its inception was -37.36%, smaller than the maximum PDFDX drawdown of -67.44%. Use the drawdown chart below to compare losses from any high point for THW and PDFDX.
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Drawdown Indicators
| THW | PDFDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.36% | -67.44% | +30.08% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -22.11% | +10.83% |
Max Drawdown (3Y)Largest decline over 3 years | -28.26% | -31.75% | +3.49% |
Max Drawdown (5Y)Largest decline over 5 years | -31.53% | -59.95% | +28.42% |
Max Drawdown (10Y)Largest decline over 10 years | -37.36% | -62.70% | +25.34% |
Current DrawdownCurrent decline from peak | 0.00% | -32.73% | +32.73% |
Average DrawdownAverage peak-to-trough decline | -9.67% | -25.74% | +16.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 7.82% | -4.64% |
Volatility
THW vs. PDFDX - Volatility Comparison
abrdn World Healthcare Fund (THW) has a higher volatility of 6.08% compared to Perkins Discovery Fund (PDFDX) at 4.50%. This indicates that THW's price experiences larger fluctuations and is considered to be riskier than PDFDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| THW | PDFDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.08% | 4.50% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 13.29% | 17.85% | -4.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.15% | 25.88% | -5.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.70% | 29.75% | -11.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.20% | 28.95% | -7.75% |
THW vs. PDFDX - Expense Ratio Comparison
THW has a 1.54% expense ratio, which is lower than PDFDX's 2.50% expense ratio.
Dividends
THW vs. PDFDX - Dividend Comparison
THW's dividend yield for the trailing twelve months is around 10.88%, more than PDFDX's 9.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDFDX Perkins Discovery Fund | 9.32% | 4.25% | 0.00% | 0.00% | 1.78% | 31.11% | 1.71% | 0.00% | 0.58% | 0.00% | 0.00% | 0.00% |
THW abrdn World Healthcare Fund | 10.88% | 10.96% | 12.72% | 12.00% | 9.56% | 8.60% | 8.85% | 10.11% | 12.08% | 10.29% | 10.91% | 3.69% |
Frequently Asked Questions
THW and PDFDX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
THW has higher volatility (6.08%) compared to PDFDX (4.50%). In terms of maximum drawdown, THW dropped -37.36% vs PDFDX's -67.44%.
THW currently has the higher Sharpe Ratio (1.98 vs 1.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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