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AEF vs BAPR

Comparison between abrdn Emerging Markets Equity Income Fund Inc (AEF, ETF) and Innovator U.S. Equity Buffer ETF - April (BAPR, ETF).

5-Year PerformanceBAPR has outperformed AEF, delivering a return of +11.0% compared to +8.2%

AEF vs BAPR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AEF
$396M
BAPR
$396M
Expense Ratio
AEF
N/A
BAPR
0.79%
Max Drawdown
AEF
83.50%
Winner
BAPR
23.91%
Sharpe Ratio
AEF
2.28
Winner
BAPR
2.45
5Y Beta
AEF
0.85
Winner
BAPR
0.64
5Y Dividends CAGR
AEF
24.83%
BAPR
N/A

AEF vs BAPR - Historical Returns

Returns include dividend reinvestment.

1M
AEF
-5.91%
Winner
BAPR
+1.02%
3M
Winner
AEF
+17.05%
BAPR
+8.77%
6M
Winner
AEF
+37.02%
BAPR
+10.57%
1Y
Winner
AEF
+78.85%
BAPR
+19.49%
5Y(CAGR)
AEF
+8.19%
Winner
BAPR
+10.98%
10Y(CAGR)
AEF
+11.89%
BAPR
N/A
Max(CAGR)
AEF
+10.03%
Winner
BAPR
+10.79%

AEF vs BAPR - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearAEFBAPR
2026+28.71%+9.75%
2025+49.61%+8.48%
2024+10.79%+16.48%
2023+7.32%+23.41%
2022-30.28%-7.20%
2021+2.75%+12.71%
2020+9.32%+5.62%
2019+21.28%+10.49%
2018-17.85%N/A
2017+56.05%N/A
2016+17.21%N/A
2015-16.16%N/A
2014-21.40%N/A
2013-23.14%N/A
2012+10.38%N/A
2011-23.87%N/A
2010+46.73%N/A
2009+93.70%N/A
2008-49.53%N/A
2007+46.06%N/A
2006+0.76%N/A
2005+58.10%N/A
2004+16.35%N/A
2003+101.63%N/A
2002-13.64%N/A
2001+11.88%N/A

AEF vs BAPR Drawdown Comparison

The maximum drawdown for AEF was -64.06%, occurring on Jan 21, 2016. Recovery took 3763 trading sessions.

The maximum drawdown for BAPR was -23.91%, occurring on Mar 20, 2020. Recovery took 130 trading sessions.

The current AEF drawdown is -11.42%. The current BAPR drawdown is -1.05%.

RankAEFBAPR
#1-64.06%
Nov 9, 2010 - Oct 27, 2025
-23.91%
Feb 19, 2020 - Aug 24, 2020
#2-63.36%
Dec 31, 2007 - Jan 8, 2010
-15.58%
Feb 19, 2025 - Aug 12, 2025
#3-33.51%
Mar 13, 2002 - Jun 6, 2003
-15.17%
Apr 4, 2022 - May 26, 2023
#4-33.44%
Jan 13, 2004 - Dec 23, 2004
-7.85%
Jul 24, 2019 - Dec 12, 2019
#5-31.83%
Jun 15, 2007 - Dec 31, 2007
-7.04%
Jul 31, 2023 - Nov 17, 2023
#6-27.66%
Jan 5, 2006 - Jan 24, 2007
-5.95%
Jan 4, 2022 - Mar 24, 2022
#7-26.74%
May 31, 2001 - Mar 1, 2002
-5.86%
Jul 16, 2024 - Aug 21, 2024
#8-19.92%
Feb 25, 2026 - Apr 17, 2026
-5.12%
Apr 30, 2019 - Jun 20, 2019
#9-17.13%
Oct 30, 2003 - Dec 30, 2003
-3.85%
Mar 28, 2024 - May 14, 2024
#10-15.51%
Feb 20, 2007 - May 3, 2007
-2.93%
Aug 30, 2024 - Sep 19, 2024
#11-15.23%
Jan 19, 2010 - Jul 22, 2010
-2.69%
May 7, 2021 - May 27, 2021
#12-12.31%
Jan 31, 2001 - May 31, 2001
-2.63%
Oct 12, 2020 - Nov 5, 2020
#13-11.42%
Jun 2, 2026 - Jun 5, 2026
-2.45%
Sep 3, 2021 - Oct 18, 2021
#14-11.15%
Oct 4, 2005 - Dec 16, 2005
-2.41%
Dec 6, 2024 - Jan 21, 2025
#15-10.13%
Feb 25, 2005 - Jun 22, 2005
-2.28%
Aug 28, 2020 - Oct 9, 2020

Correlation

Correlation between AEF and BAPR is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

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