Performance analysis of IAF (abrdn Australia Equity Fund)
Annual Return
Over the past 3 years, IAF has had an average annual return of +11.77%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IAF has had an average annual return of +2.06%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IAF has had an average annual return of +8.46%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, IAF has had an average annual return of +8.09%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.45% | +14.88% | +8.18% | +10.42% | -19.37% | +27.02% | +9.91% | +26.61% | -16.83% | +30.22% | +11.81% | -9.95% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -9.48% | -10.98% | +27.56% | -15.95% | +7.98% | +85.26% | -53.32% | +39.83% | +19.21% | +22.96% | +40.47% | +57.90% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +10.82% | +5.90% | -13.84% | -3.17% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.13% | +1.54% | -12.37% | +6.68% | +2.29% | -1.48% | +3.45% | ||||||
| 2025 | +3.82% | -3.09% | -1.71% | +3.47% | +6.28% | +3.71% | -0.45% | +6.74% | -0.86% | -1.53% | -4.02% | +2.30% | +14.88% |
| 2024 | -3.00% | +0.00669% | +4.41% | -1.41% | +2.81% | +3.10% | +2.54% | +3.82% | +4.90% | -6.90% | +7% | -8.11% | +8.18% |
| 2023 | +13.21% | -3.92% | -5.59% | +0% | -4.25% | +5.64% | +4.41% | -5.29% | -4.59% | -8.61% | +15.04% | +7.18% | +10.42% |
| 2022 | -10.08% | +8.70% | +9.20% | -9.70% | -0.74% | -16.03% | +10.63% | -8.42% | -11.43% | +0% | +18.98% | -6.00% | -19.37% |
| 2021 | -0.19% | +8.22% | +5.32% | +9% | +3.81% | +0.16% | -0.93% | -1.33% | -4.38% | +3.23% | -0.41% | +2.54% | +27.02% |
| 2020 | +1.29% | -15.69% | -12.00% | +4.10% | +7.25% | +5.67% | +3.13% | +8.10% | -8.23% | +0.22% | +15.84% | +4.36% | +9.91% |
| 2019 | +11.16% | +3.41% | +2.07% | -1.11% | -0.56% | +5.49% | -0.18% | -7.31% | +5.74% | -1.15% | +5.23% | +2.22% | +26.61% |
| 2018 | +5.34% | -5.36% | -2.44% | -0.66% | +0.50% | +6.36% | -1.44% | -2.76% | +2.37% | -13.40% | +0.77% | -5.94% | -16.83% |
| 2017 | +7.38% | +5.84% | +0.99% | +2.97% | -2.56% | +2.80% | +2.30% | -0.64% | +2.58% | +1.05% | +1.36% | +3% | +30.22% |
Drawdown analysis of IAF (abrdn Australia Equity Fund)
The maximum drawdown for the IAF was -67.63%, occurring on Nov 20, 2008. Recovery took 492 trading sessions.
The current IAF drawdown is -7.70%.
Since Nov 1, 1999 IAF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 9 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.63% | Jan 2, 2008 | 225 | Nov 20, 2008 | 492 | Nov 4, 2010 | 717 |
| -45.13% | Mar 15, 2013 | 717 | Jan 20, 2016 | 1004 | Jan 15, 2020 | 1721 |
| -43.97% | Jan 23, 2020 | 41 | Mar 23, 2020 | 166 | Nov 16, 2020 | 207 |
| -33.95% | Mar 30, 2022 | 151 | Nov 3, 2022 | 647 | Jun 5, 2025 | 798 |
| -31.78% | Jul 23, 2007 | 18 | Aug 16, 2007 | 40 | Oct 12, 2007 | 58 |
| -28.95% | Nov 22, 1999 | 459 | Sep 24, 2001 | 171 | May 30, 2002 | 630 |
| -28.46% | Nov 8, 2010 | 228 | Oct 4, 2011 | 320 | Jan 14, 2013 | 548 |
| -21.64% | Mar 21, 2005 | 39 | May 16, 2005 | 75 | Aug 31, 2005 | 114 |
| -20.51% | Feb 19, 2004 | 59 | May 13, 2004 | 93 | Sep 27, 2004 | 152 |
| -17.53% | Jun 3, 2002 | 38 | Jul 26, 2002 | 186 | Apr 23, 2003 | 224 |
| -17.37% | May 11, 2006 | 22 | Jun 13, 2006 | 94 | Oct 25, 2006 | 116 |
| -16.20% | Feb 11, 2026 | 28 | Mar 24, 2026 | Ongoing | Ongoing | Ongoing |
| -14.82% | Jun 11, 2021 | 159 | Jan 27, 2022 | 39 | Mar 24, 2022 | 198 |
| -14.21% | Sep 20, 2005 | 17 | Oct 13, 2005 | 51 | Dec 27, 2005 | 68 |
| -11.12% | Oct 31, 2007 | 8 | Nov 12, 2007 | 29 | Dec 24, 2007 | 37 |
| -9.64% | Oct 3, 2025 | 32 | Nov 18, 2025 | 44 | Jan 23, 2026 | 76 |
| -8.79% | Dec 27, 2004 | 8 | Jan 6, 2005 | 20 | Feb 4, 2005 | 28 |
| -8.34% | Oct 12, 2007 | 6 | Oct 22, 2007 | 7 | Oct 31, 2007 | 13 |
| -8.10% | Jan 14, 2004 | 12 | Feb 2, 2004 | 11 | Feb 18, 2004 | 23 |
| -7.76% | Jun 25, 2007 | 2 | Jun 27, 2007 | 13 | Jul 17, 2007 | 15 |
| -7.21% | Feb 26, 2007 | 5 | Mar 5, 2007 | 11 | Mar 20, 2007 | 16 |
| -5.77% | Dec 7, 2006 | 5 | Dec 14, 2006 | 41 | Feb 15, 2007 | 46 |
| -5.73% | Dec 27, 2005 | 7 | Jan 6, 2006 | 30 | Feb 21, 2006 | 37 |
| -5.71% | Dec 7, 2004 | 2 | Dec 9, 2004 | 9 | Dec 22, 2004 | 11 |
| -5.71% | Jul 7, 2003 | 11 | Jul 22, 2003 | 19 | Aug 18, 2003 | 30 |