IAF (Abrdn Australia Equity Fund) 10-Year RORE % : 8.01% (As of Apr. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

IAF Abrdn Australia Equity Fund Inc IAF
30 GF Score
Price $13.45
! 7 Warning Signs
View Full Analysis

What is Abrdn Australia Equity Fund 10-Year RORE %?

Abrdn Australia Equity Fund IAF +1.59% 30 10-Year RORE % is 8.01 as of Apr. 2026. GuruFocus rates IAF with a GF Score™ of 30/100. The stock has 7 warning signs investors should review. Among 893 Asset Management companies, Abrdn Australia Equity Fund ranks better than 51.29% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Abrdn Australia Equity Fund's 10-Year RORE % for the quarter that ended in Apr. 2026 was 8.01%.

The industry rank for Abrdn Australia Equity Fund's 10-Year RORE % or its related term are showing as below:

IAF's 10-Year RORE % is ranked better than
51.29% of 893 companies
in the Asset Management industry
Industry Median: 7.35 vs IAF: 8.01

Abrdn Australia Equity Fund  (AMEX:IAF) 10-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 10-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Abrdn Australia Equity Fund 10-Year RORE % Related Terms


Abrdn Australia Equity Fund 10-Year RORE % Historical Data

* Premium members only.

The historical data trend for Abrdn Australia Equity Fund's 10-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Abrdn Australia Equity Fund 10-Year RORE % Chart

Abrdn Australia Equity Fund Annual Data
Trend Oct16 Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23 Oct24 Oct25
10-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -24.99 29.48 -6.13 -77.10 4.11

Abrdn Australia Equity Fund Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
10-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -13.15 -77.10 -40.84 4.11 8.01

IAF vs DMO, GGZ, PFO: 10-Year RORE % Comparison

For the Asset Management subindustry, Abrdn Australia Equity Fund's 10-Year RORE %, along with its competitors' market caps and 10-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Abrdn Australia Equity Fund 10-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Abrdn Australia Equity Fund's 10-Year RORE % distribution charts can be found below:

* The bar in red indicates where Abrdn Australia Equity Fund's 10-Year RORE % falls into.


IAF
30GF Score
Abrdn Australia Equity Fund Inc IAF
10-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Abrdn Australia Equity Fund 10-Year RORE % Calculation

Abrdn Australia Equity Fund's 10-Year RORE % for the quarter that ended in Apr. 2026 is calculated as:

10-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 10-year -Cumulative Dividends per Share for 10-year )
=( 1.779-2.145 )/( 12.188-16.76 )
=-0.366/-4.572
=8.01 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 10-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Apr. 2026 and 10-year before.

Frequently Asked Questions Learn more about 10-Year RORE % →
What does a 10-Year RORE % of 8.01 mean?
Abrdn Australia Equity Fund (IAF) has a 10-Year RORE % of 8.01 as of Apr. 2026. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Abrdn Australia Equity Fund and its competitors. According to the industry distribution chart, Abrdn Australia Equity Fund ranks #435 out of 893 companies in the Asset Management industry, placing it in the top 48.7%.
Is Abrdn Australia Equity Fund's 10-Year RORE % too high?
Abrdn Australia Equity Fund's current 10-Year RORE % is 8.01. The Asset Management industry median 10-Year RORE % is 7.35. Abrdn Australia Equity Fund's value of 8.01 is 9% above this industry median. Based on the distribution chart, Abrdn Australia Equity Fund ranks #435 out of 893 companies in the Asset Management industry, which is above the industry midpoint. Overall, Abrdn Australia Equity Fund has a GF Score™ of 30/100, reflecting its overall financial health beyond just this single metric.
How does Abrdn Australia Equity Fund's 10-Year RORE % compare to DMO and GGZ?
According to the Asset Management industry distribution chart, Abrdn Australia Equity Fund ranks #435 out of 893 companies for 10-Year RORE %. This puts Abrdn Australia Equity Fund in the upper half of its industry. The industry median 10-Year RORE % is 7.35. Abrdn Australia Equity Fund's value of 8.01 is 9% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 10-Year RORE % for an Asset Management company?
The median 10-Year RORE % among Asset Management companies is 7.35, based on 893 companies in the industry. Companies in the top quartile (top 25%) have a 10-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 10-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Abrdn Australia Equity Fund's current 10-Year RORE % of 8.01 is 9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 10-Year RORE % mean?
A high 10-Year RORE % can signal that a stock is expensive relative to its fundamentals. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Abrdn Australia Equity Fund and its competitors. For the Asset Management industry, the median 10-Year RORE % is 7.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Abrdn Australia Equity Fund's current 10-Year RORE % is 8.01. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Abrdn Australia Equity Fund stock overvalued right now?
Abrdn Australia Equity Fund (IAF) has a current 10-Year RORE % of 8.01. The current 10-Year RORE % is 8.01 and 9% above the Asset Management industry median of 7.35. Abrdn Australia Equity Fund's overall GF Score™ is 30/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 10-Year RORE % calculated?
10-Year RORE % is calculated from a company's financial statements. For Abrdn Australia Equity Fund (IAF), the current 10-Year RORE % is 8.01 as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Abrdn Australia Equity Fund Business Description

Address 1900 Market Street, Suite 200, Philadelphia, PA, USA, 19103
Aberdeen Australia Equity Fund Inc is a non-diversified closed-end investment management company. With a core focus on long-term capital appreciation, it invests predominantly in equity securities listed on the Australian Stock Exchange. Its secondary objective is current income, which it expects to derive from dividends and interest on Australian corporate and governmental securities. Its investment portfolio comprises diversified sectors that include Financials, Health Care, Materials, Information Technology, Real Estate, and other sectors.
30GF Score

Get the complete analysis for IAF

10-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$13.45
Price