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AAHMX: Aberdeen Short Duration High Yield Municipal Fund Class A (MUTUAL FUND)
Basic Info 9.04 0.01(0.11%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (38%) |
Start Date: | 06/03/2013 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.61% |
Expenses | 0.93% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/28/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -0.0 | 1.1 | -1.6 | 0.3 | 1.7 | 0.2 | 2.0 | -8.9 | 4.0 | 1.8 | 4.9 | 1.4 | 4.2 | 1.8 | 2.5 | 7.4 | 0.2 |
Sharpe Ratio | NA | -1.44 | -0.86 | -1.54 | -0.45 | 0.32 | 0.44 | -0.84 | -3.49 | 3.09 | 0.37 | 2.6 | 0.03 | 2.88 | 1.07 | 1.95 | 6.42 | 0.39 |
Draw Down(%) | NA | 1.0 | 3.7 | 11.2 | 11.2 | 11.2 | 11.2 | 3.7 | 10.9 | 1.4 | 7.4 | 0.7 | 1.3 | 0.5 | 2.8 | 0.9 | 0.9 | 0.9 |
Standard Deviation(%) | NA | 2.3 | 2.7 | 2.5 | 2.8 | 2.2 | 2.1 | 2.7 | 3.0 | 1.3 | 4.1 | 1.4 | 1.4 | 1.2 | 1.5 | 1.2 | 1.2 | 1.0 |
Treynor Ratio | NA | -4.77 | -0.51 | -1.67 | -0.44 | 0.38 | 0.53 | -0.49 | -4.71 | -29.81 | 0.41 | -1.65 | -0.09 | -2.26 | -5.21 | -2.19 | -3.39 | 0.39 |
Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | -0.04 | 0.02 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 | 0.0 |
Beta | NA | 0.01 | 0.04 | 0.02 | 0.03 | 0.02 | 0.02 | 0.05 | 0.02 | 0.0 | 0.04 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | -0.02 | 0.01 |
RSquared | NA | 0.0 | 0.04 | 0.03 | 0.05 | 0.02 | 0.02 | 0.05 | 0.03 | 0.0 | 0.1 | 0.04 | 0.0 | 0.01 | 0.0 | 0.02 | 0.05 | 0.01 |
Yield(%) | N/A | 0.7 | 2.7 | 2.4 | 2.5 | 2.8 | N/A | 2.7 | 2.3 | 2.5 | 2.6 | 2.4 | 3.4 | 2.4 | 3.0 | 3.3 | 3.4 | 1.2 |
Dividend Growth(%) | N/A | -76.0 | 4.2 | N/A | N/A | N/A | N/A | 4.2 | -4.0 | -7.4 | 12.5 | -31.4 | 45.8 | -22.6 | -8.8 | 0.0 | 183.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2019
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