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MLSAX: Aberdeen eq Long-Short Fd Cl A (MUTUAL FUND)
Basic Info
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/01/2001 |
| Last Dividend Date: | 12/29/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.05% |
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Performance Analytics (As of 10/24/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/01/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 37.9 | 3.0 | 13.3 | 10.4 | 7.9 | 6.8 | 6.6 | 15.2 | 9.6 | -26.4 | 46.3 | 26.8 | 34.6 | -3.9 | 13.0 | 2.2 | -0.9 | 5.6 | 9.5 | 3.6 | -3.5 | 4.6 | 7.2 | -13.9 | 14.4 | 6.1 | 6.4 | 5.2 | 26.2 | -16.8 | 5.8 |
| Sharpe Ratio | NA | 1.76 | -0.03 | 0.43 | 0.41 | NA | NA | 0.34 | 0.68 | 0.28 | -0.91 | 2.02 | 0.77 | 2.72 | -0.31 | 2.39 | 0.26 | -0.11 | 0.19 | 1.94 | 0.62 | -0.32 | 0.54 | 0.71 | -1.35 | 1.97 | 0.54 | 1.1 | 0.45 | 1.45 | -1.51 | 4.0 |
| Draw Down(%) | NA | 9.9 | 34.2 | 34.2 | 34.2 | NA | NA | 34.2 | 9.9 | 21.4 | 31.8 | 10.7 | 32.8 | 5.6 | 18.8 | 2.4 | 6.1 | 6.8 | 17.4 | 3.4 | 6.9 | 10.0 | 6.3 | 6.7 | 16.2 | 2.7 | 5.3 | 2.6 | 8.0 | 12.1 | 22.6 | 2.8 |
| Standard Deviation(%) | NA | 17.7 | 24.8 | 25.6 | 21.7 | NA | NA | 15.9 | 17.4 | 19.6 | 30.7 | 22.9 | 34.3 | 12.2 | 16.9 | 5.2 | 7.6 | 7.8 | 29.8 | 4.9 | 5.8 | 10.7 | 8.4 | 10.1 | 11.0 | 5.8 | 5.2 | 3.9 | 9.6 | 17.6 | 11.9 | 10.3 |
| Treynor Ratio | NA | 0.28 | -0.01 | 0.1 | 0.09 | NA | NA | 0.09 | 0.11 | 0.04 | -0.24 | 0.37 | 0.28 | 0.35 | -0.05 | 0.22 | 0.04 | -0.02 | 0.14 | 0.25 | 0.09 | -0.08 | 0.1 | 0.21 | -0.72 | 0.45 | 0.08 | 0.19 | 0.06 | 0.27 | -0.46 | 0.67 |
| Alpha | NA | -0.01 | -0.03 | -0.01 | -0.01 | NA | NA | 0.0 | -0.03 | -0.07 | -0.02 | 0.03 | 0.03 | 0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.03 | 0.04 | 0.0 | 0.01 | -0.01 | 0.0 | -0.04 | 0.05 |
| Beta | NA | 1.1 | 1.19 | 1.05 | 0.95 | NA | NA | 0.58 | 1.07 | 1.26 | 1.17 | 1.24 | 0.93 | 0.94 | 0.97 | 0.56 | 0.49 | 0.46 | 0.41 | 0.38 | 0.4 | 0.44 | 0.44 | 0.34 | 0.21 | 0.26 | 0.33 | 0.23 | 0.66 | 0.96 | 0.39 | 0.61 |
| RSquared | NA | 0.59 | 0.69 | 0.75 | 0.6 | NA | NA | 0.48 | 0.6 | 0.71 | 0.85 | 0.48 | 0.88 | 0.92 | 0.96 | 0.53 | 0.7 | 0.82 | 0.02 | 0.75 | 0.79 | 0.91 | 0.9 | 0.82 | 0.6 | 0.49 | 0.41 | 0.37 | 0.59 | 0.86 | 0.74 | 0.78 |
| Yield(%) | N/A | 0.0 | 12.2 | 14.5 | 10.3 | 8.0 | 7.1 | N/A | 0.0 | 0.0 | 0.0 | 46.5 | 13.1 | 7.6 | 5.5 | 29.0 | 12.2 | 12.8 | 17.3 | 1.8 | 1.1 | 1.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.8 | 0.0 | 3.2 | 32.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | 116.6 | -23.8 | 1352.1 | N/A | N/A | N/A | N/A | N/A | -100.0 | 292.8 | 120.2 | 26.3 | -84.3 | 116.5 | -18.0 | -37.8 | 906.2 | 66.4 | 11.6 | N/A | N/A | N/A | -100.0 | -48.8 | N/A | -100.0 | -91.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2001
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