Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ABEIX (Aberdeen Tax-Free Income Fund Inst Class) NA -0.81% 47.43% 24.25% 12.49% NA NA
Data as of 10/23/2025, Common starting date is 02/26/2013
More Performance Analytics Comparison
Name Start Date End Date
ABEIX (Aberdeen Tax-Free Income Fund Inst Class) 02/26/2013 10/23/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -0.78 -0.81 47.43 24.25 12.49 NA NA -1.03 0.86 209.04 -8.54 2.51 2.67 6.17 0.69 2.01 -0.54 1.69 7.12 -2.82
Sharpe Ratio NA -0.02 0.40 0.26 0.18 NA NA -0.02 -0.87 1.89 -2.84 1.60 0.35 2.69 -0.42 0.75 -0.44 1.02 3.80 -1.16
Standard Deviation(%) NA 156.40 110.17 85.37 60.36 NA NA 173.63 3.17 110.23 3.52 1.55 6.95 1.75 1.66 1.81 1.72 1.62 1.87 2.88
Draw Down(%) NA 67.42 67.43 67.43 67.43 NA NA 67.21 2.32 6.67 12.16 1.80 11.13 1.49 1.47 1.38 3.97 2.08 1.06 5.91
Yield(%) 0.00 1.60 4.16 3.27 2.99 2.54 1.91 1.27 1.31 3.46 2.71 2.58 2.90 2.99 3.19 2.91 2.65 3.29 3.55 4.08
Data as of 10/23/2025, Common starting date is 02/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABEIX (Aberdeen Tax-Free Income Fund Inst Class) -2.30%
Oct 2019 – Oct 2022
-0.14%
Oct 2017 – Oct 2022
12.28%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABEIX (Aberdeen Tax-Free Income Fund Inst Class) 47.34%
Sep 2022 – Sep 2025
26.01%
Jan 2018 – Jan 2023
13.39%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return