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
ABERX (Aberdeen Tax-Free Income Fund Cl R) NA 2.61% 2.86% 2.06% NA NA NA
Data as of 12/30/2020, Common starting date is 02/26/2013
More Performance Analytics Comparison
Name Start Date End Date
ABERX (Aberdeen Tax-Free Income Fund Cl R) 02/26/2013 12/30/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 2.61 2.86 2.06 NA NA NA 2.41 4.75 -2.43 0.00 -3.14 -1.64 3.50 -6.89
Sharpe Ratio NA 3.29 1.34 0.84 NA NA NA 3.11 2.09 -2.72 -0.41 -2.05 -1.20 2.05 -2.65
Standard Deviation(%) NA 0.72 1.40 1.55 NA NA NA 0.70 1.61 1.38 1.54 1.63 1.39 1.70 3.05
Draw Down(%) NA 0.30 1.58 4.21 NA NA NA 0.30 1.79 3.35 2.00 5.04 3.24 1.62 7.06
Yield(%) 0.00 0.38 1.87 2.06 1.91 1.27 0.96 0.19 2.79 2.69 2.45 2.25 2.83 3.44 3.66
Data as of 12/30/2020, 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
ABERX (Aberdeen Tax-Free Income Fund Cl R) 0.14%
Jan 2015 – Jan 2018
0.90%
Apr 2013 – Apr 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABERX (Aberdeen Tax-Free Income Fund Cl R) 4.17%
Aug 2013 – Aug 2016
2.37%
Jun 2015 – Jun 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return