Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABESX (Aberdeen Tax-Free Income Fund Inst Servi) | NA | -1.70% | 3.23% | 0.63% | 1.47% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 02/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABESX (Aberdeen Tax-Free Income Fund Inst Servi) | 02/26/2013 | 09/23/2025 |
| 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 (%) | 0.00 | -1.70 | 3.23 | 0.63 | 1.47 | NA | NA | … | … | -1.24 | 3.43 | 5.44 | -8.54 | 2.41 | 2.93 | 6.58 | 0.69 | 2.84 | -0.27 | 1.69 | 7.51 | -2.81 |
| Sharpe Ratio | NA | -0.88 | -0.05 | -0.43 | 0.00 | NA | NA | … | … | -0.82 | -0.06 | 0.49 | -2.81 | 1.56 | 0.38 | 2.89 | -0.40 | 1.29 | -0.26 | 1.01 | 4.05 | -1.17 |
| Standard Deviation(%) | NA | 5.43 | 4.23 | 3.63 | 3.57 | NA | NA | … | … | 5.78 | 3.49 | 3.70 | 3.56 | 1.53 | 6.96 | 1.77 | 1.73 | 1.70 | 1.88 | 1.65 | 1.85 | 2.86 |
| Draw Down(%) | NA | 5.70 | 5.70 | 12.45 | 12.45 | NA | NA | … | … | 5.60 | 2.32 | 5.52 | 12.06 | 1.80 | 11.13 | 1.39 | 1.47 | 1.40 | 3.72 | 2.07 | 1.06 | 5.91 |
| Yield(%) | 0.00 | 2.97 | 3.45 | 2.94 | 2.90 | 2.49 | 1.87 | … | … | 1.69 | 3.92 | 3.46 | 2.71 | 2.59 | 3.04 | 3.28 | 3.19 | 2.82 | 2.91 | 3.30 | 3.93 | 4.09 |
Data as of 09/23/2025, 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 |
|---|---|---|---|---|
| ABESX (Aberdeen Tax-Free Income Fund Inst Servi) |
-2.31%
Oct 2020 – Oct 2023 |
-0.03%
Oct 2017 – Oct 2022 |
1.18%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABESX (Aberdeen Tax-Free Income Fund Inst Servi) |
4.66%
Aug 2013 – Aug 2016 |
3.19%
Nov 2016 – Nov 2021 |
2.04%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart