Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABNIX (Aberdeen Global Small Cap Fund Insti Cls) | 9.16% | 13.03% | 14.16% | 0.51% | 7.89% | 7.01% | NA | … | … |
Data as of 05/29/2026, Common starting date is 07/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABNIX (Aberdeen Global Small Cap Fund Insti Cls) | 07/21/2009 | 05/29/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 13.03 | 14.16 | 0.51 | 7.89 | 7.01 | NA | … | … | 9.16 | 17.11 | 9.44 | 10.00 | -34.70 | 11.02 | 26.51 | 24.17 | -9.39 | 32.19 | 5.33 | -2.37 | 1.87 | 9.70 | 32.61 | -9.68 | 37.40 | 21.21 |
| Sharpe Ratio | NA | 0.66 | 0.68 | -0.10 | 0.36 | NA | NA | … | … | 1.07 | 0.88 | 0.42 | 0.46 | -1.35 | 0.70 | 0.99 | 2.27 | -0.92 | 4.05 | 0.36 | -0.20 | 0.20 | 1.13 | 2.82 | -0.51 | 2.29 | 3.33 |
| Standard Deviation(%) | NA | 16.29 | 15.68 | 18.35 | 17.08 | NA | NA | … | … | 20.84 | 16.29 | 13.73 | 13.78 | 26.90 | 15.76 | 26.49 | 10.02 | 11.77 | 7.83 | 14.32 | 12.10 | 9.31 | 8.57 | 11.64 | 19.15 | 16.28 | 15.90 |
| Draw Down(%) | NA | 11.22 | 17.00 | 49.06 | 49.06 | NA | NA | … | … | 11.22 | 16.33 | 9.37 | 17.00 | 43.35 | 12.75 | 36.26 | 7.33 | 16.48 | 4.26 | 9.86 | 15.06 | 9.69 | 8.74 | 9.86 | 19.38 | 12.45 | 5.53 |
| Yield(%) | 0.00 | 0.82 | 1.58 | 0.89 | 3.72 | 4.23 | 5.55 | … | … | 0.00 | 0.93 | 2.70 | 0.93 | 1.22 | 0.00 | 0.00 | 6.41 | 14.15 | 4.49 | 1.25 | 11.26 | 7.02 | 1.92 | 0.43 | 1.83 | 1.20 | 0.00 |
Data as of 05/29/2026, Common starting date is 07/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABNIX (Aberdeen Global Small Cap Fund Insti Cls) |
-9.62%
Oct 2021 – Oct 2024 |
-0.54%
Sep 2017 – Sep 2022 |
3.15%
Oct 2013 – Oct 2023 |
6.46%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABNIX (Aberdeen Global Small Cap Fund Insti Cls) |
22.59%
Oct 2018 – Oct 2021 |
16.85%
Aug 2009 – Aug 2014 |
12.97%
Sep 2011 – Sep 2021 |
9.05%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison Chart