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
AELSX (Aberdeen Eq LngShrt Fd Instl Service Cl) NA 38.21% -2.52% 9.83% 8.31% NA NA
Data as of 10/24/2024, Common starting date is 11/03/2009
More Performance Analytics Comparison
Name Start Date End Date
AELSX (Aberdeen Eq LngShrt Fd Instl Service Cl) 11/03/2009 10/24/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.12 38.21 -2.52 9.83 8.31 NA NA 15.40 9.74 -26.18 24.41 27.05 34.74 -3.49 13.00 2.27 -0.61 1.24 9.73 3.54 -3.33 4.77 2.49
Sharpe Ratio NA 1.78 -0.19 0.25 0.30 NA NA 0.69 0.28 -0.90 0.59 0.78 2.73 -0.29 2.40 0.27 -0.08 0.23 1.98 0.61 -0.31 0.56 2.82
Standard Deviation(%) NA 17.79 31.76 29.93 22.47 NA NA 17.43 19.77 30.68 41.33 34.41 12.23 16.75 5.18 7.69 7.71 5.44 4.89 5.81 10.70 8.42 5.95
Draw Down(%) NA 9.81 49.83 49.83 49.83 NA NA 9.81 21.26 31.69 24.19 32.76 5.62 18.54 2.31 6.23 6.69 3.76 3.33 6.91 9.97 6.20 1.55
Yield(%) 0.00 0.00 7.10 10.03 8.93 7.08 5.31 0.00 0.00 0.00 27.17 12.54 7.42 5.28 28.31 11.98 12.57 17.06 1.81 1.12 0.96 0.00 0.00
Data as of 10/24/2024, Common starting date is 11/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AELSX (Aberdeen Eq LngShrt Fd Instl Service Cl) -3.27%
Apr 2021 – Apr 2024
0.99%
Feb 2011 – Feb 2016
3.79%
Mar 2010 – Mar 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AELSX (Aberdeen Eq LngShrt Fd Instl Service Cl) 28.66%
Dec 2018 – Dec 2021
19.58%
Oct 2016 – Oct 2021
10.82%
Nov 2011 – Nov 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return