Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGD (Aberdeen Global Dynamic Dividend Fund) | 23.12% | 27.67% | 16.48% | 13.96% | 10.34% | 7.53% | NA | 1.00% |
Data as of 07/21/2025, AR inception is 07/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGD (Aberdeen Global Dynamic Dividend Fund) | 07/26/2006 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 27.67 | 16.48 | 13.96 | 10.34 | 7.53 | NA | 1.00 | 23.12 | 16.39 | 7.94 | -14.79 | 24.16 | 9.49 | 32.49 | -14.98 | 33.04 | 8.69 | -2.55 | 4.80 | 1.44 | 8.09 | -25.96 | -22.00 | 56.27 | -64.44 | -2.27 | 16.61 |
| Sharpe Ratio | NA | 1.44 | 0.82 | 0.69 | 0.46 | NA | NA | -0.01 | 2.09 | 0.78 | 0.33 | -0.72 | 1.99 | 0.24 | 2.61 | -1.17 | 3.23 | 0.58 | -0.17 | 0.42 | 0.07 | 0.42 | -0.89 | -0.65 | 1.20 | -1.00 | -0.25 | 2.98 |
| Standard Deviation(%) | NA | 17.13 | 17.13 | 17.02 | 19.01 | NA | NA | 26.85 | 20.02 | 16.34 | 12.93 | 22.71 | 12.13 | 38.62 | 11.87 | 14.02 | 10.08 | 14.72 | 15.27 | 11.34 | 19.75 | 19.08 | 29.05 | 34.03 | 46.91 | 65.56 | 21.72 | 13.13 |
| Draw Down(%) | NA | 14.96 | 19.09 | 27.84 | 44.12 | NA | NA | 80.53 | 14.96 | 7.52 | 13.53 | 27.84 | 7.24 | 44.12 | 7.90 | 23.94 | 4.90 | 14.77 | 17.62 | 13.49 | 19.29 | 19.08 | 35.20 | 50.70 | 48.83 | 72.85 | 20.98 | 4.19 |
| Yield(%) | 0.00 | 12.77 | 9.86 | 9.45 | 8.25 | 6.29 | 2.31 | 2.57 | 6.62 | 11.03 | 8.22 | 6.40 | 7.57 | 7.49 | 9.10 | 7.18 | 8.67 | 8.94 | 7.89 | 8.27 | 3.62 | 7.15 | 4.82 | 5.03 | 9.27 | 4.64 | 4.36 | 1.53 |
Data as of 07/21/2025, AR inception is 07/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGD (Aberdeen Global Dynamic Dividend Fund) |
-33.18%
Jun 2007 - Jun 2010 |
-20.82%
Jun 2007 - Jun 2012 |
-9.26%
Nov 2006 - Nov 2016 |
-3.87%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGD (Aberdeen Global Dynamic Dividend Fund) |
21.67%
Dec 2018 - Dec 2021 |
16.20%
Jun 2016 - Jun 2021 |
10.26%
Jun 2015 - Jun 2025 |
7.86%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart