Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CGFIX (Aberdeen Global Fixed Income Instl Svc) | 3.08% | 6.63% | 0.87% | -0.91% | 1.37% | 1.17% | 2.11% | 4.28% |
Data as of 07/01/2025, AR inception is 12/28/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGFIX (Aberdeen Global Fixed Income Instl Svc) | 12/28/1990 | 07/01/2025 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.63 | 0.87 | -0.91 | 1.37 | 1.17 | 2.11 | 4.28 | 3.08 | 4.84 | -2.53 | -9.99 | -5.85 | 6.37 | 7.26 | 0.97 | 1.62 | 10.64 | -4.70 | -1.48 | -3.06 | 4.68 | 3.81 | 5.21 | 11.74 | 0.76 | 8.07 | 5.63 | -5.74 | 10.21 | 14.47 | 10.21 | 3.18 | 7.24 | 0.39 | 8.42 | 2.17 | 9.98 | 16.01 | -5.48 | 18.66 | 1.76 | 14.73 | -0.08 |
| Sharpe Ratio | NA | 0.57 | -0.37 | -0.49 | -0.02 | NA | NA | 0.46 | 0.56 | -0.45 | -1.16 | -1.37 | -1.03 | 1.07 | 2.48 | -0.27 | 0.72 | 2.68 | -0.99 | -0.42 | -0.61 | 1.30 | 0.78 | 0.94 | 1.56 | -0.02 | 1.16 | 0.45 | -1.45 | 1.35 | 2.08 | 1.67 | 0.28 | 0.98 | -0.86 | 1.49 | -0.69 | 2.16 | 3.49 | -2.05 | 3.53 | -0.09 | 1.21 | NA |
| Standard Deviation(%) | NA | 3.79 | 6.04 | 5.86 | 4.78 | NA | NA | 5.13 | 4.25 | 3.91 | 5.89 | 8.32 | 5.70 | 5.73 | 2.36 | 1.26 | 1.39 | 3.89 | 4.78 | 3.59 | 5.08 | 3.59 | 4.86 | 5.45 | 7.45 | 8.21 | 4.40 | 5.22 | 5.45 | 6.85 | 6.62 | 5.45 | 3.07 | 3.19 | 3.30 | 3.42 | 1.96 | 2.97 | 3.49 | 4.11 | 4.68 | 7.27 | 9.01 | 0.00 |
| Draw Down(%) | NA | 2.82 | 13.81 | 25.54 | 25.54 | NA | NA | 25.54 | 2.82 | 2.06 | 11.16 | 13.72 | 7.07 | 6.58 | 0.79 | 1.53 | 1.46 | 1.87 | 5.13 | 8.00 | 6.43 | 2.01 | 4.46 | 6.27 | 5.13 | 13.69 | 3.61 | 3.28 | 6.93 | 6.14 | 6.72 | 3.38 | 2.25 | 2.81 | 4.75 | 2.60 | 2.95 | 2.98 | 2.82 | 7.26 | 1.54 | 6.46 | 10.98 | 0.08 |
| Yield(%) | 0.00 | 6.01 | 3.42 | 1.97 | 2.24 | 2.18 | 2.74 | 4.74 | 2.67 | 6.34 | 1.99 | 0.00 | 0.11 | 0.25 | 3.42 | 5.76 | 0.34 | 1.23 | 0.33 | 2.26 | 1.38 | 1.13 | 3.33 | 5.55 | 2.35 | 7.12 | 5.93 | 2.60 | 1.98 | 8.08 | 11.83 | 7.47 | 4.36 | 9.51 | 6.29 | 5.98 | 8.09 | 8.54 | 8.39 | 3.28 | 7.82 | 8.94 | 5.91 | 0.81 |
Data as of 07/01/2025, AR inception is 12/28/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGFIX (Aberdeen Global Fixed Income Instl Svc) |
-7.44%
Oct 2020 - Oct 2023 |
-3.01%
Oct 2018 - Oct 2023 |
-0.90%
Oct 2013 - Oct 2023 |
0.89%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGFIX (Aberdeen Global Fixed Income Instl Svc) |
11.61%
Dec 2001 - Dec 2004 |
10.28%
Jun 1991 - Jun 1996 |
8.12%
Dec 1994 - Dec 2004 |
7.33%
Jun 1991 - Jun 2006 |
Annualized Rolling Returns Comparison Chart