Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPVCX (Aberdeen Gbl Small Cap Fd Cl C) | NA | 9.78% | 14.79% | 3.20% | 6.60% | 6.66% | 4.68% | … | … |
Data as of 09/23/2025, Common starting date is 08/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPVCX (Aberdeen Gbl Small Cap Fd Cl C) | 08/01/2001 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.78 | 14.79 | 3.20 | 6.60 | 6.66 | 4.68 | … | … | 16.26 | 6.54 | 8.92 | -35.36 | 8.81 | 25.23 | 22.91 | -10.29 | 30.93 | 4.59 | -3.27 | 1.28 | 8.60 | 31.30 | -10.60 | 36.37 | 35.71 | -46.60 | -4.39 | 13.19 | 14.17 | 16.96 | 43.56 | -35.03 | -4.68 |
| Sharpe Ratio | NA | 0.44 | 0.73 | 0.06 | 0.31 | NA | NA | … | … | 1.25 | 0.00 | 0.34 | -1.37 | 0.54 | 0.94 | 2.15 | -0.99 | 3.89 | 0.31 | -0.27 | 0.10 | 1.00 | 2.70 | -0.56 | 2.23 | 1.45 | -1.22 | -0.40 | 0.67 | 1.06 | 1.14 | 2.45 | -1.78 | -0.60 |
| Standard Deviation(%) | NA | 15.15 | 15.57 | 17.94 | 16.73 | NA | NA | … | … | 16.18 | 13.75 | 13.77 | 26.90 | 16.17 | 26.47 | 10.01 | 11.79 | 7.82 | 14.29 | 12.09 | 13.31 | 8.58 | 11.67 | 19.14 | 16.28 | 24.60 | 38.88 | 18.43 | 14.84 | 11.34 | 14.04 | 17.52 | 20.30 | 21.57 |
| Draw Down(%) | NA | 16.44 | 17.19 | 50.03 | 50.03 | NA | NA | … | … | 16.44 | 9.46 | 17.19 | 43.78 | 13.71 | 36.38 | 7.46 | 17.27 | 4.31 | 9.98 | 15.38 | 12.08 | 8.86 | 9.96 | 19.69 | 12.54 | 21.95 | 55.08 | 17.41 | 19.47 | 8.33 | 15.12 | 14.77 | 40.66 | 25.04 |
| Yield(%) | 0.00 | 1.56 | 1.04 | 0.49 | 4.08 | 4.30 | 3.07 | … | … | 0.00 | 1.82 | 0.00 | 0.59 | 0.00 | 0.00 | 5.93 | 14.16 | 3.79 | 0.72 | 11.18 | 6.50 | 1.34 | 0.11 | 0.85 | 0.12 | 0.00 | 0.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/23/2025, Common starting date is 08/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPVCX (Aberdeen Gbl Small Cap Fd Cl C) |
-22.62%
Feb 2006 – Feb 2009 |
-9.19%
Feb 2004 – Feb 2009 |
1.68%
Jan 2006 – Jan 2016 |
2.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPVCX (Aberdeen Gbl Small Cap Fd Cl C) |
32.76%
Mar 2003 – Mar 2006 |
22.57%
Feb 2009 – Feb 2014 |
13.76%
Feb 2009 – Feb 2019 |
9.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart