Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUGAX (Aberdeen Global Unconstrained Fixed Inco) | 1.34% | 6.39% | 4.83% | -1.21% | 1.02% | 0.65% | 2.07% | … | … |
Data as of 06/03/2026, Common starting date is 12/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUGAX (Aberdeen Global Unconstrained Fixed Inco) | 12/06/2001 | 06/03/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 6.39 | 4.83 | -1.21 | 1.02 | 0.65 | 2.07 | … | … | 1.34 | 6.62 | 4.63 | -2.74 | -10.37 | -6.06 | 6.24 | 7.06 | 0.67 | 1.63 | 10.44 | -4.81 | -1.55 | -3.22 | 4.15 | 3.56 | 5.32 | 11.41 | 0.56 | 7.82 | 5.26 | -5.88 | 9.69 | 13.55 | 9.42 | 0.14 |
| Sharpe Ratio | NA | 1.32 | 0.38 | -0.67 | -0.10 | NA | NA | … | … | 0.25 | 1.13 | 0.26 | -1.12 | -1.42 | -1.06 | 1.03 | 2.36 | -0.53 | 0.65 | 2.61 | -1.01 | -0.44 | -0.65 | 1.12 | 0.72 | 0.95 | 1.54 | -0.05 | 1.08 | 0.36 | -1.46 | 1.29 | 1.97 | 1.53 | 0.31 |
| Standard Deviation(%) | NA | 2.93 | 4.23 | 5.61 | 4.65 | NA | NA | … | … | 3.30 | 3.31 | 3.90 | 5.74 | 8.31 | 5.77 | 5.78 | 2.36 | 1.33 | 1.50 | 3.92 | 4.79 | 3.58 | 5.03 | 3.69 | 4.86 | 5.53 | 7.35 | 8.27 | 4.36 | 5.17 | 5.56 | 6.76 | 6.53 | 5.41 | 3.32 |
| Draw Down(%) | NA | 2.26 | 7.36 | 24.60 | 26.06 | NA | NA | … | … | 2.26 | 2.86 | 2.15 | 11.38 | 13.84 | 7.20 | 6.62 | 0.80 | 1.64 | 1.46 | 1.78 | 5.14 | 8.13 | 6.43 | 2.01 | 4.51 | 6.28 | 5.13 | 13.87 | 3.62 | 3.34 | 7.11 | 6.34 | 6.87 | 3.28 | 0.69 |
| Yield(%) | 0.00 | 5.67 | 5.32 | 2.64 | 2.45 | 1.95 | 2.75 | … | … | 1.81 | 6.41 | 6.15 | 1.63 | 0.00 | 0.21 | 0.19 | 3.00 | 5.68 | 0.34 | 1.23 | 0.33 | 2.18 | 1.23 | 0.60 | 3.08 | 5.55 | 2.13 | 6.92 | 5.69 | 2.35 | 1.74 | 7.58 | 10.98 | 6.73 | 3.17 |
Data as of 06/03/2026, Common starting date is 12/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUGAX (Aberdeen Global Unconstrained Fixed Inco) |
-7.70%
Oct 2020 – Oct 2023 |
-3.23%
Oct 2018 – Oct 2023 |
-1.08%
Oct 2013 – Oct 2023 |
0.67%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUGAX (Aberdeen Global Unconstrained Fixed Inco) |
10.62%
Feb 2002 – Feb 2005 |
6.88%
Nov 2002 – Nov 2007 |
6.19%
Mar 2002 – Mar 2012 |
4.35%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart
