Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAM (First Trust/Aberdeen Global Opportunity Income Closed Fund) | NA | 30.40% | -4.54% | -1.20% | 1.15% | 3.40% | NA | … | … |
Data as of 09/23/2024, Common starting date is 11/24/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAM (First Trust/Aberdeen Global Opportunity Income Closed Fund) | 11/24/2004 | 09/23/2024 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.74 | 30.40 | -4.54 | -1.20 | 1.15 | 3.40 | NA | … | … | 15.33 | 13.22 | -31.13 | -2.84 | 1.33 | 29.88 | -12.48 | 12.91 | 19.61 | -6.69 | -5.49 | -13.21 | 23.85 | -0.40 | 18.92 | 74.64 | -29.82 | -5.08 | 24.43 | -7.09 | -2.80 |
| Sharpe Ratio | NA | 1.99 | -0.48 | -0.18 | 0.00 | NA | NA | … | … | 1.50 | 0.72 | -1.73 | -0.35 | 0.04 | 3.43 | -1.65 | 1.86 | 1.74 | -0.64 | -0.56 | -0.95 | 2.25 | -0.03 | 1.11 | 3.30 | -0.73 | -0.57 | 2.29 | -0.66 | -2.23 |
| Standard Deviation(%) | NA | 12.71 | 14.85 | 16.20 | 13.22 | NA | NA | … | … | 11.96 | 13.45 | 18.89 | 8.27 | 23.96 | 8.27 | 8.43 | 6.60 | 11.13 | 10.45 | 9.78 | 13.93 | 10.68 | 17.10 | 16.94 | 22.56 | 42.03 | 14.47 | 9.22 | 14.13 | 11.91 |
| Draw Down(%) | NA | 6.10 | 43.44 | 44.33 | 44.33 | NA | NA | … | … | 5.75 | 16.12 | 40.69 | 6.80 | 31.59 | 3.13 | 18.61 | 6.83 | 9.95 | 15.41 | 18.43 | 20.97 | 8.41 | 16.05 | 12.38 | 18.69 | 51.29 | 17.79 | 10.18 | 15.56 | 4.15 |
| Yield(%) | 0.00 | 10.87 | 5.92 | 5.98 | 5.73 | 6.87 | 5.74 | … | … | 7.56 | 7.62 | 7.23 | 6.12 | 6.46 | 9.36 | 7.55 | 8.14 | 9.01 | 9.52 | 9.80 | 8.70 | 9.87 | 9.23 | 9.76 | 14.76 | 9.51 | 8.91 | 9.23 | 6.70 | 0.00 |
Data as of 09/23/2024, Common starting date is 11/24/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAM (First Trust/Aberdeen Global Opportunity Income Closed Fund) |
-14.54%
Oct 2019 – Oct 2022 |
-7.14%
Sep 2017 – Sep 2022 |
-3.60%
Sep 2012 – Sep 2022 |
1.34%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAM (First Trust/Aberdeen Global Opportunity Income Closed Fund) |
33.99%
Nov 2008 – Nov 2011 |
20.40%
Nov 2008 – Nov 2013 |
10.07%
Nov 2008 – Nov 2018 |
6.38%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart