Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GGLIX (Aberdeen US Multi-Cap Equity Fund Inst C) 7.16% 10.40% 9.04% -1.99% 6.02% 6.98% 5.19%
Data as of 06/04/2026, Common starting date is 07/02/2004
More Performance Analytics Comparison
Name Start Date End Date
GGLIX (Aberdeen US Multi-Cap Equity Fund Inst C) 07/02/2004 06/04/2026
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
Annualized Return (%) 2.75 10.40 9.04 -1.99 6.02 6.98 5.19 7.16 2.98 10.18 15.25 -26.77 -3.70 12.99 36.94 -6.60 21.04 11.04 -3.67 7.97 27.39 16.05 -2.61 12.40 36.61 -41.29 5.07 -0.59 12.03 12.47
Sharpe Ratio NA 0.50 0.40 -0.24 0.21 NA NA 0.69 0.01 0.51 0.81 -1.01 -0.13 0.36 2.88 -0.48 2.71 0.75 -0.24 0.73 2.65 1.26 -0.11 0.67 1.36 -1.08 0.09 -0.27 0.74 1.75
Standard Deviation(%) NA 11.86 14.17 21.11 20.31 NA NA 13.78 16.86 12.74 14.49 27.88 28.68 34.86 12.32 16.66 7.55 14.46 15.13 10.89 10.33 12.78 23.94 18.35 26.77 39.19 22.31 15.11 13.26 14.44
Draw Down(%) NA 13.61 19.68 50.10 50.10 NA NA 11.73 19.01 9.77 12.13 33.31 26.29 32.58 5.24 20.54 3.13 9.84 12.97 8.25 4.63 11.51 22.28 17.37 19.06 50.66 16.46 17.76 8.70 10.00
Yield(%) 0.00 0.00 0.10 0.04 4.39 5.22 3.91 0.00 0.00 0.00 0.32 0.00 0.00 0.00 12.18 10.69 11.50 12.36 5.57 7.58 1.63 0.87 0.22 0.00 0.00 0.00 0.00 0.00 6.41 0.00
Data as of 06/04/2026, Common starting date is 07/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GGLIX (Aberdeen US Multi-Cap Equity Fund Inst C) -18.98%
Feb 2006 – Feb 2009
-3.91%
Mar 2021 – Mar 2026
2.53%
Feb 2006 – Feb 2016
2.79%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GGLIX (Aberdeen US Multi-Cap Equity Fund Inst C) 22.29%
Feb 2009 – Feb 2012
19.56%
Feb 2009 – Feb 2014
14.32%
Sep 2011 – Sep 2021
10.33%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return