Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSXAX (Aberdeen Small Cap Fd Cl A) | 4.68% | 12.89% | 12.11% | 10.86% | 9.43% | 11.71% | 7.64% | 9.07% |
Data as of 07/14/2025, AR inception is 12/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSXAX (Aberdeen Small Cap Fd Cl A) | 12/15/1998 | 07/14/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 12.89 | 12.11 | 10.86 | 9.43 | 11.71 | 7.64 | 9.07 | 4.68 | 15.66 | 11.02 | -30.33 | 4.42 | 19.53 | 24.75 | -13.53 | 11.03 | 23.26 | 8.29 | 6.73 | 42.15 | 14.07 | -6.33 | 27.73 | 37.53 | -44.98 | -26.34 | 29.21 | 22.62 | 25.96 | 48.01 | -18.71 | -1.89 | 4.73 | 17.60 | 8.01 |
| Sharpe Ratio | NA | 0.50 | 0.37 | 0.41 | 0.37 | NA | NA | 0.33 | 0.21 | 0.50 | 0.37 | -1.12 | 0.15 | 0.52 | 1.54 | -0.86 | 0.87 | 1.42 | 0.54 | 0.49 | 3.27 | 0.86 | -0.20 | 1.17 | 1.13 | -1.05 | -1.08 | 1.72 | 1.55 | 1.49 | 2.55 | -0.82 | -0.19 | 0.02 | 1.06 | 37.17 |
| Standard Deviation(%) | NA | 23.52 | 21.21 | 21.62 | 21.48 | NA | NA | 22.80 | 26.09 | 18.31 | 18.63 | 28.33 | 28.56 | 37.22 | 15.12 | 17.24 | 11.99 | 16.25 | 15.18 | 13.58 | 12.89 | 16.41 | 32.13 | 23.57 | 33.07 | 43.74 | 27.23 | 15.19 | 13.20 | 16.82 | 18.55 | 24.29 | 22.11 | 28.82 | 13.58 | 12.94 |
| Draw Down(%) | NA | 23.26 | 23.26 | 35.54 | 35.54 | NA | NA | 73.41 | 23.26 | 8.97 | 20.47 | 32.30 | 25.84 | 35.44 | 10.70 | 25.49 | 6.67 | 10.04 | 8.96 | 8.55 | 6.12 | 13.19 | 31.07 | 19.64 | 29.42 | 57.26 | 34.31 | 13.71 | 8.42 | 14.11 | 13.94 | 35.10 | 23.40 | 22.45 | 11.87 | 0.67 |
| Yield(%) | 0.00 | 0.00 | 1.99 | 8.75 | 7.64 | 10.88 | 6.62 | 10.19 | 0.00 | 0.00 | 0.00 | 4.21 | 25.86 | 7.37 | 9.07 | 10.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.42 | 0.00 | 0.09 | 0.00 | 5.27 | 13.73 | 13.45 | 1.70 | 0.00 | 0.00 | 8.69 | 0.18 | 0.06 |
Data as of 07/14/2025, AR inception is 12/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSXAX (Aberdeen Small Cap Fd Cl A) |
-26.81%
Feb 2006 - Feb 2009 |
-9.20%
May 2007 - May 2012 |
0.51%
Feb 1999 - Feb 2009 |
4.83%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSXAX (Aberdeen Small Cap Fd Cl A) |
40.94%
Mar 2003 - Mar 2006 |
26.13%
Feb 2009 - Feb 2014 |
17.82%
Feb 2009 - Feb 2019 |
14.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart