Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/19/2021.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GUERX (Aberdeen US Mid Cap Equity Fund Class R) | NA | 31.90% | 18.26% | NA | NA | NA | NA | 24.04% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUERX (Aberdeen US Mid Cap Equity Fund Class R) | 03/02/2016 | 02/19/2021 |
The return data shown below all have the same latest date: 02/19/2021.
AR inception is since 03/02/2016.
AR inception is since 03/02/2016.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.90 | 18.26 | NA | NA | NA | NA | 24.04 | 4.71 | 33.81 | 31.80 | -11.13 | 27.43 | 13.21 |
| Sharpe Ratio | NA | 0.91 | 0.74 | NA | NA | NA | NA | 0.95 | 2.22 | 0.97 | 2.58 | -0.84 | 3.18 | 1.27 |
| Standard Deviation(%) | NA | 35.12 | 22.89 | NA | NA | NA | NA | 19.07 | 18.94 | 34.63 | 11.78 | 14.82 | 8.46 | 12.33 |
| Draw Down(%) | NA | 32.78 | 32.82 | NA | NA | NA | NA | 32.82 | 5.67 | 32.82 | 5.56 | 20.91 | 3.83 | 7.12 |
| Yield(%) | 0.00 | 9.60 | 6.99 | 8.92 | 4.46 | 2.97 | 2.23 | 11.15 | 0.00 | 10.13 | 6.94 | 4.17 | 14.73 | 2.16 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUERX (Aberdeen US Mid Cap Equity Fund Class R) |
4.87%
Mar 2017 - Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUERX (Aberdeen US Mid Cap Equity Fund Class R) |
16.16%
Dec 2017 - Dec 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart