Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWLRX (Aberdeen Gbl eq Fd Cl R) | 32.10% | 66.17% | 24.46% | 3.82% | 7.55% | 5.58% | 4.98% | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWLRX (Aberdeen Gbl eq Fd Cl R) | 10/03/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.79 | 66.17 | 24.46 | 3.82 | 7.55 | 5.58 | 4.98 | … | … | 32.10 | 33.97 | 0.14 | 20.62 | -41.49 | 6.26 | 15.22 | 22.85 | -12.06 | 23.63 | 7.01 | -12.59 | -1.09 | 11.67 | 15.47 | -2.30 | 10.65 | 32.12 | -44.74 | 18.32 | 24.96 | 18.84 | 14.94 | 5.51 |
| Sharpe Ratio | NA | 3.69 | 1.41 | 0.13 | 0.35 | NA | NA | … | … | 4.51 | 1.94 | -0.26 | 1.44 | -1.31 | 0.38 | 0.47 | 1.86 | -0.99 | 3.64 | 0.49 | -0.86 | -0.10 | 1.03 | 1.09 | -0.10 | 0.53 | 1.09 | -1.12 | 0.78 | 1.47 | 1.43 | 1.12 | 1.77 |
| Standard Deviation(%) | NA | 21.35 | 17.10 | 21.05 | 19.42 | NA | NA | … | … | 29.32 | 16.10 | 13.44 | 11.86 | 32.84 | 16.54 | 31.98 | 11.48 | 13.69 | 6.34 | 13.93 | 14.68 | 10.89 | 11.33 | 14.33 | 23.32 | 19.74 | 29.39 | 40.72 | 19.55 | 14.74 | 11.58 | 12.45 | 13.66 |
| Draw Down(%) | NA | 14.46 | 21.21 | 48.59 | 48.59 | NA | NA | … | … | 14.46 | 14.54 | 10.24 | 11.99 | 41.67 | 12.32 | 32.65 | 7.45 | 21.49 | 2.18 | 9.13 | 19.49 | 12.70 | 10.02 | 12.30 | 19.57 | 16.40 | 30.20 | 53.34 | 13.66 | 16.62 | 8.53 | 11.83 | 5.87 |
| Yield(%) | 0.00 | 2.48 | 1.19 | 0.50 | 2.63 | 2.36 | 2.17 | … | … | 0.00 | 2.62 | 0.43 | 0.29 | 0.28 | 0.00 | 0.00 | 3.34 | 7.35 | 10.52 | 0.87 | 1.28 | 2.99 | 1.33 | 1.58 | 1.70 | 1.48 | 1.91 | 0.01 | 0.00 | 0.42 | 0.00 | 0.41 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWLRX (Aberdeen Gbl eq Fd Cl R) |
-15.16%
Feb 2006 – Feb 2009 |
-5.00%
Dec 2017 – Dec 2022 |
-0.79%
Oct 2013 – Oct 2023 |
-0.69%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWLRX (Aberdeen Gbl eq Fd Cl R) |
28.14%
May 2023 – May 2026 |
18.65%
Feb 2009 – Feb 2014 |
9.94%
Feb 2009 – Feb 2019 |
6.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart