Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GXXIX (Aberdeen US Equity Instl Svc) | 0.51% | 3.56% | 8.20% | -0.38% | 6.31% | NA | NA | 8.92% |
Data as of 07/01/2025, AR inception is 10/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GXXIX (Aberdeen US Equity Instl Svc) | 10/19/2011 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 3.56 | 8.20 | -0.38 | 6.31 | NA | NA | 8.92 | 0.51 | 10.11 | 15.19 | -26.83 | -3.92 | 12.81 | 36.96 | -6.72 | 34.65 | 10.90 | -3.76 | 7.95 | 27.13 | 16.05 | 2.79 |
| Sharpe Ratio | NA | -0.06 | 0.21 | -0.08 | 0.22 | NA | NA | 0.39 | -0.18 | 0.28 | 0.76 | -1.02 | -0.14 | 0.36 | 2.90 | -0.48 | 2.58 | 0.74 | -0.25 | 0.73 | 2.62 | 1.27 | 0.54 |
| Standard Deviation(%) | NA | 18.19 | 17.75 | 22.10 | 20.98 | NA | NA | 19.11 | 21.79 | 12.56 | 14.45 | 27.87 | 28.83 | 34.92 | 12.27 | 16.64 | 13.26 | 14.47 | 15.07 | 10.93 | 10.33 | 12.74 | 27.34 |
| Draw Down(%) | NA | 19.74 | 20.39 | 50.25 | 50.25 | NA | NA | 50.25 | 19.06 | 9.79 | 12.23 | 33.42 | 26.40 | 32.53 | 5.26 | 20.50 | 3.13 | 9.85 | 12.96 | 8.25 | 4.50 | 11.51 | 10.16 |
| Yield(%) | 0.00 | 0.00 | 0.11 | 0.05 | 5.68 | 6.63 | 4.97 | 7.65 | 0.00 | 0.00 | 0.33 | 0.00 | 0.00 | 0.00 | 12.19 | 10.68 | 22.46 | 12.31 | 5.48 | 7.48 | 1.56 | 0.87 | 0.23 |
Data as of 07/01/2025, AR inception is 10/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GXXIX (Aberdeen US Equity Instl Svc) |
-10.87%
Oct 2021 - Oct 2024 |
-0.65%
Sep 2018 - Sep 2023 |
5.13%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GXXIX (Aberdeen US Equity Instl Svc) |
22.00%
Aug 2017 - Aug 2020 |
20.49%
Oct 2016 - Oct 2021 |
14.84%
Nov 2011 - Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart