Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBGIX (ABERDEEN TOTAL RETURN BOND FUND INSTITUTIONAL CLASS) | NA | -0.48% | 6.66% | 3.58% | 3.47% | 4.63% | 4.32% | … | … |
Data as of 10/08/2021, Common starting date is 12/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBGIX (ABERDEEN TOTAL RETURN BOND FUND INSTITUTIONAL CLASS) | 12/30/1999 | 10/08/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | -0.48 | 6.66 | 3.58 | 3.47 | 4.63 | 4.32 | … | … | -1.66 | 10.44 | 9.02 | -1.11 | 3.81 | 4.22 | -0.31 | 5.83 | -2.71 | 6.35 | 8.10 | 7.56 | 10.65 | 0.82 | 7.67 | 3.88 | -3.90 | 2.26 | 5.24 | 13.77 | 6.34 | 5.69 | 0.36 |
| Sharpe Ratio | NA | -0.06 | 0.97 | 0.55 | 0.74 | NA | NA | … | … | -0.66 | 1.06 | 2.25 | -0.90 | 1.25 | 1.40 | -0.10 | 2.12 | -0.77 | 2.80 | 2.69 | 2.08 | 2.52 | -0.02 | 1.37 | 0.15 | -1.40 | 0.25 | 0.79 | 2.82 | 0.78 | 0.42 | NA |
| Standard Deviation(%) | NA | 8.51 | 6.15 | 5.07 | 4.17 | NA | NA | … | … | 3.30 | 9.56 | 3.36 | 2.79 | 2.54 | 2.87 | 3.51 | 2.74 | 3.57 | 2.27 | 3.00 | 3.59 | 4.19 | 6.36 | 3.32 | 3.15 | 4.42 | 5.18 | 5.75 | 4.48 | 5.09 | 3.51 | 0.00 |
| Draw Down(%) | NA | 8.30 | 8.67 | 8.67 | 8.67 | NA | NA | … | … | 3.15 | 8.67 | 2.14 | 3.50 | 1.26 | 3.72 | 3.04 | 1.44 | 6.50 | 1.31 | 1.36 | 3.26 | 2.41 | 8.29 | 2.01 | 3.11 | 4.88 | 5.83 | 6.45 | 2.45 | 4.10 | 3.07 | 0.00 |
| Yield(%) | 0.00 | 7.69 | 4.82 | 4.27 | 3.85 | 4.62 | 4.19 | … | … | 1.43 | 8.69 | 2.90 | 2.19 | 2.79 | 5.26 | 1.96 | 3.25 | 2.72 | 5.18 | 6.89 | 7.30 | 4.32 | 6.22 | 5.98 | 3.03 | 0.00 | 0.00 | 0.99 | 4.13 | 4.26 | 4.36 | 0.36 |
Data as of 10/08/2021, Common starting date is 12/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBGIX (ABERDEEN TOTAL RETURN BOND FUND INSTITUTIONAL CLASS) |
-1.60%
May 2003 – May 2006 |
0.69%
Oct 2003 – Oct 2008 |
3.54%
Sep 2011 – Sep 2021 |
3.25%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBGIX (ABERDEEN TOTAL RETURN BOND FUND INSTITUTIONAL CLASS) |
11.18%
May 2000 – May 2003 |
7.39%
Jan 2007 – Jan 2012 |
5.91%
Oct 2000 – Oct 2010 |
5.26%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart