Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NTFAX (Aberdeen Tax-Free Incm Cl A) | NA | -3.29% | 2.47% | 0.05% | 1.06% | 1.74% | 2.03% | … | … |
Data as of 09/23/2025, Common starting date is 05/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NTFAX (Aberdeen Tax-Free Incm Cl A) | 05/28/1998 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | 0.00 | -3.29 | 2.47 | 0.05 | 1.06 | 1.74 | 2.03 | … | … | -2.85 | 3.25 | 5.11 | -8.78 | 2.16 | 2.40 | 6.09 | 0.44 | 2.81 | -0.26 | 1.41 | 6.90 | -2.73 | 6.34 | 10.30 | 1.12 | 11.07 | -4.34 | -1.40 | 3.23 | 2.77 | 3.83 | 4.73 | 8.34 | 4.14 | 11.14 | -3.63 | 3.38 |
| Sharpe Ratio | NA | -1.15 | -0.22 | -0.59 | -0.12 | NA | NA | … | … | -1.17 | -0.11 | 0.40 | -2.95 | 1.43 | 0.31 | 2.83 | -0.59 | 1.25 | -0.27 | 0.86 | 3.61 | -1.01 | 2.42 | 3.46 | 0.35 | 3.34 | -0.86 | -1.57 | -0.09 | 0.23 | 0.80 | 1.15 | 2.30 | 0.61 | 2.53 | -2.47 | 0.95 |
| Standard Deviation(%) | NA | 5.53 | 4.25 | 3.63 | 3.54 | NA | NA | … | … | 5.93 | 3.43 | 3.65 | 3.47 | 1.49 | 6.96 | 1.64 | 1.60 | 1.73 | 1.77 | 1.61 | 1.91 | 2.74 | 2.62 | 2.97 | 2.93 | 3.29 | 6.14 | 2.91 | 2.01 | 2.21 | 3.54 | 3.50 | 3.13 | 2.78 | 2.74 | 2.83 | 2.50 |
| Draw Down(%) | NA | 5.80 | 5.80 | 12.73 | 12.73 | NA | NA | … | … | 5.73 | 2.32 | 5.69 | 12.25 | 1.80 | 11.14 | 1.49 | 1.50 | 1.42 | 3.80 | 2.08 | 1.08 | 6.02 | 2.43 | 2.20 | 5.97 | 2.61 | 12.33 | 3.82 | 1.15 | 2.03 | 5.43 | 5.49 | 3.45 | 3.33 | 3.12 | 5.94 | 1.86 |
| Yield(%) | 0.00 | 3.09 | 3.29 | 2.73 | 2.69 | 2.97 | 2.94 | … | … | 1.92 | 3.63 | 3.15 | 2.48 | 2.34 | 2.63 | 2.81 | 2.94 | 2.69 | 2.93 | 3.03 | 3.33 | 4.37 | 4.09 | 3.64 | 3.64 | 3.95 | 2.08 | 1.70 | 4.10 | 3.66 | 3.74 | 4.15 | 4.55 | 4.66 | 5.19 | 4.61 | 2.97 |
Data as of 09/23/2025, Common starting date is 05/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTFAX (Aberdeen Tax-Free Incm Cl A) |
-2.60%
Oct 2020 – Oct 2023 |
-0.38%
Oct 2017 – Oct 2022 |
0.63%
Oct 2012 – Oct 2022 |
1.72%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTFAX (Aberdeen Tax-Free Incm Cl A) |
8.61%
May 2000 – May 2003 |
6.74%
Jan 2000 – Jan 2005 |
4.35%
Jan 2000 – Jan 2010 |
4.41%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart