Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLFPY (Standard Life Aberdeen PLC ADR) | 19.04% | 38.44% | 17.20% | 4.07% | 4.42% | 8.48% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLFPY (Standard Life Aberdeen PLC ADR) | 10/18/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.44 | 17.20 | 4.07 | 4.42 | 8.48 | NA | … | … | 19.04 | 71.36 | -14.35 | 8.20 | -24.34 | -10.55 | -1.11 | 44.60 | -34.89 | 39.89 | -16.51 | 11.24 | 12.83 | 33.20 | 57.88 | -1.57 | -9.85 |
| Sharpe Ratio | NA | 1.38 | 0.34 | 0.04 | 0.05 | NA | NA | … | … | 1.36 | 1.57 | -0.44 | 0.12 | -0.55 | -0.25 | -0.02 | 1.18 | -0.68 | 1.30 | -0.38 | 0.31 | 0.56 | 1.45 | 1.68 | -0.04 | -1.58 |
| Standard Deviation(%) | NA | 33.21 | 40.74 | 41.41 | 45.27 | NA | NA | … | … | 37.17 | 43.82 | 40.98 | 37.02 | 47.25 | 41.71 | 65.25 | 36.58 | 53.51 | 30.28 | 43.88 | 36.22 | 22.73 | 22.86 | 34.68 | 38.64 | 24.98 |
| Draw Down(%) | NA | 14.25 | 39.27 | 61.73 | 64.81 | NA | NA | … | … | 14.25 | 28.09 | 23.80 | 37.24 | 53.89 | 33.24 | 53.24 | 24.15 | 47.85 | 12.04 | 37.78 | 25.64 | 13.30 | 7.76 | 14.68 | 30.26 | 16.48 |
| Yield(%) | 0.00 | 7.83 | 7.30 | 4.79 | 5.03 | 8.29 | 5.92 | … | … | 3.49 | 10.76 | 8.37 | 8.05 | 5.60 | 5.22 | 6.12 | 8.47 | 12.54 | 5.79 | 4.59 | 20.09 | 4.62 | 8.97 | 6.94 | 6.26 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLFPY (Standard Life Aberdeen PLC ADR) |
-19.33%
Feb 2021 – Feb 2024 |
-15.55%
Sep 2017 – Sep 2022 |
-4.74%
Apr 2015 – Apr 2025 |
7.02%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLFPY (Standard Life Aberdeen PLC ADR) |
43.40%
Jun 2012 – Jun 2015 |
25.19%
Nov 2010 – Nov 2015 |
12.29%
Feb 2011 – Feb 2021 |
8.48%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart