Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WVCCX (Aberdeen Gbl Small Cap Fd Cl A) | 16.60% | 14.53% | 12.40% | 5.33% | 6.09% | 8.17% | 5.64% | 7.17% |
Data as of 07/18/2025, AR inception is 12/18/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVCCX (Aberdeen Gbl Small Cap Fd Cl A) | 12/18/1997 | 07/18/2025 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | 14.53 | 12.40 | 5.33 | 6.09 | 8.17 | 5.64 | 7.17 | 16.60 | 6.63 | 9.63 | -34.94 | 10.53 | 26.06 | 23.71 | -9.68 | 31.76 | 4.97 | -2.61 | 1.93 | 9.39 | 32.19 | -9.93 | 37.32 | 36.80 | -46.21 | -3.69 | 13.98 | 15.00 | 17.94 | 44.60 | -34.52 | -27.14 | -16.27 | 141.87 | 19.26 | 2.53 |
| Sharpe Ratio | NA | 0.66 | 0.54 | 0.19 | 0.27 | NA | NA | 0.29 | 1.58 | 0.00 | 0.39 | -1.35 | 0.67 | 0.97 | 2.22 | -0.94 | 4.00 | 0.33 | -0.22 | 0.15 | 1.09 | 2.78 | -0.52 | 2.29 | 1.50 | -1.21 | -0.36 | 0.72 | 1.13 | 1.21 | 2.51 | -1.75 | -1.24 | -0.64 | 7.30 | 0.68 | 6.15 |
| Standard Deviation(%) | NA | 17.18 | 16.84 | 18.11 | 16.85 | NA | NA | 19.23 | 18.85 | 13.85 | 13.77 | 26.96 | 15.79 | 26.52 | 10.07 | 11.79 | 7.82 | 14.29 | 12.10 | 12.98 | 8.57 | 11.66 | 19.16 | 16.27 | 24.54 | 38.90 | 18.44 | 14.85 | 11.31 | 14.06 | 17.48 | 20.34 | 24.08 | 31.74 | 18.98 | 23.31 | 18.82 |
| Draw Down(%) | NA | 16.35 | 21.45 | 49.27 | 49.27 | NA | NA | 73.59 | 16.35 | 9.81 | 17.06 | 43.51 | 12.85 | 36.32 | 7.36 | 16.73 | 4.27 | 9.90 | 15.18 | 11.62 | 8.76 | 9.90 | 19.48 | 12.52 | 21.88 | 54.78 | 17.18 | 19.35 | 8.26 | 14.94 | 14.63 | 40.26 | 45.17 | 41.87 | 9.21 | 37.32 | 2.63 |
| Yield(%) | 0.00 | 2.18 | 1.64 | 0.90 | 3.91 | 5.27 | 3.66 | 6.19 | 0.00 | 2.46 | 0.69 | 1.03 | 0.00 | 0.00 | 6.13 | 13.91 | 4.19 | 0.93 | 10.96 | 6.70 | 1.58 | 0.19 | 1.51 | 0.93 | 0.00 | 0.55 | 0.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 22.35 | 0.33 | 2.72 |
Data as of 07/18/2025, AR inception is 12/18/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVCCX (Aberdeen Gbl Small Cap Fd Cl A) |
-33.33%
Feb 2000 - Feb 2003 |
-11.44%
Feb 2000 - Feb 2005 |
-6.68%
Feb 2000 - Feb 2010 |
-0.42%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVCCX (Aberdeen Gbl Small Cap Fd Cl A) |
36.62%
Jan 1998 - Jan 2001 |
23.45%
Feb 2009 - Feb 2014 |
14.51%
Feb 2009 - Feb 2019 |
10.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart