Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFAMX (First Tr/Aberdeen Gbl Opportunity Incm F) | NA | 12.34% | -5.62% | -3.64% | -2.70% | -1.21% | NA | … | … |
Data as of 09/20/2024, Common starting date is 12/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFAMX (First Tr/Aberdeen Gbl Opportunity Incm F) | 12/09/2004 | 09/20/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 12.34 | -5.62 | -3.64 | -2.70 | -1.21 | NA | … | … | 4.37 | 11.14 | -24.01 | -9.81 | 1.68 | 14.36 | -8.93 | 9.33 | 3.52 | -14.64 | -0.98 | -8.38 | 9.16 | -4.83 | 7.36 | 30.65 | -31.55 | -3.74 | 0.10 | -0.52 | 2.17 |
| Sharpe Ratio | NA | 1.06 | -1.01 | -0.65 | -0.51 | NA | NA | … | … | 0.10 | 0.89 | -2.26 | -1.79 | 0.13 | 2.65 | -1.59 | 1.42 | 0.36 | -2.06 | -0.17 | -1.30 | 1.82 | -0.67 | 1.26 | 4.56 | -0.61 | -0.96 | -0.55 | -0.48 | 7.14 |
| Standard Deviation(%) | NA | 6.81 | 8.69 | 8.74 | 7.97 | NA | NA | … | … | 6.09 | 7.82 | 11.29 | 5.50 | 11.37 | 4.89 | 6.46 | 6.17 | 9.12 | 7.11 | 6.01 | 6.49 | 5.06 | 7.30 | 5.79 | 6.70 | 52.96 | 7.07 | 5.73 | 5.54 | 5.86 |
| Draw Down(%) | NA | 5.33 | 34.84 | 38.55 | 41.18 | NA | NA | … | … | 3.97 | 9.19 | 31.69 | 11.35 | 20.78 | 2.50 | 15.85 | 4.51 | 11.47 | 15.51 | 13.06 | 13.82 | 6.34 | 11.13 | 6.28 | 5.82 | 39.91 | 8.22 | 10.96 | 6.65 | 0.47 |
| Yield(%) | 0.00 | 9.42 | 5.83 | 5.35 | 3.38 | 3.23 | 2.09 | … | … | 6.92 | 6.88 | 7.19 | 5.71 | 5.97 | 6.32 | 5.74 | 2.04 | 0.00 | 0.81 | 9.72 | 8.53 | 0.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/20/2024, Common starting date is 12/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFAMX (First Tr/Aberdeen Gbl Opportunity Incm F) |
-14.79%
Feb 2006 – Feb 2009 |
-7.53%
Sep 2017 – Sep 2022 |
-5.02%
Oct 2012 – Oct 2022 |
-3.87%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFAMX (First Tr/Aberdeen Gbl Opportunity Incm F) |
12.63%
Feb 2009 – Feb 2012 |
6.92%
Oct 2008 – Oct 2013 |
2.15%
Feb 2009 – Feb 2019 |
0.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart