Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFEOX (First TrAberdern Emerging OpportunityFd) | NA | -28.30% | -22.27% | -13.47% | -7.87% | -5.10% | NA | … | … |
Data as of 12/07/2022, Common starting date is 09/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFEOX (First TrAberdern Emerging OpportunityFd) | 09/14/2006 | 12/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | -28.30 | -22.27 | -13.47 | -7.87 | -5.10 | NA | … | … | -29.84 | -39.76 | 11.36 | 20.27 | -12.69 | 17.43 | 5.35 | -17.48 | -3.34 | -7.11 | 18.29 | -10.85 | 15.58 | 53.07 | -40.66 | 5.04 | 8.68 |
| Sharpe Ratio | NA | -2.25 | -0.77 | -0.61 | -0.46 | NA | NA | … | … | -2.20 | -0.97 | 0.55 | 1.85 | -1.37 | 2.52 | 0.40 | -1.51 | -0.40 | -0.78 | 1.95 | -0.81 | 1.41 | 3.71 | -1.86 | 0.17 | 5.48 |
| Standard Deviation(%) | NA | 14.70 | 31.39 | 25.03 | 19.06 | NA | NA | … | … | 14.95 | 55.78 | 19.99 | 10.17 | 10.23 | 6.70 | 12.88 | 11.60 | 8.49 | 9.13 | 9.42 | 13.35 | 10.98 | 14.28 | 22.27 | 11.92 | 5.36 |
| Draw Down(%) | NA | 37.51 | 66.80 | 66.80 | 66.80 | NA | NA | … | … | 35.90 | 44.53 | 29.42 | 5.60 | 21.12 | 4.26 | 10.67 | 21.05 | 15.77 | 15.18 | 10.30 | 17.23 | 8.99 | 9.45 | 48.05 | 11.60 | 1.88 |
| Yield(%) | 0.00 | 4.44 | 5.24 | 5.72 | 3.79 | 2.62 | 2.34 | … | … | 4.57 | 1.85 | 7.20 | 9.67 | 6.77 | 6.46 | 0.00 | 0.00 | 6.86 | 5.87 | 1.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/07/2022, Common starting date is 09/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFEOX (First TrAberdern Emerging OpportunityFd) |
-24.09%
Oct 2019 – Oct 2022 |
-14.85%
Sep 2017 – Sep 2022 |
-8.28%
Oct 2012 – Oct 2022 |
-5.73%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFEOX (First TrAberdern Emerging OpportunityFd) |
22.17%
Feb 2009 – Feb 2012 |
12.71%
Oct 2008 – Oct 2013 |
5.13%
Feb 2009 – Feb 2019 |
-1.92%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison Chart