Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XIAFX (Aberdeen Australia Equity Fund Inc) | 3.41% | 10.41% | 4.44% | 11.77% | 1.77% | -0.09% | 0.03% | -0.46% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XIAFX (Aberdeen Australia Equity Fund Inc) | 03/08/2005 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 03/08/2005.
AR inception is since 03/08/2005.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.08 | 10.41 | 4.44 | 11.77 | 1.77 | -0.09 | 0.03 | -0.46 | 3.41 | 3.57 | 12.60 | -12.10 | 13.91 | 15.21 | 15.54 | -15.54 | 12.32 | -1.79 | -16.87 | -6.66 | -5.41 | 12.74 | -22.75 | 2.41 | 51.24 | -53.95 | 23.61 | 12.49 | -3.92 |
| Sharpe Ratio | NA | 0.17 | 0.00 | 0.44 | 0.00 | NA | NA | -0.07 | 0.22 | -0.17 | 0.46 | -0.50 | 0.81 | 0.34 | 1.11 | -1.03 | 0.97 | -0.09 | -0.78 | -0.50 | -0.32 | 0.68 | -0.71 | 0.08 | 1.46 | -1.02 | 0.88 | 0.56 | -0.48 |
| Standard Deviation(%) | NA | 24.51 | 23.04 | 21.93 | 23.11 | NA | NA | 25.64 | 34.10 | 17.53 | 18.40 | 27.21 | 17.19 | 43.85 | 12.73 | 16.41 | 12.12 | 21.03 | 21.61 | 13.33 | 17.19 | 18.76 | 32.04 | 28.17 | 35.14 | 53.58 | 23.49 | 16.52 | 14.68 |
| Draw Down(%) | NA | 24.56 | 24.56 | 26.67 | 47.72 | NA | NA | 72.84 | 23.38 | 9.28 | 18.46 | 26.67 | 8.37 | 41.45 | 9.28 | 21.42 | 5.88 | 12.50 | 28.87 | 19.98 | 18.32 | 15.53 | 32.67 | 25.12 | 24.31 | 63.19 | 20.42 | 14.97 | 14.08 |
| Yield(%) | 0.00 | 7.82 | 8.17 | 11.25 | 4.47 | 3.11 | 2.38 | 2.15 | 0.00 | 9.92 | 10.12 | 8.91 | 10.28 | 9.34 | 3.03 | 5.10 | 4.35 | 0.00 | 0.00 | 7.85 | 9.81 | 2.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIAFX (Aberdeen Australia Equity Fund Inc) |
-19.99%
Feb 2006 - Feb 2009 |
-11.66%
Oct 2007 - Oct 2012 |
-7.89%
Oct 2007 - Oct 2017 |
-4.87%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIAFX (Aberdeen Australia Equity Fund Inc) |
17.47%
Mar 2020 - Mar 2023 |
11.78%
Mar 2020 - Mar 2025 |
2.67%
Nov 2014 - Nov 2024 |
3.22%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart