Aberdeen Equity Long-Short B (MLSBX)

Basic Info

Aberdeen Equity Long-Short B started on 11/02/2001
Aberdeen Equity Long-Short B is classified as asset class Long-Short
Aberdeen Equity Long-Short B expense ratio is -
Aberdeen Equity Long-Short B rating is
Not Rated

Aberdeen Equity Long-Short B (MLSBX) Dividend Info

Aberdeen Equity Long-Short B (MLSBX) dividend growth in the last 12 months is NA

The trailing 12-month yield of Aberdeen Equity Long-Short B is 0.24%. its dividend history:

DateDividend
04/30/2010 0.026
03/23/2007 0.028
12/27/2006 0.015
09/22/2006 0.008
06/23/2006 0.007
12/28/2004 0.277
12/26/2003 3.299

Dividend Growth History for Aberdeen Equity Long-Short B (MLSBX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2010
2010 $0.026 0.25% - -
2007 $0.028 0.28% -6.67% -2.44%
2006 $0.03 0.31% - -3.51%
2004 $0.277 3.06% -91.60% -32.59%
2003 $3.299 32.73% - -49.94%

Dividend Growth Chart for Aberdeen Equity Long-Short B (MLSBX)


Aberdeen Equity Long-Short B (MLSBX) Historical Returns And Risk Info

From 11/02/2001 to 04/04/2011, the compound annualized total return (dividend reinvested) of Aberdeen Equity Long-Short B (MLSBX) is 3.519%. Its cumulative total return (dividend reinvested) is 38.36%.

From 11/02/2001 to 04/04/2011, the Maximum Drawdown of Aberdeen Equity Long-Short B (MLSBX) is 25.8%.

From 11/02/2001 to 04/04/2011, the Sharpe Ratio of Aberdeen Equity Long-Short B (MLSBX) is 0.22.

From 11/02/2001 to 04/04/2011, the Annualized Standard Deviation of Aberdeen Equity Long-Short B (MLSBX) is 10.0%.

From 11/02/2001 to 04/04/2011, the Beta of Aberdeen Equity Long-Short B (MLSBX) is 0.08.

Last 1 Week* 1 Yr 3 Yr 5 Yr Since
11/02/2001
2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return(%) 0.0 3.1 -0.3 1.9 3.5 0.3 4.1 6.5 -14.5 14.1 5.3 5.7 4.5 25.3 -17.2 5.8
Sharpe Ratio NA 0.38 -0.06 0.07 0.22 0.21 0.49 0.64 -1.4 1.91 0.38 0.89 0.37 1.39 -1.55 4.13
Draw Down(%) NA 6.1 17.4 18.8 25.8 2.1 6.1 6.7 16.7 2.7 5.4 2.7 8.1 11.9 22.9 2.7
Standard Deviation(%) NA 7.8 9.7 8.4 10.0 4.9 8.3 10.0 11.0 5.8 5.2 3.9 9.5 17.7 11.9 10.4
Treynor Ratio NA 0.03 -0.07 0.07 0.27 0.25 0.04 -0.09 -0.66 0.18 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA 0.0 0.0 0.0 0.01 0.0 0.02 -0.01 -0.05 0.04 NA NA NA NA NA NA
Beta NA 0.9 0.08 0.08 0.08 0.04 1.13 -0.68 0.23 0.62 NA NA NA NA NA NA
RSquare NA 0.15 0.0 0.0 0.0 0.0 0.18 0.14 0.03 0.01 0.0 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 0.2 0.1 0.2 N/A 0.0 0.3 0.0 0.0 0.3 0.4 0.0 3.1 32.7 0.0 0.0
Dividend Growth(%) N/A N/A -55.2 N/A N/A -100.0 N/A N/A -100.0 -25.0 N/A -100.0 -91.5 N/A N/A N/A

Return Calculator for Aberdeen Equity Long-Short B (MLSBX)

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Aberdeen Equity Long-Short B (MLSBX) Historical Return Chart

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Aberdeen Equity Long-Short B (MLSBX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/02/2001 to 04/04/2011, the worst annualized return of 3-year rolling returns for Aberdeen Equity Long-Short B (MLSBX) is -2.08%.
From 11/02/2001 to 04/04/2011, the worst annualized return of 5-year rolling returns for Aberdeen Equity Long-Short B (MLSBX) is 1.85%.
From 11/02/2001 to 04/04/2011, the worst annualized return of 10-year rolling returns for Aberdeen Equity Long-Short B (MLSBX) is NA.
From 11/02/2001 to 04/04/2011, the worst annualized return of 20-year rolling returns for Aberdeen Equity Long-Short B (MLSBX) is NA.

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