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CPVCX: Aberdeen Gbl Small Cap Fd Cl C (MUTUAL FUND)
Basic Info
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (30%) |
| Start Date: | 08/01/2001 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 1.56% |
| Expenses | 1.35% |
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Performance Analytics (As of 09/23/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/01/2001 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.8 | 14.8 | 3.2 | 6.6 | 6.7 | 4.7 | 4.5 | 16.3 | 6.5 | 8.9 | -35.4 | 8.8 | 25.2 | 22.9 | -10.3 | 30.9 | 4.6 | -3.3 | 1.3 | 8.6 | 31.3 | -10.6 | 36.4 | 35.7 | -46.6 | -4.4 | 13.2 | 14.2 | 17.0 | 43.6 | -35.0 | -4.7 |
| Sharpe Ratio | NA | 0.44 | 0.73 | 0.06 | 0.31 | NA | NA | 0.18 | 1.25 | 0.0 | 0.34 | -1.37 | 0.54 | 0.94 | 2.15 | -0.99 | 3.89 | 0.31 | -0.27 | 0.1 | 1.0 | 2.7 | -0.56 | 2.23 | 1.45 | -1.22 | -0.4 | 0.67 | 1.06 | 1.14 | 2.45 | -1.78 | -0.6 |
| Draw Down(%) | NA | 16.4 | 17.2 | 50.0 | 50.0 | NA | NA | 63.6 | 16.4 | 9.5 | 17.2 | 43.8 | 13.7 | 36.4 | 7.5 | 17.3 | 4.3 | 10.0 | 15.4 | 12.1 | 8.9 | 10.0 | 19.7 | 12.5 | 21.9 | 55.1 | 17.4 | 19.5 | 8.3 | 15.1 | 14.8 | 40.7 | 25.0 |
| Standard Deviation(%) | NA | 15.2 | 15.6 | 17.9 | 16.7 | NA | NA | 18.1 | 16.2 | 13.8 | 13.8 | 26.9 | 16.2 | 26.5 | 10.0 | 11.8 | 7.8 | 14.3 | 12.1 | 13.3 | 8.6 | 11.7 | 19.1 | 16.3 | 24.6 | 38.9 | 18.4 | 14.8 | 11.3 | 14.0 | 17.5 | 20.3 | 21.6 |
| Treynor Ratio | NA | 0.12 | 0.18 | 0.02 | 0.08 | NA | NA | 0.05 | 0.31 | 0.0 | 0.07 | -0.5 | 0.19 | 0.33 | 0.38 | -0.22 | 0.56 | 0.06 | -0.05 | 0.02 | 0.16 | 0.52 | -0.16 | 0.56 | 0.45 | -0.57 | -0.08 | 0.11 | 0.15 | 0.24 | 0.49 | -0.57 | -0.17 |
| Alpha | NA | 0.01 | 0.02 | 0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | -0.01 | -0.05 | 0.06 | -0.05 | 0.02 | -0.02 | 0.03 | 0.01 | -0.01 | 0.02 | -0.01 | 0.06 | -0.01 | 0.08 | 0.01 | -0.06 | -0.07 | -0.03 | 0.01 | 0.02 | 0.04 | -0.12 | -0.01 |
| Beta | NA | 0.54 | 0.63 | 0.64 | 0.66 | NA | NA | 0.71 | 0.65 | 0.55 | 0.7 | 0.74 | 0.45 | 0.77 | 0.57 | 0.53 | 0.54 | 0.73 | 0.65 | 0.65 | 0.54 | 0.61 | 0.65 | 0.65 | 0.8 | 0.83 | 0.9 | 0.89 | 0.8 | 0.67 | 0.88 | 0.64 | 0.74 |
| RSquared | NA | 0.64 | 0.74 | 0.71 | 0.73 | NA | NA | 0.74 | 0.77 | 0.58 | 0.79 | 0.86 | 0.39 | 0.82 | 0.68 | 0.69 | 0.4 | 0.8 | 0.74 | 0.37 | 0.7 | 0.81 | 0.93 | 0.75 | 0.89 | 0.9 | 0.89 | 0.81 | 0.54 | 0.38 | 0.48 | 0.47 | 0.6 |
| Yield(%) | N/A | 1.6 | 1.0 | 0.5 | 4.1 | 4.3 | 3.1 | N/A | 0.0 | 1.8 | 0.0 | 0.6 | 0.0 | 0.0 | 5.9 | 14.2 | 3.8 | 0.7 | 11.2 | 6.5 | 1.3 | 0.1 | 0.8 | 0.1 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -50.6 | -92.9 | 268.3 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | -100.0 | -68.4 | 374.1 | 454.5 | -94.5 | 61.6 | 412.3 | 1528.6 | -88.7 | 878.9 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2001
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