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GIGSX: Aberdeen International Equity I/S (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/03/2001 |
| Last Dividend Date: | 06/18/2024 |
| 12-Mo. Yield | 1.52% |
| Expenses | 1.74% |
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Performance Analytics (As of 06/24/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/03/2001 |
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(%) | 0.4 | 5.6 | -9.1 | 0.8 | 0.4 | 4.6 | 5.1 | 4.7 | 3.7 | 7.3 | -24.9 | -6.3 | 23.0 | 23.2 | -15.1 | 27.7 | 6.5 | -14.4 | -4.2 | 8.5 | 15.5 | -4.8 | 13.5 | 35.3 | -46.3 | 24.3 | 32.2 | 29.3 | 15.7 | 38.8 | -17.7 | -7.3 |
| Sharpe Ratio | NA | 0.14 | -0.67 | -0.03 | -0.03 | NA | NA | 0.16 | 0.35 | 0.21 | -1.18 | -0.37 | 0.38 | 2.08 | -1.23 | 3.94 | 0.4 | -0.94 | -0.39 | 0.71 | 1.02 | -0.2 | 0.66 | 1.13 | -1.1 | 0.98 | 1.64 | 2.21 | 1.09 | 2.47 | -0.96 | -0.91 |
| Draw Down(%) | NA | 14.0 | 40.7 | 45.1 | 45.1 | NA | NA | 65.6 | 6.5 | 16.4 | 35.1 | 19.7 | 41.2 | 8.1 | 22.5 | 2.3 | 10.5 | 22.6 | 15.4 | 11.8 | 13.4 | 20.5 | 17.0 | 31.5 | 56.8 | 14.8 | 20.4 | 8.2 | 13.1 | 17.2 | 28.1 | 21.2 |
| Standard Deviation(%) | NA | 13.1 | 17.2 | 30.4 | 23.4 | NA | NA | 22.5 | 12.4 | 14.3 | 22.3 | 17.2 | 59.1 | 10.4 | 13.3 | 6.9 | 15.8 | 15.4 | 11.0 | 11.9 | 15.3 | 24.3 | 20.4 | 31.0 | 42.7 | 22.0 | 17.7 | 12.3 | 13.6 | 15.4 | 19.6 | 18.0 |
| Treynor Ratio | NA | 0.02 | -0.14 | -0.01 | -0.01 | NA | NA | 0.04 | 0.06 | 0.04 | -0.32 | -0.07 | 0.2 | 0.24 | -0.18 | 0.34 | 0.07 | -0.15 | -0.05 | 0.1 | 0.17 | -0.05 | 0.15 | 0.33 | -0.51 | 0.18 | 0.23 | 0.25 | 0.17 | 0.37 | -0.19 | -0.17 |
| Alpha | NA | -0.02 | -0.05 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | -0.03 | -0.07 | -0.07 | 0.1 | 0.01 | -0.01 | 0.02 | 0.01 | -0.05 | 0.0 | -0.03 | 0.0 | 0.02 | 0.02 | 0.01 | -0.05 | 0.04 | 0.01 | 0.05 | 0.0 | 0.0 | -0.02 | 0.0 |
| Beta | NA | 0.81 | 0.83 | 0.99 | 0.96 | NA | NA | 0.96 | 0.77 | 0.84 | 0.83 | 0.94 | 1.12 | 0.91 | 0.93 | 0.8 | 0.87 | 0.95 | 0.9 | 0.89 | 0.9 | 0.88 | 0.89 | 1.06 | 0.91 | 1.18 | 1.25 | 1.08 | 0.86 | 1.02 | 0.98 | 0.95 |
| RSquared | NA | 0.54 | 0.59 | 0.37 | 0.45 | NA | NA | 0.66 | 0.47 | 0.57 | 0.63 | 0.49 | 0.32 | 0.86 | 0.87 | 0.75 | 0.92 | 0.91 | 0.85 | 0.9 | 0.95 | 0.97 | 0.85 | 0.96 | 0.78 | 0.82 | 0.9 | 0.81 | 0.74 | 0.87 | 0.97 | 0.95 |
| Yield(%) | N/A | 1.5 | 7.0 | 6.1 | 3.6 | 5.1 | 5.5 | N/A | 0.0 | 1.6 | 1.3 | 19.9 | 0.3 | 1.6 | 2.2 | 3.0 | 1.8 | 2.2 | 3.6 | 2.0 | 2.0 | 2.3 | 2.0 | 2.1 | 0.3 | 0.0 | 4.7 | 1.0 | 1.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -8.2 | 603.1 | 239.3 | 125.8 | N/A | N/A | N/A | -99.6 | -8.6 | -95.3 | 8044.8 | -76.5 | -42.3 | -5.9 | 73.0 | -29.7 | -44.2 | 83.3 | 13.7 | -16.8 | 24.4 | 28.3 | 330.4 | N/A | -100.0 | 528.2 | -6.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2001
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