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GSCIX: Aberdeen Small Cap Fd inst Cl (MUTUAL FUND)
Basic Info 50.93 0.68(1.32%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 07/07/2004 |
| Last Dividend Date: | 12/21/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.35% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 15.4 | 23.8 | 15.9 | 6.9 | 10.7 | 11.8 | 7.9 | 9.6 | 9.2 | 16.1 | 11.5 | -29.7 | 6.9 | 20.5 | 25.1 | -13.3 | 11.4 | 23.7 | 8.6 | 7.1 | 42.5 | 14.5 | -6.0 | 28.1 | 37.9 | -44.9 | -25.9 | 29.6 | 23.1 | 19.8 |
| Sharpe Ratio | NA | 1.84 | 1.17 | 0.64 | 0.2 | 0.42 | NA | NA | 0.36 | 0.49 | 0.52 | 0.39 | -1.1 | 0.25 | 0.54 | 1.57 | -0.85 | 0.9 | 1.45 | 0.57 | 0.52 | 3.29 | 0.89 | -0.19 | 1.18 | 1.15 | -1.04 | -1.04 | 1.74 | 1.59 | 2.91 |
| Draw Down(%) | NA | 10.2 | 10.2 | 23.2 | 35.2 | 35.4 | NA | NA | 73.2 | 23.2 | 8.9 | 20.2 | 32.2 | 24.4 | 35.4 | 10.7 | 25.4 | 6.6 | 10.0 | 8.9 | 8.5 | 6.1 | 13.2 | 31.0 | 19.6 | 29.3 | 57.2 | 34.0 | 13.6 | 8.4 | 9.6 |
| Standard Deviation(%) | NA | 20.2 | 18.1 | 19.9 | 21.5 | 21.6 | NA | NA | 23.0 | 22.1 | 18.3 | 18.6 | 28.3 | 27.1 | 37.3 | 15.1 | 17.2 | 12.0 | 16.2 | 15.2 | 13.6 | 12.9 | 16.4 | 32.1 | 23.6 | 33.0 | 43.9 | 27.8 | 15.2 | 13.2 | 14.9 |
| Treynor Ratio | NA | 0.36 | 0.21 | 0.13 | 0.04 | 0.1 | NA | NA | 0.09 | 0.11 | 0.09 | 0.08 | -0.31 | 0.08 | 0.23 | 0.24 | -0.15 | 0.1 | 0.26 | 0.09 | 0.08 | 0.47 | 0.15 | -0.06 | 0.29 | 0.41 | -0.5 | -0.36 | 0.28 | 0.24 | 0.45 |
| Alpha | NA | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | -0.02 | -0.06 | -0.02 | 0.01 | -0.01 | -0.02 | -0.02 | 0.02 | 0.05 | 0.0 | 0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.07 | -0.12 | 0.05 | 0.06 | 0.04 |
| Beta | NA | 1.03 | 1.0 | 1.0 | 0.99 | 0.94 | NA | NA | 0.94 | 0.96 | 1.03 | 0.96 | 1.0 | 0.9 | 0.89 | 0.99 | 0.97 | 1.07 | 0.9 | 0.94 | 0.9 | 0.9 | 0.99 | 1.01 | 0.98 | 0.92 | 0.92 | 0.8 | 0.93 | 0.88 | 0.97 |
| RSquared | NA | 0.81 | 0.83 | 0.89 | 0.91 | 0.9 | NA | NA | 0.88 | 0.9 | 0.92 | 0.92 | 0.93 | 0.43 | 0.93 | 0.92 | 0.91 | 0.82 | 0.87 | 0.9 | 0.89 | 0.9 | 0.96 | 0.99 | 0.97 | 0.98 | 0.87 | 0.31 | 0.87 | 0.95 | 0.94 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 3.8 | 23.9 | 6.9 | 8.5 | 10.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.5 | 0.0 | 0.3 | 0.0 | 5.3 | 13.6 | 12.8 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -82.8 | 311.2 | -5.3 | -35.5 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -6.8 | N/A | -100.0 | N/A | -100.0 | -55.7 | 11.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2004
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