Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLUIX (Aberdeen Global Utilities Inst) | NA | 18.49% | -11.51% | 1.04% | NA | NA | NA | … | … |
Data as of 03/31/2010, Common starting date is 07/06/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLUIX (Aberdeen Global Utilities Inst) | 07/06/2004 | 03/31/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.49 | -11.51 | 1.04 | NA | NA | NA | … | … | -7.70 | 11.57 | -34.34 | 8.00 | 37.03 | 6.74 | 23.24 |
| Sharpe Ratio | NA | 1.12 | -0.45 | -0.03 | NA | NA | NA | … | … | -2.52 | 0.54 | -0.94 | 0.27 | 2.72 | 0.42 | 5.60 |
| Standard Deviation(%) | NA | 16.45 | 27.09 | 22.51 | NA | NA | NA | … | … | 11.20 | 21.40 | 37.33 | 18.60 | 12.47 | 10.77 | 9.13 |
| Draw Down(%) | NA | 10.48 | 54.20 | 54.20 | NA | NA | NA | … | … | 10.48 | 23.01 | 46.67 | 11.16 | 7.43 | 9.40 | 2.71 |
| Yield(%) | 0.00 | 5.10 | 2.05 | 6.37 | 4.21 | 2.81 | 2.11 | … | … | 0.00 | 4.35 | 3.28 | 0.00 | 7.12 | 18.69 | 3.35 |
Data as of 03/31/2010, Common starting date is 07/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLUIX (Aberdeen Global Utilities Inst) |
-10.35%
Feb 2007 – Feb 2010 |
0.85%
Feb 2005 – Feb 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLUIX (Aberdeen Global Utilities Inst) |
24.96%
Oct 2004 – Oct 2007 |
5.75%
Sep 2004 – Sep 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart