Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPVAX (Aberdeen Gbl Small Cap Fd Cl R) | NA | 10.05% | 15.18% | 3.64% | 6.97% | 7.06% | 5.11% | … | … |
Data as of 09/23/2025, Common starting date is 12/18/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPVAX (Aberdeen Gbl Small Cap Fd Cl R) | 12/18/1997 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.05 | 15.18 | 3.64 | 6.97 | 7.06 | 5.11 | … | … | 16.43 | 8.75 | 9.33 | -35.11 | 9.62 | 25.68 | 23.39 | -9.98 | 31.26 | 4.65 | -2.93 | 1.68 | 9.13 | 31.92 | -10.18 | 37.05 | 36.42 | -46.37 | -3.94 | 13.73 | 14.75 | 17.54 | 44.31 | -34.75 | -27.41 | -16.42 | 141.39 | 18.96 | 2.52 |
| Sharpe Ratio | NA | 0.46 | 0.75 | 0.08 | 0.33 | NA | NA | … | … | 1.27 | 0.37 | 0.41 | -1.36 | 0.60 | 0.96 | 2.18 | -0.97 | 3.95 | 0.31 | -0.25 | 0.13 | 1.06 | 2.76 | -0.53 | 2.27 | 1.48 | -1.21 | -0.39 | 0.70 | 1.11 | 1.18 | 2.51 | -1.77 | -1.26 | -0.65 | 7.27 | 0.66 | 6.11 |
| Standard Deviation(%) | NA | 15.13 | 15.57 | 17.90 | 16.71 | NA | NA | … | … | 16.15 | 13.72 | 13.79 | 26.89 | 16.00 | 26.49 | 10.06 | 11.79 | 7.79 | 14.30 | 12.08 | 13.15 | 8.57 | 11.66 | 19.16 | 16.29 | 24.60 | 38.96 | 18.41 | 14.85 | 11.27 | 14.04 | 17.38 | 20.32 | 24.06 | 31.75 | 18.99 | 23.36 | 18.76 |
| Draw Down(%) | NA | 16.39 | 17.11 | 49.66 | 49.66 | NA | NA | … | … | 16.39 | 9.38 | 17.11 | 43.62 | 13.32 | 36.32 | 7.44 | 16.98 | 4.29 | 9.91 | 15.27 | 11.83 | 8.84 | 9.90 | 19.59 | 12.53 | 21.93 | 54.89 | 17.25 | 19.39 | 8.28 | 15.03 | 14.71 | 40.45 | 45.26 | 41.99 | 9.23 | 37.41 | 2.57 |
| Yield(%) | 0.00 | 1.99 | 1.64 | 0.77 | 4.31 | 4.64 | 3.39 | … | … | 0.00 | 2.32 | 0.46 | 1.02 | 0.00 | 0.00 | 6.17 | 14.28 | 4.03 | 0.83 | 11.13 | 6.61 | 1.51 | 0.22 | 1.32 | 0.87 | 0.00 | 0.37 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 22.54 | 0.33 | 2.62 |
Data as of 09/23/2025, Common starting date is 12/18/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPVAX (Aberdeen Gbl Small Cap Fd Cl R) |
-33.54%
Feb 2000 – Feb 2003 |
-11.71%
Feb 2000 – Feb 2005 |
-6.93%
Feb 2000 – Feb 2010 |
-0.69%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPVAX (Aberdeen Gbl Small Cap Fd Cl R) |
36.30%
Jan 1998 – Jan 2001 |
23.14%
Feb 2009 – Feb 2014 |
14.19%
Feb 2009 – Feb 2019 |
10.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart