Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLURX (Aberdeen Global Utilities R) | NA | 17.97% | -11.84% | 0.57% | NA | NA | NA | … | … |
Data as of 03/31/2010, Common starting date is 01/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLURX (Aberdeen Global Utilities R) | 01/05/2004 | 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 | 17.97 | -11.84 | 0.57 | NA | NA | NA | … | … | -7.77 | 10.95 | -34.47 | 7.45 | 36.12 | 6.34 | 26.12 |
| Sharpe Ratio | NA | 1.08 | -0.46 | -0.06 | NA | NA | NA | … | … | -2.55 | 0.50 | -0.94 | 0.24 | 2.68 | 0.39 | 2.31 |
| Standard Deviation(%) | NA | 16.54 | 27.19 | 22.57 | NA | NA | NA | … | … | 11.16 | 21.61 | 37.38 | 18.64 | 12.29 | 10.80 | 11.00 |
| Draw Down(%) | NA | 10.52 | 54.41 | 54.41 | NA | NA | NA | … | … | 10.52 | 23.16 | 46.69 | 11.32 | 7.47 | 9.39 | 6.47 |
| Yield(%) | 0.00 | 4.68 | 1.93 | 6.13 | 4.16 | 2.77 | 2.08 | … | … | 0.00 | 3.99 | 3.17 | 0.00 | 6.47 | 18.52 | 3.39 |
Data as of 03/31/2010, Common starting date is 01/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLURX (Aberdeen Global Utilities R) |
-10.71%
Feb 2007 – Feb 2010 |
0.38%
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 |
|---|---|---|---|---|
| GLURX (Aberdeen Global Utilities R) |
27.05%
May 2004 – May 2007 |
5.28%
Sep 2004 – Sep 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart