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Aberdeen US Multi-Cap Equity Instl Svc (GXXIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.29+0.02 (+0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.44%
5-year average return9.71%
Number of years up9
Number of years down3
Best 1-yr total return (2 Jul 2024)36.92%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return36.92%
Worst 3-yr total return1.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGXXIXCategory
YTD6.95%12.38%
1-month0.53%5.09%
3-month-2.93%10.28%
1-year11.49%41.70%
3-year0.77%22.56%
5-year9.93%21.98%
10-year9.21%15.99%
Last bull market25.86%25.99%
Last bear market-17.24%-17.29%

Annual total return (%) history

Year
GXXIXCategory
2024
N/AN/A
2023
15.18%N/A
2022
-26.56%N/A
2021
25.05%N/A
2020
25.79%35.86%
2019
36.92%31.90%
2018
-6.49%-2.09%
2017
20.96%27.67%
2016
10.89%3.23%
2015
-3.76%3.60%
2014
7.95%10.00%
2013
27.65%33.92%
2012
16.35%15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.19%-2.93%N/AN/A
20233.34%6.92%-5.46%10.27%
2022-11.75%-17.24%-7.81%9.09%
20212.74%7.62%4.01%8.72%
2020-16.42%22.47%9.42%12.31%
201915.89%4.75%3.03%9.48%
2018-0.23%3.65%5.72%-14.48%
20175.98%3.45%2.95%7.17%
20161.97%1.69%3.88%2.95%
20150.47%-0.44%-8.52%5.17%
20140.85%4.31%-1.48%4.16%
20139.30%2.65%4.82%8.54%
201213.01%-5.13%6.34%2.05%

Rank in category (by total return)

YTD96
1-month99
3-month98
1-year99
3-year90
5-year94

Load adjusted returns

1-year11.49%
3-year0.77%
5-year9.93%
10-year9.21%