Nasdaq - Delayed Quote USD

abrdn US Small Cap Equity A (GSXAX)

38.52
+0.18
+(0.47%)
At close: February 18 at 6:46:06 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 6.80%
5y Average Return 10.02%
Number of Years Up 19
Number of Years Down 7
Best 1Y Total Return (Feb 14, 2025) 42.15%
Worst 1Y Total Return (Feb 14, 2025) --
Best 3Y Total Return 42.15%
Worst 3Y Total Return -1.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GSXAX
Category
YTD
7.99%
12.40%
1-Month
7.99%
3.37%
3-Month
14.13%
4.88%
1-Year
27.24%
55.69%
3-Year
5.19%
19.34%
5-Year
11.31%
20.72%
10-Year
10.90%
13.98%
Last Bull Market
26.38%
27.85%
Last Bear Market
-16.07%
-24.06%

Annual Total Return (%) History

Year
GSXAX
Category
2024
15.66%
--
2023
11.02%
--
2022
-26.16%
--
2021
30.62%
--
2020
26.95%
38.62%
2019
24.72%
27.68%
2018
-13.37%
-5.76%
2017
11.03%
21.50%

2016
23.26%
11.20%
2015
8.29%
-2.41%
2014
6.73%
2.44%
2013
42.15%
40.91%
2012
14.07%
13.15%
2011
-6.33%
-3.55%
2010
27.72%
26.98%
2009
37.53%
35.46%
2008
-44.88%
-41.55%
2007
-6.04%
7.59%
2006
29.16%
10.81%
2005
22.51%
6.02%
2004
25.77%
12.41%
2003
48.01%
45.54%
2002
-18.55%
-27.88%
2001
-1.89%
-8.91%
2000
4.52%
-3.85%
1999
18.62%
64.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.61% -1.85% 6.93% 5.34%
2023 6.01% 3.41% -7.80% 9.84%
2022 -14.38% -16.07% -3.99% 7.01%
2021 10.17% 4.72% 4.56% 8.28%
2020 -23.76% 29.29% 5.02% 22.64%
2019 14.86% 1.13% 1.08% 6.22%
2018 -4.91% 4.85% 6.29% -18.25%
2017 -2.45% 3.98% 5.82% 3.44%
2016 3.88% 5.54% 1.57% 10.70%
2015 4.57% 2.05% -5.15% 6.99%

2014 -0.04% 2.72% -5.38% 9.86%
2013 13.74% 3.18% 8.73% 11.39%
2012 13.02% -5.57% 4.72% 2.07%
2011 6.78% -3.19% -23.78% 18.89%
2010 9.23% -8.91% 10.95% 15.69%
2009 -10.30% 17.73% 23.73% 5.25%
2008 -15.24% -0.97% -4.28% -31.39%
2007 2.04% 6.78% -5.18% -9.05%
2006 16.69% -5.09% 3.99% 12.15%
2005 -0.94% 8.08% 9.70% 4.31%
2004 7.71% 1.76% -3.65% 19.09%
2003 -4.72% 23.36% 9.34% 15.17%
2002 4.68% -4.31% -21.93% 4.17%
2001 -10.98% 15.65% -17.83% 15.99%
2000 3.84% -0.98% 1.98% -0.32%
1999 -7.61% 14.69% -4.57% 17.31%

Rank in Category (By Total Return)

YTD 2
1-Month 2
3-Month 6
1-Year 19
3-Year 49
5-Year 23

Load Adjusted Returns

1-Year 19.92%
3-Year 3.14%
5-Year 10.00%
10-Year 10.25%

Performance & Risk

YTD Return 6.80%
5y Average Return 10.02%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Aberdeen
Net Assets 375.95M
YTD Return 7.99%
Yield 0.00%
Morningstar Rating
Inception Date Jun 29, 2004

Fund Summary

The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by U.S. small-cap companies. The advisor considers small-cap companies to be companies that have market capitalizations similar to those of companies included in the Russell 2000® Index at the time of investment. It also may invest in foreign securities and securities of larger companies.

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