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Nasdaq - Delayed Quote USD

Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund (GUESX)

17.94
+0.01
+(0.06%)
At close: February 19 at 8:00:21 PM EST

Performance Overview

Morningstar Return Rating 3
YTD Return 10.27%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Feb 4, 2019) 33.99%
Worst 1Y Total Return (Feb 4, 2019) -10.68%
Best 3Y Total Return 33.99%
Worst 3Y Total Return 13.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GUESX
Category
YTD
4.85%
10.80%
1-Month
2.93%
4.43%
3-Month
15.72%
7.00%
1-Year
34.31%
48.17%
3-Year
19.79%
21.26%
5-Year
0.00%
20.18%
10-Year
0.00%
14.07%
Last Bull Market
0.00%
27.14%
Last Bear Market
0.00%
-21.26%

Annual Total Return (%) History

Year
GUESX
Category
2020
33.99%
39.26%
2019
32.40%
32.52%
2018
-10.68%
-6.65%
2017
23.90%
23.91%
2016
--
6.03%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -17.31% 25.09% 8.97% 18.88%
2019 14.67% 5.36% 2.35% 7.08%
2018 -1.95% 1.67% 3.43% -13.38%
2017 7.04% 4.19% 2.92% 7.94%
2016 2.88% 2.89% 1.88% --

Rank in Category (By Total Return)

YTD 47
1-Month 24
3-Month 67
1-Year 47
3-Year 68
5-Year --

Load Adjusted Returns

1-Year 33.99%
3-Year 16.58%
5-Year --
10-Year --

Performance & Risk

YTD Return 10.27%
5y Average Return 0.00%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Aberdeen
Net Assets 2.58M
YTD Return 4.85%
Yield 0.00%
Morningstar Rating
Inception Date Feb 29, 2016

Fund Summary

The investment seeks long-term capital appreciation. As a non-fundamental policy, under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by U.S. mid-cap companies. The fund's manager considers mid-cap companies to be companies that have market capitalizations similar to those of companies included in the Russell Midcap® Index at the time of investment.

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