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Nasdaq - Delayed Quote USD

abrdn US Sustainable Leaders InstlSvc (GXXIX)

12.16
-0.02
(-0.16%)
At close: 8:01:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.72%
5y Average Return 7.11%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2025) 36.92%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 36.92%
Worst 3Y Total Return -2.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GXXIX
Category
YTD
-6.90%
12.38%
1-Month
-5.51%
5.09%
3-Month
-6.90%
10.28%
1-Year
-6.97%
41.70%
3-Year
-0.58%
22.56%
5-Year
10.29%
21.98%
10-Year
8.42%
15.99%
Last Bull Market
8.99%
25.99%
Last Bear Market
-17.24%
-17.29%

Annual Total Return (%) History

Year
GXXIX
Category
2025
--
--
2024
10.11%
--
2023
15.18%
--
2022
-26.56%
--
2021
25.05%
--
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
2025 -6.90% -- -- --
2024 10.19% -2.93% 2.04% 0.89%
2023 3.34% 6.92% -5.46% 10.27%
2022 -11.75% -17.24% -7.81% 9.09%
2021 2.74% 7.62% 4.01% 8.72%
2020 -16.42% 22.47% 9.42% 12.31%
2019 15.89% 4.75% 3.03% 9.48%
2018 -0.23% 3.65% 5.72% -14.48%
2017 5.98% 3.45% 2.95% 7.17%
2016 1.97% 1.69% 3.88% 2.95%

2015 0.47% -0.44% -8.52% 5.17%
2014 0.85% 4.31% -1.48% 4.16%
2013 9.30% 2.65% 4.82% 8.54%
2012 13.01% -5.13% 6.34% 2.05%

Rank in Category (By Total Return)

YTD 26
1-Month 8
3-Month 26
1-Year 100
3-Year 100
5-Year 99

Load Adjusted Returns

1-Year -6.97%
3-Year -0.58%
5-Year 10.29%
10-Year 8.42%

Performance & Risk

YTD Return -10.72%
5y Average Return 7.11%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Aberdeen
Net Assets 313.41M
YTD Return -6.90%
Yield 0.00%
Morningstar Rating
Inception Date Jun 29, 2004

Fund Summary

The fund seeks to achieve its investment objective of seeking long-term capital appreciation by investing primarily in equity securities of U.S. companies that the Adviser deems to have sound and improving prospects and which demonstrate that they are current or emerging sustainable leaders through their management of environmental, social and governance ("ESG") risks and opportunities in accordance with the Adviser's criteria.

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