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abrdn Focused U.S. Small Cap Eq InstlSvc (AELSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.66+0.07 (+0.92%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.24%
5-Year Average Return10.75%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (May 30, 2024)34.75%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return34.75%
Worst 3-Yr Total Return0.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAELSXCategory
YTD0.14%12.40%
1-Month-6.36%3.37%
3-Month1.12%4.88%
1-Year11.08%55.69%
3-Year-2.20%19.34%
5-Year8.43%20.72%
10-Year7.43%13.98%
Last Bull Market28.71%27.85%
Last Bear Market-18.87%-24.06%

Annual Total Return (%) History

Year
AELSXCategory
2024
N/AN/A
2023
9.74%N/A
2022
-26.18%N/A
2021
28.60%N/A
2020
26.83%38.62%
2019
34.75%27.68%
2018
-3.49%-5.76%
2017
12.99%21.50%
2016
2.28%11.20%
2015
-0.61%-2.41%
2014
1.24%2.44%
2013
9.74%40.91%
2012
3.54%13.15%
2011
-3.34%-3.55%
2010
4.77%26.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.93%N/AN/AN/A
20230.61%6.66%-7.38%10.41%
2022-12.47%-18.87%-1.74%5.80%
20215.38%6.56%4.79%9.29%
2020-15.54%18.40%9.15%16.20%
201914.83%4.17%2.67%9.73%
2018-0.58%3.80%7.18%-12.75%
20172.46%2.40%1.64%5.96%
2016-0.44%0.34%1.11%1.26%
2015-0.39%1.36%-4.11%2.66%
2014-2.28%2.00%0.16%1.41%
20134.47%0.92%0.92%3.13%
20125.03%-4.11%1.87%0.91%
20110.43%-0.68%-7.16%4.38%
20101.35%-4.44%5.67%2.38%

Rank In Category (By Total Return)

YTD48
1-Month46
3-Month70
1-Year55
3-Year26
5-Year27

Load Adjusted Returns

1-Year11.08%
3-Year-2.20%
5-Year8.43%
10-Year7.43%