Aberdeen Small Cap Fund Manager Performance Evaluation

GSXIX Fund  USD 45.77  0.14  0.31%   
The fund shows a Beta (market volatility) of 1.12, which signifies a somewhat significant risk relative to the market. Aberdeen Small returns are very sensitive to returns on the market. As the market goes up or down, Aberdeen Small is expected to follow.

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Aberdeen Small Cap are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Aberdeen Small may actually be approaching a critical reversion point that can send shares even higher in February 2026.
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Expense Ratio Date28th of February 2025
Expense Ratio1.0600
  

Aberdeen Small Relative Risk vs. Return Landscape

If you would invest  4,296  in Aberdeen Small Cap on October 29, 2025 and sell it today you would earn a total of  281.00  from holding Aberdeen Small Cap or generate 6.54% return on investment over 90 days. Aberdeen Small Cap is currently producing 0.1112% returns and takes up 1.0614% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Aberdeen, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Aberdeen Small is expected to generate 1.42 times more return on investment than the market. However, the company is 1.42 times more volatile than its market benchmark. It trades about 0.1 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 per unit of risk.

Aberdeen Small Current Valuation

Fairly Valued
Today
45.77
Please note that Aberdeen Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Aberdeen Small Cap shows a prevailing Real Value of $45.36 per share. The current price of the fund is $45.77. We determine the value of Aberdeen Small Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Aberdeen Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aberdeen Mutual Fund. However, Aberdeen Small's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  45.77 Real  45.36 Hype  45.77 Naive  46.4
The intrinsic value of Aberdeen Small's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Aberdeen Small's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
45.36
Real Value
46.47
Upside
Estimating the potential upside or downside of Aberdeen Small Cap helps investors to forecast how Aberdeen mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Aberdeen Small more accurately as focusing exclusively on Aberdeen Small's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
44.1945.4746.74
Details
Hype
Prediction
LowEstimatedHigh
44.6645.7746.88
Details
Naive
Forecast
LowNext ValueHigh
45.2846.4047.51
Details
Below is the normalized historical share price chart for Aberdeen Small Cap extending back to December 28, 2000. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Aberdeen Small stands at 45.77, as last reported on the 27th of January, with the highest price reaching 45.77 and the lowest price hitting 45.77 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Aberdeen Small Target Price Odds to finish over Current Price

The tendency of Aberdeen Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 45.77 90 days 45.77 
about 14.38
Based on a normal probability distribution, the odds of Aberdeen Small to move above the current price in 90 days from now is about 14.38 (This Aberdeen Small Cap probability density function shows the probability of Aberdeen Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.12 . This usually indicates Aberdeen Small Cap market returns are sensitive to returns on the market. As the market goes up or down, Aberdeen Small is expected to follow. Additionally Aberdeen Small Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Aberdeen Small Price Density   
       Price  

Predictive Modules for Aberdeen Small

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Aberdeen Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
44.6645.7746.88
Details
Intrinsic
Valuation
LowRealHigh
44.2545.3646.47
Details
Naive
Forecast
LowNextHigh
45.2846.4047.51
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
44.1945.4746.74
Details

Aberdeen Small Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Aberdeen Small is not an exception. The market had few large corrections towards the Aberdeen Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Aberdeen Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Aberdeen Small within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.02
β
Beta against Dow Jones1.12
σ
Overall volatility
1.26
Ir
Information ratio -0.01

Aberdeen Small Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Aberdeen Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Aberdeen Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund retains 98.12% of its assets under management (AUM) in equities

Aberdeen Small Fundamentals Growth

Aberdeen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aberdeen Small, and Aberdeen Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Aberdeen Mutual Fund performance.

About Aberdeen Small Performance

Evaluating Aberdeen Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aberdeen Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Aberdeen Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent 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.

Things to note about Aberdeen Small Cap performance evaluation

Checking the ongoing alerts about Aberdeen Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aberdeen Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund retains 98.12% of its assets under management (AUM) in equities
Evaluating Aberdeen Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Aberdeen Small's mutual fund performance include:
  • Analyzing Aberdeen Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Aberdeen Small's stock is overvalued or undervalued compared to its peers.
  • Examining Aberdeen Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Aberdeen Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aberdeen Small's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Aberdeen Small's mutual fund. These opinions can provide insight into Aberdeen Small's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Aberdeen Small's mutual fund performance is not an exact science, and many factors can impact Aberdeen Small's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Aberdeen Mutual Fund

Aberdeen Small financial ratios help investors to determine whether Aberdeen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aberdeen with respect to the benefits of owning Aberdeen Small security.
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