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AEF vs. T
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


AEFT
YTD Return0.44%6.29%
1Y Return6.71%0.22%
3Y Return (Ann)-9.48%-1.35%
5Y Return (Ann)-1.42%1.94%
10Y Return (Ann)-0.92%3.45%
Sharpe Ratio0.45-0.02
Daily Std Dev17.41%26.96%
Max Drawdown-63.36%-63.88%
Current Drawdown-34.50%-18.15%

Fundamentals


AEFT
Market Cap$256.30M$121.45B
EPS$0.57$1.97
PE Ratio8.868.62
PEG Ratio14.091.32
Revenue (TTM)$9.92M$122.43B
Gross Profit (TTM)$11.68M$69.89B
EBITDA (TTM)-$1.89B$41.93B

Correlation

0.21
-1.001.00

The correlation between AEF and T is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

AEF vs. T - Performance Comparison

In the year-to-date period, AEF achieves a 0.44% return, which is significantly lower than T's 6.29% return. Over the past 10 years, AEF has underperformed T with an annualized return of -0.92%, while T has yielded a comparatively higher 3.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


1,000.00%1,200.00%1,400.00%1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%OctoberNovemberDecember2024FebruaryMarch
2,304.58%
1,359.70%
AEF
T

Compare stocks, funds, or ETFs


Aberdeen Emerging Markets Equity Income Fund, Inc.

AT&T Inc.

Risk-Adjusted Performance

AEF vs. T - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) and AT&T Inc. (T). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.
0.46
T
AT&T Inc.
-0.02

AEF vs. T - Sharpe Ratio Comparison

The current AEF Sharpe Ratio is 0.46, which is higher than the T Sharpe Ratio of -0.02. The chart below compares the 12-month rolling Sharpe Ratio of AEF and T.


Rolling 12-month Sharpe Ratio-0.40-0.200.000.200.400.60OctoberNovemberDecember2024FebruaryMarch
0.46
-0.02
AEF
T

Dividends

AEF vs. T - Dividend Comparison

AEF's dividend yield for the trailing twelve months is around 7.54%, more than T's 6.32% yield.


TTM20232022202120202019201820172016201520142013
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.
7.54%7.63%8.54%6.73%3.35%2.21%20.80%2.60%7.05%12.19%14.11%13.93%
T
AT&T Inc.
6.32%6.62%7.35%11.20%9.58%6.91%9.28%6.68%5.98%7.23%7.25%6.78%

Drawdowns

AEF vs. T - Drawdown Comparison

The maximum AEF drawdown since its inception was -63.36%, roughly equal to the maximum T drawdown of -63.88%. The drawdown chart below compares losses from any high point along the way for AEF and T


-50.00%-40.00%-30.00%-20.00%-10.00%OctoberNovemberDecember2024FebruaryMarch
-34.50%
-18.15%
AEF
T

Volatility

AEF vs. T - Volatility Comparison

The current volatility for Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) is 3.52%, while AT&T Inc. (T) has a volatility of 4.43%. This indicates that AEF experiences smaller price fluctuations and is considered to be less risky than T based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%OctoberNovemberDecember2024FebruaryMarch
3.52%
4.43%
AEF
T