AEF vs. T
Compare and contrast key facts about Aberdeen Emerging Markets Equity Income Fund, Inc. (AEF) and AT&T Inc. (T).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEF or T.
Key characteristics
AEF | T | |
---|---|---|
YTD Return | 0.44% | 6.29% |
1Y Return | 6.71% | 0.22% |
3Y Return (Ann) | -9.48% | -1.35% |
5Y Return (Ann) | -1.42% | 1.94% |
10Y Return (Ann) | -0.92% | 3.45% |
Sharpe Ratio | 0.45 | -0.02 |
Daily Std Dev | 17.41% | 26.96% |
Max Drawdown | -63.36% | -63.88% |
Current Drawdown | -34.50% | -18.15% |
Fundamentals
AEF | T | |
---|---|---|
Market Cap | $256.30M | $121.45B |
EPS | $0.57 | $1.97 |
PE Ratio | 8.86 | 8.62 |
PEG Ratio | 14.09 | 1.32 |
Revenue (TTM) | $9.92M | $122.43B |
Gross Profit (TTM) | $11.68M | $69.89B |
EBITDA (TTM) | -$1.89B | $41.93B |
Correlation
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.
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Aberdeen Emerging Markets Equity Income Fund, Inc. | 0.46 | ||||
AT&T Inc. | -0.02 |
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.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
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.