AOD vs. ARCC
Compare and contrast key facts about Abrdn Total Dynamic Dividend Fund (AOD) and Ares Capital Corporation (ARCC).
Performance
AOD vs. ARCC - Performance Comparison
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AOD vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | -2.57% | 32.14% | 16.03% | 12.65% | -17.15% | 23.80% | 8.12% | 34.83% | -17.63% | 35.37% |
ARCC Ares Capital Corporation | -8.49% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
Fundamentals
AOD:
$1.32
ARCC:
$1.64
AOD:
6.95
ARCC:
11.00
AOD:
0.08
ARCC:
1.65
AOD:
10.37
ARCC:
6.71
AOD:
$93.67M
ARCC:
$1.88B
AOD:
$252.71M
ARCC:
$1.18B
AOD:
$55.11M
ARCC:
$1.08B
Returns By Period
In the year-to-date period, AOD achieves a -2.57% return, which is significantly higher than ARCC's -8.49% return. Both investments have delivered pretty close results over the past 10 years, with AOD having a 11.74% annualized return and ARCC not far ahead at 11.92%.
AOD
- 1D
- 4.07%
- 1M
- -12.19%
- YTD
- -2.57%
- 6M
- 3.60%
- 1Y
- 24.67%
- 3Y*
- 16.72%
- 5Y*
- 9.38%
- 10Y*
- 11.74%
ARCC
- 1D
- 1.58%
- 1M
- -0.58%
- YTD
- -8.49%
- 6M
- -7.16%
- 1Y
- -10.69%
- 3Y*
- 9.35%
- 5Y*
- 8.75%
- 10Y*
- 11.92%
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Return for Risk
AOD vs. ARCC — Risk / Return Rank
AOD
ARCC
AOD vs. ARCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Total Dynamic Dividend Fund (AOD) and Ares Capital Corporation (ARCC). 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.
| AOD | ARCC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | -0.46 | +1.71 |
Sortino ratioReturn per unit of downside risk | 1.74 | -0.51 | +2.24 |
Omega ratioGain probability vs. loss probability | 1.28 | 0.93 | +0.35 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | -0.54 | +2.03 |
Martin ratioReturn relative to average drawdown | 6.64 | -1.12 | +7.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AOD | ARCC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | -0.46 | +1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.44 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.47 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.37 | -0.24 |
Correlation
The correlation between AOD and ARCC is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AOD vs. ARCC - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 12.81%, more than ARCC's 10.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 12.81% | 12.00% | 10.73% | 8.56% | 8.85% | 6.75% | 7.80% | 7.71% | 9.57% | 7.29% | 9.10% | 8.93% |
ARCC Ares Capital Corporation | 10.65% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
Drawdowns
AOD vs. ARCC - Drawdown Comparison
The maximum AOD drawdown since its inception was -72.26%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for AOD and ARCC.
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Drawdown Indicators
| AOD | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.26% | -79.36% | +7.10% |
Max Drawdown (1Y)Largest decline over 1 year | -16.71% | -19.35% | +2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -28.92% | -21.76% | -7.16% |
Max Drawdown (10Y)Largest decline over 10 years | -43.68% | -56.77% | +13.09% |
Current DrawdownCurrent decline from peak | -12.93% | -16.71% | +3.78% |
Average DrawdownAverage peak-to-trough decline | -27.51% | -9.07% | -18.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 9.33% | -5.59% |
Volatility
AOD vs. ARCC - Volatility Comparison
Abrdn Total Dynamic Dividend Fund (AOD) has a higher volatility of 9.44% compared to Ares Capital Corporation (ARCC) at 6.61%. This indicates that AOD's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOD | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.44% | 6.61% | +2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 12.94% | 15.16% | -2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.73% | 23.48% | -3.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 19.88% | -3.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.49% | 25.53% | -7.04% |
Financials
AOD vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Abrdn Total Dynamic Dividend Fund and Ares Capital Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities