AOD vs. ARCC

In the year-to-date period, AOD achieves a 7.19% return, which is significantly higher than ARCC's 3.04% return. Over the past 10 years, AOD has underperformed ARCC with an annualized return of 8.56%, while ARCC has yielded a comparatively higher 13.16% annualized return.

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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.

The current AOD Sharpe Ratio is 1.03, which is higher than the ARCC Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of AOD and ARCC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AOD's dividend yield for the trailing twelve months is around 12.86%, more than ARCC's 8.71% yield.

The maximum AOD drawdown since its inception was -72.26%, smaller than the maximum ARCC drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for AOD and ARCC.

The current volatility for Abrdn Total Dynamic Dividend Fund (AOD) is 3.10%, while Ares Capital Corporation (ARCC) has a volatility of 5.18%. This indicates that AOD experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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.