AOD vs. ARCC
Compare and contrast key facts about Abrdn Total Dynamic Dividend Fund (AOD) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOD or ARCC.
Key characteristics
| AOD | ARCC | |
|---|---|---|
| YTD Return | 18.08% | 15.25% |
| 1Y Return | 28.41% | 20.64% |
| 3Y Return (Ann) | 3.86% | 11.19% |
| 5Y Return (Ann) | 9.22% | 13.32% |
| 10Y Return (Ann) | 9.03% | 13.09% |
| Sharpe Ratio | 2.39 | 1.81 |
| Sortino Ratio | 3.15 | 2.55 |
| Omega Ratio | 1.44 | 1.33 |
| Calmar Ratio | 1.84 | 2.96 |
| Martin Ratio | 17.94 | 12.55 |
| Ulcer Index | 1.65% | 1.64% |
| Daily Std Dev | 12.39% | 11.38% |
| Max Drawdown | -72.28% | -79.36% |
| Current Drawdown | -2.65% | -0.87% |
Fundamentals
| AOD | ARCC |
|---|
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.
Performance
AOD vs. ARCC - Performance Comparison
In the year-to-date period, AOD achieves a 18.08% return, which is significantly higher than ARCC's 15.25% return. Over the past 10 years, AOD has underperformed ARCC with an annualized return of 9.03%, while ARCC has yielded a comparatively higher 13.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AOD vs. ARCC - Risk-Adjusted Performance 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.
Dividends
AOD vs. ARCC - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 9.38%, more than ARCC's 8.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 9.38% | 8.64% | 8.92% | 6.81% | 7.86% | 7.78% | 9.65% | 7.35% | 9.18% | 9.01% | 8.06% | 8.40% |
ARCC Ares Capital Corporation | 8.92% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% | 8.84% |
Drawdowns
AOD vs. ARCC - Drawdown Comparison
The maximum AOD drawdown since its inception was -72.28%, 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. For additional features, visit the drawdowns tool.
Volatility
AOD vs. ARCC - Volatility Comparison
Abrdn Total Dynamic Dividend Fund (AOD) and Ares Capital Corporation (ARCC) have volatilities of 3.13% and 3.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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