AOD vs. ASG
AOD (Abrdn Total Dynamic Dividend Fund) and ASG (Liberty All-Star Growth) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, AOD returned 13.28%/yr vs 12.04%/yr for ASG. A 0.60 correlation means they provide meaningful diversification when combined. AOD charges 1.19%/yr vs 1.11%/yr for ASG.
Performance
AOD vs. ASG - Performance Comparison
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Returns By Period
In the year-to-date period, AOD achieves a 10.43% return, which is significantly higher than ASG's 4.65% return. Over the past 10 years, AOD has outperformed ASG with an annualized return of 13.28%, while ASG has yielded a comparatively lower 12.04% annualized return.
AOD
- 1D
- -1.46%
- 1M
- -1.65%
- YTD
- 10.43%
- 6M
- 9.64%
- 1Y
- 33.62%
- 3Y*
- 20.60%
- 5Y*
- 10.61%
- 10Y*
- 13.28%
ASG
- 1D
- -1.48%
- 1M
- 1.14%
- YTD
- 4.65%
- 6M
- 3.09%
- 1Y
- 9.76%
- 3Y*
- 8.78%
- 5Y*
- -0.45%
- 10Y*
- 12.04%
AOD vs. ASG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 10.43% | 32.14% | 16.03% | 12.65% | -17.15% | 23.80% | 8.12% | 34.83% | -17.63% | 35.37% |
ASG Liberty All-Star Growth | 4.65% | 2.21% | 16.78% | 16.23% | -40.91% | 22.60% | 37.99% | 60.54% | -14.35% | 44.64% |
Correlation
The correlation between AOD and ASG is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2007 | 0.60 |
The correlation between AOD and ASG shifts across timeframes, from 0.60 (all time) to 0.71 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AOD:
$93.67M
ASG:
$67.50M
AOD:
$252.71M
ASG:
$57.76M
AOD:
$55.11M
ASG:
$61.00M
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Return for Risk
AOD vs. ASG — Risk / Return Rank
AOD
ASG
AOD vs. ASG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Total Dynamic Dividend Fund (AOD) and Liberty All-Star Growth (ASG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AOD | ASG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.56 | ||
| Sortino ratioReturn per unit of downside risk | +1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.11 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 0.62 | +1.40 |
| Martin ratioReturn relative to average drawdown | 8.72 | 2.31 | +6.40 |
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Drawdowns
AOD vs. ASG - Drawdown Comparison
The maximum AOD drawdown since its inception was -72.26%, which is greater than ASG's maximum drawdown of -66.77%. Use the drawdown chart below to compare losses from any high point for AOD and ASG.
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Drawdown Indicators
| AOD | ASG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.26% | -66.77% | -5.49% |
Max Drawdown (1Y)Largest decline over 1 year | -16.71% | -15.77% | -0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -16.71% | -25.25% | +8.54% |
Max Drawdown (5Y)Largest decline over 5 years | -28.92% | -45.91% | +16.99% |
Max Drawdown (10Y)Largest decline over 10 years | -43.68% | -45.91% | +2.23% |
Current DrawdownCurrent decline from peak | -3.68% | -18.67% | +14.99% |
Average DrawdownAverage peak-to-trough decline | -27.22% | -17.61% | -9.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 4.24% | -0.37% |
Volatility
AOD vs. ASG - Volatility Comparison
The current volatility for Abrdn Total Dynamic Dividend Fund (AOD) is 5.04%, while Liberty All-Star Growth (ASG) has a volatility of 5.75%. This indicates that AOD experiences smaller price fluctuations and is considered to be less risky than ASG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOD | ASG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 5.75% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 14.19% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 17.85% | -1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 22.83% | -6.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 25.08% | -6.52% |
AOD vs. ASG - Expense Ratio Comparison
AOD has a 1.19% expense ratio, which is higher than ASG's 1.11% expense ratio.
Dividends
AOD vs. ASG - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 12.04%, more than ASG's 8.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 12.04% | 12.00% | 10.73% | 8.56% | 8.85% | 6.75% | 7.80% | 7.71% | 9.57% | 7.29% | 9.10% | 8.93% |
ASG Liberty All-Star Growth | 8.85% | 8.68% | 8.32% | 8.14% | 10.14% | 11.33% | 7.68% | 7.08% | 10.48% | 7.58% | 8.61% | 16.81% |
Financials
AOD vs. ASG - Financials Comparison
This section allows you to compare key financial metrics between Abrdn Total Dynamic Dividend Fund and Liberty All-Star Growth. 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
Frequently Asked Questions
AOD and ASG have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ASG has higher volatility (5.75%) compared to AOD (5.04%). In terms of maximum drawdown, AOD dropped -72.26% vs ASG's -66.77%.
AOD currently has the higher Sharpe Ratio (2.11 vs 0.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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