Correlation
The correlation between AOD and ASG is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
AOD vs. ASG
Compare and contrast key facts about Abrdn Total Dynamic Dividend Fund (AOD) and Liberty All-Star Growth (ASG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOD or ASG.
Performance
AOD vs. ASG - Performance Comparison
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Key characteristics
AOD:
0.87
ASG:
0.32
AOD:
1.14
ASG:
0.54
AOD:
1.17
ASG:
1.07
AOD:
1.00
ASG:
0.16
AOD:
4.66
ASG:
0.72
AOD:
3.08%
ASG:
8.46%
AOD:
18.84%
ASG:
23.68%
AOD:
-72.26%
ASG:
-63.67%
AOD:
-0.93%
ASG:
-27.17%
Fundamentals
Returns By Period
In the year-to-date period, AOD achieves a 6.18% return, which is significantly higher than ASG's -4.22% return. Over the past 10 years, AOD has underperformed ASG with an annualized return of 8.51%, while ASG has yielded a comparatively higher 10.31% annualized return.
AOD
6.18%
4.28%
3.26%
15.34%
11.12%
13.18%
8.51%
ASG
-4.22%
7.45%
-7.49%
6.93%
5.76%
7.08%
10.31%
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Risk-Adjusted Performance
AOD vs. ASG — Risk-Adjusted Performance Rank
AOD
ASG
AOD vs. ASG - Risk-Adjusted Performance 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.
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Dividends
AOD vs. ASG - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 12.99%, more than ASG's 8.86% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 12.99% | 10.77% | 8.64% | 8.92% | 6.81% | 7.86% | 7.78% | 9.65% | 7.35% | 9.18% | 9.01% | 8.06% |
ASG Liberty All-Star Growth | 8.86% | 8.32% | 8.14% | 10.14% | 11.33% | 7.68% | 7.08% | 10.48% | 7.58% | 11.48% | 16.81% | 6.40% |
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 -63.67%. Use the drawdown chart below to compare losses from any high point for AOD and ASG.
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Volatility
AOD vs. ASG - Volatility Comparison
The current volatility for Abrdn Total Dynamic Dividend Fund (AOD) is 3.18%, while Liberty All-Star Growth (ASG) has a volatility of 5.76%. 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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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