AOD vs. ASG

In the year-to-date period, AOD achieves a 6.90% return, which is significantly higher than ASG's 1.32% return. Over the past 10 years, AOD has underperformed ASG with an annualized return of 0.19%, while ASG has yielded a comparatively higher 10.59% annualized return.

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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.

The current AOD Sharpe Ratio is 0.21, which is lower than the ASG Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of AOD and ASG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The correlation between AOD and ASG is 0.72, 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's dividend yield for the trailing twelve months is around 12.55%, more than ASG's 8.38% yield.

The maximum AOD drawdown since its inception was -88.10%, 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.

The current volatility for Abrdn Total Dynamic Dividend Fund (AOD) is 2.65%, while Liberty All-Star Growth (ASG) has a volatility of 4.21%. 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.

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.