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.
Correlation
The correlation between AOD and ASG is 0.60, 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. ASG - Performance Comparison
Key characteristics
AOD:
1.50
ASG:
1.22
AOD:
2.04
ASG:
1.67
AOD:
1.27
ASG:
1.22
AOD:
1.71
ASG:
0.51
AOD:
9.72
ASG:
6.93
AOD:
1.92%
ASG:
2.73%
AOD:
12.45%
ASG:
15.53%
AOD:
-72.26%
ASG:
-63.67%
AOD:
-3.43%
ASG:
-22.48%
Fundamentals
Returns By Period
In the year-to-date period, AOD achieves a 17.19% return, which is significantly lower than ASG's 19.05% return. Over the past 10 years, AOD has underperformed ASG with an annualized return of 8.70%, while ASG has yielded a comparatively higher 11.31% annualized return.
AOD
17.19%
-1.38%
8.38%
18.18%
8.29%
8.70%
ASG
19.05%
-0.52%
14.25%
18.15%
7.00%
11.31%
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Risk-Adjusted Performance
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.
Dividends
AOD vs. ASG - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 10.06%, more than ASG's 8.16% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Abrdn Total Dynamic Dividend Fund | 10.06% | 8.64% | 8.92% | 6.81% | 7.86% | 7.78% | 9.65% | 7.35% | 9.18% | 9.01% | 8.06% | 8.40% |
Liberty All-Star Growth | 8.16% | 8.14% | 10.14% | 11.33% | 7.68% | 7.08% | 10.48% | 7.58% | 11.48% | 16.81% | 6.40% | 5.52% |
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. For additional features, visit the drawdowns tool.
Volatility
AOD vs. ASG - Volatility Comparison
The current volatility for Abrdn Total Dynamic Dividend Fund (AOD) is 3.74%, while Liberty All-Star Growth (ASG) has a volatility of 5.07%. 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.
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