AOD vs. CSWC
AOD (Abrdn Total Dynamic Dividend Fund) and CSWC (Capital Southwest Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, AOD returned 13.38%/yr vs 17.25%/yr for CSWC. At a 0.35 correlation, their price movements are largely independent.
Performance
AOD vs. CSWC - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with AOD having a 12.61% return and CSWC slightly lower at 12.25%. Over the past 10 years, AOD has underperformed CSWC with an annualized return of 13.38%, while CSWC has yielded a comparatively higher 17.25% annualized return.
AOD
- 1D
- 1.27%
- 1M
- -0.09%
- YTD
- 12.61%
- 6M
- 11.13%
- 1Y
- 33.31%
- 3Y*
- 20.75%
- 5Y*
- 10.87%
- 10Y*
- 13.38%
CSWC
- 1D
- 1.60%
- 1M
- 2.39%
- YTD
- 12.25%
- 6M
- 13.58%
- 1Y
- 20.53%
- 3Y*
- 18.48%
- 5Y*
- 12.18%
- 10Y*
- 17.25%
AOD vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 12.61% | 32.14% | 16.03% | 12.65% | -17.15% | 23.80% | 8.12% | 34.83% | -17.63% | 35.37% |
CSWC Capital Southwest Corporation | 12.25% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
Correlation
The correlation between AOD and CSWC is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2007 | 0.35 |
The correlation between AOD and CSWC shifts across timeframes, from 0.31 (1 year) to 0.44 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AOD:
$93.67M
CSWC:
$222.04M
AOD:
$252.71M
CSWC:
$172.70M
AOD:
$55.11M
CSWC:
$142.78M
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Return for Risk
AOD vs. CSWC — Risk / Return Rank
AOD
CSWC
AOD vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Total Dynamic Dividend Fund (AOD) and Capital Southwest Corporation (CSWC). 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 | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.01 | ||
| Sortino ratioReturn per unit of downside risk | +1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.20 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.31 | +0.69 |
| Martin ratioReturn relative to average drawdown | 8.59 | 4.18 | +4.41 |
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Drawdowns
AOD vs. CSWC - Drawdown Comparison
The maximum AOD drawdown since its inception was -72.26%, which is greater than CSWC's maximum drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for AOD and CSWC.
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Drawdown Indicators
| AOD | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.26% | -68.33% | -3.93% |
Max Drawdown (1Y)Largest decline over 1 year | -16.71% | -15.75% | -0.96% |
Max Drawdown (3Y)Largest decline over 3 years | -16.71% | -27.74% | +11.03% |
Max Drawdown (5Y)Largest decline over 5 years | -28.92% | -33.66% | +4.74% |
Max Drawdown (10Y)Largest decline over 10 years | -43.68% | -61.15% | +17.47% |
Current DrawdownCurrent decline from peak | -1.78% | -1.36% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -27.20% | -18.33% | -8.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 4.92% | -1.03% |
Volatility
AOD vs. CSWC - Volatility Comparison
Abrdn Total Dynamic Dividend Fund (AOD) and Capital Southwest Corporation (CSWC) have volatilities of 5.22% and 5.07%, 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.
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Volatility by Period
| AOD | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 5.07% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 13.70% | 14.21% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.99% | 18.93% | -2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 22.51% | -5.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.52% | 27.42% | -8.90% |
Dividends
AOD vs. CSWC - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 11.81%, more than CSWC's 10.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 11.81% | 12.00% | 10.73% | 8.56% | 8.85% | 6.75% | 7.80% | 7.71% | 9.57% | 7.29% | 9.10% | 8.93% |
CSWC Capital Southwest Corporation | 10.89% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
Financials
AOD vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Abrdn Total Dynamic Dividend Fund and Capital Southwest 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
Frequently Asked Questions
AOD and CSWC have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOD has higher volatility (5.22%) compared to CSWC (5.07%). In terms of maximum drawdown, AOD dropped -72.26% vs CSWC's -68.33%.
AOD currently has the higher Sharpe Ratio (2.10 vs 1.09), 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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