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AOD vs. RQI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AOD vs. RQI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Abrdn Total Dynamic Dividend Fund (AOD) and Cohen & Steers Quality Income Realty Fund, Inc. (RQI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with AOD having a 16.10% return and RQI slightly lower at 15.75%. Over the past 10 years, AOD has outperformed RQI with an annualized return of 13.23%, while RQI has yielded a comparatively lower 7.19% annualized return.


AOD

1D
1.25%
1M
3.00%
6M
12.53%
YTD
16.10%
1Y
35.63%
3Y*
21.36%
5Y*
11.14%
10Y*
13.23%
ALL TIME*
4.26%

RQI

1D
0.08%
1M
1.37%
6M
7.35%
YTD
15.75%
1Y
13.07%
3Y*
10.38%
5Y*
3.41%
10Y*
7.19%
ALL TIME*
9.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$5.05M$4.18M$4.23M
$7.82M$10.96M$9.22M

AOD vs. RQI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AOD
Abrdn Total Dynamic Dividend Fund
16.10%32.14%16.03%12.65%-17.15%23.80%8.12%34.83%-17.63%35.37%
RQI
Cohen & Steers Quality Income Realty Fund, Inc.
15.75%2.07%8.04%15.74%-31.07%56.64%-9.28%54.62%-11.11%11.73%

Correlation

The correlation between AOD and RQI is 0.31, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.31

Correlation (3Y)
Balances recent behavior with more history.

0.46

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.55

Correlation (10Y)
Provides a long-term view across more market conditions.

0.50

Correlation (All Time)
Calculated using the full available price history since Jan 26, 2007

0.53

Over the past year, the correlation between AOD and RQI has dropped to 0.31 - well below their long-term average of 0.53, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

AOD:

$1.11B

RQI:

$1.69B

EPS

AOD:

$3.44

RQI:

$1.09

PE Ratio

AOD:

3.07

RQI:

11.59

PS Ratio

AOD:

4.41

RQI:

4.70

PB Ratio

AOD:

1.00

RQI:

1.04

Total Revenue (TTM)

AOD:

$252.26M

RQI:

$360.06M

Gross Profit (TTM)

AOD:

$242.14M

RQI:

$283.39M

EBITDA (TTM)

AOD:

$284.87M

RQI:

$130.74M

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Return for Risk

AOD vs. RQI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AOD
AOD Risk / Return Rank: 8888
Overall Rank
AOD Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
AOD Sortino Ratio Rank: 9191
Sortino Ratio Rank
AOD Omega Ratio Rank: 9191
Omega Ratio Rank
AOD Calmar Ratio Rank: 7979
Calmar Ratio Rank
AOD Martin Ratio Rank: 8888
Martin Ratio Rank

RQI
RQI Risk / Return Rank: 6666
Overall Rank
RQI Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
RQI Sortino Ratio Rank: 6363
Sortino Ratio Rank
RQI Omega Ratio Rank: 6262
Omega Ratio Rank
RQI Calmar Ratio Rank: 6868
Calmar Ratio Rank
RQI Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AOD vs. RQI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Abrdn Total Dynamic Dividend Fund (AOD) and Cohen & Steers Quality Income Realty Fund, Inc. (RQI). 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.


AODRQIDifference
Sharpe ratioReturn per unit of total volatility

+1.29

Sortino ratioReturn per unit of downside risk

+1.67

Omega ratioGain probability vs. loss probability

1.38

1.14

+0.23

Calmar ratioReturn relative to maximum drawdown

2.02

1.08

+0.94

Martin ratioReturn relative to average drawdown

8.67

2.69

+5.98

AOD vs. RQI - Sharpe Ratio Comparison

The current AOD Sharpe Ratio is 2.08, which is higher than the RQI Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of AOD and RQI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AOD vs. RQI - Drawdown Comparison

The maximum AOD drawdown since its inception was -72.26%, smaller than the maximum RQI drawdown of -91.59%. Use the drawdown chart below to compare losses from any high point for AOD and RQI.


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Drawdown Indicators


AODRQIDifference

Max Drawdown

Largest peak-to-trough decline

-72.26%

-91.59%

+19.33%

Max Drawdown (1Y)

Largest decline over 1 year

-16.71%

-11.74%

-4.97%

Max Drawdown (3Y)

Largest decline over 3 years

-16.71%

-21.04%

+4.33%

Max Drawdown (5Y)

Largest decline over 5 years

-28.92%

-41.06%

+12.14%

Max Drawdown (10Y)

Largest decline over 10 years

-43.68%

-59.12%

+15.44%

Current Drawdown

Current decline from peak

0.00%

-5.71%

+5.71%

Average Drawdown

Average peak-to-trough decline

-27.08%

-17.85%

-9.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.89%

4.70%

-0.81%

Volatility

AOD vs. RQI - Volatility Comparison

Abrdn Total Dynamic Dividend Fund (AOD) and Cohen & Steers Quality Income Realty Fund, Inc. (RQI) have volatilities of 4.17% and 4.16%, 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


AODRQIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.17%

4.16%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

13.87%

12.76%

+1.11%

Volatility (1Y)

Calculated over the trailing 1-year period

16.25%

16.06%

+0.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.81%

22.98%

-6.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.52%

26.93%

-8.41%

AOD vs. RQI - Expense Ratio Comparison

AOD has a 1.19% expense ratio, which is lower than RQI's 2.21% expense ratio.


Dividends

AOD vs. RQI - Dividend Comparison

AOD's dividend yield for the trailing twelve months is around 11.67%, more than RQI's 9.22% yield.


PositionTTM20252024202320222021202020192018201720162015
AOD
Abrdn Total Dynamic Dividend Fund
11.67%12.00%10.73%8.56%8.85%6.75%7.80%7.71%9.57%7.29%9.10%8.93%
RQI
Cohen & Steers Quality Income Realty Fund, Inc.
9.22%9.54%7.84%7.84%10.41%5.27%7.74%6.79%9.27%7.59%7.86%7.86%

Financials

AOD vs. RQI - Financials Comparison

This section allows you to compare key financial metrics between Abrdn Total Dynamic Dividend Fund and Cohen & Steers Quality Income Realty Fund, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

Frequently Asked Questions


AOD and RQI 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 (4.17%) compared to RQI (4.16%). In terms of maximum drawdown, AOD dropped -72.26% vs RQI's -91.59%.

AOD currently has the higher Sharpe Ratio (2.08 vs 0.79), 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.

Portfolio Optimizer

Find the right allocation for AOD and RQI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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