AOD vs. RQI
Compare and contrast key facts about Abrdn Total Dynamic Dividend Fund (AOD) and Cohen & Steers Quality Income Realty Fund (RQI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOD or RQI.
Key characteristics
| AOD | RQI | |
|---|---|---|
| YTD Return | 7.38% | -1.12% |
| 1Y Return | 11.89% | 15.71% |
| 3Y Return (Ann) | 2.34% | -0.25% |
| 5Y Return (Ann) | 9.15% | 5.68% |
| 10Y Return (Ann) | 8.38% | 8.81% |
| Sharpe Ratio | 1.05 | 0.69 |
| Daily Std Dev | 11.81% | 22.24% |
| Max Drawdown | -72.28% | -91.65% |
| Current Drawdown | -1.99% | -21.11% |
Fundamentals
| AOD | RQI | |
|---|---|---|
| Market Cap | $998.43M | $2.15B |
| PE Ratio | 7.36 | 2.24 |
| PEG Ratio | 0.00 | 0.00 |
| Revenue (TTM) | $0.00 | $0.00 |
| Gross Profit (TTM) | $0.00 | $0.00 |
Correlation
The correlation between AOD and RQI is 0.54, 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. RQI - Performance Comparison
In the year-to-date period, AOD achieves a 7.38% return, which is significantly higher than RQI's -1.12% return. Over the past 10 years, AOD has underperformed RQI with an annualized return of 8.38%, while RQI has yielded a comparatively higher 8.81% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AOD vs. RQI - Risk-Adjusted Performance 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 (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.
Dividends
AOD vs. RQI - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 7.52%, less than RQI's 8.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 7.52% | 8.56% | 8.85% | 6.75% | 7.80% | 7.71% | 9.57% | 7.29% | 9.10% | 8.93% | 8.65% | 8.40% |
RQI Cohen & Steers Quality Income Realty Fund | 8.21% | 7.84% | 10.41% | 5.27% | 7.74% | 6.76% | 9.23% | 7.56% | 7.83% | 7.82% | 6.21% | 7.56% |
Drawdowns
AOD vs. RQI - Drawdown Comparison
The maximum AOD drawdown since its inception was -72.28%, smaller than the maximum RQI drawdown of -91.65%. Use the drawdown chart below to compare losses from any high point for AOD and RQI. For additional features, visit the drawdowns tool.
Volatility
AOD vs. RQI - Volatility Comparison
The current volatility for Abrdn Total Dynamic Dividend Fund (AOD) is 2.57%, while Cohen & Steers Quality Income Realty Fund (RQI) has a volatility of 3.80%. This indicates that AOD experiences smaller price fluctuations and is considered to be less risky than RQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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. 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