AOD vs. SPY

In the year-to-date period, AOD achieves a 6.18% return, which is significantly lower than SPY's 6.54% return. Over the past 10 years, AOD has underperformed SPY with an annualized return of 0.28%, while SPY has yielded a comparatively higher 13.50% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Abrdn Total Dynamic Dividend Fund (AOD) and SPDR S&P 500 ETF (SPY). 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 0.26, which is lower than the SPY Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of AOD and SPY, 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 SPY 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 12.63%, more than SPY's 1.16% yield.

The maximum AOD drawdown since its inception was -88.10%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AOD and SPY.

The current volatility for Abrdn Total Dynamic Dividend Fund (AOD) is 2.81%, while SPDR S&P 500 ETF (SPY) has a volatility of 2.99%. This indicates that AOD experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.