ASG vs. AOD
ASG (Liberty All-Star Growth) and AOD (Abrdn Total Dynamic Dividend Fund) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, ASG returned 12.21%/yr vs 13.45%/yr for AOD. A 0.60 correlation means they provide meaningful diversification when combined. ASG charges 1.11%/yr vs 1.19%/yr for AOD.
Performance
ASG vs. AOD - Performance Comparison
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Returns By Period
In the year-to-date period, ASG achieves a 6.22% return, which is significantly lower than AOD's 12.07% return. Over the past 10 years, ASG has underperformed AOD with an annualized return of 12.21%, while AOD has yielded a comparatively higher 13.45% annualized return.
ASG
- 1D
- 0.37%
- 1M
- 2.67%
- YTD
- 6.22%
- 6M
- 5.03%
- 1Y
- 12.91%
- 3Y*
- 9.33%
- 5Y*
- -0.13%
- 10Y*
- 12.21%
AOD
- 1D
- -0.19%
- 1M
- -0.19%
- YTD
- 12.07%
- 6M
- 10.82%
- 1Y
- 36.39%
- 3Y*
- 21.19%
- 5Y*
- 10.94%
- 10Y*
- 13.45%
ASG vs. AOD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ASG Liberty All-Star Growth | 6.22% | 2.21% | 16.78% | 16.23% | -40.91% | 22.60% | 37.99% | 60.54% | -14.35% | 44.64% |
AOD Abrdn Total Dynamic Dividend Fund | 12.07% | 32.14% | 16.03% | 12.65% | -17.15% | 23.80% | 8.12% | 34.83% | -17.63% | 35.37% |
Correlation
The correlation between ASG and AOD is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2007 | 0.60 |
The correlation between ASG and AOD shifts across timeframes, from 0.60 (all time) to 0.71 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
ASG:
$67.50M
AOD:
$93.67M
ASG:
$57.76M
AOD:
$252.71M
ASG:
$61.00M
AOD:
$55.11M
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Return for Risk
ASG vs. AOD — Risk / Return Rank
ASG
AOD
ASG vs. AOD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Growth (ASG) and Abrdn Total Dynamic Dividend Fund (AOD). 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.
| ASG | AOD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.57 | ||
| Sortino ratioReturn per unit of downside risk | -1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.43 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 2.19 | -1.37 |
| Martin ratioReturn relative to average drawdown | 3.06 | 9.45 | -6.39 |
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Drawdowns
ASG vs. AOD - Drawdown Comparison
The maximum ASG drawdown since its inception was -66.77%, smaller than the maximum AOD drawdown of -72.26%. Use the drawdown chart below to compare losses from any high point for ASG and AOD.
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Drawdown Indicators
| ASG | AOD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.77% | -72.26% | +5.49% |
Max Drawdown (1Y)Largest decline over 1 year | -15.77% | -16.71% | +0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -25.25% | -16.71% | -8.54% |
Max Drawdown (5Y)Largest decline over 5 years | -45.91% | -28.92% | -16.99% |
Max Drawdown (10Y)Largest decline over 10 years | -45.91% | -43.68% | -2.23% |
Current DrawdownCurrent decline from peak | -17.44% | -2.26% | -15.18% |
Average DrawdownAverage peak-to-trough decline | -17.61% | -27.22% | +9.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 3.86% | +0.37% |
Volatility
ASG vs. AOD - Volatility Comparison
Liberty All-Star Growth (ASG) has a higher volatility of 5.54% compared to Abrdn Total Dynamic Dividend Fund (AOD) at 4.83%. This indicates that ASG's price experiences larger fluctuations and is considered to be riskier than AOD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASG | AOD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 4.83% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 14.11% | 13.68% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.82% | 15.93% | +1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.87% | 16.75% | +6.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.09% | 18.59% | +6.50% |
ASG vs. AOD - Expense Ratio Comparison
ASG has a 1.11% expense ratio, which is lower than AOD's 1.19% expense ratio.
Dividends
ASG vs. AOD - Dividend Comparison
ASG's dividend yield for the trailing twelve months is around 8.72%, less than AOD's 11.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 11.55% | 12.00% | 10.73% | 8.56% | 8.85% | 6.75% | 7.80% | 7.71% | 9.57% | 7.29% | 9.10% | 8.93% |
ASG Liberty All-Star Growth | 8.72% | 8.68% | 8.32% | 8.14% | 10.14% | 11.33% | 7.68% | 7.08% | 10.48% | 7.58% | 8.61% | 16.81% |
Financials
ASG vs. AOD - Financials Comparison
This section allows you to compare key financial metrics between Liberty All-Star Growth and Abrdn Total Dynamic Dividend 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
Frequently Asked Questions
ASG and AOD have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ASG has higher volatility (5.54%) compared to AOD (4.83%). In terms of maximum drawdown, ASG dropped -66.77% vs AOD's -72.26%.
AOD currently has the higher Sharpe Ratio (2.30 vs 0.73), 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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