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ASGI vs. NVO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ASGI vs. NVO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Abrdn Global Infrastructure Income Fund (ASGI) and Novo Nordisk A/S (NVO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ASGI achieves a 4.04% return, which is significantly higher than NVO's -12.15% return.


ASGI

1D
2.12%
1M
-7.85%
YTD
4.04%
6M
5.99%
1Y
22.98%
3Y*
20.51%
5Y*
11.30%
10Y*

NVO

1D
-0.76%
1M
-3.94%
YTD
-12.15%
6M
-7.05%
1Y
-38.72%
3Y*
-16.67%
5Y*
3.13%
10Y*
7.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ASGI vs. NVO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ASGI
Abrdn Global Infrastructure Income Fund
4.04%44.20%10.26%14.48%-10.50%18.17%-4.74%
NVO
Novo Nordisk A/S
-12.15%-39.22%-15.93%54.84%22.66%63.52%4.63%

Correlation

The correlation between ASGI and NVO is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.17

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Jul 29, 2020

0.16

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Return for Risk

ASGI vs. NVO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ASGI
ASGI Risk / Return Rank: 2424
Overall Rank
ASGI Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
ASGI Sortino Ratio Rank: 2222
Sortino Ratio Rank
ASGI Omega Ratio Rank: 2525
Omega Ratio Rank
ASGI Calmar Ratio Rank: 2424
Calmar Ratio Rank
ASGI Martin Ratio Rank: 2525
Martin Ratio Rank

NVO
NVO Risk / Return Rank: 1313
Overall Rank
NVO Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
NVO Sortino Ratio Rank: 1414
Sortino Ratio Rank
NVO Omega Ratio Rank: 1212
Omega Ratio Rank
NVO Calmar Ratio Rank: 1313
Calmar Ratio Rank
NVO Martin Ratio Rank: 1515
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ASGI vs. NVO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Abrdn Global Infrastructure Income Fund (ASGI) and Novo Nordisk A/S (NVO). 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.


ASGINVODifference
Sharpe ratioReturn per unit of total volatility

+2.04

Sortino ratioReturn per unit of downside risk

+2.64

Omega ratioGain probability vs. loss probability

1.24

0.87

+0.37

Calmar ratioReturn relative to maximum drawdown

1.62

-0.77

+2.39

Martin ratioReturn relative to average drawdown

5.30

-1.20

+6.50

ASGI vs. NVO - Sharpe Ratio Comparison

The current ASGI Sharpe Ratio is 1.28, which is higher than the NVO Sharpe Ratio of -0.76. The chart below compares the historical Sharpe Ratios of ASGI and NVO, 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

ASGI vs. NVO - Drawdown Comparison

The maximum ASGI drawdown since its inception was -23.71%, smaller than the maximum NVO drawdown of -74.70%. Use the drawdown chart below to compare losses from any high point for ASGI and NVO.


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Drawdown Indicators


ASGINVODifference

Max Drawdown

Largest peak-to-trough decline

-23.71%

-74.70%

+50.99%

Max Drawdown (1Y)

Largest decline over 1 year

-15.15%

-50.59%

+35.44%

Max Drawdown (3Y)

Largest decline over 3 years

-16.24%

-74.70%

+58.46%

Max Drawdown (5Y)

Largest decline over 5 years

-22.49%

-74.70%

+52.21%

Max Drawdown (10Y)

Largest decline over 10 years

-74.70%

Current Drawdown

Current decline from peak

-10.10%

-68.62%

+58.52%

Average Drawdown

Average peak-to-trough decline

-5.98%

-17.81%

+11.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.62%

32.66%

-28.04%

Volatility

ASGI vs. NVO - Volatility Comparison

The current volatility for Abrdn Global Infrastructure Income Fund (ASGI) is 6.98%, while Novo Nordisk A/S (NVO) has a volatility of 10.13%. This indicates that ASGI experiences smaller price fluctuations and is considered to be less risky than NVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASGINVODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.98%

10.13%

-3.15%

Volatility (6M)

Calculated over the trailing 6-month period

17.03%

37.86%

-20.83%

Volatility (1Y)

Calculated over the trailing 1-year period

19.15%

51.56%

-32.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.80%

38.34%

-21.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.52%

32.53%

-15.01%

Dividends

ASGI vs. NVO - Dividend Comparison

ASGI's dividend yield for the trailing twelve months is around 11.68%, more than NVO's 4.17% yield.


PositionTTM20252024202320222021202020192018201720162015
ASGI
Abrdn Global Infrastructure Income Fund
11.68%10.96%12.84%8.03%8.25%6.33%1.76%0.00%0.00%0.00%0.00%0.00%
NVO
Novo Nordisk A/S
4.17%3.31%1.68%1.00%1.20%1.35%1.87%2.14%1.45%1.52%2.87%0.92%

Frequently Asked Questions


ASGI and NVO have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NVO has higher volatility (10.13%) compared to ASGI (6.98%). In terms of maximum drawdown, ASGI dropped -23.71% vs NVO's -74.70%.

ASGI currently has the higher Sharpe Ratio (1.28 vs -0.76), 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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