ASGI vs. OTF
ASGI (Abrdn Global Infrastructure Income Fund) is Industrials Equities fund managed by Aberdeen, while OTF (Blue Owl Technology Finance Corp) is a stock. Over the past year, ASGI returned 27.78% vs -26.31% for OTF. At a 0.14 correlation, their price movements are largely independent.
Performance
ASGI vs. OTF - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ASGI achieves a 13.65% return, which is significantly higher than OTF's -25.11% return.
ASGI
- 1D
- -2.04%
- 1M
- 9.23%
- 6M
- 15.82%
- YTD
- 13.65%
- 1Y
- 27.78%
- 3Y*
- 22.76%
- 5Y*
- 13.70%
- 10Y*
- —
- ALL TIME*
- 13.08%
OTF
- 1D
- 0.50%
- 1M
- -1.10%
- 6M
- -23.05%
- YTD
- -25.11%
- 1Y
- -26.31%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -28.82%
ASGI vs. OTF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ASGI Abrdn Global Infrastructure Income Fund | 13.65% | 20.40% |
OTF Blue Owl Technology Finance Corp | -25.11% | -8.23% |
Correlation
The correlation between ASGI and OTF is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2025 | 0.14 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ASGI vs. OTF — Risk / Return Rank
ASGI
OTF
ASGI vs. OTF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Global Infrastructure Income Fund (ASGI) and Blue Owl Technology Finance Corp (OTF). 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.
| ASGI | OTF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.26 | ||
| Sortino ratioReturn per unit of downside risk | +3.01 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.88 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 1.84 | -0.94 | +2.79 |
| Martin ratioReturn relative to average drawdown | 5.70 | -1.75 | +7.45 |
Loading charts...
Drawdowns
ASGI vs. OTF - Drawdown Comparison
The maximum ASGI drawdown since its inception was -23.71%, smaller than the maximum OTF drawdown of -33.06%. Use the drawdown chart below to compare losses from any high point for ASGI and OTF.
Loading charts...
Drawdown Indicators
| ASGI | OTF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.71% | -33.06% | +9.35% |
Max Drawdown (1Y)Largest decline over 1 year | -15.15% | -27.99% | +12.84% |
Max Drawdown (3Y)Largest decline over 3 years | -16.24% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -22.49% | — | — |
Current DrawdownCurrent decline from peak | -2.08% | -31.28% | +29.20% |
Average DrawdownAverage peak-to-trough decline | -5.97% | -17.86% | +11.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.89% | 15.31% | -10.42% |
Volatility
ASGI vs. OTF - Volatility Comparison
The current volatility for Abrdn Global Infrastructure Income Fund (ASGI) is 5.19%, while Blue Owl Technology Finance Corp (OTF) has a volatility of 6.99%. This indicates that ASGI experiences smaller price fluctuations and is considered to be less risky than OTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ASGI | OTF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 6.99% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 16.81% | 26.27% | -9.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.43% | 32.37% | -12.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 31.50% | -14.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.53% | 31.50% | -13.97% |
Dividends
ASGI vs. OTF - Dividend Comparison
ASGI's dividend yield for the trailing twelve months is around 10.88%, less than OTF's 15.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
ASGI Abrdn Global Infrastructure Income Fund | 10.88% | 10.96% | 12.84% | 8.03% | 8.25% | 6.33% | 1.76% |
OTF Blue Owl Technology Finance Corp | 15.76% | 7.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ASGI and OTF have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTF has higher volatility (6.99%) compared to ASGI (5.19%). In terms of maximum drawdown, ASGI dropped -23.71% vs OTF's -33.06%.
ASGI currently has the higher Sharpe Ratio (1.44 vs -0.82), 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.
Find the right allocation for ASGI and OTF
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer