AWP vs. AGD
Compare and contrast key facts about abrdn Global Premier Properties Fund (AWP) and abrdn Global Dynamic Dividend Fund (AGD).
AWP is an actively managed fund by abrdn. It was launched on Feb 13, 2007. AGD is an actively managed fund by abrdn. It was launched on May 11, 2006.
Performance
AWP vs. AGD - Performance Comparison
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AWP vs. AGD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWP abrdn Global Premier Properties Fund | -1.11% | 12.43% | 12.23% | 12.58% | -37.13% | 40.41% | -10.29% | 42.52% | -18.47% | 44.91% |
AGD abrdn Global Dynamic Dividend Fund | -4.61% | 34.31% | 16.39% | 7.36% | -15.31% | 23.74% | 9.49% | 32.49% | -14.98% | 33.04% |
Returns By Period
In the year-to-date period, AWP achieves a -1.11% return, which is significantly higher than AGD's -4.61% return. Over the past 10 years, AWP has underperformed AGD with an annualized return of 6.45%, while AGD has yielded a comparatively higher 11.71% annualized return.
AWP
- 1D
- 2.60%
- 1M
- -11.08%
- YTD
- -1.11%
- 6M
- -1.36%
- 1Y
- 7.31%
- 3Y*
- 8.91%
- 5Y*
- 1.35%
- 10Y*
- 6.45%
AGD
- 1D
- 3.45%
- 1M
- -12.28%
- YTD
- -4.61%
- 6M
- -13.97%
- 1Y
- 22.07%
- 3Y*
- 16.73%
- 5Y*
- 8.85%
- 10Y*
- 11.71%
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AWP vs. AGD - Expense Ratio Comparison
AWP has a 1.19% expense ratio, which is higher than AGD's 1.14% expense ratio.
Return for Risk
AWP vs. AGD — Risk / Return Rank
AWP
AGD
AWP vs. AGD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Global Premier Properties Fund (AWP) and abrdn Global Dynamic Dividend Fund (AGD). 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.
| AWP | AGD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.85 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.66 | 1.13 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.19 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 1.08 | -0.42 |
Martin ratioReturn relative to average drawdown | 2.66 | 2.42 | +0.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AWP | AGD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.85 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.47 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.60 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.14 | -0.09 |
Correlation
The correlation between AWP and AGD is 0.55, 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.
Dividends
AWP vs. AGD - Dividend Comparison
AWP's dividend yield for the trailing twelve months is around 13.03%, more than AGD's 12.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWP abrdn Global Premier Properties Fund | 13.03% | 12.50% | 12.44% | 12.37% | 12.31% | 7.02% | 9.13% | 8.49% | 12.05% | 8.90% | 11.70% | 10.40% |
AGD abrdn Global Dynamic Dividend Fund | 12.59% | 11.41% | 10.46% | 8.35% | 8.25% | 6.45% | 7.47% | 7.50% | 9.17% | 7.22% | 8.89% | 8.77% |
Drawdowns
AWP vs. AGD - Drawdown Comparison
The maximum AWP drawdown since its inception was -85.93%, which is greater than AGD's maximum drawdown of -76.36%. Use the drawdown chart below to compare losses from any high point for AWP and AGD.
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Drawdown Indicators
| AWP | AGD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.93% | -76.36% | -9.57% |
Max Drawdown (1Y)Largest decline over 1 year | -14.21% | -20.25% | +6.04% |
Max Drawdown (5Y)Largest decline over 5 years | -43.93% | -28.16% | -15.77% |
Max Drawdown (10Y)Largest decline over 10 years | -53.95% | -44.12% | -9.83% |
Current DrawdownCurrent decline from peak | -11.68% | -17.50% | +5.82% |
Average DrawdownAverage peak-to-trough decline | -27.60% | -30.11% | +2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 9.03% | -5.54% |
Volatility
AWP vs. AGD - Volatility Comparison
The current volatility for abrdn Global Premier Properties Fund (AWP) is 6.49%, while abrdn Global Dynamic Dividend Fund (AGD) has a volatility of 10.91%. This indicates that AWP experiences smaller price fluctuations and is considered to be less risky than AGD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWP | AGD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 10.91% | -4.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 22.01% | -11.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.84% | 25.94% | -7.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.19% | 18.80% | +3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.59% | 19.53% | +4.06% |