DX vs. AOD
DX (Dynex Capital, Inc.) and AOD (Abrdn Total Dynamic Dividend Fund) are both stocks. DX operates in REIT - Mortgage (Real Estate), while AOD operates in Asset Management (Financial Services). Over the past 10 years, DX returned 7.88%/yr vs 13.38%/yr for AOD. At a 0.37 correlation, their price movements are largely independent.
Performance
DX vs. AOD - Performance Comparison
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Returns By Period
In the year-to-date period, DX achieves a 2.80% return, which is significantly lower than AOD's 12.61% return. Over the past 10 years, DX has underperformed AOD with an annualized return of 7.88%, while AOD has yielded a comparatively higher 13.38% annualized return.
DX
- 1D
- 0.30%
- 1M
- 2.02%
- YTD
- 2.80%
- 6M
- 3.91%
- 1Y
- 27.03%
- 3Y*
- 17.11%
- 5Y*
- 6.05%
- 10Y*
- 7.88%
AOD
- 1D
- 1.27%
- 1M
- -0.09%
- YTD
- 12.61%
- 6M
- 11.13%
- 1Y
- 33.31%
- 3Y*
- 20.75%
- 5Y*
- 10.87%
- 10Y*
- 13.38%
DX vs. AOD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DX Dynex Capital, Inc. | 2.80% | 29.48% | 13.64% | 11.91% | -15.39% | 2.25% | 17.09% | 11.12% | -8.46% | 13.80% |
AOD Abrdn Total Dynamic Dividend Fund | 12.61% | 32.14% | 16.03% | 12.65% | -17.15% | 23.80% | 8.12% | 34.83% | -17.63% | 35.37% |
Correlation
The correlation between DX and AOD is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2007 | 0.37 |
The correlation between DX and AOD shifts across timeframes, from 0.33 (1 year) to 0.49 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DX:
$695.85M
AOD:
$93.67M
DX:
$695.85M
AOD:
$252.71M
DX:
$900.29M
AOD:
$55.11M
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Return for Risk
DX vs. AOD — Risk / Return Rank
DX
AOD
DX vs. AOD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dynex Capital, Inc. (DX) 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.
| DX | AOD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.39 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 2.00 | -0.22 |
| Martin ratioReturn relative to average drawdown | 5.29 | 8.59 | -3.30 |
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Drawdowns
DX vs. AOD - Drawdown Comparison
The maximum DX drawdown since its inception was -99.12%, which is greater than AOD's maximum drawdown of -72.26%. Use the drawdown chart below to compare losses from any high point for DX and AOD.
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Drawdown Indicators
| DX | AOD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.12% | -72.26% | -26.86% |
Max Drawdown (1Y)Largest decline over 1 year | -15.27% | -16.71% | +1.44% |
Max Drawdown (3Y)Largest decline over 3 years | -25.81% | -16.71% | -9.10% |
Max Drawdown (5Y)Largest decline over 5 years | -33.98% | -28.92% | -5.06% |
Max Drawdown (10Y)Largest decline over 10 years | -56.76% | -43.68% | -13.08% |
Current DrawdownCurrent decline from peak | -29.64% | -1.78% | -27.86% |
Average DrawdownAverage peak-to-trough decline | -56.76% | -27.20% | -29.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.12% | 3.89% | +1.23% |
Volatility
DX vs. AOD - Volatility Comparison
The current volatility for Dynex Capital, Inc. (DX) is 4.52%, while Abrdn Total Dynamic Dividend Fund (AOD) has a volatility of 5.22%. This indicates that DX experiences smaller price fluctuations and is considered to be less risky 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
| DX | AOD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 5.22% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 13.74% | 13.70% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.62% | 15.99% | +1.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.83% | 16.77% | +7.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.88% | 18.52% | +11.36% |
Dividends
DX vs. AOD - Dividend Comparison
DX's dividend yield for the trailing twelve months is around 15.48%, more than AOD's 11.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 11.81% | 12.00% | 10.73% | 8.56% | 8.85% | 6.75% | 7.80% | 7.71% | 9.57% | 7.29% | 9.10% | 8.93% |
DX Dynex Capital, Inc. | 15.48% | 14.13% | 11.46% | 12.46% | 12.26% | 9.34% | 9.33% | 11.87% | 12.59% | 10.27% | 12.32% | 15.12% |
Financials
DX vs. AOD - Financials Comparison
This section allows you to compare key financial metrics between Dynex Capital, Inc. 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
DX and AOD have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOD has higher volatility (5.22%) compared to DX (4.52%). In terms of maximum drawdown, DX dropped -99.12% vs AOD's -72.26%.
AOD currently has the higher Sharpe Ratio (2.10 vs 1.54), 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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