LGI vs. AOD
Compare and contrast key facts about Lazard Global Total Return and Income Fund (LGI) and Abrdn Total Dynamic Dividend Fund (AOD).
LGI is managed by Lazard. It was launched on Apr 28, 2004.
Performance
LGI vs. AOD - Performance Comparison
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LGI vs. AOD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGI Lazard Global Total Return and Income Fund | -5.39% | 21.36% | 14.00% | 12.89% | -20.57% | 25.28% | 17.04% | 30.25% | -10.51% | 39.37% |
AOD Abrdn Total Dynamic Dividend Fund | -2.57% | 32.14% | 16.03% | 12.65% | -17.15% | 23.80% | 8.12% | 34.83% | -17.63% | 35.37% |
Returns By Period
In the year-to-date period, LGI achieves a -5.39% return, which is significantly lower than AOD's -2.57% return. Over the past 10 years, LGI has outperformed AOD with an annualized return of 12.55%, while AOD has yielded a comparatively lower 11.74% annualized return.
LGI
- 1D
- 3.81%
- 1M
- -16.95%
- YTD
- -5.39%
- 6M
- -2.20%
- 1Y
- 15.87%
- 3Y*
- 11.24%
- 5Y*
- 5.89%
- 10Y*
- 12.55%
AOD
- 1D
- 4.07%
- 1M
- -12.19%
- YTD
- -2.57%
- 6M
- 3.60%
- 1Y
- 24.67%
- 3Y*
- 16.72%
- 5Y*
- 9.38%
- 10Y*
- 11.74%
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Return for Risk
LGI vs. AOD — Risk / Return Rank
LGI
AOD
LGI vs. AOD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Global Total Return and Income Fund (LGI) 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.
| LGI | AOD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.26 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.74 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.28 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.48 | -0.74 |
Martin ratioReturn relative to average drawdown | 3.73 | 6.64 | -2.91 |
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
| LGI | AOD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.26 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.57 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.64 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.13 | +0.23 |
Correlation
The correlation between LGI and AOD is 0.66, 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
LGI vs. AOD - Dividend Comparison
LGI's dividend yield for the trailing twelve months is around 11.06%, less than AOD's 12.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGI Lazard Global Total Return and Income Fund | 11.06% | 10.08% | 9.19% | 7.32% | 10.22% | 9.77% | 7.17% | 6.44% | 19.88% | 5.46% | 6.94% | 8.52% |
AOD Abrdn Total Dynamic Dividend Fund | 12.81% | 12.00% | 10.73% | 8.56% | 8.85% | 6.75% | 7.80% | 7.71% | 9.57% | 7.29% | 9.10% | 8.93% |
Drawdowns
LGI vs. AOD - Drawdown Comparison
The maximum LGI drawdown since its inception was -63.34%, smaller than the maximum AOD drawdown of -72.26%. Use the drawdown chart below to compare losses from any high point for LGI and AOD.
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Drawdown Indicators
| LGI | AOD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.34% | -72.26% | +8.92% |
Max Drawdown (1Y)Largest decline over 1 year | -21.25% | -16.71% | -4.54% |
Max Drawdown (5Y)Largest decline over 5 years | -32.84% | -28.92% | -3.92% |
Max Drawdown (10Y)Largest decline over 10 years | -42.94% | -43.68% | +0.74% |
Current DrawdownCurrent decline from peak | -18.25% | -12.93% | -5.32% |
Average DrawdownAverage peak-to-trough decline | -10.96% | -27.51% | +16.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 3.74% | +0.47% |
Volatility
LGI vs. AOD - Volatility Comparison
Lazard Global Total Return and Income Fund (LGI) has a higher volatility of 10.00% compared to Abrdn Total Dynamic Dividend Fund (AOD) at 9.44%. This indicates that LGI'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
| LGI | AOD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.00% | 9.44% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 13.77% | 12.94% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.92% | 19.73% | +0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.17% | 16.51% | +2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.06% | 18.49% | +1.57% |