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RQI vs. AOD
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

RQI vs. AOD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers Quality Income Realty Fund (RQI) and Abrdn Total Dynamic Dividend Fund (AOD). The values are adjusted to include any dividend payments, if applicable.

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RQI vs. AOD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RQI
Cohen & Steers Quality Income Realty Fund
9.09%2.07%8.04%15.74%-31.07%56.64%-9.28%54.62%-11.11%11.73%
AOD
Abrdn Total Dynamic Dividend Fund
0.07%32.14%16.03%12.65%-17.15%23.80%8.12%34.83%-17.63%35.37%

Fundamentals

EPS

RQI:

$1.09

AOD:

$1.32

PE Ratio

RQI:

11.23

AOD:

7.14

PS Ratio

RQI:

4.55

AOD:

10.65

Total Revenue (TTM)

RQI:

$360.06M

AOD:

$93.67M

Gross Profit (TTM)

RQI:

$283.39M

AOD:

$252.71M

EBITDA (TTM)

RQI:

$130.74M

AOD:

$55.11M

Returns By Period

In the year-to-date period, RQI achieves a 9.09% return, which is significantly higher than AOD's 0.07% return. Over the past 10 years, RQI has underperformed AOD with an annualized return of 7.96%, while AOD has yielded a comparatively higher 12.04% annualized return.


RQI

1D
1.16%
1M
-8.04%
YTD
9.09%
6M
2.83%
1Y
5.87%
3Y*
9.65%
5Y*
5.38%
10Y*
7.96%

AOD

1D
2.71%
1M
-9.47%
YTD
0.07%
6M
5.96%
1Y
28.05%
3Y*
17.77%
5Y*
9.96%
10Y*
12.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

RQI vs. AOD — Risk / Return Rank

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

RQI
RQI Risk / Return Rank: 4949
Overall Rank
RQI Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
RQI Sortino Ratio Rank: 4242
Sortino Ratio Rank
RQI Omega Ratio Rank: 4242
Omega Ratio Rank
RQI Calmar Ratio Rank: 5151
Calmar Ratio Rank
RQI Martin Ratio Rank: 5555
Martin Ratio Rank

AOD
AOD Risk / Return Rank: 7979
Overall Rank
AOD Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
AOD Sortino Ratio Rank: 7676
Sortino Ratio Rank
AOD Omega Ratio Rank: 8282
Omega Ratio Rank
AOD Calmar Ratio Rank: 7272
Calmar Ratio Rank
AOD Martin Ratio Rank: 8484
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.

RQI vs. AOD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Quality Income Realty Fund (RQI) 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.


RQIAODDifference

Sharpe ratio

Return per unit of total volatility

0.32

1.42

-1.10

Sortino ratio

Return per unit of downside risk

0.55

1.93

-1.39

Omega ratio

Gain probability vs. loss probability

1.07

1.31

-0.24

Calmar ratio

Return relative to maximum drawdown

0.45

1.68

-1.22

Martin ratio

Return relative to average drawdown

1.44

7.39

-5.95

RQI vs. AOD - Sharpe Ratio Comparison

The current RQI Sharpe Ratio is 0.32, which is lower than the AOD Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of RQI and AOD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RQIAODDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.32

1.42

-1.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.60

-0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

0.65

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.14

+0.14

Correlation

The correlation between RQI and AOD is 0.53, 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

RQI vs. AOD - Dividend Comparison

RQI's dividend yield for the trailing twelve months is around 9.19%, less than AOD's 12.47% yield.


TTM20252024202320222021202020192018201720162015
RQI
Cohen & Steers Quality Income Realty Fund
9.19%9.54%7.84%7.84%10.41%5.27%7.74%6.79%9.27%7.59%7.86%7.86%
AOD
Abrdn Total Dynamic Dividend Fund
12.47%12.00%10.73%8.56%8.85%6.75%7.80%7.71%9.57%7.29%9.10%8.93%

Drawdowns

RQI vs. AOD - Drawdown Comparison

The maximum RQI drawdown since its inception was -91.59%, which is greater than AOD's maximum drawdown of -72.26%. Use the drawdown chart below to compare losses from any high point for RQI and AOD.


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Drawdown Indicators


RQIAODDifference

Max Drawdown

Largest peak-to-trough decline

-91.59%

-72.26%

-19.33%

Max Drawdown (1Y)

Largest decline over 1 year

-14.25%

-16.71%

+2.46%

Max Drawdown (5Y)

Largest decline over 5 years

-41.06%

-28.92%

-12.14%

Max Drawdown (10Y)

Largest decline over 10 years

-59.12%

-43.68%

-15.44%

Current Drawdown

Current decline from peak

-8.04%

-10.57%

+2.53%

Average Drawdown

Average peak-to-trough decline

-18.04%

-27.50%

+9.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.49%

3.80%

+0.69%

Volatility

RQI vs. AOD - Volatility Comparison

The current volatility for Cohen & Steers Quality Income Realty Fund (RQI) is 5.73%, while Abrdn Total Dynamic Dividend Fund (AOD) has a volatility of 9.57%. This indicates that RQI 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


RQIAODDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.73%

9.57%

-3.84%

Volatility (6M)

Calculated over the trailing 6-month period

11.50%

13.20%

-1.70%

Volatility (1Y)

Calculated over the trailing 1-year period

18.39%

19.90%

-1.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.06%

16.55%

+6.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.94%

18.51%

+8.43%

Financials

RQI vs. AOD - Financials Comparison

This section allows you to compare key financial metrics between Cohen & Steers Quality Income Realty Fund 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00M20212022202320242025
55.28M
26.44M
(RQI) Total Revenue
(AOD) Total Revenue
Values in USD except per share items