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

Performance

SSSS vs. AOD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SuRo Capital Corp. (SSSS) and Abrdn Total Dynamic Dividend Fund (AOD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SSSS achieves a 39.08% return, which is significantly higher than AOD's 12.61% return. Over the past 10 years, SSSS has outperformed AOD with an annualized return of 18.46%, while AOD has yielded a comparatively lower 13.38% annualized return.


SSSS

1D
7.76%
1M
-5.41%
YTD
39.08%
6M
39.53%
1Y
70.71%
3Y*
63.23%
5Y*
8.05%
10Y*
18.46%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SSSS vs. AOD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SSSS
SuRo Capital Corp.
39.08%69.91%49.24%3.68%-70.31%72.62%116.63%31.56%-4.22%8.35%
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 SSSS and AOD is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

Correlation (3Y)
Calculated over the trailing 3-year period

0.33

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Apr 28, 2011

0.29

The correlation between SSSS and AOD shifts across timeframes, from 0.29 (all time) to 0.42 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Total Revenue (TTM)

SSSS:

$732.03B

AOD:

$93.67M

Gross Profit (TTM)

SSSS:

$59.82M

AOD:

$252.71M

EBITDA (TTM)

SSSS:

$57.61B

AOD:

$55.11M

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Return for Risk

SSSS vs. AOD — Risk / Return Rank

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

SSSS
SSSS Risk / Return Rank: 8787
Overall Rank
SSSS Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
SSSS Sortino Ratio Rank: 8686
Sortino Ratio Rank
SSSS Omega Ratio Rank: 8181
Omega Ratio Rank
SSSS Calmar Ratio Rank: 8989
Calmar Ratio Rank
SSSS Martin Ratio Rank: 9393
Martin Ratio Rank

AOD
AOD Risk / Return Rank: 8787
Overall Rank
AOD Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
AOD Sortino Ratio Rank: 8989
Sortino Ratio Rank
AOD Omega Ratio Rank: 9090
Omega Ratio Rank
AOD Calmar Ratio Rank: 7777
Calmar Ratio Rank
AOD Martin Ratio Rank: 8787
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.

SSSS vs. AOD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SuRo Capital Corp. (SSSS) 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.


SSSSAODDifference
Sharpe ratioReturn per unit of total volatility

-0.45

Sortino ratioReturn per unit of downside risk

-0.31

Omega ratioGain probability vs. loss probability

1.29

1.39

-0.10

Calmar ratioReturn relative to maximum drawdown

3.81

2.00

+1.81

Martin ratioReturn relative to average drawdown

13.26

8.59

+4.67

SSSS vs. AOD - Sharpe Ratio Comparison

The current SSSS Sharpe Ratio is 1.65, which is comparable to the AOD Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of SSSS and AOD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SSSS vs. AOD - Drawdown Comparison

The maximum SSSS drawdown since its inception was -77.81%, which is greater than AOD's maximum drawdown of -72.26%. Use the drawdown chart below to compare losses from any high point for SSSS and AOD.


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Drawdown Indicators


SSSSAODDifference

Max Drawdown

Largest peak-to-trough decline

-77.81%

-72.26%

-5.55%

Max Drawdown (1Y)

Largest decline over 1 year

-18.63%

-16.71%

-1.92%

Max Drawdown (3Y)

Largest decline over 3 years

-33.03%

-16.71%

-16.32%

Max Drawdown (5Y)

Largest decline over 5 years

-77.81%

-28.92%

-48.89%

Max Drawdown (10Y)

Largest decline over 10 years

-77.81%

-43.68%

-34.13%

Current Drawdown

Current decline from peak

-11.94%

-1.78%

-10.16%

Average Drawdown

Average peak-to-trough decline

-47.02%

-27.20%

-19.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.35%

3.89%

+1.46%

Volatility

SSSS vs. AOD - Volatility Comparison

SuRo Capital Corp. (SSSS) has a higher volatility of 14.85% compared to Abrdn Total Dynamic Dividend Fund (AOD) at 5.22%. This indicates that SSSS'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


SSSSAODDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.85%

5.22%

+9.63%

Volatility (6M)

Calculated over the trailing 6-month period

33.84%

13.70%

+20.14%

Volatility (1Y)

Calculated over the trailing 1-year period

43.18%

15.99%

+27.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.23%

16.77%

+30.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.65%

18.52%

+28.13%

Dividends

SSSS vs. AOD - Dividend Comparison

SSSS's dividend yield for the trailing twelve months is around 6.85%, less than AOD's 11.81% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
SSSS
SuRo Capital Corp.
6.85%5.30%0.00%0.00%2.89%61.78%6.65%4.89%0.00%0.00%55.67%0.00%

Financials

SSSS vs. AOD - Financials Comparison

This section allows you to compare key financial metrics between SuRo Capital Corp. 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


0.00200.00B400.00B600.00B800.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
731.96B
26.44M
(SSSS) Total Revenue
(AOD) Total Revenue
Values in USD except per share items

Frequently Asked Questions


SSSS and AOD have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SSSS has higher volatility (14.85%) compared to AOD (5.22%). In terms of maximum drawdown, SSSS dropped -77.81% vs AOD's -72.26%.

AOD currently has the higher Sharpe Ratio (2.10 vs 1.65), 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.

Portfolio Optimizer

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