Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AOD (Aberdeen Total Dynamic Dividend Fund) | 13.40% | 17.78% | 14.98% | 12.59% | 9.43% | 8.69% | NA | 2.61% |
Data as of 07/14/2025, AR inception is 04/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOD (Aberdeen Total Dynamic Dividend Fund) | 04/23/2007 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 17.78 | 14.98 | 12.59 | 9.43 | 8.69 | NA | 2.61 | 13.40 | 16.03 | 13.01 | -16.85 | 24.07 | 8.21 | 34.91 | -17.63 | 35.41 | 8.43 | -1.82 | 10.42 | 13.27 | 6.88 | -15.76 | -23.14 | 77.06 | -55.99 | -11.38 |
| Sharpe Ratio | NA | 0.82 | 0.71 | 0.66 | 0.44 | NA | NA | 0.07 | 1.19 | 0.99 | 0.71 | -0.83 | 1.95 | 0.20 | 3.14 | -1.30 | 3.84 | 0.55 | -0.13 | 0.88 | 0.95 | 0.49 | -0.58 | -0.74 | 1.91 | -0.90 | -0.95 |
| Standard Deviation(%) | NA | 18.64 | 16.17 | 16.34 | 18.84 | NA | NA | 25.49 | 22.04 | 12.54 | 13.31 | 22.07 | 12.33 | 39.30 | 10.66 | 14.65 | 9.08 | 14.97 | 14.47 | 11.86 | 13.97 | 14.13 | 27.39 | 31.33 | 40.35 | 63.30 | 19.80 |
| Draw Down(%) | NA | 14.31 | 18.03 | 28.73 | 43.67 | NA | NA | 72.18 | 14.31 | 7.30 | 14.33 | 28.73 | 6.72 | 43.67 | 8.25 | 25.20 | 3.48 | 13.86 | 15.75 | 11.61 | 10.65 | 13.96 | 28.39 | 45.05 | 44.56 | 66.15 | 17.28 |
| Yield(%) | 0.00 | 13.07 | 10.51 | 9.99 | 8.37 | 7.78 | 2.99 | 3.32 | 6.75 | 11.38 | 8.87 | 6.70 | 8.01 | 7.75 | 9.49 | 7.33 | 9.01 | 9.15 | 8.03 | 8.86 | 8.52 | 14.86 | 11.92 | 11.80 | 22.76 | 12.29 | 9.30 |
Data as of 07/14/2025, AR inception is 04/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOD (Aberdeen Total Dynamic Dividend Fund) |
-25.00%
Jun 2007 - Jun 2010 |
-15.01%
May 2007 - May 2012 |
-2.89%
May 2007 - May 2017 |
-0.06%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOD (Aberdeen Total Dynamic Dividend Fund) |
21.90%
Dec 2018 - Dec 2021 |
16.24%
Jun 2016 - Jun 2021 |
11.14%
Dec 2011 - Dec 2021 |
9.27%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart