Performance analysis of AOD (abrdn Total Dynamic Dividend Fund)
Annual Return
Over the past 3 years, AOD has had an average annual return of +22.62%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, AOD has had an average annual return of +11.31%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, AOD has had an average annual return of +13.28%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 26, 2007, AOD has had an average annual return of +4.15%, underperforming the benchmark SPY, which returned +11.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.66% | +32.08% | +15.99% | +12.65% | -17.16% | +23.81% | +8.04% | +34.82% | -17.61% | +35.35% | +8.36% | -1.88% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +9.62% | +13.36% | +6.95% | -16.45% | -22.89% | +77.59% | -55.96% | -6.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.18% | +7.54% | -12.19% | +11.63% | +3.64% | +1.72% | +14.66% | ||||||
| 2025 | +4.40% | +1.97% | -3.00% | -0.68% | +4.50% | +5.08% | +1.91% | +3.36% | +4.71% | +2.42% | +1.82% | +1.96% | +32.08% |
| 2024 | -1.02% | +2.88% | +3.19% | -3.40% | +4.11% | +3.01% | +2.72% | +5.49% | +2.81% | -2.77% | +1.73% | -3.30% | +15.99% |
| 2023 | +8.32% | -2.79% | +0.50% | +2.94% | -3.32% | +4.90% | +2.14% | -3.36% | -5.27% | -3.20% | +8.52% | +3.80% | +12.65% |
| 2022 | -2.16% | -3.36% | +1.25% | -7.34% | -1.35% | -6.14% | +4.93% | -4.21% | -10.18% | +5.89% | +11.86% | -5.68% | -17.16% |
| 2021 | +1.31% | +2.99% | +5.13% | +3.44% | +3.55% | +1.37% | +1.84% | +1.64% | -5.90% | +3.77% | -2.53% | +5.51% | +23.81% |
| 2020 | -1.51% | -10.86% | -14.30% | +10.45% | +5.14% | +3.15% | +3.22% | +4.80% | -2.59% | -7.27% | +17.91% | +4.06% | +8.04% |
| 2019 | +14.28% | +2.17% | +0.08% | +3.97% | -7.56% | +7.39% | +0.93% | -3.38% | +4.71% | +1.89% | +2.83% | +4.49% | +34.82% |
| 2018 | +4.19% | -4.62% | -3.27% | +1.31% | -0.71% | -0.83% | +2.03% | +0.88% | -0.60% | -8.93% | +2.87% | -10.38% | -17.61% |
| 2017 | +5.66% | +4.37% | +0.95% | +5.08% | +1.60% | +0.56% | +2.39% | -1.04% | +4.24% | +0.87% | +1.97% | +4.25% | +35.35% |
Drawdown analysis of AOD (abrdn Total Dynamic Dividend Fund)
The maximum drawdown for the AOD was -72.10%, occurring on Mar 9, 2009. Recovery took 2975 trading sessions.
Since Jan 26, 2007 AOD has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.10% | Jun 1, 2007 | 445 | Mar 9, 2009 | 2975 | Dec 30, 2020 | 3420 |
| -28.90% | Jan 12, 2022 | 190 | Oct 14, 2022 | 430 | Jul 3, 2024 | 620 |
| -16.71% | Feb 26, 2026 | 21 | Mar 27, 2026 | 29 | May 8, 2026 | 50 |
| -14.30% | Feb 18, 2025 | 34 | Apr 7, 2025 | 28 | May 16, 2025 | 62 |
| -7.29% | Jul 16, 2024 | 14 | Aug 5, 2024 | 5 | Aug 12, 2024 | 19 |
| -6.75% | Sep 2, 2021 | 21 | Oct 4, 2021 | 58 | Dec 27, 2021 | 79 |
| -6.03% | Sep 30, 2024 | 57 | Dec 19, 2024 | 30 | Feb 5, 2025 | 87 |
| -4.76% | Oct 24, 2025 | 10 | Nov 7, 2025 | 14 | Nov 28, 2025 | 24 |
| -4.52% | May 11, 2007 | 9 | May 24, 2007 | 5 | Jun 1, 2007 | 14 |
| -4.26% | Feb 1, 2007 | 21 | Mar 5, 2007 | 18 | Mar 29, 2007 | 39 |
| -3.71% | May 7, 2021 | 3 | May 12, 2021 | 4 | May 18, 2021 | 7 |
| -3.42% | Feb 16, 2021 | 12 | Mar 4, 2021 | 7 | Mar 15, 2021 | 19 |
| -3.36% | Jun 10, 2021 | 6 | Jun 18, 2021 | 17 | Jul 14, 2021 | 23 |
| -2.98% | Jul 25, 2025 | 5 | Aug 1, 2025 | 5 | Aug 8, 2025 | 10 |
| -2.79% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -2.72% | Jan 26, 2021 | 3 | Jan 29, 2021 | 4 | Feb 4, 2021 | 7 |
| -2.57% | Aug 30, 2024 | 6 | Sep 10, 2024 | 7 | Sep 19, 2024 | 13 |
| -2.36% | Dec 30, 2020 | 2 | Jan 4, 2021 | 3 | Jan 7, 2021 | 5 |
| -2.23% | Jul 14, 2021 | 3 | Jul 19, 2021 | 4 | Jul 23, 2021 | 7 |
| -2.07% | Jan 12, 2026 | 4 | Jan 16, 2026 | 14 | Feb 6, 2026 | 18 |
| -1.92% | Dec 29, 2021 | 2 | Dec 31, 2021 | 8 | Jan 12, 2022 | 10 |
| -1.89% | May 11, 2026 | 5 | May 18, 2026 | 5 | May 26, 2026 | 10 |
| -1.84% | Aug 13, 2021 | 4 | Aug 19, 2021 | 10 | Sep 2, 2021 | 14 |
| -1.81% | Dec 24, 2025 | 5 | Jan 2, 2026 | 2 | Jan 6, 2026 | 7 |
| -1.75% | Apr 18, 2007 | 3 | Apr 23, 2007 | 6 | May 1, 2007 | 9 |