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The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-08-15), Aberdeen Global Dynamic Dividend Fund's 1-Year Sharpe Ratio is 0.25.
Aberdeen Global Dynamic Dividend Fund (NYSE:AGD) 1-Year Sharpe Ratio Explanation
The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.
Aberdeen Global Dynamic Dividend Fund 1-Year Sharpe Ratio Related Terms
AGD vs EMF, RFI, AFB: 1-Year Sharpe Ratio Comparison
For the Asset Management subindustry, Aberdeen Global Dynamic Dividend Fund's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Aberdeen Global Dynamic Dividend Fund 1-Year Sharpe Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Aberdeen Global Dynamic Dividend Fund's 1-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Aberdeen Global Dynamic Dividend Fund's 1-Year Sharpe Ratio falls into.
Aberdeen Global Dynamic Dividend Fund 1-Year Sharpe Ratio Calculation
The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.
Aberdeen Global Dynamic Dividend Fund (AGD) has a 1-Year Sharpe Ratio of 0.25 as of Aug. 15, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Aberdeen Global Dynamic Dividend Fund and its competitors.
Is Aberdeen Global Dynamic Dividend Fund's 1-Year Sharpe Ratio too high?
Aberdeen Global Dynamic Dividend Fund's current 1-Year Sharpe Ratio is 0.25. Overall, Aberdeen Global Dynamic Dividend Fund has a GF Score™ of 50/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Aberdeen Global Dynamic Dividend Fund's 1-Year Sharpe Ratio compare to EMF and RFI?
Aberdeen Global Dynamic Dividend Fund's 1-Year Sharpe Ratio of 0.25 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for an Asset Management company?
A good 1-Year Sharpe Ratio depends on the Asset Management industry context. However, 1-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Aberdeen Global Dynamic Dividend Fund and its competitors. Aberdeen Global Dynamic Dividend Fund's current 1-Year Sharpe Ratio is 0.25. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aberdeen Global Dynamic Dividend Fund stock overvalued right now?
Based on GuruFocus' analysis, Aberdeen Global Dynamic Dividend Fund (AGD) is currently considered Significantly Undervalued. The stock's GF Value™ is $40.42, compared to a current price of $12.47 — trading 69.1% below its estimated fair value. The current 1-Year Sharpe Ratio is 0.25. Aberdeen Global Dynamic Dividend Fund's overall GF Score™ is 50/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For Aberdeen Global Dynamic Dividend Fund (AGD), the current 1-Year Sharpe Ratio is 0.25 as of Aug. 15, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Aberdeen Global Dynamic Dividend Fund (AGD) Overvalued in 2026?
Based on GuruFocus' analysis, Aberdeen Global Dynamic Dividend Fund stock appears to be undervalued.
The current stock price of $12.47 is trading 69.1% below its estimated GF Value™ of $40.42.
GuruFocus considers Aberdeen Global Dynamic Dividend Fund to be Significantly Undervalued.
Key valuation signals for AGD:
1-Year Sharpe Ratio: 0.25
GF Value™: $40.42 vs. price of $12.47 (69.1% below fair value)
No single metric tells the full story. See the AGD stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Aberdeen Global Dynamic Dividend Fund is a diversified, closed-end management investment company. The fund's primary investment objective is to seek high current dividend income, more than 50% of which qualifies for the reduced federal income tax rate, as created by the Jobs and Growth Tax Relief Reconciliation Act of 2003. The fund also focuses on the long-term growth of capital as a secondary investment objective. The fund's portfolio holdings are in information technology, financials, health care, and consumer discretionary sectors, among others.
50GF Score
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