AOD vs SOR: Correlation
How closely do abrdn Total Dynamic Dividend Fund (AOD) and Source Capital, Inc. Cmn Shs of BI (SOR) trade together? Their weekly returns over three years give a correlation of 0.57, which is moderate.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are AOD and SOR?
Across a 3-year window, the weekly returns of AOD and SOR correlate at 0.57, moderate. The relationship has been stable: the 1-year correlation (0.51) sits close to the 3-year figure. Stretching to 5 years gives 0.66, with an annualized covariance of 91.4 %².
Within AOD's tracked universe of 26 assets, SOR comes in at #13 by 3-year correlation. The last year tells two different stories: AOD led by 20.6 percentage points, +31.8% for AOD against +11.2% for SOR.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
AOD vs SOR: side by side
| AOD (abrdn Total Dynamic Dividend Fund) | SOR (Source Capital, Inc. Cmn Shs of BI) | |
|---|---|---|
| 1-year return | +31.8% | +11.2% |
| 5-year return | +70.1% | +53.7% |
| Volatility (ann.) | 15.4% | 10.5% |
| Beta vs S&P 500 | 0.81 | 0.37 |
| Max drawdown (3Y) | -16.7% | -9.2% |
| Market cap | $1.1B | – |
| P/E (trailing) | 4.1 | 6.4 |
| Dividend yield | 5.46% | 5.36% |
| Sector / category | US Listed | US Listed |
Year-by-year returns
| Year | AOD | SOR |
|---|---|---|
| 2022 | -17.1% | -5.2% |
| 2023 | +12.7% | +12.6% |
| 2024 | +16.1% | +21.3% |
| 2025 | +32.1% | +11.5% |
| 2026 | +18.1% | +5.4% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are AOD and SOR good diversifiers for each other?
Somewhat, no more. With 0.57 correlation, most large moves hit both names, and the diversification benefit stays modest.
FAQ
What is the correlation between AOD and SOR?
As of 2026-08-27, the correlation of weekly returns between AOD and SOR is 0.57 over 3 years, 0.51 over 1 year and 0.66 over 5 years.
Is SOR a good diversifier for AOD?
Somewhat, no more. With 0.57 correlation, most large moves hit both names, and the diversification benefit stays modest.
What does a correlation of 0.57 mean?
On the −1 to +1 scale, 0.57 describes how much the two returns move together: +1 is lockstep, 0 is independence, negative values mean opposite directions. It says nothing about which performed better.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/aod-vs-sor.json
Embed this badge (it refreshes with the data), with attribution:
[](https://www.pairbook.io/pair/aod-vs-sor/)
No key needed, free to use. Full endpoint list in the API documentation.
Related comparisons
Hubs: AOD correlations · SOR correlations
