Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQN (Algonquin Power & Utilities Corp.) | -2.38% | 6.04% | -6.35% | -12.56% | 0.92% | 4.94% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQN (Algonquin Power & Utilities Corp.) | 12/29/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 6.04 | -6.35 | -12.56 | 0.92 | 4.94 | NA | … | … | -2.38 | 46.34 | -25.01 | 2.98 | -51.74 | -8.19 | 21.50 | 47.02 | -5.30 | 37.57 | 12.84 | 0.02 | 26.80 | 4.70 | 10.31 | 30.61 | 32.15 | -0.26 |
| Sharpe Ratio | NA | 0.38 | -0.28 | -0.48 | -0.02 | NA | NA | … | … | -0.37 | 1.37 | -0.93 | -0.02 | -1.46 | -0.44 | 0.47 | 3.70 | -0.40 | 2.33 | 0.53 | 0.00 | 1.06 | 0.20 | 0.47 | 1.09 | 1.07 | -1.91 |
| Standard Deviation(%) | NA | 28.72 | 30.74 | 30.90 | 28.25 | NA | NA | … | … | 27.43 | 31.78 | 30.80 | 31.68 | 36.51 | 18.48 | 45.26 | 12.30 | 16.84 | 15.93 | 23.84 | 31.08 | 25.16 | 23.07 | 21.91 | 28.10 | 29.90 | 14.57 |
| Draw Down(%) | NA | 16.74 | 45.68 | 68.20 | 69.70 | NA | NA | … | … | 16.74 | 12.67 | 34.19 | 42.13 | 57.78 | 21.64 | 42.85 | 5.19 | 13.87 | 7.42 | 17.50 | 21.89 | 16.42 | 26.91 | 13.54 | 19.20 | 27.16 | 0.78 |
| Yield(%) | 0.00 | 5.49 | 4.11 | 3.08 | 5.48 | 7.23 | 8.47 | … | … | 1.06 | 7.16 | 5.40 | 6.48 | 4.98 | 4.11 | 4.32 | 5.53 | 4.51 | 5.59 | 5.37 | 4.55 | 5.08 | 4.62 | 1.23 | 5.41 | 1.51 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/29/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQN (Algonquin Power & Utilities Corp.) |
-28.04%
Dec 2021 – Dec 2024 |
-17.45%
Jan 2020 – Jan 2025 |
-1.06%
Dec 2014 – Dec 2024 |
4.85%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQN (Algonquin Power & Utilities Corp.) |
27.06%
May 2010 – May 2013 |
21.75%
Sep 2015 – Sep 2020 |
19.54%
Jan 2010 – Jan 2020 |
7.61%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart