PortfoliosLab logo

Algonquin Power & Utilities Cor (AQNA)

Equity · Currency in USD · Last updated Mar 28, 2023

Share Price Chart


Loading data...

Performance

The chart shows the growth of $10,000 invested in Algonquin Power & Utilities Cor in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,185 for a total return of roughly 21.85%. All prices are adjusted for splits and dividends.


10.00%20.00%30.00%40.00%50.00%NovemberDecember2023FebruaryMarch
21.85%
45.13%
AQNA (Algonquin Power & Utilities Cor)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with AQNA

Algonquin Power & Utilities Cor

Popular comparisons: AQNA vs. AQNB

Return

Algonquin Power & Utilities Cor had a return of 1.09% year-to-date (YTD) and -1.89% in the last 12 months. Over the past 10 years, Algonquin Power & Utilities Cor had an annualized return of 4.58%, while the S&P 500 had an annualized return of 8.81%, indicating that Algonquin Power & Utilities Cor did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-4.48%0.19%
Year-To-Date1.09%3.59%
6 months-1.89%7.70%
1 year-1.89%-12.45%
5 years (annualized)4.58%8.81%
10 years (annualized)4.58%8.81%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20238.48%-2.32%
2022-0.28%-7.57%8.11%-3.45%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Algonquin Power & Utilities Cor Sharpe ratio is -0.15. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.20-1.00-0.80-0.60-0.40-0.200.00NovemberDecember2023FebruaryMarch
-0.15
-0.52
AQNA (Algonquin Power & Utilities Cor)
Benchmark (^GSPC)

Dividend History

Algonquin Power & Utilities Cor granted a 9.25% dividend yield in the last twelve months. The annual payout for that period amounted to $2.15 per share.


PeriodTTM2022202120202019
Dividend$2.15$1.72$1.72$2.15$1.72

Dividend yield

9.25%7.48%6.93%8.70%7.55%

Monthly Dividends

The table displays the monthly dividend distributions for Algonquin Power & Utilities Cor. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43
2021$0.00$0.00$0.43$0.00$0.00$0.00$0.43$0.00$0.43$0.00$0.00$0.43
2020$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.43
2019$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%NovemberDecember2023FebruaryMarch
-8.86%
-17.08%
AQNA (Algonquin Power & Utilities Cor)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Algonquin Power & Utilities Cor. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Algonquin Power & Utilities Cor is 33.76%, recorded on Mar 19, 2020. It took 99 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.76%Feb 10, 202028Mar 19, 202099Aug 10, 2020127
-18.24%Nov 8, 2021241Oct 21, 2022
-5.84%Oct 15, 201939Dec 9, 201917Jan 3, 202056
-5.74%Nov 14, 201829Dec 27, 20183Jan 2, 201932
-5.61%Oct 2, 202020Oct 29, 202027Dec 8, 202047
-5.44%Jan 20, 202126Feb 25, 202136Apr 19, 202162
-3.89%Aug 20, 202013Sep 8, 202014Sep 28, 202027
-3.48%Feb 1, 20198Feb 12, 201919Mar 12, 201927
-3.11%Jul 9, 202162Oct 5, 202111Oct 20, 202173
-2.67%Apr 20, 202117May 12, 202114Jun 2, 202131

Volatility Chart

Current Algonquin Power & Utilities Cor volatility is 22.31%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2023FebruaryMarch
22.31%
17.88%
AQNA (Algonquin Power & Utilities Cor)
Benchmark (^GSPC)