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Algonquin Power & Utilities Cor (AQNA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0158577090
CUSIP015857709

Highlights

Year Range$22.80 - $25.32

Share Price Chart


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Algonquin Power & Utilities Cor

Popular comparisons: AQNA vs. AQNB, AQNA vs. TLT, AQNA vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Algonquin Power & Utilities Cor, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


AQNA (Algonquin Power & Utilities Cor)
Benchmark (^GSPC)

S&P 500

Returns By Period


PeriodReturnBenchmark
Year-To-DateN/A11.18%
1 monthN/A5.60%
6 monthsN/A17.48%
1 yearN/A26.33%
5 years (annualized)N/A13.16%
10 years (annualized)N/A10.99%

Monthly Returns

The table below presents the monthly returns of AQNA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20238.48%-2.32%-4.04%0.87%5.57%5.82%-2.52%2.82%0.35%-0.24%15.07%
2022-0.38%-0.72%0.95%-0.96%0.19%-1.77%3.28%-4.14%-0.28%-7.58%8.11%-3.45%-7.31%
2021-1.84%-1.23%-0.06%2.60%0.91%0.90%0.47%-1.04%1.63%0.22%-0.33%-1.71%0.42%
20202.38%-7.18%-6.33%13.74%-1.27%-3.67%5.92%1.17%1.55%-3.47%3.00%4.10%8.46%
20198.97%-1.35%2.35%0.79%-1.27%1.78%4.46%-0.33%0.25%2.71%-1.65%2.55%20.50%
20181.27%-0.27%-1.89%-0.91%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Algonquin Power & Utilities Cor (AQNA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AQNA
Sharpe ratio
No data
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.38, compared to the broader market-2.00-1.000.001.002.003.004.002.38
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.37, compared to the broader market-4.00-2.000.002.004.006.003.37
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.42, compared to the broader market0.501.001.502.001.42
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.94, compared to the broader market0.002.004.006.001.94
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.12, compared to the broader market-10.000.0010.0020.0030.009.12

Sharpe Ratio

There is not enough data available to calculate the Sharpe ratio for Algonquin Power & Utilities Cor. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
AQNA (Algonquin Power & Utilities Cor)
Benchmark (^GSPC)

Dividends

Dividend History

Algonquin Power & Utilities Cor granted a 3.42% dividend yield in the last twelve months. The annual payout for that period amounted to $0.86 per share.


PeriodTTM2022202120202019
Dividend$0.86$1.72$1.72$2.15$1.72

Dividend yield

3.42%7.47%6.46%7.62%6.10%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2023$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.00$0.43$0.00$1.29
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$1.72
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$1.72
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$2.15
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$1.72

Drawdowns

Drawdowns Chart

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


AQNA (Algonquin Power & Utilities Cor)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Algonquin Power & Utilities Cor. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Algonquin Power & Utilities Cor was 33.76%, occurring on Mar 19, 2020. Recovery took 99 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.76%Feb 10, 202028Mar 19, 202099Aug 10, 2020127
-18.24%Nov 8, 2021241Oct 21, 2022172Jun 30, 2023413
-5.84%Oct 15, 201939Dec 9, 201917Jan 3, 202056
-5.74%Nov 14, 201829Dec 27, 20183Jan 2, 201932
-5.6%Oct 2, 202020Oct 29, 202027Dec 8, 202047

Volatility

Volatility Chart

The current Algonquin Power & Utilities Cor volatility is 0.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


AQNA (Algonquin Power & Utilities Cor)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Algonquin Power & Utilities Cor over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


Income Statement
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Income

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Discontinued Operations

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Non Recurring

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Minority Interest

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Values in undefined except per share items