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

Company Info

ISINUS0158577090
CUSIP015857709

Highlights

Year Range$21.41 - $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.


40.00%45.00%50.00%55.00%60.00%65.00%OctoberOct 08Oct 15Oct 22Oct 29Nov 05Nov 12
38.72%
64.49%
AQNA (Algonquin Power & Utilities Cor)
Benchmark (^GSPC)

S&P 500

Returns By Period


PeriodReturnBenchmark
Year-To-DateN/A10.04%
1 monthN/A3.53%
6 monthsN/A22.79%
1 yearN/A32.16%
5 years (annualized)N/A13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20232.82%0.35%-0.24%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Algonquin Power & Utilities Cor (AQNA) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AQNA
Algonquin Power & Utilities Cor
^GSPC
S&P 500
2.76

Sharpe Ratio


Rolling 12-month Sharpe Ratio0.501.001.502.00OctoberOct 08Oct 15Oct 22Oct 29Nov 05Nov 12
1.36
0.90
AQNA (Algonquin Power & Utilities Cor)
Benchmark (^GSPC)

Dividends

Dividend History

Algonquin Power & Utilities Cor granted a 5.14% dividend yield in the last twelve months. The annual payout for that period amounted to $1.29 per share.


PeriodTTM2022202120202019
Dividend$1.29$1.72$1.72$2.15$1.72

Dividend yield

5.14%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.00$0.43
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

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%OctoberOct 08Oct 15Oct 22Oct 29Nov 05Nov 12
-0.16%
-6.01%
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.


0.00%1.00%2.00%3.00%4.00%5.00%OctoberOct 08Oct 15Oct 22Oct 29Nov 05Nov 12
0.31%
4.56%
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
Balance Sheet
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Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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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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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items