AD-UN.TO vs. BKRIY

Last updated Jun 4, 2026

AD-UN.TO (Alaris Equity Partners Income Trust) and BKRIY (Bank of Ireland Group plc) are both stocks. Both are in the Financial Services sector — AD-UN.TO in Asset Management, BKRIY in Banks - Regional. Over the past 5 years, AD-UN.TO returned 15.77%/yr vs 33.56%/yr for BKRIY. At a 0.13 correlation, their price movements are largely independent.

Performance

AD-UN.TO vs. BKRIY - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Alaris Equity Partners Income Trust (AD-UN.TO) and Bank of Ireland Group plc (BKRIY). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

AD-UN.TO is traded in CAD, while BKRIY is traded in USD. To make them comparable, the BKRIY values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, AD-UN.TO achieves a 15.79% return, which is significantly higher than BKRIY's 8.30% return.

AD-UN.TO

• 1D: -1.06%
• 1M: 5.17%
• YTD: 15.79%
• 6M: 19.55%
• 1Y: 35.94%
• 3Y*: 24.59%
• 5Y*: 15.77%
• 10Y*: 5.99%

BKRIY

• 1D: -1.61%
• 1M: 11.44%
• YTD: 8.30%
• 6M: 9.26%
• 1Y: 51.71%
• 3Y*: 35.47%
• 5Y*: 33.56%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AD-UN.TO vs. BKRIY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
AD-UN.TO Alaris Equity Partners Income Trust	15.79%	15.38%	27.16%	10.82%	-7.62%	33.79%	-23.76%	40.26%	-6.05%
BKRIY Bank of Ireland Group plc	8.30%	108.97%	21.07%	-3.20%	74.10%	45.51%	-28.09%	-6.73%	-37.08%

Correlation

The correlation between AD-UN.TO and BKRIY is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.20
Correlation (3Y) Calculated over the trailing 3-year period	0.15
Correlation (5Y) Calculated over the trailing 5-year period	0.09
Correlation (All Time) Calculated using the full available price history since Jan 23, 2018	0.13

The correlation between AD-UN.TO and BKRIY shifts across timeframes, from 0.09 (5 years) to 0.20 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

EPS AD-UN.TO : CA$2.23 BKRIY : $2.92
PE Ratio AD-UN.TO : 10.51 BKRIY : 6.83
PEG Ratio AD-UN.TO : 31.53 BKRIY : 0.12
PS Ratio AD-UN.TO : 5.17 BKRIY : 2.35
Total Revenue (TTM) AD-UN.TO : CA$220.04M BKRIY : $8.38B
Gross Profit (TTM) AD-UN.TO : CA$197.90M BKRIY : $8.38B
EBITDA (TTM) AD-UN.TO : CA$179.07M BKRIY : $2.06B

Return for Risk

AD-UN.TO vs. BKRIY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AD-UN.TO

AD-UN.TO Risk / Return Rank: 86
AD-UN.TO Sharpe Ratio Rank: 88
AD-UN.TO Sortino Ratio Rank: 86
AD-UN.TO Omega Ratio Rank: 85
AD-UN.TO Calmar Ratio Rank: 81
AD-UN.TO Martin Ratio Rank: 88

BKRIY

BKRIY Risk / Return Rank: 81
BKRIY Sharpe Ratio Rank: 84
BKRIY Sortino Ratio Rank: 78
BKRIY Omega Ratio Rank: 77
BKRIY Calmar Ratio Rank: 83
BKRIY Martin Ratio Rank: 85

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AD-UN.TO vs. BKRIY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alaris Equity Partners Income Trust (AD-UN.TO) and Bank of Ireland Group plc (BKRIY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AD-UN.TO	BKRIY	Difference
Sharpe ratio Return per unit of total volatility	2.04	1.73	+0.31
Sortino ratio Return per unit of downside risk	2.83	2.27	+0.56
Omega ratio Gain probability vs. loss probability	1.36	1.28	+0.07
Calmar ratio Return relative to maximum drawdown	2.83	3.21	-0.37
Martin ratio Return relative to average drawdown	10.68	9.31	+1.38
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AD-UN.TO vs. BKRIY - Sharpe Ratio Comparison

The current AD-UN.TO Sharpe Ratio is 2.04, which is comparable to the BKRIY Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of AD-UN.TO and BKRIY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AD-UN.TO	BKRIY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.04	1.73	+0.31
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.70	0.84	-0.14
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.19	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	0.28	+0.16

Drawdowns

AD-UN.TO vs. BKRIY - Drawdown Comparison

The maximum AD-UN.TO drawdown since its inception was -74.93%, smaller than the maximum BKRIY drawdown of -84.16%. Use the drawdown chart below to compare losses from any high point for AD-UN.TO and BKRIY.

Drawdown Indicators

	AD-UN.TO	BKRIY	Difference
Max Drawdown Largest peak-to-trough decline	-74.93%	-84.16%	+9.23%
Max Drawdown (1Y) Largest decline over 1 year	-12.74%	-16.20%	+3.46%
Max Drawdown (3Y) Largest decline over 3 years	-18.69%	-22.63%	+3.94%
Max Drawdown (5Y) Largest decline over 5 years	-29.73%	-30.45%	+0.72%
Max Drawdown (10Y) Largest decline over 10 years	-73.03%	—	—
Current Drawdown Current decline from peak	-2.46%	-1.85%	-0.61%
Average Drawdown Average peak-to-trough decline	-16.76%	-28.04%	+11.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.37%	5.57%	-2.20%

Volatility

AD-UN.TO vs. BKRIY - Volatility Comparison

The current volatility for Alaris Equity Partners Income Trust (AD-UN.TO) is 3.98%, while Bank of Ireland Group plc (BKRIY) has a volatility of 8.40%. This indicates that AD-UN.TO experiences smaller price fluctuations and is considered to be less risky than BKRIY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AD-UN.TO	BKRIY	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.98%	8.40%	-4.42%
Volatility (6M) Calculated over the trailing 6-month period	13.79%	22.96%	-9.17%
Volatility (1Y) Calculated over the trailing 1-year period	17.70%	30.06%	-12.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.64%	40.13%	-17.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.24%	47.36%	-15.12%

Dividends

AD-UN.TO vs. BKRIY - Dividend Comparison

AD-UN.TO's dividend yield for the trailing twelve months is around 6.07%, more than BKRIY's 4.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AD-UN.TO Alaris Equity Partners Income Trust	6.07%	6.75%	7.10%	8.35%	8.29%	6.81%	8.76%	7.55%	9.57%	7.84%	7.49%	6.66%
BKRIY Bank of Ireland Group plc	4.11%	3.14%	11.28%	2.53%	0.57%	0.00%	0.00%	2.36%	1.76%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both AD-UN.TO and BKRIY in my portfolio?

AD-UN.TO and BKRIY have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.