AD-UN.TO vs. FC.TO
Compare and contrast key facts about Alaris Equity Partners Income Trust (AD-UN.TO) and Firm Capital Mortgage Investment Corporation (FC.TO).
Performance
AD-UN.TO vs. FC.TO - Performance Comparison
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AD-UN.TO vs. FC.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AD-UN.TO Alaris Equity Partners Income Trust | 4.11% | 15.38% | 27.16% | 10.82% | -7.62% | 33.79% | -23.76% | 40.26% | -9.96% | -6.82% |
FC.TO Firm Capital Mortgage Investment Corporation | 3.18% | 6.87% | 20.14% | 11.21% | -19.55% | 20.36% | -6.50% | 20.36% | 8.82% | 2.16% |
Fundamentals
AD-UN.TO:
CA$953.93M
FC.TO:
CA$478.20M
AD-UN.TO:
CA$1.94
FC.TO:
CA$0.96
AD-UN.TO:
10.85
FC.TO:
12.38
AD-UN.TO:
32.56
FC.TO:
4.85
AD-UN.TO:
5.16
FC.TO:
6.80
AD-UN.TO:
0.85
FC.TO:
1.12
AD-UN.TO:
CA$191.06M
FC.TO:
CA$68.18M
AD-UN.TO:
CA$175.91M
FC.TO:
CA$54.28M
AD-UN.TO:
CA$134.85M
FC.TO:
CA$46.50M
Returns By Period
In the year-to-date period, AD-UN.TO achieves a 4.11% return, which is significantly higher than FC.TO's 3.18% return. Over the past 10 years, AD-UN.TO has underperformed FC.TO with an annualized return of 5.48%, while FC.TO has yielded a comparatively higher 7.22% annualized return.
AD-UN.TO
- 1D
- 2.09%
- 1M
- -4.35%
- YTD
- 4.11%
- 6M
- 17.45%
- 1Y
- 17.53%
- 3Y*
- 16.66%
- 5Y*
- 13.82%
- 10Y*
- 5.48%
FC.TO
- 1D
- 0.51%
- 1M
- -2.13%
- YTD
- 3.18%
- 6M
- 3.01%
- 1Y
- 9.90%
- 3Y*
- 11.22%
- 5Y*
- 4.88%
- 10Y*
- 7.22%
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Return for Risk
AD-UN.TO vs. FC.TO — Risk / Return Rank
AD-UN.TO
FC.TO
AD-UN.TO vs. FC.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alaris Equity Partners Income Trust (AD-UN.TO) and Firm Capital Mortgage Investment Corporation (FC.TO). 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 | FC.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.91 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.29 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.32 | +0.05 |
Martin ratioReturn relative to average drawdown | 3.41 | 3.50 | -0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AD-UN.TO | FC.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.91 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.32 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.38 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.54 | -0.11 |
Correlation
The correlation between AD-UN.TO and FC.TO is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AD-UN.TO vs. FC.TO - Dividend Comparison
AD-UN.TO's dividend yield for the trailing twelve months is around 6.75%, less than FC.TO's 8.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AD-UN.TO Alaris Equity Partners Income Trust | 6.75% | 6.75% | 7.10% | 8.35% | 8.29% | 6.81% | 8.76% | 7.55% | 9.57% | 7.84% | 7.49% | 6.66% |
FC.TO Firm Capital Mortgage Investment Corporation | 8.60% | 8.70% | 8.31% | 9.13% | 8.89% | 6.61% | 7.42% | 6.83% | 7.50% | 7.72% | 7.02% | 7.83% |
Drawdowns
AD-UN.TO vs. FC.TO - Drawdown Comparison
The maximum AD-UN.TO drawdown since its inception was -74.93%, which is greater than FC.TO's maximum drawdown of -49.63%. Use the drawdown chart below to compare losses from any high point for AD-UN.TO and FC.TO.
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Drawdown Indicators
| AD-UN.TO | FC.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.93% | -49.63% | -25.30% |
Max Drawdown (1Y)Largest decline over 1 year | -12.74% | -6.65% | -6.09% |
Max Drawdown (5Y)Largest decline over 5 years | -29.73% | -29.03% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -73.03% | -49.63% | -23.40% |
Current DrawdownCurrent decline from peak | -5.86% | -3.42% | -2.44% |
Average DrawdownAverage peak-to-trough decline | -16.92% | -5.23% | -11.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.12% | 2.51% | +2.61% |
Volatility
AD-UN.TO vs. FC.TO - Volatility Comparison
Alaris Equity Partners Income Trust (AD-UN.TO) has a higher volatility of 7.54% compared to Firm Capital Mortgage Investment Corporation (FC.TO) at 4.00%. This indicates that AD-UN.TO's price experiences larger fluctuations and is considered to be riskier than FC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AD-UN.TO | FC.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.54% | 4.00% | +3.54% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 7.13% | +7.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.21% | 11.00% | +12.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.70% | 15.56% | +7.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.28% | 19.14% | +13.14% |
Financials
AD-UN.TO vs. FC.TO - Financials Comparison
This section allows you to compare key financial metrics between Alaris Equity Partners Income Trust and Firm Capital Mortgage Investment Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AD-UN.TO vs. FC.TO - Profitability Comparison
AD-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Alaris Equity Partners Income Trust reported a gross profit of 46.52M and revenue of 54.10M. Therefore, the gross margin over that period was 86.0%.
FC.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Firm Capital Mortgage Investment Corporation reported a gross profit of 15.87M and revenue of 17.05M. Therefore, the gross margin over that period was 93.1%.
AD-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Alaris Equity Partners Income Trust reported an operating income of 47.60M and revenue of 54.10M, resulting in an operating margin of 88.0%.
FC.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Firm Capital Mortgage Investment Corporation reported an operating income of 15.43M and revenue of 17.05M, resulting in an operating margin of 90.5%.
AD-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Alaris Equity Partners Income Trust reported a net income of -243.00K and revenue of 54.10M, resulting in a net margin of -0.5%.
FC.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Firm Capital Mortgage Investment Corporation reported a net income of 8.74M and revenue of 17.05M, resulting in a net margin of 51.2%.