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AGF-B.TO vs. DOLE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AGF-B.TO vs. DOLE - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in AGF Management Ltd (AGF-B.TO) and Dole plc (DOLE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, AGF-B.TO achieves a 11.68% return, which is significantly higher than DOLE's -4.40% return.


AGF-B.TO

1D
4.13%
1M
2.99%
YTD
11.68%
6M
22.85%
1Y
54.32%
3Y*
40.79%
5Y*
24.16%
10Y*
19.55%

DOLE

1D
2.21%
1M
-4.02%
YTD
-4.40%
6M
-3.40%
1Y
5.13%
3Y*
4.29%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGF-B.TO vs. DOLE - Yearly Performance Comparison


2026 (YTD)20252024202320222021
AGF-B.TO
AGF Management Ltd
11.68%59.26%45.89%15.54%-10.40%11.90%
DOLE
Dole plc
-4.40%8.18%22.38%27.69%-20.52%-8.53%

Correlation

The correlation between AGF-B.TO and DOLE is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.14

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Jul 30, 2021

0.16

Fundamentals

Market Cap

AGF-B.TO:

CA$1.18B

DOLE:

$1.34B

EPS

AGF-B.TO:

CA$1.73

DOLE:

$0.96

PE Ratio

AGF-B.TO:

10.35

DOLE:

14.50

PEG Ratio

AGF-B.TO:

0.27

DOLE:

0.99

PS Ratio

AGF-B.TO:

2.13

DOLE:

0.14

PB Ratio

AGF-B.TO:

0.98

DOLE:

0.97

Total Revenue (TTM)

AGF-B.TO:

CA$561.40M

DOLE:

$9.42B

Gross Profit (TTM)

AGF-B.TO:

CA$342.49M

DOLE:

$717.11M

EBITDA (TTM)

AGF-B.TO:

CA$163.56M

DOLE:

$332.26M

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Return for Risk

AGF-B.TO vs. DOLE — Risk / Return Rank

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

AGF-B.TO
AGF-B.TO Risk / Return Rank: 8181
Overall Rank
AGF-B.TO Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
AGF-B.TO Sortino Ratio Rank: 7878
Sortino Ratio Rank
AGF-B.TO Omega Ratio Rank: 8383
Omega Ratio Rank
AGF-B.TO Calmar Ratio Rank: 7777
Calmar Ratio Rank
AGF-B.TO Martin Ratio Rank: 8080
Martin Ratio Rank

DOLE
DOLE Risk / Return Rank: 4545
Overall Rank
DOLE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
DOLE Sortino Ratio Rank: 4040
Sortino Ratio Rank
DOLE Omega Ratio Rank: 4040
Omega Ratio Rank
DOLE Calmar Ratio Rank: 4747
Calmar Ratio Rank
DOLE Martin Ratio Rank: 4848
Martin Ratio Rank
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.

AGF-B.TO vs. DOLE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AGF Management Ltd (AGF-B.TO) and Dole plc (DOLE). 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.


AGF-B.TODOLEDifference
Sharpe ratioReturn per unit of total volatility

+1.46

Sortino ratioReturn per unit of downside risk

+1.66

Omega ratioGain probability vs. loss probability

1.32

1.06

+0.26

Calmar ratioReturn relative to maximum drawdown

2.13

0.36

+1.78

Martin ratioReturn relative to average drawdown

6.16

0.70

+5.47

AGF-B.TO vs. DOLE - Sharpe Ratio Comparison

The current AGF-B.TO Sharpe Ratio is 1.66, which is higher than the DOLE Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of AGF-B.TO and DOLE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AGF-B.TODOLEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.66

0.20

+1.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

0.11

+0.04

Drawdowns

AGF-B.TO vs. DOLE - Drawdown Comparison

The maximum AGF-B.TO drawdown since its inception was -85.07%, which is greater than DOLE's maximum drawdown of -52.62%. Use the drawdown chart below to compare losses from any high point for AGF-B.TO and DOLE.


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Drawdown Indicators


AGF-B.TODOLEDifference

Max Drawdown

Largest peak-to-trough decline

-85.07%

-52.62%

-32.45%

Max Drawdown (1Y)

Largest decline over 1 year

-25.57%

-14.42%

-11.15%

Max Drawdown (3Y)

Largest decline over 3 years

-25.57%

-23.71%

-1.86%

Max Drawdown (5Y)

Largest decline over 5 years

-29.90%

Max Drawdown (10Y)

Largest decline over 10 years

-65.63%

Current Drawdown

Current decline from peak

-12.95%

-13.53%

+0.58%

Average Drawdown

Average peak-to-trough decline

-49.83%

-19.25%

-30.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.84%

7.36%

+1.48%

Volatility

AGF-B.TO vs. DOLE - Volatility Comparison

The current volatility for AGF Management Ltd (AGF-B.TO) is 7.81%, while Dole plc (DOLE) has a volatility of 9.42%. This indicates that AGF-B.TO experiences smaller price fluctuations and is considered to be less risky than DOLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGF-B.TODOLEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.81%

9.42%

-1.61%

Volatility (6M)

Calculated over the trailing 6-month period

27.21%

17.11%

+10.10%

Volatility (1Y)

Calculated over the trailing 1-year period

32.92%

26.13%

+6.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.25%

30.34%

-1.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.85%

30.34%

+2.51%

Dividends

AGF-B.TO vs. DOLE - Dividend Comparison

AGF-B.TO's dividend yield for the trailing twelve months is around 2.85%, more than DOLE's 1.82% yield.


PositionTTM20252024202320222021202020192018201720162015
AGF-B.TO
AGF Management Ltd
2.85%3.01%4.26%5.58%5.52%4.07%5.26%4.97%6.64%3.91%3.83%11.35%
DOLE
Dole plc
1.82%2.23%2.36%2.60%3.32%0.60%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

AGF-B.TO vs. DOLE - Financials Comparison

This section allows you to compare key financial metrics between AGF Management Ltd and Dole plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
143.70M
2.34B
(AGF-B.TO) Total Revenue
(DOLE) Total Revenue
Please note, different currencies. AGF-B.TO values in CAD, DOLE values in USD

AGF-B.TO vs. DOLE - Profitability Comparison

The chart below illustrates the profitability comparison between AGF Management Ltd and Dole plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
50.9%
7.9%
Portfolio components
AGF-B.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AGF Management Ltd reported a gross profit of 73.16M and revenue of 143.70M. Therefore, the gross margin over that period was 50.9%.

DOLE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dole plc reported a gross profit of 184.99M and revenue of 2.34B. Therefore, the gross margin over that period was 7.9%.

AGF-B.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AGF Management Ltd reported an operating income of 33.41M and revenue of 143.70M, resulting in an operating margin of 23.3%.

DOLE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dole plc reported an operating income of 61.96M and revenue of 2.34B, resulting in an operating margin of 2.7%.

AGF-B.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AGF Management Ltd reported a net income of 18.04M and revenue of 143.70M, resulting in a net margin of 12.6%.

DOLE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dole plc reported a net income of 80.10M and revenue of 2.34B, resulting in a net margin of 3.4%.


Frequently Asked Questions


AGF-B.TO and DOLE have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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