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ALA.TO vs. ^TNX
Performance
Return for Risk
Drawdowns
Volatility

Performance

ALA.TO vs. ^TNX - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in AltaGas Ltd. (ALA.TO) and Cboe 10-Year Treasury Note Yield Index (^TNX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ALA.TO is traded in CAD, while ^TNX is traded in USD. To make them comparable, the ^TNX values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, ALA.TO achieves a 33.24% return, which is significantly higher than ^TNX's 13.07% return. Over the past 10 years, ALA.TO has underperformed ^TNX with an annualized return of 10.72%, while ^TNX has yielded a comparatively higher 12.12% annualized return.


ALA.TO

1D
-0.40%
1M
2.17%
6M
36.20%
YTD
33.24%
1Y
38.54%
3Y*
35.28%
5Y*
20.34%
10Y*
10.72%
ALL TIME*
9.73%

^TNX

1D
1.13%
1M
2.71%
6M
9.70%
YTD
13.07%
1Y
5.88%
3Y*
8.44%
5Y*
31.77%
10Y*
12.12%
ALL TIME*
0.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ALA.TO vs. ^TNX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALA.TO
AltaGas Ltd.
33.24%29.01%24.94%24.42%-10.99%52.17%0.41%49.96%-46.85%-9.38%
^TNX
Cboe 10-Year Treasury Note Yield Index
13.07%-13.12%28.30%-2.71%172.80%64.80%-53.35%-31.50%21.07%-8.33%

Correlation

The correlation between ALA.TO and ^TNX is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

-0.04

Correlation (5Y)
Calculated over the trailing 5-year period

-0.04

Correlation (10Y)
Calculated over the trailing 10-year period

0.03

Correlation (All Time)
Calculated using the full available price history since Aug 17, 2006

0.07

The correlation between ALA.TO and ^TNX shifts across timeframes, from -0.04 (3 years) to 0.16 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

ALA.TO vs. ^TNX — Risk / Return Rank

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

ALA.TO
ALA.TO Risk / Return Rank: 9393
Overall Rank
ALA.TO Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
ALA.TO Sortino Ratio Rank: 9292
Sortino Ratio Rank
ALA.TO Omega Ratio Rank: 9090
Omega Ratio Rank
ALA.TO Calmar Ratio Rank: 9595
Calmar Ratio Rank
ALA.TO Martin Ratio Rank: 9494
Martin Ratio Rank

^TNX
^TNX Risk / Return Rank: 1717
Overall Rank
^TNX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
^TNX Sortino Ratio Rank: 1515
Sortino Ratio Rank
^TNX Omega Ratio Rank: 1515
Omega Ratio Rank
^TNX Calmar Ratio Rank: 1919
Calmar Ratio Rank
^TNX Martin Ratio Rank: 1919
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.

ALA.TO vs. ^TNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AltaGas Ltd. (ALA.TO) and Cboe 10-Year Treasury Note Yield Index (^TNX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ALA.TO^TNXDifference
Sharpe ratioReturn per unit of total volatility

+1.81

Sortino ratioReturn per unit of downside risk

+2.39

Omega ratioGain probability vs. loss probability

1.37

1.07

+0.30

Calmar ratioReturn relative to maximum drawdown

5.05

0.56

+4.49

Martin ratioReturn relative to average drawdown

12.79

1.23

+11.56

ALA.TO vs. ^TNX - Sharpe Ratio Comparison

The current ALA.TO Sharpe Ratio is 2.19, which is higher than the ^TNX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of ALA.TO and ^TNX, 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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Drawdowns

ALA.TO vs. ^TNX - Drawdown Comparison

The maximum ALA.TO drawdown since its inception was -74.98%, smaller than the maximum ^TNX drawdown of -89.94%. Use the drawdown chart below to compare losses from any high point for ALA.TO and ^TNX.


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Drawdown Indicators


ALA.TO^TNXDifference

Max Drawdown

Largest peak-to-trough decline

-74.98%

-89.94%

+14.96%

Max Drawdown (1Y)

Largest decline over 1 year

-7.67%

-10.53%

+2.86%

Max Drawdown (3Y)

Largest decline over 3 years

-9.12%

-28.13%

+19.01%

Max Drawdown (5Y)

Largest decline over 5 years

-27.83%

-28.13%

+0.30%

Max Drawdown (10Y)

Largest decline over 10 years

-66.68%

-83.97%

+17.29%

Current Drawdown

Current decline from peak

-1.17%

-6.90%

+5.73%

Average Drawdown

Average peak-to-trough decline

-20.18%

-44.63%

+24.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.03%

5.15%

-2.12%

Volatility

ALA.TO vs. ^TNX - Volatility Comparison

AltaGas Ltd. (ALA.TO) has a higher volatility of 5.27% compared to Cboe 10-Year Treasury Note Yield Index (^TNX) at 4.38%. This indicates that ALA.TO's price experiences larger fluctuations and is considered to be riskier than ^TNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ALA.TO^TNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.27%

4.38%

+0.89%

Volatility (6M)

Calculated over the trailing 6-month period

13.41%

11.80%

+1.61%

Volatility (1Y)

Calculated over the trailing 1-year period

17.70%

15.46%

+2.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.16%

32.06%

-12.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.80%

48.34%

-19.54%

Frequently Asked Questions


ALA.TO and ^TNX have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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