AQN.TO vs. UGI
Compare and contrast key facts about Algonquin Power & Utilities Corp. (AQN.TO) and UGI Corporation (UGI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AQN.TO or UGI.
|5Y Return (Ann)||3.03%||-8.20%|
|10Y Return (Ann)||9.46%||3.91%|
|Daily Std Dev||36.22%||30.02%|
|Gross Profit (TTM)||CA$1.05B||$4.13B|
The correlation between AQN.TO and UGI is 0.30, 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.
AQN.TO vs. UGI - Performance Comparison
In the year-to-date period, AQN.TO achieves a 31.46% return, which is significantly lower than UGI's -23.52% return. Over the past 10 years, AQN.TO has outperformed UGI with an annualized return of 9.46%, while UGI has yielded a comparatively lower 3.91% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AQN.TO vs. UGI - Dividend Comparison
AQN.TO's dividend yield for the trailing twelve months is around 9.50%, more than UGI's 6.36% yield.
|Algonquin Power & Utilities Corp.||9.50%||10.78%||5.00%||4.43%||4.69%||5.97%||5.55%||6.56%||6.42%||5.74%||7.09%||7.07%|
AQN.TO vs. UGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Algonquin Power & Utilities Corp. (AQN.TO) and UGI Corporation (UGI). 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.
|Sharpe ratio||Sortino ratio||Omega ratio||Calmar ratio||Ulcer Index|
|Algonquin Power & Utilities Corp.||-0.89|
AQN.TO vs. UGI - Drawdown Comparison
The maximum AQN.TO drawdown for the period was -59.68%, roughly equal to the maximum UGI drawdown of -46.31%. The drawdown chart below compares losses from any high point along the way for AQN.TO and UGI
AQN.TO vs. UGI - Volatility Comparison
The current volatility for Algonquin Power & Utilities Corp. (AQN.TO) is 6.06%, while UGI Corporation (UGI) has a volatility of 7.61%. This indicates that AQN.TO experiences smaller price fluctuations and is considered to be less risky than UGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.