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AQN vs. CGL-C.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AQN vs. CGL-C.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Algonquin Power & Utilities Corp (AQN) and iShares Gold Bullion ETF (CGL-C.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, AQN achieves a -1.40% return, which is significantly lower than CGL-C.TO's -0.02% return. Over the past 10 years, AQN has underperformed CGL-C.TO with an annualized return of 0.81%, while CGL-C.TO has yielded a comparatively higher 12.13% annualized return.


AQN

1D
1.01%
1M
4.35%
YTD
-1.40%
6M
2.99%
1Y
7.06%
3Y*
-5.53%
5Y*
-12.99%
10Y*
0.81%

CGL-C.TO

1D
2.63%
1M
-5.00%
YTD
-0.02%
6M
0.27%
1Y
25.26%
3Y*
29.60%
5Y*
17.95%
10Y*
12.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AQN vs. CGL-C.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AQN
Algonquin Power & Utilities Corp
-1.40%44.80%-25.01%2.92%-51.72%-8.25%21.54%46.99%-5.28%37.60%
CGL-C.TO
iShares Gold Bullion ETF
-0.02%62.99%26.68%12.82%-0.22%-4.80%24.71%16.80%-1.43%11.88%

Correlation

The correlation between AQN and CGL-C.TO is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.10

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

0.12

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

0.07

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

0.02

Correlation (All Time)
Calculated using the full available price history since Jan 24, 2012

0.01

The correlation between AQN and CGL-C.TO shifts across timeframes, from 0.01 (all time) to 0.12 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

AQN vs. CGL-C.TO — Risk / Return Rank

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

AQN
AQN Risk / Return Rank: 5050
Overall Rank
AQN Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
AQN Sortino Ratio Rank: 4545
Sortino Ratio Rank
AQN Omega Ratio Rank: 4747
Omega Ratio Rank
AQN Calmar Ratio Rank: 5252
Calmar Ratio Rank
AQN Martin Ratio Rank: 5353
Martin Ratio Rank

CGL-C.TO
CGL-C.TO Risk / Return Rank: 3232
Overall Rank
CGL-C.TO Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
CGL-C.TO Sortino Ratio Rank: 3030
Sortino Ratio Rank
CGL-C.TO Omega Ratio Rank: 3636
Omega Ratio Rank
CGL-C.TO Calmar Ratio Rank: 2929
Calmar Ratio Rank
CGL-C.TO Martin Ratio Rank: 2929
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.

AQN vs. CGL-C.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Algonquin Power & Utilities Corp (AQN) and iShares Gold Bullion ETF (CGL-C.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.

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.


AQNCGL-C.TODifference
Sharpe ratioReturn per unit of total volatility

-0.65

Sortino ratioReturn per unit of downside risk

-0.76

Omega ratioGain probability vs. loss probability

1.08

1.20

-0.11

Calmar ratioReturn relative to maximum drawdown

0.42

1.04

-0.62

Martin ratioReturn relative to average drawdown

0.97

3.00

-2.04

AQN vs. CGL-C.TO - Sharpe Ratio Comparison

The current AQN Sharpe Ratio is 0.30, which is lower than the CGL-C.TO Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of AQN and CGL-C.TO, 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

AQN vs. CGL-C.TO - Drawdown Comparison

The maximum AQN drawdown since its inception was -69.73%, which is greater than CGL-C.TO's maximum drawdown of -42.11%. Use the drawdown chart below to compare losses from any high point for AQN and CGL-C.TO.


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Drawdown Indicators


AQNCGL-C.TODifference

Max Drawdown

Largest peak-to-trough decline

-69.73%

-42.11%

-27.62%

Max Drawdown (1Y)

Largest decline over 1 year

-16.74%

-24.32%

+7.58%

Max Drawdown (3Y)

Largest decline over 3 years

-44.91%

-24.32%

-20.59%

Max Drawdown (5Y)

Largest decline over 5 years

-68.21%

-24.32%

-43.89%

Max Drawdown (10Y)

Largest decline over 10 years

-69.73%

-24.32%

-45.41%

Current Drawdown

Current decline from peak

-54.71%

-19.73%

-34.98%

Average Drawdown

Average peak-to-trough decline

-18.32%

-18.51%

+0.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.32%

8.46%

-1.14%

Volatility

AQN vs. CGL-C.TO - Volatility Comparison

The current volatility for Algonquin Power & Utilities Corp (AQN) is 5.41%, while iShares Gold Bullion ETF (CGL-C.TO) has a volatility of 8.18%. This indicates that AQN experiences smaller price fluctuations and is considered to be less risky than CGL-C.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AQNCGL-C.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.41%

8.18%

-2.77%

Volatility (6M)

Calculated over the trailing 6-month period

18.67%

23.01%

-4.34%

Volatility (1Y)

Calculated over the trailing 1-year period

24.09%

26.82%

-2.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.56%

18.25%

+12.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.98%

16.75%

+11.23%

Dividends

AQN vs. CGL-C.TO - Dividend Comparison

AQN's dividend yield for the trailing twelve months is around 4.33%, while CGL-C.TO has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
AQN
Algonquin Power & Utilities Corp
4.33%4.23%7.80%6.87%10.94%4.62%3.68%3.90%4.99%4.18%4.88%4.77%
CGL-C.TO
iShares Gold Bullion ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


AQN and CGL-C.TO have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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