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AQN vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between AQN and ^GSPC is 0.34, 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.


-0.50.00.51.00.3

Performance

AQN vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Algonquin Power & Utilities Corp (AQN) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

-15.00%-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-4.75%
9.51%
AQN
^GSPC

Key characteristics

Sharpe Ratio

AQN:

-0.39

^GSPC:

1.77

Sortino Ratio

AQN:

-0.33

^GSPC:

2.39

Omega Ratio

AQN:

0.96

^GSPC:

1.32

Calmar Ratio

AQN:

-0.17

^GSPC:

2.66

Martin Ratio

AQN:

-0.60

^GSPC:

10.85

Ulcer Index

AQN:

19.25%

^GSPC:

2.08%

Daily Std Dev

AQN:

30.11%

^GSPC:

12.79%

Max Drawdown

AQN:

-69.70%

^GSPC:

-56.78%

Current Drawdown

AQN:

-65.26%

^GSPC:

0.00%

Returns By Period

In the year-to-date period, AQN achieves a 9.44% return, which is significantly higher than ^GSPC's 4.22% return.


AQN

YTD

9.44%

1M

10.43%

6M

-4.75%

1Y

-13.69%

5Y*

-17.28%

10Y*

0.00%

^GSPC

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

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Risk-Adjusted Performance

AQN vs. ^GSPC — Risk-Adjusted Performance Rank

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

AQN
The Risk-Adjusted Performance Rank of AQN is 2727
Overall Rank
The Sharpe Ratio Rank of AQN is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of AQN is 2323
Sortino Ratio Rank
The Omega Ratio Rank of AQN is 2323
Omega Ratio Rank
The Calmar Ratio Rank of AQN is 3434
Calmar Ratio Rank
The Martin Ratio Rank of AQN is 3232
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 8484
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 8282
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 8282
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 8787
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AQN vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Algonquin Power & Utilities Corp (AQN) and S&P 500 (^GSPC). 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
The chart of Sharpe ratio for AQN, currently valued at -0.39, compared to the broader market-2.000.002.004.00-0.391.77
The chart of Sortino ratio for AQN, currently valued at -0.33, compared to the broader market-6.00-4.00-2.000.002.004.006.00-0.332.39
The chart of Omega ratio for AQN, currently valued at 0.96, compared to the broader market0.501.001.502.000.961.32
The chart of Calmar ratio for AQN, currently valued at -0.17, compared to the broader market0.002.004.006.00-0.172.66
The chart of Martin ratio for AQN, currently valued at -0.60, compared to the broader market0.0010.0020.0030.00-0.6010.85
AQN
^GSPC

The current AQN Sharpe Ratio is -0.39, which is lower than the ^GSPC Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of AQN and ^GSPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.39
1.77
AQN
^GSPC

Drawdowns

AQN vs. ^GSPC - Drawdown Comparison

The maximum AQN drawdown since its inception was -69.70%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for AQN and ^GSPC. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-65.26%
0
AQN
^GSPC

Volatility

AQN vs. ^GSPC - Volatility Comparison

Algonquin Power & Utilities Corp (AQN) has a higher volatility of 8.07% compared to S&P 500 (^GSPC) at 3.19%. This indicates that AQN's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
8.07%
3.19%
AQN
^GSPC
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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