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AQNB vs. AQNA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AQNB and AQNA is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

AQNB vs. AQNA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Algonquin Power & Utilities Cor (AQNB) and Algonquin Power & Utilities Cor (AQNA). The values are adjusted to include any dividend payments, if applicable.

0.00%2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
5.94%
0
AQNB
AQNA

Key characteristics

Fundamentals

Returns By Period


AQNB

YTD

13.47%

1M

0.35%

6M

5.90%

1Y

10.85%

5Y*

4.79%

10Y*

N/A

AQNA

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

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Risk-Adjusted Performance

AQNB vs. AQNA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Algonquin Power & Utilities Cor (AQNB) and Algonquin Power & Utilities Cor (AQNA). 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 AQNB, currently valued at 1.71, compared to the broader market-4.00-2.000.002.001.71
The chart of Sortino ratio for AQNB, currently valued at 2.34, compared to the broader market-4.00-2.000.002.004.002.34
The chart of Omega ratio for AQNB, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
The chart of Calmar ratio for AQNB, currently valued at 3.32, compared to the broader market0.002.004.006.003.32
The chart of Martin ratio for AQNB, currently valued at 7.51, compared to the broader market0.0010.0020.007.51
AQNB
AQNA


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
1.71
-1.00
AQNB
AQNA

Dividends

AQNB vs. AQNA - Dividend Comparison

AQNB's dividend yield for the trailing twelve months is around 7.72%, while AQNA has not paid dividends to shareholders.


TTM20232022202120202019
AQNB
Algonquin Power & Utilities Cor
7.72%6.43%7.28%5.71%5.52%3.33%
AQNA
Algonquin Power & Utilities Cor
0.00%5.14%7.47%6.46%7.62%6.10%

Drawdowns

AQNB vs. AQNA - Drawdown Comparison


-4.00%-3.00%-2.00%-1.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.08%
-0.16%
AQNB
AQNA

Volatility

AQNB vs. AQNA - Volatility Comparison

Algonquin Power & Utilities Cor (AQNB) has a higher volatility of 1.84% compared to Algonquin Power & Utilities Cor (AQNA) at 0.00%. This indicates that AQNB's price experiences larger fluctuations and is considered to be riskier than AQNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%JulyAugustSeptemberOctoberNovemberDecember
1.84%
0
AQNB
AQNA

Financials

AQNB vs. AQNA - Financials Comparison

This section allows you to compare key financial metrics between Algonquin Power & Utilities Cor and Algonquin Power & Utilities Cor. 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


Values in USD except per share items
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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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