BKRIY vs. AD-UN.TO
BKRIY (Bank of Ireland Group plc) and AD-UN.TO (Alaris Equity Partners Income Trust) are both stocks. Both are in the Financial Services sector — BKRIY in Banks - Regional, AD-UN.TO in Asset Management. Over the past 5 years, BKRIY returned 29.85%/yr vs 12.58%/yr for AD-UN.TO. At a 0.20 correlation, their price movements are largely independent.
Performance
BKRIY vs. AD-UN.TO - Performance Comparison
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Different Trading Currencies
BKRIY is traded in USD, while AD-UN.TO is traded in CAD. To make them comparable, the AD-UN.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BKRIY achieves a 6.94% return, which is significantly lower than AD-UN.TO's 14.36% return.
BKRIY
- 1D
- -2.01%
- 1M
- 9.26%
- YTD
- 6.94%
- 6M
- 9.69%
- 1Y
- 49.77%
- 3Y*
- 33.91%
- 5Y*
- 29.85%
- 10Y*
- —
AD-UN.TO
- 1D
- -1.45%
- 1M
- 3.08%
- YTD
- 14.36%
- 6M
- 20.02%
- 1Y
- 34.20%
- 3Y*
- 23.18%
- 5Y*
- 12.58%
- 10Y*
- 5.24%
BKRIY vs. AD-UN.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BKRIY Bank of Ireland Group plc | 6.94% | 119.01% | 11.49% | -1.02% | 62.51% | 46.84% | -26.85% | -1.91% | -42.63% |
AD-UN.TO Alaris Equity Partners Income Trust | 14.36% | 20.91% | 17.11% | 13.34% | -13.81% | 34.78% | -22.23% | 47.26% | -14.31% |
Correlation
The correlation between BKRIY and AD-UN.TO is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jan 23, 2018 | 0.20 |
Fundamentals
BKRIY:
$2.92
AD-UN.TO:
CA$2.23
BKRIY:
6.83
AD-UN.TO:
10.51
BKRIY:
0.12
AD-UN.TO:
31.53
BKRIY:
2.35
AD-UN.TO:
5.17
BKRIY:
$8.38B
AD-UN.TO:
CA$220.04M
BKRIY:
$8.38B
AD-UN.TO:
CA$197.90M
BKRIY:
$2.06B
AD-UN.TO:
CA$179.07M
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Return for Risk
BKRIY vs. AD-UN.TO — Risk / Return Rank
BKRIY
AD-UN.TO
BKRIY vs. AD-UN.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of Ireland Group plc (BKRIY) and Alaris Equity Partners Income Trust (AD-UN.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.
| BKRIY | AD-UN.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 2.59 | +0.44 |
| Martin ratioReturn relative to average drawdown | 8.66 | 8.97 | -0.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BKRIY | AD-UN.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 1.79 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.50 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.15 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.46 | -0.21 |
Drawdowns
BKRIY vs. AD-UN.TO - Drawdown Comparison
The maximum BKRIY drawdown since its inception was -86.27%, which is greater than AD-UN.TO's maximum drawdown of -80.90%. Use the drawdown chart below to compare losses from any high point for BKRIY and AD-UN.TO.
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Drawdown Indicators
| BKRIY | AD-UN.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.27% | -80.90% | -5.37% |
Max Drawdown (1Y)Largest decline over 1 year | -16.51% | -13.27% | -3.24% |
Max Drawdown (3Y)Largest decline over 3 years | -25.37% | -22.60% | -2.77% |
Max Drawdown (5Y)Largest decline over 5 years | -31.02% | -36.79% | +5.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -75.57% | — |
Current DrawdownCurrent decline from peak | -2.44% | -3.17% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -29.77% | -23.60% | -6.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.77% | 3.82% | +1.95% |
Volatility
BKRIY vs. AD-UN.TO - Volatility Comparison
Bank of Ireland Group plc (BKRIY) has a higher volatility of 8.71% compared to Alaris Equity Partners Income Trust (AD-UN.TO) at 4.34%. This indicates that BKRIY's price experiences larger fluctuations and is considered to be riskier than AD-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKRIY | AD-UN.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.71% | 4.34% | +4.37% |
Volatility (6M)Calculated over the trailing 6-month period | 23.51% | 14.87% | +8.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.43% | 19.26% | +11.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.88% | 25.46% | +15.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.77% | 34.89% | +13.88% |
Dividends
BKRIY vs. AD-UN.TO - Dividend Comparison
BKRIY's dividend yield for the trailing twelve months is around 4.11%, less than AD-UN.TO's 6.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AD-UN.TO Alaris Equity Partners Income Trust | 6.07% | 6.75% | 7.10% | 8.35% | 8.29% | 6.81% | 8.76% | 7.55% | 9.57% | 7.84% | 7.49% | 6.66% |
BKRIY Bank of Ireland Group plc | 4.11% | 3.14% | 11.28% | 2.53% | 0.57% | 0.00% | 0.00% | 2.36% | 1.76% | 0.00% | 0.00% | 0.00% |
Financials
BKRIY vs. AD-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between Bank of Ireland Group plc and Alaris Equity Partners Income Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BKRIY and AD-UN.TO have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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