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CDUAF vs. NNN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CDUAF vs. NNN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Canadian Utilities Limited (CDUAF) and NNN REIT, Inc. (NNN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CDUAF achieves a 31.32% return, which is significantly higher than NNN's 24.96% return. Over the past 10 years, CDUAF has outperformed NNN with an annualized return of 7.88%, while NNN has yielded a comparatively lower 4.06% annualized return.


CDUAF

1D
-0.76%
1M
8.47%
6M
26.63%
YTD
31.32%
1Y
49.12%
3Y*
24.47%
5Y*
12.01%
10Y*
7.88%
ALL TIME*
3.30%

NNN

1D
0.00%
1M
1.28%
6M
17.14%
YTD
24.96%
1Y
19.61%
3Y*
9.84%
5Y*
4.89%
10Y*
4.06%
ALL TIME*
13.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$3.27M$2.89M$1.49M
$64.31M$69.10M$80.90M

CDUAF vs. NNN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CDUAF
Canadian Utilities Limited
31.32%35.10%6.34%-6.25%-1.87%25.16%-14.69%37.49%-19.67%15.55%
NNN
NNN REIT, Inc.
24.96%2.81%-0.06%-0.60%-0.01%23.08%-19.29%14.78%17.82%2.00%

Correlation

The correlation between CDUAF and NNN is 0.24, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.24

Correlation (3Y)
Balances recent behavior with more history.

0.29

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.27

Correlation (10Y)
Provides a long-term view across more market conditions.

0.25

Correlation (All Time)
Calculated using the full available price history since Jul 16, 2007

0.17

The correlation between CDUAF and NNN shifts across timeframes, from 0.17 (all time) to 0.29 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CDUAF:

$8.23B

NNN:

$9.04B

EPS

CDUAF:

CA$0.35

NNN:

$2.05

PE Ratio

CDUAF:

158.91

NNN:

23.19

PS Ratio

CDUAF:

4.32

NNN:

9.60

PB Ratio

CDUAF:

3.03

NNN:

2.05

Total Revenue (TTM)

CDUAF:

CA$3.54B

NNN:

$935.78M

Gross Profit (TTM)

CDUAF:

CA$1.15B

NNN:

$761.54M

EBITDA (TTM)

CDUAF:

CA$1.78B

NNN:

$870.06M

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Return for Risk

CDUAF vs. NNN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CDUAF
CDUAF Risk / Return Rank: 9898
Overall Rank
CDUAF Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
CDUAF Sortino Ratio Rank: 9898
Sortino Ratio Rank
CDUAF Omega Ratio Rank: 9898
Omega Ratio Rank
CDUAF Calmar Ratio Rank: 9999
Calmar Ratio Rank
CDUAF Martin Ratio Rank: 9898
Martin Ratio Rank

NNN
NNN Risk / Return Rank: 8080
Overall Rank
NNN Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
NNN Sortino Ratio Rank: 7777
Sortino Ratio Rank
NNN Omega Ratio Rank: 7575
Omega Ratio Rank
NNN Calmar Ratio Rank: 8484
Calmar Ratio Rank
NNN Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CDUAF vs. NNN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Canadian Utilities Limited (CDUAF) and NNN REIT, Inc. (NNN). 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.


CDUAFNNNDifference
Sharpe ratioReturn per unit of total volatility

+1.90

Sortino ratioReturn per unit of downside risk

+2.48

Omega ratioGain probability vs. loss probability

1.61

1.22

+0.39

Calmar ratioReturn relative to maximum drawdown

9.60

2.55

+7.05

Martin ratioReturn relative to average drawdown

23.94

6.07

+17.86

CDUAF vs. NNN - Sharpe Ratio Comparison

The current CDUAF Sharpe Ratio is 3.18, which is higher than the NNN Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of CDUAF and NNN, 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

CDUAF vs. NNN - Drawdown Comparison

The maximum CDUAF drawdown since its inception was -71.22%, which is greater than NNN's maximum drawdown of -56.17%. Use the drawdown chart below to compare losses from any high point for CDUAF and NNN.


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Drawdown Indicators


CDUAFNNNDifference

Max Drawdown

Largest peak-to-trough decline

-71.22%

-56.17%

-15.05%

Max Drawdown (1Y)

Largest decline over 1 year

-5.35%

-8.60%

+3.25%

Max Drawdown (3Y)

Largest decline over 3 years

-13.56%

-22.03%

+8.47%

Max Drawdown (5Y)

Largest decline over 5 years

-31.94%

-25.22%

-6.72%

Max Drawdown (10Y)

Largest decline over 10 years

-41.92%

-54.99%

+13.07%

Current Drawdown

Current decline from peak

-9.04%

-2.92%

-6.12%

Average Drawdown

Average peak-to-trough decline

-39.68%

-9.78%

-29.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.14%

3.60%

-1.46%

Volatility

CDUAF vs. NNN - Volatility Comparison

The current volatility for Canadian Utilities Limited (CDUAF) is 5.29%, while NNN REIT, Inc. (NNN) has a volatility of 5.79%. This indicates that CDUAF experiences smaller price fluctuations and is considered to be less risky than NNN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CDUAFNNNDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.29%

5.79%

-0.50%

Volatility (6M)

Calculated over the trailing 6-month period

12.42%

12.58%

-0.16%

Volatility (1Y)

Calculated over the trailing 1-year period

16.46%

17.13%

-0.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.13%

19.69%

-0.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.16%

28.12%

-3.96%

Dividends

CDUAF vs. NNN - Dividend Comparison

CDUAF's dividend yield for the trailing twelve months is around 3.34%, less than NNN's 5.09% yield.


PositionTTM20252024202320222021202020192018201720162015
CDUAF
Canadian Utilities Limited
3.34%4.21%5.47%6.05%5.03%4.85%5.32%4.24%4.49%4.82%4.82%5.11%
NNN
NNN REIT, Inc.
5.09%5.96%5.61%5.17%4.72%4.37%5.06%3.79%4.02%4.31%4.03%4.27%

Financials

CDUAF vs. NNN - Financials Comparison

This section allows you to compare key financial metrics between Canadian Utilities Limited and NNN REIT, Inc.. 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

CDUAF vs. NNN - Profitability Comparison

The chart below illustrates the profitability comparison between Canadian Utilities Limited and NNN REIT, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

CDUAF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Canadian Utilities Limited reported a gross profit of 346.15M and revenue of 914.40M. Therefore, the gross margin over that period was 37.9%.

NNN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, NNN REIT, Inc. reported a gross profit of 230.63M and revenue of 240.42M. Therefore, the gross margin over that period was 95.9%.

CDUAF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Canadian Utilities Limited reported an operating income of 271.12M and revenue of 914.40M, resulting in an operating margin of 29.7%.

NNN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, NNN REIT, Inc. reported an operating income of 146.65M and revenue of 240.42M, resulting in an operating margin of 61.0%.

CDUAF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Canadian Utilities Limited reported a net income of 128.06M and revenue of 914.40M, resulting in a net margin of 14.0%.

NNN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, NNN REIT, Inc. reported a net income of 93.95M and revenue of 240.42M, resulting in a net margin of 39.1%.


Frequently Asked Questions


CDUAF and NNN have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NNN has higher volatility (5.79%) compared to CDUAF (5.29%). In terms of maximum drawdown, CDUAF dropped -71.22% vs NNN's -56.17%.

CDUAF currently has the higher Sharpe Ratio (3.18 vs 1.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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