CDUAF vs. UVV
CDUAF (Canadian Utilities Limited) and UVV (Universal Corporation) are both stocks. CDUAF operates in Utilities - Diversified (Utilities), while UVV operates in Tobacco (Consumer Defensive). Over the past 10 years, CDUAF returned 7.23%/yr vs 5.09%/yr for UVV. At a 0.13 correlation, their price movements are largely independent.
Performance
CDUAF vs. UVV - Performance Comparison
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Returns By Period
In the year-to-date period, CDUAF achieves a 18.48% return, which is significantly higher than UVV's 3.14% return. Over the past 10 years, CDUAF has outperformed UVV with an annualized return of 7.23%, while UVV has yielded a comparatively lower 5.09% annualized return.
CDUAF
- 1D
- -1.65%
- 1M
- 2.76%
- YTD
- 18.48%
- 6M
- 22.42%
- 1Y
- 36.69%
- 3Y*
- 16.26%
- 5Y*
- 9.62%
- 10Y*
- 7.23%
UVV
- 1D
- -1.88%
- 1M
- -1.77%
- YTD
- 3.14%
- 6M
- 4.14%
- 1Y
- -7.53%
- 3Y*
- 7.54%
- 5Y*
- 4.61%
- 10Y*
- 5.09%
CDUAF vs. UVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDUAF Canadian Utilities Limited | 18.48% | 35.10% | 6.34% | -6.25% | -1.87% | 25.16% | -14.69% | 37.49% | -19.67% | 15.55% |
UVV Universal Corporation | 3.14% | 2.27% | -13.39% | 35.79% | 1.82% | 19.59% | -8.96% | 11.08% | 7.79% | -14.79% |
Correlation
The correlation between CDUAF and UVV is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jul 17, 2007 | 0.13 |
Fundamentals
CDUAF:
$0.29
UVV:
$1.73
CDUAF:
124.22
UVV:
30.51
CDUAF:
2.83
UVV:
0.45
CDUAF:
$3.46B
UVV:
$2.21B
CDUAF:
$1.39B
UVV:
$412.39M
CDUAF:
$1.76B
UVV:
$212.91M
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Return for Risk
CDUAF vs. UVV — Risk / Return Rank
CDUAF
UVV
CDUAF vs. UVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Canadian Utilities Limited (CDUAF) and Universal Corporation (UVV). 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.
| CDUAF | UVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.61 | ||
| Sortino ratioReturn per unit of downside risk | +3.40 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 0.96 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 6.89 | -0.50 | +7.39 |
| Martin ratioReturn relative to average drawdown | 17.11 | -0.83 | +17.94 |
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
| CDUAF | UVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | -0.32 | +2.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.19 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.18 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.28 | -0.19 |
Drawdowns
CDUAF vs. UVV - Drawdown Comparison
The maximum CDUAF drawdown since its inception was -71.22%, roughly equal to the maximum UVV drawdown of -69.75%. Use the drawdown chart below to compare losses from any high point for CDUAF and UVV.
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Drawdown Indicators
| CDUAF | UVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.22% | -69.75% | -1.47% |
Max Drawdown (1Y)Largest decline over 1 year | -5.35% | -15.23% | +9.88% |
Max Drawdown (3Y)Largest decline over 3 years | -21.95% | -29.70% | +7.75% |
Max Drawdown (5Y)Largest decline over 5 years | -31.94% | -29.70% | -2.24% |
Max Drawdown (10Y)Largest decline over 10 years | -41.92% | -45.68% | +3.76% |
Current DrawdownCurrent decline from peak | -17.93% | -14.30% | -3.63% |
Average DrawdownAverage peak-to-trough decline | -39.89% | -18.59% | -21.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 9.04% | -6.89% |
Volatility
CDUAF vs. UVV - Volatility Comparison
The current volatility for Canadian Utilities Limited (CDUAF) is 6.79%, while Universal Corporation (UVV) has a volatility of 10.11%. This indicates that CDUAF experiences smaller price fluctuations and is considered to be less risky than UVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CDUAF | UVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 10.11% | -3.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.69% | 18.46% | -6.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.11% | 23.77% | -7.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.07% | 24.57% | -5.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.58% | 28.94% | -3.36% |
Dividends
CDUAF vs. UVV - Dividend Comparison
CDUAF's dividend yield for the trailing twelve months is around 3.70%, less than UVV's 6.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDUAF Canadian Utilities Limited | 3.70% | 4.21% | 5.47% | 6.05% | 5.03% | 4.85% | 5.32% | 4.24% | 4.49% | 4.82% | 4.82% | 5.11% |
UVV Universal Corporation | 6.22% | 6.18% | 5.87% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% |
Financials
CDUAF vs. UVV - Financials Comparison
This section allows you to compare key financial metrics between Canadian Utilities Limited and Universal Corporation. 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
CDUAF and UVV have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UVV has higher volatility (10.11%) compared to CDUAF (6.79%). In terms of maximum drawdown, CDUAF dropped -71.22% vs UVV's -69.75%.
CDUAF currently has the higher Sharpe Ratio (2.29 vs -0.32), 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.
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