FC.TO vs. AD-UN.TO
Compare and contrast key facts about Firm Capital Mortgage Investment Corporation (FC.TO) and Alaris Equity Partners Income Trust (AD-UN.TO).
Performance
FC.TO vs. AD-UN.TO - Performance Comparison
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FC.TO vs. AD-UN.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FC.TO Firm Capital Mortgage Investment Corporation | 1.97% | 6.87% | 20.14% | 11.21% | -19.55% | 20.36% | -6.50% | 20.36% | 8.82% | 2.16% |
AD-UN.TO Alaris Equity Partners Income Trust | 0.15% | 15.38% | 27.16% | 10.82% | -7.62% | 33.79% | -23.76% | 40.26% | -9.96% | -6.82% |
Fundamentals
FC.TO:
CA$475.78M
AD-UN.TO:
CA$934.43M
FC.TO:
CA$0.96
AD-UN.TO:
CA$1.94
FC.TO:
12.32
AD-UN.TO:
10.63
FC.TO:
4.82
AD-UN.TO:
31.89
FC.TO:
6.77
AD-UN.TO:
5.05
FC.TO:
1.12
AD-UN.TO:
0.83
FC.TO:
CA$68.18M
AD-UN.TO:
CA$191.06M
FC.TO:
CA$54.28M
AD-UN.TO:
CA$175.91M
FC.TO:
CA$46.50M
AD-UN.TO:
CA$134.85M
Returns By Period
In the year-to-date period, FC.TO achieves a 1.97% return, which is significantly higher than AD-UN.TO's 0.15% return. Over the past 10 years, FC.TO has outperformed AD-UN.TO with an annualized return of 7.10%, while AD-UN.TO has yielded a comparatively lower 5.07% annualized return.
FC.TO
- 1D
- 0.85%
- 1M
- -4.14%
- YTD
- 1.97%
- 6M
- 0.15%
- 1Y
- 7.51%
- 3Y*
- 10.78%
- 5Y*
- 4.63%
- 10Y*
- 7.10%
AD-UN.TO
- 1D
- 0.24%
- 1M
- -7.87%
- YTD
- 0.15%
- 6M
- 11.12%
- 1Y
- 12.99%
- 3Y*
- 15.16%
- 5Y*
- 12.94%
- 10Y*
- 5.07%
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Return for Risk
FC.TO vs. AD-UN.TO — Risk / Return Rank
FC.TO
AD-UN.TO
FC.TO vs. AD-UN.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Firm Capital Mortgage Investment Corporation (FC.TO) 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.
| FC.TO | AD-UN.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.57 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.00 | 0.91 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.13 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.10 | +0.04 |
Martin ratioReturn relative to average drawdown | 2.95 | 2.73 | +0.22 |
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
| FC.TO | AD-UN.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.57 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.57 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.16 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.42 | +0.12 |
Correlation
The correlation between FC.TO and AD-UN.TO is 0.21, 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.
Dividends
FC.TO vs. AD-UN.TO - Dividend Comparison
FC.TO's dividend yield for the trailing twelve months is around 7.98%, more than AD-UN.TO's 5.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FC.TO Firm Capital Mortgage Investment Corporation | 7.98% | 8.70% | 8.31% | 9.13% | 8.89% | 6.61% | 7.42% | 6.83% | 7.50% | 7.72% | 7.02% | 7.83% |
AD-UN.TO Alaris Equity Partners Income Trust | 5.09% | 6.75% | 7.10% | 8.35% | 8.29% | 6.81% | 8.76% | 7.55% | 9.57% | 7.84% | 7.49% | 6.66% |
Drawdowns
FC.TO vs. AD-UN.TO - Drawdown Comparison
The maximum FC.TO drawdown since its inception was -49.63%, smaller than the maximum AD-UN.TO drawdown of -74.93%. Use the drawdown chart below to compare losses from any high point for FC.TO and AD-UN.TO.
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Drawdown Indicators
| FC.TO | AD-UN.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.63% | -74.93% | +25.30% |
Max Drawdown (1Y)Largest decline over 1 year | -6.65% | -12.74% | +6.09% |
Max Drawdown (5Y)Largest decline over 5 years | -29.03% | -29.73% | +0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -49.63% | -73.03% | +23.40% |
Current DrawdownCurrent decline from peak | -4.55% | -9.45% | +4.90% |
Average DrawdownAverage peak-to-trough decline | -5.23% | -16.92% | +11.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 5.12% | -2.55% |
Volatility
FC.TO vs. AD-UN.TO - Volatility Comparison
The current volatility for Firm Capital Mortgage Investment Corporation (FC.TO) is 3.72%, while Alaris Equity Partners Income Trust (AD-UN.TO) has a volatility of 6.94%. This indicates that FC.TO experiences smaller price fluctuations and is considered to be less risky 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
| FC.TO | AD-UN.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 6.94% | -3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 7.00% | 14.07% | -7.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.92% | 23.05% | -12.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.54% | 22.68% | -7.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.14% | 32.27% | -13.13% |
Financials
FC.TO vs. AD-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between Firm Capital Mortgage Investment Corporation 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
FC.TO vs. AD-UN.TO - Profitability Comparison
FC.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Firm Capital Mortgage Investment Corporation reported a gross profit of 15.87M and revenue of 17.05M. Therefore, the gross margin over that period was 93.1%.
AD-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Alaris Equity Partners Income Trust reported a gross profit of 46.52M and revenue of 54.10M. Therefore, the gross margin over that period was 86.0%.
FC.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Firm Capital Mortgage Investment Corporation reported an operating income of 15.43M and revenue of 17.05M, resulting in an operating margin of 90.5%.
AD-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Alaris Equity Partners Income Trust reported an operating income of 47.60M and revenue of 54.10M, resulting in an operating margin of 88.0%.
FC.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Firm Capital Mortgage Investment Corporation reported a net income of 8.74M and revenue of 17.05M, resulting in a net margin of 51.2%.
AD-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Alaris Equity Partners Income Trust reported a net income of -243.00K and revenue of 54.10M, resulting in a net margin of -0.5%.