SIS.TO vs. AD-UN.TO
SIS.TO (Savaria Corporation) and AD-UN.TO (Alaris Equity Partners Income Trust) are both stocks. SIS.TO operates in Specialty Industrial Machinery (Industrials), while AD-UN.TO operates in Asset Management (Financial Services). Over the past 10 years, SIS.TO returned 17.59%/yr vs 5.86%/yr for AD-UN.TO. At a 0.20 correlation, their price movements are largely independent.
Performance
SIS.TO vs. AD-UN.TO - Performance Comparison
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Returns By Period
In the year-to-date period, SIS.TO achieves a 33.17% return, which is significantly higher than AD-UN.TO's 16.48% return. Over the past 10 years, SIS.TO has outperformed AD-UN.TO with an annualized return of 17.59%, while AD-UN.TO has yielded a comparatively lower 5.86% annualized return.
SIS.TO
- 1D
- 0.87%
- 1M
- 6.35%
- YTD
- 33.17%
- 6M
- 40.53%
- 1Y
- 61.12%
- 3Y*
- 25.21%
- 5Y*
- 11.69%
- 10Y*
- 17.59%
AD-UN.TO
- 1D
- -0.21%
- 1M
- 2.93%
- YTD
- 16.48%
- 6M
- 20.80%
- 1Y
- 34.21%
- 3Y*
- 24.98%
- 5Y*
- 15.84%
- 10Y*
- 5.86%
SIS.TO vs. AD-UN.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIS.TO Savaria Corporation | 33.17% | 17.77% | 34.86% | 12.15% | -24.44% | 35.92% | 7.37% | 10.42% | -26.61% | 71.44% |
AD-UN.TO Alaris Equity Partners Income Trust | 16.48% | 15.38% | 27.16% | 10.82% | -7.62% | 33.79% | -23.76% | 40.26% | -9.96% | -6.82% |
Correlation
The correlation between SIS.TO and AD-UN.TO is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2008 | 0.20 |
The correlation between SIS.TO and AD-UN.TO shifts across timeframes, from 0.20 (all time) to 0.37 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SIS.TO:
CA$2.19B
AD-UN.TO:
CA$1.27B
SIS.TO:
CA$1.10
AD-UN.TO:
CA$2.23
SIS.TO:
27.43
AD-UN.TO:
10.57
SIS.TO:
0.43
AD-UN.TO:
31.72
SIS.TO:
2.33
AD-UN.TO:
5.20
SIS.TO:
3.32
AD-UN.TO:
1.11
SIS.TO:
CA$928.84M
AD-UN.TO:
CA$220.04M
SIS.TO:
CA$362.29M
AD-UN.TO:
CA$197.90M
SIS.TO:
CA$176.47M
AD-UN.TO:
CA$179.07M
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Return for Risk
SIS.TO vs. AD-UN.TO — Risk / Return Rank
SIS.TO
AD-UN.TO
SIS.TO vs. AD-UN.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Savaria Corporation (SIS.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.
| SIS.TO | AD-UN.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.66 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.34 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 6.32 | 2.70 | +3.62 |
| Martin ratioReturn relative to average drawdown | 18.52 | 10.16 | +8.36 |
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
| SIS.TO | AD-UN.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.60 | 1.94 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.70 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.18 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.41 | -0.02 |
Drawdowns
SIS.TO vs. AD-UN.TO - Drawdown Comparison
The maximum SIS.TO drawdown since its inception was -75.48%, roughly equal to the maximum AD-UN.TO drawdown of -75.11%. Use the drawdown chart below to compare losses from any high point for SIS.TO and AD-UN.TO.
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Drawdown Indicators
| SIS.TO | AD-UN.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.48% | -75.11% | -0.37% |
Max Drawdown (1Y)Largest decline over 1 year | -9.72% | -12.74% | +3.02% |
Max Drawdown (3Y)Largest decline over 3 years | -33.99% | -18.69% | -15.30% |
Max Drawdown (5Y)Largest decline over 5 years | -44.22% | -29.73% | -14.49% |
Max Drawdown (10Y)Largest decline over 10 years | -62.16% | -73.03% | +10.87% |
Current DrawdownCurrent decline from peak | -0.47% | -1.88% | +1.41% |
Average DrawdownAverage peak-to-trough decline | -20.77% | -17.25% | -3.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.38% | -0.07% |
Volatility
SIS.TO vs. AD-UN.TO - Volatility Comparison
Savaria Corporation (SIS.TO) has a higher volatility of 6.66% compared to Alaris Equity Partners Income Trust (AD-UN.TO) at 4.20%. This indicates that SIS.TO'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
| SIS.TO | AD-UN.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 4.20% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 19.37% | 13.81% | +5.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.64% | 17.75% | +5.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.92% | 22.65% | +4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.32% | 32.24% | +0.08% |
Dividends
SIS.TO vs. AD-UN.TO - Dividend Comparison
SIS.TO's dividend yield for the trailing twelve months is around 1.85%, less than AD-UN.TO's 6.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AD-UN.TO Alaris Equity Partners Income Trust | 6.03% | 6.75% | 7.10% | 8.35% | 8.29% | 6.81% | 8.76% | 7.55% | 9.57% | 7.84% | 6.76% | 6.66% |
SIS.TO Savaria Corporation | 1.85% | 2.40% | 2.65% | 3.42% | 3.62% | 2.54% | 3.23% | 3.11% | 2.91% | 1.73% | 1.98% | 3.09% |
Financials
SIS.TO vs. AD-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between Savaria 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
SIS.TO vs. AD-UN.TO - Profitability Comparison
SIS.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Savaria Corporation reported a gross profit of 91.74M and revenue of 235.55M. Therefore, the gross margin over that period was 39.0%.
AD-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alaris Equity Partners Income Trust reported a gross profit of 58.38M and revenue of 65.37M. Therefore, the gross margin over that period was 89.3%.
SIS.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Savaria Corporation reported an operating income of 33.15M and revenue of 235.55M, resulting in an operating margin of 14.1%.
AD-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alaris Equity Partners Income Trust reported an operating income of 47.42M and revenue of 65.37M, resulting in an operating margin of 72.5%.
SIS.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Savaria Corporation reported a net income of 22.68M and revenue of 235.55M, resulting in a net margin of 9.6%.
AD-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alaris Equity Partners Income Trust reported a net income of 40.41M and revenue of 65.37M, resulting in a net margin of 61.8%.
Frequently Asked Questions
SIS.TO and AD-UN.TO have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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