SUI vs. AQN
SUI (Sun Communities, Inc.) and AQN (Algonquin Power & Utilities Corp) are both stocks. SUI operates in REIT - Residential (Real Estate), while AQN operates in Utilities - Renewable (Utilities). Over the past 10 years, SUI returned 8.84%/yr vs 0.81%/yr for AQN. At a 0.31 correlation, their price movements are largely independent.
Performance
SUI vs. AQN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SUI achieves a 1.30% return, which is significantly higher than AQN's -1.40% return. Over the past 10 years, SUI has outperformed AQN with an annualized return of 8.84%, while AQN has yielded a comparatively lower 0.81% annualized return.
SUI
- 1D
- -2.00%
- 1M
- 3.32%
- YTD
- 1.30%
- 6M
- 2.17%
- 1Y
- 4.08%
- 3Y*
- 1.51%
- 5Y*
- -3.23%
- 10Y*
- 8.84%
AQN
- 1D
- 1.01%
- 1M
- 4.35%
- YTD
- -1.40%
- 6M
- 2.99%
- 1Y
- 7.06%
- 3Y*
- -5.53%
- 5Y*
- -12.99%
- 10Y*
- 0.81%
SUI vs. AQN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUI Sun Communities, Inc. | 1.30% | 7.49% | -5.19% | -3.81% | -30.32% | 40.79% | 3.58% | 50.91% | 12.89% | 24.94% |
AQN Algonquin Power & Utilities Corp | -1.40% | 44.80% | -25.01% | 2.92% | -51.72% | -8.25% | 21.54% | 46.99% | -5.28% | 37.60% |
Correlation
The correlation between SUI and AQN is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2009 | 0.31 |
The correlation between SUI and AQN shifts across timeframes, from 0.28 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SUI:
$15.61B
AQN:
$4.64B
SUI:
$11.21
AQN:
$0.22
SUI:
11.10
AQN:
27.46
SUI:
0.03
AQN:
0.21
SUI:
6.67
AQN:
1.85
SUI:
2.31
AQN:
1.03
SUI:
$2.33B
AQN:
$2.51B
SUI:
$1.35B
AQN:
$1.48B
SUI:
$654.40M
AQN:
$958.41M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SUI vs. AQN — Risk / Return Rank
SUI
AQN
SUI vs. AQN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sun Communities, Inc. (SUI) and Algonquin Power & Utilities Corp (AQN). 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.
| SUI | AQN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.08 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.36 | 0.42 | -0.07 |
| Martin ratioReturn relative to average drawdown | 0.87 | 0.97 | -0.10 |
Loading charts...
Drawdowns
SUI vs. AQN - Drawdown Comparison
The maximum SUI drawdown since its inception was -74.04%, which is greater than AQN's maximum drawdown of -69.73%. Use the drawdown chart below to compare losses from any high point for SUI and AQN.
Loading charts...
Drawdown Indicators
| SUI | AQN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.04% | -69.73% | -4.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -16.74% | +5.26% |
Max Drawdown (3Y)Largest decline over 3 years | -26.48% | -44.91% | +18.43% |
Max Drawdown (5Y)Largest decline over 5 years | -48.72% | -68.21% | +19.49% |
Max Drawdown (10Y)Largest decline over 10 years | -48.72% | -69.73% | +21.01% |
Current DrawdownCurrent decline from peak | -30.80% | -54.71% | +23.91% |
Average DrawdownAverage peak-to-trough decline | -11.77% | -18.32% | +6.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 7.32% | -2.61% |
Volatility
SUI vs. AQN - Volatility Comparison
Sun Communities, Inc. (SUI) has a higher volatility of 6.72% compared to Algonquin Power & Utilities Corp (AQN) at 5.41%. This indicates that SUI's price experiences larger fluctuations and is considered to be riskier than AQN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SUI | AQN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 5.41% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 18.67% | -5.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.47% | 24.09% | -4.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.92% | 30.56% | -5.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.66% | 27.98% | -2.32% |
Dividends
SUI vs. AQN - Dividend Comparison
SUI's dividend yield for the trailing twelve months is around 3.41%, less than AQN's 4.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AQN Algonquin Power & Utilities Corp | 4.33% | 4.23% | 7.80% | 6.87% | 10.94% | 4.62% | 3.68% | 3.90% | 4.99% | 4.18% | 4.88% | 4.77% |
SUI Sun Communities, Inc. | 3.41% | 6.50% | 3.06% | 2.78% | 2.46% | 1.58% | 2.08% | 2.00% | 2.79% | 2.89% | 3.39% | 3.79% |
Financials
SUI vs. AQN - Financials Comparison
This section allows you to compare key financial metrics between Sun Communities, Inc. and Algonquin Power & Utilities Corp. 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
SUI vs. AQN - Profitability Comparison
SUI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sun Communities, Inc. reported a gross profit of 422.20M and revenue of 507.90M. Therefore, the gross margin over that period was 83.1%.
AQN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Algonquin Power & Utilities Corp reported a gross profit of 170.41M and revenue of 773.53M. Therefore, the gross margin over that period was 22.0%.
SUI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sun Communities, Inc. reported an operating income of -6.30M and revenue of 507.90M, resulting in an operating margin of -1.2%.
AQN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Algonquin Power & Utilities Corp reported an operating income of 170.41M and revenue of 773.53M, resulting in an operating margin of 22.0%.
SUI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sun Communities, Inc. reported a net income of -8.70M and revenue of 507.90M, resulting in a net margin of -1.7%.
AQN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Algonquin Power & Utilities Corp reported a net income of 85.01M and revenue of 773.53M, resulting in a net margin of 11.0%.
Frequently Asked Questions
SUI and AQN have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUI has higher volatility (6.72%) compared to AQN (5.41%). In terms of maximum drawdown, SUI dropped -74.04% vs AQN's -69.73%.
AQN currently has the higher Sharpe Ratio (0.30 vs 0.21), 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.
Find the right allocation for SUI and AQN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer