Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGQPF (Algonquin Power & Utilities Corp) | 2.21% | 9.12% | 8.30% | 1.46% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGQPF (Algonquin Power & Utilities Corp) | 05/20/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.12 | 8.30 | 1.46 | NA | NA | NA | … | … | 2.21 | 9.12 | 8.50 | 6.68 | -26.16 | 35.33 | 23.65 |
| Sharpe Ratio | NA | 1.49 | 1.26 | -0.07 | NA | NA | NA | … | … | 0.81 | 1.45 | 1.20 | 0.94 | -0.84 | 1.86 | 0.43 |
| Standard Deviation(%) | NA | 4.35 | 4.00 | 16.19 | NA | NA | NA | … | … | 3.35 | 4.38 | 4.08 | 3.22 | 32.98 | 17.29 | 113.34 |
| Draw Down(%) | NA | 0.00 | 0.00 | 28.08 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 27.86 | 4.20 | 0.00 |
| Yield(%) | 0.00 | 8.51 | 7.78 | 5.53 | 4.23 | 2.82 | 2.12 | … | … | 2.13 | 8.51 | 7.96 | 6.32 | 4.50 | 5.82 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGQPF (Algonquin Power & Utilities Corp) |
-6.19%
Aug 2021 – Aug 2024 |
1.46%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGQPF (Algonquin Power & Utilities Corp) |
8.30%
Mar 2023 – Mar 2026 |
7.61%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart