Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQNA (Algonquin Power Utilities Corp) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 11/15/2023, Common starting date is 10/24/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQNA (Algonquin Power Utilities Corp) | 10/24/2018 | 11/15/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | -7.31 | 0.43 | 10.04 | 20.42 | -0.79 |
| Sharpe Ratio | NA | 1.07 | 0.24 | 0.29 | NA | NA | NA | … | … | 1.04 | -0.55 | 0.04 | 0.29 | 1.99 | -0.52 |
| Standard Deviation(%) | NA | 14.21 | 13.12 | 18.81 | NA | NA | NA | … | … | 13.24 | 15.84 | 10.22 | 33.94 | 9.54 | 11.13 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 17.55 | 5.44 | 33.76 | 5.84 | 5.74 |
| Yield(%) | NA | 7.24 | 6.75 | 7.16 | 3.59 | 2.39 | 1.79 | … | … | 5.55 | 6.48 | 6.21 | 9.16 | 6.83 | 0.00 |
Data as of 11/15/2023, Common starting date is 10/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQNA (Algonquin Power Utilities Corp) |
-0.34%
Oct 2019 – Oct 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQNA (Algonquin Power Utilities Corp) |
10.00%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart