Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQNU (Algonquin Power & Utilities Corp Unit) | NA | -21.09% | NA | NA | NA | NA | NA | … | … |
Data as of 06/14/2024, Common starting date is 06/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQNU (Algonquin Power & Utilities Corp Unit) | 06/30/2021 | 06/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.42 | -21.09 | NA | NA | NA | NA | NA | … | … | -4.73 | 8.32 | -45.14 | -1.13 |
| Sharpe Ratio | NA | -0.83 | NA | NA | NA | NA | NA | … | … | -0.45 | 0.14 | -1.49 | -0.15 |
| Standard Deviation(%) | NA | 29.91 | NA | NA | NA | NA | NA | … | … | 30.73 | 28.85 | 31.37 | 14.78 |
| Draw Down(%) | NA | 35.98 | NA | NA | NA | NA | NA | … | … | 15.59 | 36.93 | 51.17 | 12.48 |
| Yield(%) | 0.00 | 13.29 | 7.30 | 4.38 | 2.19 | 1.46 | 1.10 | … | … | 8.50 | 15.78 | 6.84 | 3.73 |
Data as of 06/14/2024, Common starting date is 06/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQNU (Algonquin Power & Utilities Corp Unit) |
0.00%
NA |
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 |
|---|---|---|---|---|
| AQNU (Algonquin Power & Utilities Corp Unit) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart