Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQNB (Algonquin Power Utilities Corp) | 4.63% | 9.98% | 11.90% | 5.39% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 05/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQNB (Algonquin Power Utilities Corp) | 05/29/2019 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 9.98 | 11.90 | 5.39 | NA | NA | NA | … | … | 4.63 | 10.01 | 12.88 | 20.83 | -16.39 | 2.23 | 5.74 | 14.94 |
| Sharpe Ratio | NA | 1.18 | 1.03 | 0.25 | NA | NA | NA | … | … | 1.46 | 0.99 | 1.51 | 1.13 | -1.04 | 0.23 | 0.13 | 3.09 |
| Standard Deviation(%) | NA | 6.73 | 7.76 | 11.59 | NA | NA | NA | … | … | 5.24 | 7.33 | 6.14 | 15.33 | 17.19 | 9.65 | 42.81 | 8.11 |
| Draw Down(%) | NA | 2.72 | 5.12 | 18.63 | NA | NA | NA | … | … | 1.57 | 3.84 | 3.63 | 9.38 | 18.33 | 4.86 | 42.64 | 4.18 |
| Yield(%) | 0.00 | 6.19 | 7.77 | 6.01 | 4.62 | 3.08 | 2.31 | … | … | 3.90 | 8.52 | 8.07 | 7.19 | 5.71 | 5.56 | 5.48 | 3.70 |
Data as of 06/15/2026, Common starting date is 05/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQNB (Algonquin Power Utilities Corp) |
-3.31%
Dec 2019 – Dec 2022 |
3.77%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQNB (Algonquin Power Utilities Corp) |
14.41%
Dec 2022 – Dec 2025 |
8.26%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart