Performance analysis of Algonquin Power & Utilities (AQNA)
Annual Return
Over the past 3 years, AQNA has had an average annual return of +3.36%, outperforming the benchmark SPY, which returned -4.23% annual.
Over the past 5 years, AQNA has had an average annual return of +2.27%, outperforming the benchmark SPY, which returned +0.87% annual.
Since Oct 23, 2018, AQNA has had an average annual return of +6.31%, underperforming the benchmark SPY, which returned +11.48% annual.
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.99% | -7.32% | +0.42% | +8.39% | +18.40% | -0.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +8.47% | -2.32% | -4.02% | +0.86% | +5.58% | +5.73% | -2.52% | +2.82% | +0.35% | -0.23% | +0.08% | +14.99% | |
| 2022 | -0.38% | -0.72% | +0.91% | -0.96% | +0.19% | -1.78% | +3.28% | -4.14% | -0.24% | -7.57% | +8.10% | -3.46% | -7.32% |
| 2021 | -1.85% | -1.23% | -0.03% | +2.60% | +0.91% | +0.89% | +0.46% | -1.04% | +1.63% | +0.22% | -0.33% | -1.71% | +0.42% |
| 2020 | +2.35% | -7.18% | -6.33% | +13.77% | -1.27% | -3.67% | +5.89% | +1.17% | +1.55% | -3.49% | +3% | +4.08% | +8.39% |
| 2019 | +7.08% | -1.35% | +2.35% | +0.78% | -1.27% | +1.77% | +4.45% | -0.33% | +0.26% | +2.71% | -1.64% | +2.54% | +18.40% |
| 2018 | +1.27% | -0.28% | -1.88% | -0.91% |
Drawdown analysis of Algonquin Power & Utilities (AQNA)
The maximum drawdown for the AQNA was -33.76%, occurring on Mar 19, 2020. Recovery took 99 trading sessions.
The current AQNA drawdown is -0.15%.
Since Oct 23, 2018 AQNA has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.76% | Feb 7, 2020 | 28 | Mar 19, 2020 | 99 | Aug 10, 2020 | 127 |
| -18.24% | Nov 5, 2021 | 241 | Oct 21, 2022 | 172 | Jun 30, 2023 | 413 |
| -5.84% | Oct 14, 2019 | 39 | Dec 9, 2019 | 17 | Jan 3, 2020 | 56 |
| -5.74% | Nov 13, 2018 | 29 | Dec 27, 2018 | 11 | Jan 14, 2019 | 40 |
| -5.61% | Oct 1, 2020 | 20 | Oct 29, 2020 | 27 | Dec 8, 2020 | 47 |
| -5.44% | Jan 19, 2021 | 26 | Feb 25, 2021 | 36 | Apr 19, 2021 | 62 |
| -3.88% | Aug 19, 2020 | 13 | Sep 8, 2020 | 14 | Sep 28, 2020 | 27 |
| -3.54% | Jun 30, 2023 | 18 | Jul 27, 2023 | 25 | Aug 31, 2023 | 43 |
| -3.48% | Jan 31, 2019 | 8 | Feb 12, 2019 | 19 | Mar 12, 2019 | 27 |
| -3.10% | Jul 8, 2021 | 62 | Oct 5, 2021 | 11 | Oct 20, 2021 | 73 |
| -2.68% | Apr 19, 2021 | 17 | May 12, 2021 | 14 | Jun 2, 2021 | 31 |
| -2.30% | Dec 31, 2020 | 3 | Jan 6, 2021 | 7 | Jan 15, 2021 | 10 |
| -2.17% | Jan 13, 2020 | 10 | Jan 28, 2020 | 4 | Feb 3, 2020 | 14 |
| -1.91% | Apr 16, 2019 | 23 | May 20, 2019 | 28 | Jun 28, 2019 | 51 |
| -1.79% | Aug 7, 2019 | 7 | Aug 16, 2019 | 27 | Sep 25, 2019 | 34 |
| -1.31% | Sep 29, 2023 | 2 | Oct 3, 2023 | Ongoing | Ongoing | Ongoing |
| -1.29% | Sep 25, 2019 | 3 | Sep 30, 2019 | 8 | Oct 10, 2019 | 11 |
| -1.16% | Jun 4, 2021 | 10 | Jun 18, 2021 | 11 | Jul 6, 2021 | 21 |
| -1.13% | Aug 31, 2023 | 6 | Sep 11, 2023 | 13 | Sep 28, 2023 | 19 |
| -1.12% | Apr 2, 2019 | 5 | Apr 9, 2019 | 4 | Apr 15, 2019 | 9 |
| -1.12% | Jan 18, 2019 | 1 | Jan 22, 2019 | 3 | Jan 25, 2019 | 4 |
| -1.07% | Aug 10, 2020 | 2 | Aug 12, 2020 | 5 | Aug 19, 2020 | 7 |
| -0.98% | Jan 14, 2019 | 2 | Jan 16, 2019 | 2 | Jan 18, 2019 | 4 |
| -0.89% | Aug 2, 2019 | 1 | Aug 5, 2019 | 2 | Aug 7, 2019 | 3 |
| -0.83% | Dec 17, 2020 | 6 | Dec 28, 2020 | 3 | Dec 31, 2020 | 9 |