Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

AD-UN.TO Relative to the S&P 500

AD-UN.TO Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Alaris Equity Partners Income Trust (TSE:AD/UN.TO) seasonal charts above shows that a Buy Date of November 8 and a Sell Date of February 6 has resulted in a geometric average return of 5.43% above the benchmark rate of the S&P 500 Total Return Index over the past 16 years. This seasonal timeframe has shown positive results compared to the benchmark in 13 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 16 years by an average of 7.43% per year.

The seasonal timeframe is Inline with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Alaris Equity Partners Income Trust is an open-ended trust. The Trust, through its subsidiaries, indirectly provides alternative financing to private companies (Partners) in exchange for distributions with the principal objective of generating stable and predictable cash flows for payment of distributions to unitholders of the Trust. Distributions from the Partners are adjusted each year based on the percentage change of a top-line financial performance measure such as gross margin and same-store sales and rank in priority to the owner’s common equity position.

To download AD-UN.TO seasonal chart data, please log in or Subscribe.

Stocks mentioned in this post: AD-UN.TO