PortfoliosLab logo
​
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Screeners
Discussions
Allied Properties Real Estate Investment Trust (AP...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Allied Properties Real Estate Investment Trust (AP-UN.TO)

Equity · Currency in CAD · Last updated Apr 18, 2024

Company Info

ISINCA0194561027
SectorReal Estate
IndustryREIT—Office

Highlights

Market CapCA$2.26B
EPS-CA$3.94
PE Ratio46.02
Revenue (TTM)CA$568.04M
Gross Profit (TTM)CA$282.42M
EBITDA (TTM)CA$313.05M
Year RangeCA$13.94 - CA$21.76
Target PriceCA$20.64
Short %1.24%
Short Ratio10.90

Share Price Chart

Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Allied Properties Real Estate Investment Trust

Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in Allied Properties Real Estate Investment Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

350.00%400.00%450.00%500.00%550.00%600.00%NovemberDecember2024FebruaryMarchApril
487.86%
448.82%
AP-UN.TO (Allied Properties Real Estate Investment Trust)
Benchmark (^GSPC)

S&P 500

Returns By Period

Allied Properties Real Estate Investment Trust had a return of -16.01% year-to-date (YTD) and -19.90% in the last 12 months. Over the past 10 years, Allied Properties Real Estate Investment Trust had an annualized return of -2.46%, while the S&P 500 had an annualized return of 10.43%, indicating that Allied Properties Real Estate Investment Trust did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date-16.01%5.29%
1 month-3.67%-2.47%
6 months0.91%16.40%
1 year-19.90%20.88%
5 years (annualized)-14.42%11.60%
10 years (annualized)-2.46%10.43%

Monthly Returns Heatmap

JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.56%-12.22%4.91%
2023-12.95%-10.76%13.70%16.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AP-UN.TO is 23, indicating that it is in the bottom 23% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
The Risk-Adjusted Performance Rank of AP-UN.TO is 2323
Allied Properties Real Estate Investment Trust(AP-UN.TO)
The Sharpe Ratio Rank of AP-UN.TO is 2020Sharpe Ratio Rank
The Sortino Ratio Rank of AP-UN.TO is 2121Sortino Ratio Rank
The Omega Ratio Rank of AP-UN.TO is 2222Omega Ratio Rank
The Calmar Ratio Rank of AP-UN.TO is 3333Calmar Ratio Rank
The Martin Ratio Rank of AP-UN.TO is 1919Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Allied Properties Real Estate Investment Trust (AP-UN.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

AP-UN.TO
Sharpe ratio
The chart of Sharpe ratio for AP-UN.TO, currently valued at -0.62, compared to the broader market-2.00-1.000.001.002.003.00-0.62
Sortino ratio
The chart of Sortino ratio for AP-UN.TO, currently valued at -0.73, compared to the broader market-4.00-2.000.002.004.00-0.73
Omega ratio
The chart of Omega ratio for AP-UN.TO, currently valued at 0.91, compared to the broader market0.501.001.500.91
Calmar ratio
The chart of Calmar ratio for AP-UN.TO, currently valued at -0.29, compared to the broader market0.001.002.003.004.005.00-0.29
Martin ratio
The chart of Martin ratio for AP-UN.TO, currently valued at -1.22, compared to the broader market0.0010.0020.0030.00-1.22
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.79, compared to the broader market-2.00-1.000.001.002.003.001.79
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.61, compared to the broader market-4.00-2.000.002.004.002.61
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.001.002.003.004.005.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current Allied Properties Real Estate Investment Trust Sharpe ratio is -0.62. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.62
2.40
AP-UN.TO (Allied Properties Real Estate Investment Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Allied Properties Real Estate Investment Trust granted a 10.88% dividend yield in the last twelve months. The annual payout for that period amounted to CA$1.80 per share.

PeriodTTM20232022202120202019201820172016201520142013
DividendCA$1.80CA$1.80CA$1.75CA$1.70CA$1.65CA$1.60CA$1.56CA$1.53CA$1.50CA$1.46CA$1.52CA$1.36

Dividend yield

10.88%8.92%6.83%3.87%4.36%3.07%3.53%3.64%4.18%4.63%4.05%4.16%

Monthly Dividends

The table displays the monthly dividend distributions for Allied Properties Real Estate Investment Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDec
2024CA$0.15CA$0.15CA$0.15
2023CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15
2022CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15
2021CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14
2020CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14
2019CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13
2018CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13
2017CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13
2016CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13
2015CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.13
2014CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.22CA$0.12
2013CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.12

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%20.0%10.9%
Allied Properties Real Estate Investment Trust has a dividend yield of 10.88%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%399.0%
Allied Properties Real Estate Investment Trust has a payout ratio of 398.95%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-64.14%
-2.89%
AP-UN.TO (Allied Properties Real Estate Investment Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Allied Properties Real Estate Investment Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Allied Properties Real Estate Investment Trust was 69.57%, occurring on Oct 25, 2023. The portfolio has not yet recovered.

The current Allied Properties Real Estate Investment Trust drawdown is 64.14%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.57%Feb 21, 2020922Oct 25, 2023———
-51.96%Feb 16, 2007466Dec 22, 2008253Dec 24, 2009719
-26.65%Apr 20, 2015190Jan 20, 2016120Jul 12, 2016310
-19.39%Mar 25, 200436May 17, 2004118Nov 4, 2004154
-16.28%Aug 2, 201673Nov 14, 2016136May 31, 2017209

Volatility

Volatility Chart

The current Allied Properties Real Estate Investment Trust volatility is 9.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

0.00%5.00%10.00%15.00%NovemberDecember2024FebruaryMarchApril
9.98%
3.22%
AP-UN.TO (Allied Properties Real Estate Investment Trust)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Allied Properties Real Estate Investment Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Annual
Quarterly
0.0

Income Statement

Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly
TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items