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Allied Properties Real Estate Investment Trust (AP...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINCA0194561027
SectorReal Estate
IndustryREIT - Office

Highlights

Market CapCA$2.10B
EPS (TTM)-CA$3.82
PE Ratio46.02
Total Revenue (TTM)CA$569.07M
Gross Profit (TTM)CA$318.34M
EBITDA (TTM)CA$37.54M
Year RangeCA$14.03 - CA$21.09
Target PriceCA$19.78
Short %1.24%
Short Ratio11.26

Share Price Chart


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Compare to other instruments

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Allied Properties Real Estate Investment Trust

Popular comparisons: AP-UN.TO vs. REI-UN.TO

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.


-20.00%-10.00%0.00%10.00%20.00%2024FebruaryMarchAprilMayJune
-15.79%
16.91%
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 -17.86% year-to-date (YTD) and -23.07% in the last 12 months. Over the past 10 years, Allied Properties Real Estate Investment Trust had an annualized return of -3.03%, while the S&P 500 had an annualized return of 10.86%, indicating that Allied Properties Real Estate Investment Trust did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-17.86%13.65%
1 month-5.96%3.82%
6 months-15.78%15.17%
1 year-23.07%24.08%
5 years (annualized)-15.44%13.46%
10 years (annualized)-3.03%10.86%

Monthly Returns

The table below presents the monthly returns of AP-UN.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.56%-12.22%4.91%-3.34%0.67%-17.86%
202316.53%-3.06%-14.36%-5.89%-1.81%-1.57%1.72%-4.66%-12.95%-10.76%13.69%13.77%-14.24%
20222.11%-1.12%6.11%-10.20%-6.72%-14.04%3.41%-7.75%-12.33%-3.04%0.06%-1.94%-38.62%
2021-3.70%6.09%6.31%5.30%4.32%1.90%1.78%-4.99%-6.77%6.69%-3.24%6.89%20.94%
20206.31%-1.12%-17.61%-0.09%-9.92%2.74%-1.75%-7.92%-2.21%-9.48%26.77%-6.99%-24.40%
20196.80%2.00%2.96%-3.52%2.77%-2.27%3.57%7.57%2.29%0.27%-0.09%-2.24%21.30%
2018-1.43%0.58%-1.85%2.59%2.79%-1.25%1.75%2.99%-0.83%-1.55%6.93%-1.43%9.29%
2017-5.35%3.67%3.42%1.84%4.78%2.08%-1.65%1.81%3.25%4.08%0.65%1.76%21.83%
20165.90%-4.85%11.21%1.46%3.01%6.94%2.75%-6.73%2.65%-3.97%-5.66%6.46%18.82%
20157.16%1.79%-0.46%-0.40%-9.00%-1.98%3.12%-3.95%0.56%3.06%-8.38%-3.23%-12.21%
20140.18%2.81%3.35%-0.50%2.71%1.28%-0.78%2.45%-3.93%4.41%6.76%-0.50%19.36%
20134.86%-0.22%-3.37%4.77%-2.43%-4.21%-1.55%-0.08%4.20%3.70%-2.55%0.92%3.50%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AP-UN.TO is 16, indicating that it is in the bottom 16% of stocks on our website 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 1616
AP-UN.TO (Allied Properties Real Estate Investment Trust)
The Sharpe Ratio Rank of AP-UN.TO is 1313Sharpe Ratio Rank
The Sortino Ratio Rank of AP-UN.TO is 1515Sortino Ratio Rank
The Omega Ratio Rank of AP-UN.TO is 1616Omega Ratio Rank
The Calmar Ratio Rank of AP-UN.TO is 2828Calmar Ratio Rank
The Martin Ratio Rank of AP-UN.TO is 77Martin 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 -0.70, compared to the broader market-2.00-1.000.001.002.003.00-0.70
Sortino ratio
The chart of Sortino ratio for AP-UN.TO, currently valued at -0.88, compared to the broader market-4.00-2.000.002.004.006.00-0.88
Omega ratio
The chart of Omega ratio for AP-UN.TO, currently valued at 0.89, compared to the broader market0.501.001.502.000.89
Calmar ratio
The chart of Calmar ratio for AP-UN.TO, currently valued at -0.32, compared to the broader market0.002.004.006.00-0.32
Martin ratio
The chart of Martin ratio for AP-UN.TO, currently valued at -1.41, compared to the broader market0.0010.0020.0030.00-1.41
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.20, compared to the broader market-2.00-1.000.001.002.003.002.20
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.12, compared to the broader market-4.00-2.000.002.004.006.003.12
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.76, compared to the broader market0.002.004.006.001.76
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.26, compared to the broader market0.0010.0020.0030.008.26

Sharpe Ratio

The current Allied Properties Real Estate Investment Trust Sharpe ratio is -0.70. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Allied Properties Real Estate Investment Trust with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.002024FebruaryMarchAprilMayJune
-0.70
2.87
AP-UN.TO (Allied Properties Real Estate Investment Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Allied Properties Real Estate Investment Trust granted a 11.33% 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

11.33%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.00CA$0.75
2023CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$1.80
2022CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$0.15CA$1.75
2021CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$1.70
2020CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$1.65
2019CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$1.60
2018CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$1.56
2017CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$1.53
2016CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$1.50
2015CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.13CA$1.46
2014CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.22CA$0.12CA$1.52
2013CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.12CA$1.36

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%2024FebruaryMarchAprilMayJune
-65.78%
0
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 69.58%, occurring on Oct 25, 2023. The portfolio has not yet recovered.

The current Allied Properties Real Estate Investment Trust drawdown is 65.78%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.58%Feb 21, 2020922Oct 25, 2023
-51.96%Feb 16, 2007466Dec 22, 2008253Dec 24, 2009719
-26.66%Apr 20, 2015190Jan 20, 2016120Jul 12, 2016310
-19.39%Mar 25, 200436May 17, 2004118Nov 4, 2004154
-16.28%Aug 2, 201673Nov 14, 2016137Jun 1, 2017210

Volatility

Volatility Chart

The current Allied Properties Real Estate Investment Trust volatility is 6.15%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%2024FebruaryMarchAprilMayJune
6.15%
2.12%
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

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items