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Artis Real Estate Investment Trust (AX-UN.TO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Artis Real Estate Investment Trust (AX-UN.TO)

Equity · Currency in CAD · Last updated May 3, 2024

Company Info

ISINCA04315L1058
SectorReal Estate
IndustryREIT—Diversified

Highlights

Market CapCA$697.12M
EPS-CA$3.10
Revenue (TTM)CA$268.64M
Gross Profit (TTM)CA$254.27M
EBITDA (TTM)CA$111.06M
Year RangeCA$5.47 - CA$6.87
Target PriceCA$6.50
Short %3.77%
Short Ratio25.29

Share Price Chart

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Artis Real Estate Investment Trust

Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in Artis 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.

0.00%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%December2024FebruaryMarchAprilMay
13,009.76%
356.68%
AX-UN.TO (Artis Real Estate Investment Trust)
Benchmark (^GSPC)

S&P 500

Returns By Period

Artis Real Estate Investment Trust had a return of 0.40% year-to-date (YTD) and 5.47% in the last 12 months. Over the past 10 years, Artis Real Estate Investment Trust had an annualized return of -2.07%, while the S&P 500 had an annualized return of 10.41%, indicating that Artis Real Estate Investment Trust did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date0.40%6.17%
1 month3.50%-2.72%
6 months2.13%17.29%
1 year5.47%23.80%
5 years (annualized)-3.53%11.47%
10 years (annualized)-2.07%10.41%

Monthly Returns Heatmap

JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.08%-13.10%14.82%2.51%
2023-3.85%0.32%8.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AX-UN.TO is 49, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of AX-UN.TO is 4949
Artis Real Estate Investment Trust(AX-UN.TO)
The Sharpe Ratio Rank of AX-UN.TO is 5252Sharpe Ratio Rank
The Sortino Ratio Rank of AX-UN.TO is 4545Sortino Ratio Rank
The Omega Ratio Rank of AX-UN.TO is 4444Omega Ratio Rank
The Calmar Ratio Rank of AX-UN.TO is 5151Calmar Ratio Rank
The Martin Ratio Rank of AX-UN.TO is 5252Martin 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 Artis Real Estate Investment Trust (AX-UN.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

AX-UN.TO
Sharpe ratio
The chart of Sharpe ratio for AX-UN.TO, currently valued at 0.11, compared to the broader market-2.00-1.000.001.002.003.004.000.11
Sortino ratio
The chart of Sortino ratio for AX-UN.TO, currently valued at 0.34, compared to the broader market-4.00-2.000.002.004.006.000.34
Omega ratio
The chart of Omega ratio for AX-UN.TO, currently valued at 1.04, compared to the broader market0.501.001.501.04
Calmar ratio
The chart of Calmar ratio for AX-UN.TO, currently valued at 0.05, compared to the broader market0.002.004.006.000.05
Martin ratio
The chart of Martin ratio for AX-UN.TO, currently valued at 0.33, compared to the broader market-10.000.0010.0020.0030.000.33
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.97, compared to the broader market-2.00-1.000.001.002.003.004.001.97
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.84, compared to the broader market-4.00-2.000.002.004.006.002.84
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.34, compared to the broader market0.501.001.501.34
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.50, compared to the broader market0.002.004.006.001.50
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market-10.000.0010.0020.0030.007.61

Sharpe Ratio

The current Artis Real Estate Investment Trust Sharpe ratio is 0.11. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Artis 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-1.000.001.002.003.00December2024FebruaryMarchAprilMay
0.11
2.29
AX-UN.TO (Artis Real Estate Investment Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Artis Real Estate Investment Trust granted a 9.30% dividend yield in the last twelve months. The annual payout for that period amounted to CA$0.60 per share.

PeriodTTM20232022202120202019201820172016201520142013
DividendCA$0.60CA$0.60CA$0.60CA$0.59CA$0.54CA$0.54CA$0.99CA$1.08CA$1.08CA$1.08CA$1.08CA$1.08

Dividend yield

9.30%9.05%6.66%4.96%5.08%4.54%10.71%7.66%8.50%8.44%7.62%7.27%

Monthly Dividends

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

JanFebMarAprMayJunJulAugSepOctNovDec
2024CA$0.05CA$0.05CA$0.05CA$0.05
2023CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05
2022CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05
2021CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05
2020CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05
2019CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05CA$0.05
2018CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.05CA$0.05
2017CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09
2016CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09
2015CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09
2014CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09
2013CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%9.3%
Artis Real Estate Investment Trust has a dividend yield of 9.30%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%43.8%
Artis Real Estate Investment Trust has a payout ratio of 43.80%, which is quite average when compared to the overall market. This suggests that Artis Real Estate Investment Trust strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

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

-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-44.75%
-2.79%
AX-UN.TO (Artis Real Estate Investment Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Artis 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 Artis Real Estate Investment Trust was 71.23%, occurring on Dec 16, 2008. Recovery took 433 trading sessions.

The current Artis Real Estate Investment Trust drawdown is 44.75%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.23%Sep 26, 2007309Dec 16, 2008433Sep 9, 2010742
-59.33%Mar 5, 202013Mar 23, 2020470Feb 4, 2022483
-52.69%Apr 21, 2022466Feb 29, 2024———
-37.77%Oct 4, 200537Dec 20, 200527Feb 1, 200664
-33.65%Jan 24, 2018232Dec 24, 2018289Feb 20, 2020521

Volatility

Volatility Chart

The current Artis Real Estate Investment Trust volatility is 6.06%, 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%December2024FebruaryMarchAprilMay
6.06%
3.57%
AX-UN.TO (Artis Real Estate Investment Trust)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Artis 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