BTB Real Estate Investment Trust (BTB-UN.TO)

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

BTB Real Estate Investment Trust (BTB-UN.TO) has returned -6.71% so far this year and 19.17% over the past 12 months. Over the last ten years, BTB-UN.TO has returned 6.85% per year, falling short of the S&P 500 Index benchmark, which averaged 12.91% annually.

Based on dividend-adjusted daily data since Oct 3, 2006, BTB-UN.TO's average daily return is -0.45%, while the average monthly return is -9.31%.

Historically, 53% of months were positive and 47% were negative. The best month was Apr 2020 with a return of +30.2%, while the worst month was Feb 2007 at -100.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 25 months.

On a daily basis, BTB-UN.TO closed higher 44% of trading days. The best single day was Dec 30, 2008 with a return of +27.7%, while the worst single day was Feb 26, 2007 at -100.0%.

BTB Real Estate Investment Trust has an annualized alpha of 7.15%, beta of 0.51, and R² of 0.07 versus S&P 500 Index. Calculated based on daily prices since October 04, 2006.

• This stock participated in 70.30% of S&P 500 Index downside but only 69.04% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.51 may look defensive, but with R² of 0.07 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.07 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BTB-UN.TO ranks 75 for risk / return — better than 75% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for BTB Real Estate Investment Trust (BTB-UN.TO) and compare them to a chosen benchmark (S&P 500 Index).

BTB Real Estate Investment Trust provided a 7.96% dividend yield over the last twelve months, with an annual payout of CA$0.30 per share.

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

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the BTB 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 BTB Real Estate Investment Trust was 100.01%, occurring on Feb 26, 2007. The portfolio has not yet recovered.

The current BTB Real Estate Investment Trust drawdown is 100.00%.

The chart below shows the rolling one-month volatility.

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

The Valuation section provides an overview of how BTB Real Estate Investment Trust is priced in the market compared to other companies in the REIT - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.