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Canadian Apartment Properties Real Estate Investme...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO)

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

Company Info

ISINCA1349211054
SectorReal Estate
IndustryREIT—Residential

Highlights

Market CapCA$7.32B
EPS-CA$2.42
PE Ratio51.69
Revenue (TTM)CA$1.07B
Gross Profit (TTM)CA$650.41M
EBITDA (TTM)CA$639.80M
Year RangeCA$39.89 - CA$54.05
Target PriceCA$56.72
Short %0.82%
Short Ratio1.37

Share Price Chart

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Compare to other instruments

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

Canadian Apartment Properties Real Estate Investment Trust

Popular comparisons: CAR-UN.TO vs. KMP-UN.TO, CAR-UN.TO vs. VDY.TO, CAR-UN.TO vs. MFC.TO, CAR-UN.TO vs. GWO.TO

Performance

Performance Chart

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

500.00%1,000.00%1,500.00%2,000.00%December2024FebruaryMarchAprilMay
1,809.55%
328.54%
CAR-UN.TO (Canadian Apartment Properties Real Estate Investment Trust)
Benchmark (^GSPC)

S&P 500

Returns By Period

Canadian Apartment Properties Real Estate Investment Trust had a return of -9.86% year-to-date (YTD) and -7.99% in the last 12 months. Over the past 10 years, Canadian Apartment Properties Real Estate Investment Trust had an annualized return of 11.22%, outperforming the S&P 500 benchmark which had an annualized return of 10.41%.

PeriodReturnBenchmark
Year-To-Date-9.86%6.17%
1 month-3.12%-2.72%
6 months0.60%17.29%
1 year-7.99%23.80%
5 years (annualized)0.93%11.47%
10 years (annualized)11.22%10.41%

Monthly Returns Heatmap

JanFebMarAprMayJunJulAugSepOctNovDec
2024-4.12%2.27%-2.10%-7.57%
2023-9.18%13.56%5.82%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CAR-UN.TO is 30, 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 CAR-UN.TO is 3030
Canadian Apartment Properties Real Estate Investment Trust(CAR-UN.TO)
The Sharpe Ratio Rank of CAR-UN.TO is 3131Sharpe Ratio Rank
The Sortino Ratio Rank of CAR-UN.TO is 2727Sortino Ratio Rank
The Omega Ratio Rank of CAR-UN.TO is 2828Omega Ratio Rank
The Calmar Ratio Rank of CAR-UN.TO is 3333Calmar Ratio Rank
The Martin Ratio Rank of CAR-UN.TO is 3232Martin 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 Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

CAR-UN.TO
Sharpe ratio
The chart of Sharpe ratio for CAR-UN.TO, currently valued at -0.35, compared to the broader market-2.00-1.000.001.002.003.004.00-0.35
Sortino ratio
The chart of Sortino ratio for CAR-UN.TO, currently valued at -0.35, compared to the broader market-4.00-2.000.002.004.006.00-0.35
Omega ratio
The chart of Omega ratio for CAR-UN.TO, currently valued at 0.96, compared to the broader market0.501.001.500.96
Calmar ratio
The chart of Calmar ratio for CAR-UN.TO, currently valued at -0.27, compared to the broader market0.002.004.006.00-0.27
Martin ratio
The chart of Martin ratio for CAR-UN.TO, currently valued at -0.76, compared to the broader market-10.000.0010.0020.0030.00-0.76
^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 Canadian Apartment Properties Real Estate Investment Trust Sharpe ratio is -0.35. 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 Canadian Apartment 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 Ratio0.001.002.003.00December2024FebruaryMarchAprilMay
-0.35
2.29
CAR-UN.TO (Canadian Apartment Properties Real Estate Investment Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Canadian Apartment Properties Real Estate Investment Trust granted a 3.33% dividend yield in the last twelve months. The annual payout for that period amounted to CA$1.45 per share.

PeriodTTM20232022202120202019201820172016201520142013
DividendCA$1.45CA$1.45CA$1.45CA$1.41CA$1.38CA$1.37CA$1.31CA$1.28CA$1.24CA$1.21CA$1.17CA$1.14

Dividend yield

3.33%2.97%3.40%2.35%2.76%2.59%2.96%3.42%3.94%4.50%4.65%5.35%

Monthly Dividends

The table displays the monthly dividend distributions for Canadian Apartment 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$0.12CA$0.12CA$0.12CA$0.12
2023CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12
2022CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12
2021CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12
2020CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12
2019CA$0.11CA$0.11CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12
2018CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11
2017CA$0.10CA$0.10CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11CA$0.11
2016CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10
2015CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10
2014CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10
2013CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10

Drawdowns

Drawdowns Chart

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

-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-24.56%
-2.79%
CAR-UN.TO (Canadian Apartment Properties Real Estate Investment Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Canadian Apartment 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 Canadian Apartment Properties Real Estate Investment Trust was 41.12%, occurring on Dec 5, 2008. Recovery took 449 trading sessions.

The current Canadian Apartment Properties Real Estate Investment Trust drawdown is 24.56%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.12%May 15, 2007394Dec 5, 2008449Sep 22, 2010843
-38.2%Mar 6, 202012Mar 23, 2020313Jun 21, 2021325
-34.95%Aug 9, 2021301Oct 19, 2022———
-25.39%Mar 31, 200434May 17, 2004159Dec 23, 2004193
-21.31%May 1, 201379Aug 22, 2013262Sep 9, 2014341

Volatility

Volatility Chart

The current Canadian Apartment Properties Real Estate Investment Trust volatility is 5.69%, 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
5.69%
3.57%
CAR-UN.TO (Canadian Apartment Properties Real Estate Investment Trust)
Benchmark (^GSPC)

Financials

Financial Performance

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

Income Statement
Balance Sheet
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TTM
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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items