CI Global REIT Private Pool (CGRE.TO)

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

CI Global REIT Private Pool (CGRE.TO) is up 13.8% since the beginning of the year. CGRE.TO is currently trading at CA$23 per share. Investors who bought CA$1,000 worth of CGRE.TO shares 5 years ago would now be looking at an investment worth CA$1,227.

CI Global REIT Private Pool (CGRE.TO) has returned 13.75% so far this year and 14.66% over the past 12 months.

Based on dividend-adjusted daily data since May 21, 2020, CGRE.TO's average daily return is +0.03%, while the average monthly return is +0.67%. At this rate, an investment would double in approximately 8.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Jan 2023 with a return of +10.7%, while the worst month was Sep 2022 at -7.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, CGRE.TO closed higher 30% of trading days. The best single day was Dec 14, 2023 with a return of +5.6%, while the worst single day was Sep 22, 2022 at -5.7%.

CI Global REIT Private Pool has an annualized alpha of 5.48%, beta of 0.16, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since May 21, 2020.

• This ETF participated in 85.72% of S&P 500 Index downside but only 59.44% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.16 may look defensive, but with R2 of 0.04 this ETF 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 ETF's risk.
• R2 of 0.04 means this ETF 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.

CGRE.TO ranks 44 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

CI Global REIT Private Pool provided a 4.46% dividend yield over the last twelve months, with an annual payout of CA$1.03 per share. The fund has been increasing its distributions for 5 consecutive years.

The table displays the monthly dividend distributions for CI Global REIT Private Pool. 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 CI Global REIT Private Pool. 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 CI Global REIT Private Pool was 28.28%, occurring on Oct 30, 2023. Recovery took 576 trading sessions.

The chart below shows the rolling one-month volatility.