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

Morguard Real Estate Investment Trust (MRT-UN.TO)

Equity · Currency in CAD · Last updated Feb 15, 2025

Company Info

ISIN

CA6179141065

Sector

Real Estate

Industry

REIT - Diversified

Highlights

Market Cap

CA$360.04M

EPS (TTM)

-CA$0.78

Total Revenue (TTM)

CA$191.74M

Gross Profit (TTM)

CA$94.92M

EBITDA (TTM)

CA$42.22M

Year Range

CA$5.04 - CA$5.75

Target Price

CA$6.00

Short %

9.69%

Short Ratio

75.23

Share Price Chart

Loading data...

Compare to other instruments

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

Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in Morguard 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%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
6.03%
14.12%
MRT-UN.TO (Morguard Real Estate Investment Trust)
Benchmark (^GSPC)

Returns By Period

Morguard Real Estate Investment Trust had a return of 0.36% year-to-date (YTD) and 8.04% in the last 12 months. Over the past 10 years, Morguard Real Estate Investment Trust had an annualized return of -5.58%, while the S&P 500 had an annualized return of 11.30%, indicating that Morguard Real Estate Investment Trust did not perform as well as the benchmark.

MRT-UN.TO

YTD

0.36%

1M

0.91%

6M

6.03%

1Y

8.04%

5Y*

-10.00%

10Y*

-5.58%

^GSPC (Benchmark)

YTD

3.96%

1M

2.77%

6M

10.09%

1Y

21.57%

5Y*

12.62%

10Y*

11.30%

*Annualized

Monthly Returns

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.27%0.36%
2024-0.38%1.32%0.56%-0.56%1.32%-0.75%1.32%0.19%7.30%-2.10%-0.89%0.91%8.26%
20233.21%1.11%0.55%-3.09%2.07%0.75%-0.55%3.91%-2.52%-3.15%1.15%2.10%5.35%
20220.01%1.31%-1.11%4.66%-4.10%-3.55%-1.16%0.20%2.98%-0.77%1.76%2.51%2.39%
20210.20%-6.35%9.40%-1.46%17.40%6.22%-3.02%0.16%-7.51%-2.71%-10.15%6.58%5.58%
20207.47%-9.17%-53.97%13.87%-11.60%2.17%-3.89%-4.09%-7.91%-0.26%39.67%-7.02%-49.18%
20198.17%2.70%0.24%-0.96%-1.72%2.27%1.56%-8.07%5.64%-2.31%4.04%0.87%12.09%
2018-1.31%-2.52%3.74%-1.03%0.00%0.69%-0.23%-4.42%-2.89%-4.49%-0.61%1.97%-10.85%
20171.67%0.65%6.17%-3.46%-2.03%-2.15%-1.58%1.70%-0.35%0.70%-2.60%0.58%-1.05%
2016-2.98%9.22%2.25%5.80%-1.51%-0.93%7.13%-0.71%2.05%-3.00%-6.38%5.81%16.68%
20152.09%-3.41%-2.54%1.05%-4.05%0.13%0.19%-11.50%-4.91%6.29%-1.51%-3.17%-20.26%
2014-0.11%2.39%2.53%-0.65%2.55%3.96%1.41%7.82%-3.26%0.22%-1.78%0.86%16.65%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MRT-UN.TO is 55, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of MRT-UN.TO is 5555
Overall Rank
The Sharpe Ratio Rank of MRT-UN.TO is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of MRT-UN.TO is 5050
Sortino Ratio Rank
The Omega Ratio Rank of MRT-UN.TO is 5050
Omega Ratio Rank
The Calmar Ratio Rank of MRT-UN.TO is 5151
Calmar Ratio Rank
The Martin Ratio Rank of MRT-UN.TO is 6363
Martin 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 Morguard Real Estate Investment Trust (MRT-UN.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio
The chart of Sharpe ratio for MRT-UN.TO, currently valued at 0.43, compared to the broader market-2.000.002.004.000.431.83
The chart of Sortino ratio for MRT-UN.TO, currently valued at 0.72, compared to the broader market-6.00-4.00-2.000.002.004.006.000.722.47
The chart of Omega ratio for MRT-UN.TO, currently valued at 1.09, compared to the broader market0.501.001.502.001.091.33
The chart of Calmar ratio for MRT-UN.TO, currently valued at 0.13, compared to the broader market0.002.004.006.000.132.76
The chart of Martin ratio for MRT-UN.TO, currently valued at 1.58, compared to the broader market-10.000.0010.0020.0030.001.5811.27
MRT-UN.TO
^GSPC

The current Morguard Real Estate Investment Trust Sharpe ratio is 0.43. 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 Morguard 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 Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
0.43
2.37
MRT-UN.TO (Morguard Real Estate Investment Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Morguard Real Estate Investment Trust provided a 3.96% dividend yield over the last twelve months, with an annual payout of CA$0.22 per share. The company has been increasing its dividends for 2 consecutive years.

4.00%6.00%8.00%10.00%12.00%CA$0.00CA$0.20CA$0.40CA$0.60CA$0.80CA$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
DividendCA$0.22CA$0.24CA$0.24CA$0.24CA$0.28CA$0.64CA$0.96CA$0.96CA$0.96CA$0.96CA$0.96CA$0.96

Dividend yield

3.96%4.34%4.49%4.53%5.07%11.87%8.14%8.42%6.96%6.45%7.05%5.29%

Monthly Dividends

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025CA$0.00CA$0.00CA$0.00
2024CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.24
2023CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.24
2022CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.24
2021CA$0.04CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.02CA$0.04CA$0.28
2020CA$0.08CA$0.08CA$0.08CA$0.08CA$0.04CA$0.04CA$0.04CA$0.04CA$0.04CA$0.04CA$0.04CA$0.04CA$0.64
2019CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.96
2018CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.96
2017CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.96
2016CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.96
2015CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.96
2014CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.96

Dividend Yield & Payout

Dividend Yield
100.0%200.0%300.0%400.0%500.0%600.0%4.0%
Morguard Real Estate Investment Trust has a dividend yield of 3.96%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%184.6%
Morguard Real Estate Investment Trust has a payout ratio of 184.62%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

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.

-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-44.44%
-1.48%
MRT-UN.TO (Morguard Real Estate Investment Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Morguard 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 Morguard Real Estate Investment Trust was 66.97%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current Morguard Real Estate Investment Trust drawdown is 44.44%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.97%Sep 2, 20141395Mar 23, 2020———
-51.03%Apr 24, 2007400Nov 24, 2008298Feb 2, 2010698
-16.66%Jan 12, 199953Mar 30, 199928May 10, 199981
-16.14%Jan 28, 2013132Aug 6, 2013220Jun 20, 2014352
-13.78%Mar 1, 200450May 10, 2004101Oct 4, 2004151

Volatility

Volatility Chart

The current Morguard Real Estate Investment Trust volatility is 4.53%, 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.

1.00%2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
4.53%
3.60%
MRT-UN.TO (Morguard Real Estate Investment Trust)
Benchmark (^GSPC)

Financials

Financial Performance

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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Morguard Real Estate Investment Trust.

Loading data...

Income Statement

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
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Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio

DrawdownsExpected ShortfallUlcer IndexValue at RiskClose-to-Close VolatilityParkinson VolatilityGarman Klass VolatilityRogers-Satchell VolatilityYang Zhang Volatility

Asset CorrelationsPortfolio OptimizationRisk Parity OptimizationHierarchical Risk Parity (HRP) Optimization

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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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