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

RioCan Real Estate Investment Trust (REI-UN.TO)

Equity · Currency in CAD · Last updated May 1, 2024

Company Info

ISINCA7669101031
SectorReal Estate
IndustryREIT—Retail

Highlights

Market CapCA$5.27B
EPSCA$0.13
PE Ratio134.92
Revenue (TTM)CA$1.18B
Gross Profit (TTM)CA$727.03M
EBITDA (TTM)CA$681.83M
Year RangeCA$15.83 - CA$20.04
Target PriceCA$21.38
Short %0.92%
Short Ratio6.04

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.

RioCan Real Estate Investment Trust

Popular comparisons: REI-UN.TO vs. VDY.TO, REI-UN.TO vs. SRU-UN.TO, REI-UN.TO vs. T.TO

Performance

Performance Chart

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

1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%December2024FebruaryMarchApril
4,308.49%
1,023.85%
REI-UN.TO (RioCan Real Estate Investment Trust)
Benchmark (^GSPC)

S&P 500

Returns By Period

RioCan Real Estate Investment Trust had a return of -4.42% year-to-date (YTD) and -11.56% in the last 12 months. Over the past 10 years, RioCan Real Estate Investment Trust had an annualized return of 1.27%, while the S&P 500 had an annualized return of 10.37%, indicating that RioCan Real Estate Investment Trust did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date-4.42%5.57%
1 month-5.08%-4.16%
6 months6.69%20.07%
1 year-11.56%20.82%
5 years (annualized)-1.95%11.56%
10 years (annualized)1.27%10.37%

Monthly Returns Heatmap

JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.30%-1.74%3.83%
2023-6.24%4.22%7.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of REI-UN.TO is 20, indicating that it is in the bottom 20% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of REI-UN.TO is 2020
RioCan Real Estate Investment Trust(REI-UN.TO)
The Sharpe Ratio Rank of REI-UN.TO is 2020Sharpe Ratio Rank
The Sortino Ratio Rank of REI-UN.TO is 1919Sortino Ratio Rank
The Omega Ratio Rank of REI-UN.TO is 2121Omega Ratio Rank
The Calmar Ratio Rank of REI-UN.TO is 2626Calmar Ratio Rank
The Martin Ratio Rank of REI-UN.TO is 1212Martin 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 RioCan Real Estate Investment Trust (REI-UN.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

REI-UN.TO
Sharpe ratio
The chart of Sharpe ratio for REI-UN.TO, currently valued at -0.58, compared to the broader market-2.00-1.000.001.002.003.00-0.58
Sortino ratio
The chart of Sortino ratio for REI-UN.TO, currently valued at -0.74, compared to the broader market-4.00-2.000.002.004.006.00-0.74
Omega ratio
The chart of Omega ratio for REI-UN.TO, currently valued at 0.92, compared to the broader market0.501.001.500.92
Calmar ratio
The chart of Calmar ratio for REI-UN.TO, currently valued at -0.38, compared to the broader market0.002.004.006.00-0.38
Martin ratio
The chart of Martin ratio for REI-UN.TO, currently valued at -1.30, compared to the broader market-10.000.0010.0020.0030.00-1.30
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.78, compared to the broader market-2.00-1.000.001.002.003.001.78
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.58, compared to the broader market-4.00-2.000.002.004.006.002.58
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.002.004.006.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.92, compared to the broader market-10.000.0010.0020.0030.006.92

Sharpe Ratio

The current RioCan Real Estate Investment Trust Sharpe ratio is -0.58. 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 RioCan 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-1.000.001.002.003.00December2024FebruaryMarchApril
-0.58
2.24
REI-UN.TO (RioCan Real Estate Investment Trust)
Benchmark (^GSPC)

Dividends

Dividend History

RioCan Real Estate Investment Trust granted a 6.24% dividend yield in the last twelve months. The annual payout for that period amounted to CA$1.09 per share.

PeriodTTM20232022202120202019201820172016201520142013
DividendCA$1.09CA$1.08CA$1.02CA$0.96CA$1.44CA$1.44CA$1.44CA$1.41CA$1.41CA$1.41CA$1.41CA$1.40

Dividend yield

6.24%5.77%4.80%4.18%8.60%5.38%6.05%5.79%5.29%5.95%5.33%5.67%

Monthly Dividends

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

JanFebMarAprMayJunJulAugSepOctNovDec
2024CA$0.09CA$0.09CA$0.09
2023CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09
2022CA$0.08CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09
2021CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08CA$0.08
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$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12
2018CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12
2017CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12
2016CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12
2015CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12
2014CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12
2013CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.11CA$0.12

Drawdowns

Drawdowns Chart

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

-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchApril
-24.68%
-2.58%
REI-UN.TO (RioCan Real Estate Investment Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the RioCan 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 RioCan Real Estate Investment Trust was 54.93%, occurring on Mar 23, 2020. Recovery took 478 trading sessions.

The current RioCan Real Estate Investment Trust drawdown is 24.68%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.93%Feb 13, 202027Mar 23, 2020478Feb 16, 2022505
-51.68%May 9, 2007460Mar 9, 2009368Aug 25, 2010828
-34.73%Jan 10, 1994115Jun 21, 1994364Dec 13, 1995479
-31.08%Mar 18, 2022403Oct 26, 2023———
-27.8%Jul 30, 199822Aug 31, 199870Dec 9, 199892

Volatility

Volatility Chart

The current RioCan Real Estate Investment Trust volatility is 5.94%, 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%December2024FebruaryMarchApril
5.94%
3.55%
REI-UN.TO (RioCan Real Estate Investment Trust)
Benchmark (^GSPC)

Financials

Financial Performance

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

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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

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