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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 Nov 14, 2024

Company Info

ISINCA7669101031
SectorReal Estate
IndustryREIT - Retail

Highlights

Market CapCA$5.69B
EPS (TTM)CA$0.20
PE Ratio94.85
Total Revenue (TTM)CA$926.09M
Gross Profit (TTM)CA$571.17M
EBITDA (TTM)CA$532.82M
Year RangeCA$15.94 - CA$20.74
Target PriceCA$21.45
Short %0.92%
Short Ratio6.21

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.

Popular comparisons: REI-UN.TO vs. SRU-UN.TO, REI-UN.TO vs. VDY.TO, REI-UN.TO vs. FCR-UN.TO, REI-UN.TO vs. AP-UN.TO, REI-UN.TO vs. NWH-UN.TO, REI-UN.TO vs. T.TO, REI-UN.TO vs. CRT-UN.TO, REI-UN.TO vs. BAM.TO, REI-UN.TO vs. VFV.TO, REI-UN.TO vs. VEQT.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.

-5.00%0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
10.65%
16.02%
REI-UN.TO (RioCan Real Estate Investment Trust)
Benchmark (^GSPC)

Returns By Period

RioCan Real Estate Investment Trust had a return of 7.40% year-to-date (YTD) and 14.12% in the last 12 months. Over the past 10 years, RioCan Real Estate Investment Trust had an annualized return of 2.34%, while the S&P 500 had an annualized return of 11.39%, indicating that RioCan Real Estate Investment Trust did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date7.40%25.48%
1 month-1.70%2.14%
6 months10.65%12.76%
1 year14.12%33.14%
5 years (annualized)-1.00%13.96%
10 years (annualized)2.34%11.39%

Monthly Returns

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.30%-1.74%3.83%-5.08%-0.32%-2.23%6.91%4.82%9.78%-6.77%7.40%
20239.63%-5.98%-5.22%3.34%-4.15%-3.24%4.46%-3.25%-5.95%-6.24%4.22%7.10%-6.86%
2022-3.17%13.90%0.77%-4.54%-4.85%-11.63%3.08%-1.64%-7.06%4.70%9.35%0.36%-3.42%
20212.15%11.79%3.06%8.43%1.38%4.38%2.68%-0.44%-3.08%3.37%-4.32%8.33%43.34%
20201.94%-7.28%-35.18%-0.69%-7.70%6.34%-1.84%2.46%-6.78%3.15%22.79%-3.83%-31.78%
20195.25%1.33%5.77%-2.23%1.71%0.12%0.57%2.23%0.07%0.65%3.14%-0.96%18.79%
2018-0.62%-1.99%1.16%-0.71%1.37%3.06%3.27%2.26%-1.82%-2.27%3.54%-3.27%3.72%
2017-1.89%3.02%-1.35%-0.59%-1.98%-4.40%0.57%-0.71%1.04%2.74%2.24%-1.71%-3.23%
20164.94%4.11%4.21%3.00%0.97%7.37%-0.79%-4.57%-0.74%-3.76%3.14%-0.11%18.46%
201511.83%-0.17%-0.62%3.48%-6.85%-2.94%0.53%-8.82%5.27%0.58%0.66%-6.83%-5.52%
20140.52%6.45%1.87%2.70%0.80%0.36%-0.42%0.47%-4.81%3.89%3.28%-2.76%12.52%
2013-2.04%4.06%0.25%6.58%-6.43%-7.67%-3.22%-2.78%3.68%5.21%-2.72%1.01%-5.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of REI-UN.TO is 65, suggesting that the investment has average results relative to other stocks 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 REI-UN.TO is 6565
Combined Rank
The Sharpe Ratio Rank of REI-UN.TO is 6969Sharpe Ratio Rank
The Sortino Ratio Rank of REI-UN.TO is 6565Sortino Ratio Rank
The Omega Ratio Rank of REI-UN.TO is 5959Omega Ratio Rank
The Calmar Ratio Rank of REI-UN.TO is 6464Calmar Ratio Rank
The Martin Ratio Rank of REI-UN.TO is 6868Martin 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 0.95, compared to the broader market-4.00-2.000.002.004.000.95
Sortino ratio
The chart of Sortino ratio for REI-UN.TO, currently valued at 1.52, compared to the broader market-4.00-2.000.002.004.006.001.52
Omega ratio
The chart of Omega ratio for REI-UN.TO, currently valued at 1.18, compared to the broader market0.501.001.502.001.18
Calmar ratio
The chart of Calmar ratio for REI-UN.TO, currently valued at 0.62, compared to the broader market0.002.004.006.000.62
Martin ratio
The chart of Martin ratio for REI-UN.TO, currently valued at 3.48, compared to the broader market0.0010.0020.0030.003.48
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.91, compared to the broader market-4.00-2.000.002.004.002.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.88, compared to the broader market-4.00-2.000.002.004.006.003.88
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.501.001.502.001.55
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.20, compared to the broader market0.002.004.006.004.20
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.80, compared to the broader market0.0010.0020.0030.0018.80

Sharpe Ratio

The current RioCan Real Estate Investment Trust Sharpe ratio is 0.95. 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 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-1.000.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
0.95
3.29
REI-UN.TO (RioCan Real Estate Investment Trust)
Benchmark (^GSPC)

Dividends

Dividend History

RioCan Real Estate Investment Trust provided a 5.29% dividend yield over the last twelve months, with an annual payout of CA$1.01 per share. The company has been increasing its dividends for 2 consecutive years.

4.00%5.00%6.00%7.00%8.00%9.00%CA$0.00CA$0.50CA$1.00CA$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
DividendCA$1.01CA$1.08CA$1.02CA$0.96CA$1.44CA$1.44CA$1.44CA$1.41CA$1.41CA$1.41CA$1.41CA$1.41

Dividend yield

5.29%5.77%4.80%4.18%8.60%5.38%6.05%5.79%5.29%5.95%5.33%5.69%

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.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.00CA$0.00CA$0.83
2023CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$1.08
2022CA$0.08CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$1.02
2021CA$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
2020CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$1.44
2019CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$1.44
2018CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$1.44
2017CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$1.41
2016CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$1.41
2015CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$1.41
2014CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$1.41
2013CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$1.41

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.

-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-15.37%
0
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 79.29%, occurring on May 10, 1996. Recovery took 1382 trading sessions.

The current RioCan Real Estate Investment Trust drawdown is 15.37%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.29%Jan 10, 1994582May 10, 19961382Aug 28, 20011964
-54.93%Feb 13, 202027Mar 23, 2020478Feb 16, 2022505
-51.68%May 9, 2007460Mar 9, 2009368Aug 25, 2010828
-31.08%Mar 18, 2022404Oct 26, 2023———
-21.64%Apr 29, 2015177Jan 12, 201687May 16, 2016264

Volatility

Volatility Chart

The current RioCan Real Estate Investment Trust volatility is 4.40%, 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%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
4.40%
4.13%
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

Valuation

The Valuation section provides an assessment of the market value of RioCan Real Estate Investment Trust compared to its peers in the REIT - Retail industry.

PE Ratio
50.0100.0150.0200.0250.094.9
The chart displays the price to earnings (P/E) ratio for REI-UN.TO in comparison to other companies of the REIT - Retail industry. Currently, REI-UN.TO has a PE value of 94.9. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-400.0-300.0-200.0-100.00.00.0
The chart displays the price to earnings to growth (PEG) ratio for REI-UN.TO in comparison to other companies of the REIT - Retail industry. Currently, REI-UN.TO has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

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

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Income Statement

Income Statement
Balance Sheet
Cash Flow
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Quarterly
TTM
Revenue

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Operating Expenses

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EBITDA

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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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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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Minority Interest

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Interest Income

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Values in undefined except per share items