Correlation
The correlation between AI.TO and SRU-UN.TO is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
AI.TO vs. SRU-UN.TO
Compare and contrast key facts about Atrium Mortgage Investment Corporation (AI.TO) and SmartCentres Real Estate Investment Trust (SRU-UN.TO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AI.TO or SRU-UN.TO.
Performance
AI.TO vs. SRU-UN.TO - Performance Comparison
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Key characteristics
AI.TO:
1.22
SRU-UN.TO:
1.58
AI.TO:
1.75
SRU-UN.TO:
2.47
AI.TO:
1.23
SRU-UN.TO:
1.29
AI.TO:
1.69
SRU-UN.TO:
1.10
AI.TO:
4.02
SRU-UN.TO:
5.54
AI.TO:
4.19%
SRU-UN.TO:
4.83%
AI.TO:
13.80%
SRU-UN.TO:
16.12%
AI.TO:
-53.30%
SRU-UN.TO:
-68.25%
AI.TO:
-0.27%
SRU-UN.TO:
-2.24%
Fundamentals
AI.TO:
CA$530.36M
SRU-UN.TO:
CA$4.43B
AI.TO:
CA$1.03
SRU-UN.TO:
CA$1.44
AI.TO:
10.84
SRU-UN.TO:
18.06
AI.TO:
9.13
SRU-UN.TO:
4.57
AI.TO:
1.03
SRU-UN.TO:
0.86
AI.TO:
CA$60.84M
SRU-UN.TO:
CA$930.46M
AI.TO:
CA$38.27M
SRU-UN.TO:
CA$553.57M
AI.TO:
CA$18.33M
SRU-UN.TO:
CA$228.80M
Returns By Period
In the year-to-date period, AI.TO achieves a 6.11% return, which is significantly lower than SRU-UN.TO's 8.90% return. Over the past 10 years, AI.TO has outperformed SRU-UN.TO with an annualized return of 7.64%, while SRU-UN.TO has yielded a comparatively lower 5.39% annualized return.
AI.TO
6.11%
4.26%
4.18%
16.84%
4.11%
8.69%
7.64%
SRU-UN.TO
8.90%
2.04%
4.25%
25.43%
3.00%
12.94%
5.39%
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Risk-Adjusted Performance
AI.TO vs. SRU-UN.TO — Risk-Adjusted Performance Rank
AI.TO
SRU-UN.TO
AI.TO vs. SRU-UN.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Atrium Mortgage Investment Corporation (AI.TO) and SmartCentres Real Estate Investment Trust (SRU-UN.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
AI.TO vs. SRU-UN.TO - Dividend Comparison
AI.TO's dividend yield for the trailing twelve months is around 10.75%, more than SRU-UN.TO's 7.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AI.TO Atrium Mortgage Investment Corporation | 10.75% | 10.27% | 11.45% | 8.39% | 6.41% | 7.11% | 6.21% | 7.15% | 7.02% | 7.08% | 7.37% | 7.34% |
SRU-UN.TO SmartCentres Real Estate Investment Trust | 7.54% | 7.36% | 7.28% | 6.91% | 5.75% | 8.02% | 5.81% | 5.72% | 5.54% | 5.15% | 5.34% | 6.15% |
Drawdowns
AI.TO vs. SRU-UN.TO - Drawdown Comparison
The maximum AI.TO drawdown since its inception was -53.30%, smaller than the maximum SRU-UN.TO drawdown of -68.25%. Use the drawdown chart below to compare losses from any high point for AI.TO and SRU-UN.TO.
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Volatility
AI.TO vs. SRU-UN.TO - Volatility Comparison
The current volatility for Atrium Mortgage Investment Corporation (AI.TO) is 2.35%, while SmartCentres Real Estate Investment Trust (SRU-UN.TO) has a volatility of 3.49%. This indicates that AI.TO experiences smaller price fluctuations and is considered to be less risky than SRU-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
AI.TO vs. SRU-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between Atrium Mortgage Investment Corporation and SmartCentres Real Estate Investment Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities