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AP-UN.TO vs. NWH-UN.TO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AP-UN.TO and NWH-UN.TO is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

AP-UN.TO vs. NWH-UN.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allied Properties Real Estate Investment Trust (AP-UN.TO) and NorthWest Healthcare Properties Real Estate Investment Trust (NWH-UN.TO). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%40.00%December2025FebruaryMarchAprilMay
19.67%
7.79%
AP-UN.TO
NWH-UN.TO

Key characteristics

Sharpe Ratio

AP-UN.TO:

-0.14

NWH-UN.TO:

0.13

Sortino Ratio

AP-UN.TO:

-0.03

NWH-UN.TO:

0.43

Omega Ratio

AP-UN.TO:

1.00

NWH-UN.TO:

1.05

Calmar Ratio

AP-UN.TO:

-0.06

NWH-UN.TO:

0.06

Martin Ratio

AP-UN.TO:

-0.32

NWH-UN.TO:

0.31

Ulcer Index

AP-UN.TO:

11.69%

NWH-UN.TO:

12.04%

Daily Std Dev

AP-UN.TO:

25.66%

NWH-UN.TO:

26.20%

Max Drawdown

AP-UN.TO:

-69.58%

NWH-UN.TO:

-68.54%

Current Drawdown

AP-UN.TO:

-64.18%

NWH-UN.TO:

-56.43%

Fundamentals

Market Cap

AP-UN.TO:

CA$2.04B

NWH-UN.TO:

CA$1.23B

EPS

AP-UN.TO:

-CA$3.09

NWH-UN.TO:

-CA$1.21

PEG Ratio

AP-UN.TO:

0.00

NWH-UN.TO:

0.00

PS Ratio

AP-UN.TO:

3.40

NWH-UN.TO:

2.64

PB Ratio

AP-UN.TO:

0.38

NWH-UN.TO:

0.76

Total Revenue (TTM)

AP-UN.TO:

CA$599.10M

NWH-UN.TO:

CA$322.28M

Gross Profit (TTM)

AP-UN.TO:

CA$330.86M

NWH-UN.TO:

CA$246.71M

EBITDA (TTM)

AP-UN.TO:

CA$67.53M

NWH-UN.TO:

-CA$60.09M

Returns By Period

In the year-to-date period, AP-UN.TO achieves a -10.83% return, which is significantly lower than NWH-UN.TO's 12.19% return. Over the past 10 years, AP-UN.TO has underperformed NWH-UN.TO with an annualized return of -3.81%, while NWH-UN.TO has yielded a comparatively higher 1.67% annualized return.


AP-UN.TO

YTD

-10.83%

1M

2.85%

6M

-16.93%

1Y

-3.60%

5Y*

-12.79%

10Y*

-3.81%

NWH-UN.TO

YTD

12.19%

1M

7.46%

6M

-1.03%

1Y

3.31%

5Y*

-6.35%

10Y*

1.67%

*Annualized

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Risk-Adjusted Performance

AP-UN.TO vs. NWH-UN.TO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AP-UN.TO
The Risk-Adjusted Performance Rank of AP-UN.TO is 4242
Overall Rank
The Sharpe Ratio Rank of AP-UN.TO is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of AP-UN.TO is 3636
Sortino Ratio Rank
The Omega Ratio Rank of AP-UN.TO is 3636
Omega Ratio Rank
The Calmar Ratio Rank of AP-UN.TO is 4848
Calmar Ratio Rank
The Martin Ratio Rank of AP-UN.TO is 4545
Martin Ratio Rank

NWH-UN.TO
The Risk-Adjusted Performance Rank of NWH-UN.TO is 5353
Overall Rank
The Sharpe Ratio Rank of NWH-UN.TO is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of NWH-UN.TO is 4949
Sortino Ratio Rank
The Omega Ratio Rank of NWH-UN.TO is 4848
Omega Ratio Rank
The Calmar Ratio Rank of NWH-UN.TO is 5555
Calmar Ratio Rank
The Martin Ratio Rank of NWH-UN.TO is 5656
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.

AP-UN.TO vs. NWH-UN.TO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Allied Properties Real Estate Investment Trust (AP-UN.TO) and NorthWest Healthcare Properties Real Estate Investment Trust (NWH-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.


The current AP-UN.TO Sharpe Ratio is -0.14, which is lower than the NWH-UN.TO Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of AP-UN.TO and NWH-UN.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.00December2025FebruaryMarchAprilMay
-0.18
0.06
AP-UN.TO
NWH-UN.TO

Dividends

AP-UN.TO vs. NWH-UN.TO - Dividend Comparison

AP-UN.TO's dividend yield for the trailing twelve months is around 12.20%, more than NWH-UN.TO's 7.39% yield.


TTM20242023202220212020201920182017201620152014
AP-UN.TO
Allied Properties Real Estate Investment Trust
12.20%10.50%11.30%6.83%3.87%4.36%3.07%3.53%3.64%4.18%4.63%4.05%
NWH-UN.TO
NorthWest Healthcare Properties Real Estate Investment Trust
7.39%8.09%12.98%8.42%5.79%6.35%6.71%8.44%7.04%7.84%8.96%8.62%

Drawdowns

AP-UN.TO vs. NWH-UN.TO - Drawdown Comparison

The maximum AP-UN.TO drawdown since its inception was -69.58%, roughly equal to the maximum NWH-UN.TO drawdown of -68.54%. Use the drawdown chart below to compare losses from any high point for AP-UN.TO and NWH-UN.TO. For additional features, visit the drawdowns tool.


-68.00%-66.00%-64.00%-62.00%-60.00%December2025FebruaryMarchAprilMay
-65.90%
-60.68%
AP-UN.TO
NWH-UN.TO

Volatility

AP-UN.TO vs. NWH-UN.TO - Volatility Comparison

Allied Properties Real Estate Investment Trust (AP-UN.TO) has a higher volatility of 11.50% compared to NorthWest Healthcare Properties Real Estate Investment Trust (NWH-UN.TO) at 9.40%. This indicates that AP-UN.TO's price experiences larger fluctuations and is considered to be riskier than NWH-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
11.50%
9.40%
AP-UN.TO
NWH-UN.TO

Financials

AP-UN.TO vs. NWH-UN.TO - Financials Comparison

This section allows you to compare key financial metrics between Allied Properties Real Estate Investment Trust and NorthWest Healthcare Properties 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


60.00M80.00M100.00M120.00M140.00M160.00M20212022202320242025
150.64M
102.70M
(AP-UN.TO) Total Revenue
(NWH-UN.TO) Total Revenue
Values in CAD except per share items

AP-UN.TO vs. NWH-UN.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Allied Properties Real Estate Investment Trust and NorthWest Healthcare Properties Real Estate Investment Trust over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%20212022202320242025
53.9%
75.7%
(AP-UN.TO) Gross Margin
(NWH-UN.TO) Gross Margin
AP-UN.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Allied Properties Real Estate Investment Trust reported a gross profit of 81.24M and revenue of 150.64M. Therefore, the gross margin over that period was 53.9%.

NWH-UN.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NorthWest Healthcare Properties Real Estate Investment Trust reported a gross profit of 77.76M and revenue of 102.70M. Therefore, the gross margin over that period was 75.7%.

AP-UN.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Allied Properties Real Estate Investment Trust reported an operating income of 74.15M and revenue of 150.64M, resulting in an operating margin of 49.2%.

NWH-UN.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NorthWest Healthcare Properties Real Estate Investment Trust reported an operating income of 68.43M and revenue of 102.70M, resulting in an operating margin of 66.6%.

AP-UN.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Allied Properties Real Estate Investment Trust reported a net income of -107.66M and revenue of 150.64M, resulting in a net margin of -71.5%.

NWH-UN.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NorthWest Healthcare Properties Real Estate Investment Trust reported a net income of 8.47M and revenue of 102.70M, resulting in a net margin of 8.2%.