AP-UN.TO vs. REI-UN.TO
Compare and contrast key facts about Allied Properties Real Estate Investment Trust (AP-UN.TO) and RioCan Real Estate Investment Trust (REI-UN.TO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AP-UN.TO or REI-UN.TO.
Key characteristics
| AP-UN.TO | REI-UN.TO | |
|---|---|---|
| YTD Return | -8.44% | 3.88% |
| 1Y Return | -7.99% | 2.24% |
| 3Y Return (Ann) | -20.93% | -1.01% |
| 5Y Return (Ann) | -15.14% | -1.23% |
| 10Y Return (Ann) | -2.31% | 1.93% |
| Sharpe Ratio | -0.28 | 0.03 |
| Daily Std Dev | 32.86% | 21.05% |
| Max Drawdown | -69.58% | -54.93% |
| Current Drawdown | -61.85% | -18.15% |
Fundamentals
| AP-UN.TO | REI-UN.TO | |
|---|---|---|
| Market Cap | CA$2.43B | CA$5.60B |
| EPS | -CA$3.69 | CA$0.20 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | CA$579.68M | CA$1.16B |
| Gross Profit (TTM) | CA$322.63M | CA$724.43M |
Correlation
The correlation between AP-UN.TO and REI-UN.TO is 0.55, 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. REI-UN.TO - Performance Comparison
In the year-to-date period, AP-UN.TO achieves a -8.44% return, which is significantly lower than REI-UN.TO's 3.88% return. Over the past 10 years, AP-UN.TO has underperformed REI-UN.TO with an annualized return of -2.31%, while REI-UN.TO has yielded a comparatively higher 1.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AP-UN.TO vs. REI-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 RioCan Real Estate Investment Trust (REI-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.
Dividends
AP-UN.TO vs. REI-UN.TO - Dividend Comparison
AP-UN.TO's dividend yield for the trailing twelve months is around 9.49%, more than REI-UN.TO's 5.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AP-UN.TO Allied Properties Real Estate Investment Trust | 9.49% | 8.92% | 6.83% | 3.87% | 4.36% | 3.07% | 3.53% | 3.64% | 4.18% | 4.63% | 4.05% | 4.16% |
REI-UN.TO RioCan Real Estate Investment Trust | 5.39% | 5.77% | 4.80% | 4.18% | 8.60% | 5.38% | 6.05% | 5.79% | 5.29% | 5.95% | 5.33% | 5.69% |
Drawdowns
AP-UN.TO vs. REI-UN.TO - Drawdown Comparison
The maximum AP-UN.TO drawdown since its inception was -69.58%, which is greater than REI-UN.TO's maximum drawdown of -54.93%. Use the drawdown chart below to compare losses from any high point for AP-UN.TO and REI-UN.TO. For additional features, visit the drawdowns tool.
Volatility
AP-UN.TO vs. REI-UN.TO - Volatility Comparison
Allied Properties Real Estate Investment Trust (AP-UN.TO) has a higher volatility of 7.45% compared to RioCan Real Estate Investment Trust (REI-UN.TO) at 5.31%. This indicates that AP-UN.TO's price experiences larger fluctuations and is considered to be riskier than REI-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AP-UN.TO vs. REI-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between Allied Properties Real Estate Investment Trust and RioCan 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