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BEI-UN.TO vs. GRT-UN.TO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BEI-UN.TO and GRT-UN.TO is 0.39, 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.


-0.50.00.51.00.4

Performance

BEI-UN.TO vs. GRT-UN.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Boardwalk Real Estate Investment Trust (BEI-UN.TO) and Granite Real Estate Investment Trust (GRT-UN.TO). The values are adjusted to include any dividend payments, if applicable.

0.00%1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%OctoberNovemberDecember2025FebruaryMarch
3,786.80%
509.52%
BEI-UN.TO
GRT-UN.TO

Key characteristics

Sharpe Ratio

BEI-UN.TO:

-0.66

GRT-UN.TO:

-0.27

Sortino Ratio

BEI-UN.TO:

-0.81

GRT-UN.TO:

-0.25

Omega Ratio

BEI-UN.TO:

0.91

GRT-UN.TO:

0.97

Calmar Ratio

BEI-UN.TO:

-0.13

GRT-UN.TO:

-0.18

Martin Ratio

BEI-UN.TO:

-0.72

GRT-UN.TO:

-0.59

Ulcer Index

BEI-UN.TO:

17.53%

GRT-UN.TO:

9.46%

Daily Std Dev

BEI-UN.TO:

19.32%

GRT-UN.TO:

20.51%

Max Drawdown

BEI-UN.TO:

-100.00%

GRT-UN.TO:

-87.70%

Current Drawdown

BEI-UN.TO:

-99.87%

GRT-UN.TO:

-25.98%

Fundamentals

Market Cap

BEI-UN.TO:

CA$3.52B

GRT-UN.TO:

CA$4.25B

EPS

BEI-UN.TO:

CA$10.41

GRT-UN.TO:

CA$5.75

PE Ratio

BEI-UN.TO:

6.29

GRT-UN.TO:

11.86

Total Revenue (TTM)

BEI-UN.TO:

CA$603.29M

GRT-UN.TO:

CA$569.14M

Gross Profit (TTM)

BEI-UN.TO:

CA$379.77M

GRT-UN.TO:

CA$471.35M

EBITDA (TTM)

BEI-UN.TO:

CA$246.59M

GRT-UN.TO:

CA$355.80M

Returns By Period

In the year-to-date period, BEI-UN.TO achieves a 2.35% return, which is significantly higher than GRT-UN.TO's -1.40% return. Over the past 10 years, BEI-UN.TO has underperformed GRT-UN.TO with an annualized return of 6.92%, while GRT-UN.TO has yielded a comparatively higher 9.94% annualized return.


BEI-UN.TO

YTD

2.35%

1M

2.65%

6M

-23.65%

1Y

-12.47%

5Y*

10.90%

10Y*

6.92%

GRT-UN.TO

YTD

-1.40%

1M

1.85%

6M

-8.64%

1Y

-5.55%

5Y*

3.48%

10Y*

9.94%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

BEI-UN.TO vs. GRT-UN.TO — Risk-Adjusted Performance Rank

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

BEI-UN.TO
The Risk-Adjusted Performance Rank of BEI-UN.TO is 2525
Overall Rank
The Sharpe Ratio Rank of BEI-UN.TO is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of BEI-UN.TO is 1616
Sortino Ratio Rank
The Omega Ratio Rank of BEI-UN.TO is 1818
Omega Ratio Rank
The Calmar Ratio Rank of BEI-UN.TO is 4141
Calmar Ratio Rank
The Martin Ratio Rank of BEI-UN.TO is 3434
Martin Ratio Rank

GRT-UN.TO
The Risk-Adjusted Performance Rank of GRT-UN.TO is 3434
Overall Rank
The Sharpe Ratio Rank of GRT-UN.TO is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of GRT-UN.TO is 2828
Sortino Ratio Rank
The Omega Ratio Rank of GRT-UN.TO is 2929
Omega Ratio Rank
The Calmar Ratio Rank of GRT-UN.TO is 3838
Calmar Ratio Rank
The Martin Ratio Rank of GRT-UN.TO is 3737
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.

BEI-UN.TO vs. GRT-UN.TO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Boardwalk Real Estate Investment Trust (BEI-UN.TO) and Granite Real Estate Investment Trust (GRT-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.


Sharpe ratio
The chart of Sharpe ratio for BEI-UN.TO, currently valued at -0.91, compared to the broader market-3.00-2.00-1.000.001.002.003.00-0.91-0.56
The chart of Sortino ratio for BEI-UN.TO, currently valued at -1.16, compared to the broader market-4.00-2.000.002.004.00-1.16-0.67
The chart of Omega ratio for BEI-UN.TO, currently valued at 0.87, compared to the broader market0.501.001.502.000.870.92
The chart of Calmar ratio for BEI-UN.TO, currently valued at -0.52, compared to the broader market0.001.002.003.004.005.00-0.52-0.33
The chart of Martin ratio for BEI-UN.TO, currently valued at -0.97, compared to the broader market0.005.0010.0015.0020.00-0.97-1.02
BEI-UN.TO
GRT-UN.TO

The current BEI-UN.TO Sharpe Ratio is -0.66, which is lower than the GRT-UN.TO Sharpe Ratio of -0.27. The chart below compares the historical Sharpe Ratios of BEI-UN.TO and GRT-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-1.00-0.500.000.501.001.50OctoberNovemberDecember2025FebruaryMarch
-0.91
-0.56
BEI-UN.TO
GRT-UN.TO

Dividends

BEI-UN.TO vs. GRT-UN.TO - Dividend Comparison

BEI-UN.TO's dividend yield for the trailing twelve months is around 2.20%, less than GRT-UN.TO's 4.87% yield.


TTM20242023202220212020201920182017201620152014
BEI-UN.TO
Boardwalk Real Estate Investment Trust
2.22%2.18%1.64%2.16%3.81%6.49%4.76%5.79%11.42%10.03%9.40%11.60%
GRT-UN.TO
Granite Real Estate Investment Trust
4.96%4.74%4.21%4.49%2.80%3.73%4.25%5.69%5.63%5.77%6.44%5.73%

Drawdowns

BEI-UN.TO vs. GRT-UN.TO - Drawdown Comparison

The maximum BEI-UN.TO drawdown since its inception was -100.00%, which is greater than GRT-UN.TO's maximum drawdown of -87.70%. Use the drawdown chart below to compare losses from any high point for BEI-UN.TO and GRT-UN.TO. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2025FebruaryMarch
-32.13%
-36.02%
BEI-UN.TO
GRT-UN.TO

Volatility

BEI-UN.TO vs. GRT-UN.TO - Volatility Comparison

The current volatility for Boardwalk Real Estate Investment Trust (BEI-UN.TO) is 5.72%, while Granite Real Estate Investment Trust (GRT-UN.TO) has a volatility of 7.32%. This indicates that BEI-UN.TO experiences smaller price fluctuations and is considered to be less risky than GRT-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%5.00%6.00%7.00%8.00%9.00%OctoberNovemberDecember2025FebruaryMarch
5.72%
7.32%
BEI-UN.TO
GRT-UN.TO

Financials

BEI-UN.TO vs. GRT-UN.TO - Financials Comparison

This section allows you to compare key financial metrics between Boardwalk Real Estate Investment Trust and Granite 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


Values in CAD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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