CAR-UN.TO vs. SRU-UN.TO
Compare and contrast key facts about Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO) and SmartCentres Real Estate Investment Trust (SRU-UN.TO).
Performance
CAR-UN.TO vs. SRU-UN.TO - Performance Comparison
Loading graphics...
CAR-UN.TO vs. SRU-UN.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAR-UN.TO Canadian Apartment Properties Real Estate Investment Trust | -1.11% | -10.17% | -6.48% | 19.26% | -26.56% | 22.96% | -2.97% | 22.93% | 22.52% | 23.53% |
SRU-UN.TO SmartCentres Real Estate Investment Trust | 6.74% | 13.10% | 6.13% | 0.16% | -11.27% | 48.64% | -19.65% | 6.97% | 5.77% | 1.14% |
Fundamentals
CAR-UN.TO:
CA$5.68B
SRU-UN.TO:
CA$4.92B
CAR-UN.TO:
CA$1.24
SRU-UN.TO:
CA$1.44
CAR-UN.TO:
29.10
SRU-UN.TO:
18.71
CAR-UN.TO:
5.72
SRU-UN.TO:
5.08
CAR-UN.TO:
0.65
SRU-UN.TO:
0.94
CAR-UN.TO:
CA$1.00B
SRU-UN.TO:
CA$927.28M
CAR-UN.TO:
CA$593.74M
SRU-UN.TO:
CA$564.58M
CAR-UN.TO:
CA$480.34M
SRU-UN.TO:
CA$486.20M
Returns By Period
In the year-to-date period, CAR-UN.TO achieves a -1.11% return, which is significantly lower than SRU-UN.TO's 6.74% return. Over the past 10 years, CAR-UN.TO has outperformed SRU-UN.TO with an annualized return of 6.10%, while SRU-UN.TO has yielded a comparatively lower 4.40% annualized return.
CAR-UN.TO
- 1D
- 1.61%
- 1M
- -4.50%
- YTD
- -1.11%
- 6M
- -9.08%
- 1Y
- -12.23%
- 3Y*
- -3.99%
- 5Y*
- -3.88%
- 10Y*
- 6.10%
SRU-UN.TO
- 1D
- 1.43%
- 1M
- -1.78%
- YTD
- 6.74%
- 6M
- 4.42%
- 1Y
- 13.69%
- 3Y*
- 8.34%
- 5Y*
- 7.30%
- 10Y*
- 4.40%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CAR-UN.TO vs. SRU-UN.TO — Risk / Return Rank
CAR-UN.TO
SRU-UN.TO
CAR-UN.TO vs. SRU-UN.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.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.
| CAR-UN.TO | SRU-UN.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.63 | 1.07 | -1.70 |
Sortino ratioReturn per unit of downside risk | -0.78 | 1.55 | -2.34 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.19 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.61 | 2.29 | -2.90 |
Martin ratioReturn relative to average drawdown | -1.06 | 6.20 | -7.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CAR-UN.TO | SRU-UN.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.63 | 1.07 | -1.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | 0.45 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.21 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.35 | 0.00 |
Correlation
The correlation between CAR-UN.TO and SRU-UN.TO is 0.41, 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.
Dividends
CAR-UN.TO vs. SRU-UN.TO - Dividend Comparison
CAR-UN.TO's dividend yield for the trailing twelve months is around 4.30%, less than SRU-UN.TO's 6.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAR-UN.TO Canadian Apartment Properties Real Estate Investment Trust | 4.30% | 4.19% | 7.00% | 4.12% | 3.40% | 2.35% | 2.76% | 2.59% | 2.96% | 3.42% | 3.95% | 4.50% |
SRU-UN.TO SmartCentres Real Estate Investment Trust | 6.84% | 7.18% | 7.56% | 7.42% | 6.90% | 5.74% | 8.01% | 5.81% | 5.72% | 5.55% | 5.17% | 5.34% |
Drawdowns
CAR-UN.TO vs. SRU-UN.TO - Drawdown Comparison
The maximum CAR-UN.TO drawdown since its inception was -65.08%, roughly equal to the maximum SRU-UN.TO drawdown of -68.25%. Use the drawdown chart below to compare losses from any high point for CAR-UN.TO and SRU-UN.TO.
Loading graphics...
Drawdown Indicators
| CAR-UN.TO | SRU-UN.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.08% | -68.25% | +3.17% |
Max Drawdown (1Y)Largest decline over 1 year | -21.37% | -6.39% | -14.98% |
Max Drawdown (5Y)Largest decline over 5 years | -34.95% | -28.89% | -6.06% |
Max Drawdown (10Y)Largest decline over 10 years | -38.20% | -54.78% | +16.58% |
Current DrawdownCurrent decline from peak | -29.84% | -2.71% | -27.13% |
Average DrawdownAverage peak-to-trough decline | -9.17% | -11.06% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.34% | 2.36% | +9.98% |
Volatility
CAR-UN.TO vs. SRU-UN.TO - Volatility Comparison
Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO) has a higher volatility of 4.49% compared to SmartCentres Real Estate Investment Trust (SRU-UN.TO) at 3.81%. This indicates that CAR-UN.TO's price experiences larger fluctuations and is considered to be riskier than SRU-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CAR-UN.TO | SRU-UN.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 3.81% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 12.21% | 8.51% | +3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.57% | 12.85% | +6.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.04% | 16.24% | +4.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.03% | 21.57% | -0.54% |
Financials
CAR-UN.TO vs. SRU-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between Canadian Apartment Properties Real Estate Investment Trust 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
CAR-UN.TO vs. SRU-UN.TO - Profitability Comparison
CAR-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Canadian Apartment Properties Real Estate Investment Trust reported a gross profit of 144.73M and revenue of 243.30M. Therefore, the gross margin over that period was 59.5%.
SRU-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SmartCentres Real Estate Investment Trust reported a gross profit of 145.12M and revenue of 247.54M. Therefore, the gross margin over that period was 58.6%.
CAR-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Canadian Apartment Properties Real Estate Investment Trust reported an operating income of 151.08M and revenue of 243.30M, resulting in an operating margin of 62.1%.
SRU-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, SmartCentres Real Estate Investment Trust reported an operating income of 131.22M and revenue of 247.54M, resulting in an operating margin of 53.0%.
CAR-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Canadian Apartment Properties Real Estate Investment Trust reported a net income of 88.41M and revenue of 243.30M, resulting in a net margin of 36.3%.
SRU-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SmartCentres Real Estate Investment Trust reported a net income of 105.50M and revenue of 247.54M, resulting in a net margin of 42.6%.