CGRE.TO vs. TGRE.TO
CGRE.TO (CI Global REIT Private Pool) and TGRE.TO (TD Active Global Real Estate Equity ETF) are both REIT funds. Both are actively managed. Over the past 5 years, CGRE.TO returned 3.39%/yr vs 2.78%/yr for TGRE.TO. At a 0.36 correlation, their price movements are largely independent.
Performance
CGRE.TO vs. TGRE.TO - Performance Comparison
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Returns By Period
In the year-to-date period, CGRE.TO achieves a 15.52% return, which is significantly higher than TGRE.TO's 13.02% return.
CGRE.TO
- 1D
- 1.38%
- 1M
- 3.82%
- 6M
- 11.24%
- YTD
- 15.52%
- 1Y
- 15.57%
- 3Y*
- 9.12%
- 5Y*
- 3.39%
- 10Y*
- —
TGRE.TO
- 1D
- 1.07%
- 1M
- 1.28%
- 6M
- 7.47%
- YTD
- 13.02%
- 1Y
- 13.55%
- 3Y*
- 11.35%
- 5Y*
- 2.78%
- 10Y*
- —
CGRE.TO vs. TGRE.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CGRE.TO CI Global REIT Private Pool | 15.52% | 3.39% | 4.66% | 11.66% | -23.63% | 35.03% | 8.96% |
TGRE.TO TD Active Global Real Estate Equity ETF | 13.02% | 0.39% | 14.77% | 8.69% | -27.34% | 32.66% | 10.58% |
Correlation
The correlation between CGRE.TO and TGRE.TO is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since May 21, 2020 | 0.36 |
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Return for Risk
CGRE.TO vs. TGRE.TO — Risk / Return Rank
CGRE.TO
TGRE.TO
CGRE.TO vs. TGRE.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CI Global REIT Private Pool (CGRE.TO) and TD Active Global Real Estate Equity ETF (TGRE.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CGRE.TO | TGRE.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.18 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.62 | +0.25 |
| Martin ratioReturn relative to average drawdown | 5.84 | 4.25 | +1.59 |
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Drawdowns
CGRE.TO vs. TGRE.TO - Drawdown Comparison
The maximum CGRE.TO drawdown since its inception was -28.28%, smaller than the maximum TGRE.TO drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for CGRE.TO and TGRE.TO.
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Drawdown Indicators
| CGRE.TO | TGRE.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.28% | -33.49% | +5.21% |
Max Drawdown (1Y)Largest decline over 1 year | -8.38% | -8.40% | +0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -13.72% | -12.62% | -1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -28.28% | -33.49% | +5.21% |
Current DrawdownCurrent decline from peak | 0.00% | -0.11% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -12.76% | +3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 3.20% | -0.52% |
Volatility
CGRE.TO vs. TGRE.TO - Volatility Comparison
The current volatility for CI Global REIT Private Pool (CGRE.TO) is 2.15%, while TD Active Global Real Estate Equity ETF (TGRE.TO) has a volatility of 3.99%. This indicates that CGRE.TO experiences smaller price fluctuations and is considered to be less risky than TGRE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGRE.TO | TGRE.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.15% | 3.99% | -1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.21% | 10.55% | -1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.07% | 13.53% | -1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 15.27% | -0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.36% | 17.36% | -3.00% |
Dividends
CGRE.TO vs. TGRE.TO - Dividend Comparison
CGRE.TO's dividend yield for the trailing twelve months is around 4.39%, less than TGRE.TO's 4.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CGRE.TO CI Global REIT Private Pool | 4.39% | 4.95% | 4.88% | 4.86% | 5.16% | 3.77% | 2.84% | 0.00% |
TGRE.TO TD Active Global Real Estate Equity ETF | 4.73% | 5.21% | 4.50% | 4.93% | 5.00% | 1.92% | 2.04% | 0.17% |
Frequently Asked Questions
CGRE.TO and TGRE.TO have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: CI and TD.
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