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CHP-UN.TO vs. SRU-UN.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CHP-UN.TO vs. SRU-UN.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Choice Properties Real Estate Investment Trust (CHP-UN.TO) and SmartCentres Real Estate Investment Trust (SRU-UN.TO). The values are adjusted to include any dividend payments, if applicable.

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CHP-UN.TO vs. SRU-UN.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CHP-UN.TO
Choice Properties Real Estate Investment Trust
6.93%17.01%1.12%-0.12%2.41%23.04%-1.63%27.47%-8.19%4.58%
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

Market Cap

CHP-UN.TO:

CA$11.32B

SRU-UN.TO:

CA$4.92B

EPS

CHP-UN.TO:

-CA$0.08

SRU-UN.TO:

CA$1.44

PS Ratio

CHP-UN.TO:

7.99

SRU-UN.TO:

5.08

PB Ratio

CHP-UN.TO:

2.47

SRU-UN.TO:

0.94

Total Revenue (TTM)

CHP-UN.TO:

CA$1.42B

SRU-UN.TO:

CA$927.28M

Gross Profit (TTM)

CHP-UN.TO:

CA$1.02B

SRU-UN.TO:

CA$564.58M

EBITDA (TTM)

CHP-UN.TO:

CA$425.05M

SRU-UN.TO:

CA$486.20M

Returns By Period

The year-to-date returns for both stocks are quite close, with CHP-UN.TO having a 6.93% return and SRU-UN.TO slightly lower at 6.74%. Over the past 10 years, CHP-UN.TO has outperformed SRU-UN.TO with an annualized return of 7.94%, while SRU-UN.TO has yielded a comparatively lower 4.40% annualized return.


CHP-UN.TO

1D
1.82%
1M
-0.59%
YTD
6.93%
6M
8.98%
1Y
16.48%
3Y*
8.24%
5Y*
8.40%
10Y*
7.94%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CHP-UN.TO vs. SRU-UN.TO — Risk / Return Rank

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

CHP-UN.TO
CHP-UN.TO Risk / Return Rank: 7676
Overall Rank
CHP-UN.TO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
CHP-UN.TO Sortino Ratio Rank: 7171
Sortino Ratio Rank
CHP-UN.TO Omega Ratio Rank: 6565
Omega Ratio Rank
CHP-UN.TO Calmar Ratio Rank: 8484
Calmar Ratio Rank
CHP-UN.TO Martin Ratio Rank: 8383
Martin Ratio Rank

SRU-UN.TO
SRU-UN.TO Risk / Return Rank: 7474
Overall Rank
SRU-UN.TO Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
SRU-UN.TO Sortino Ratio Rank: 6868
Sortino Ratio Rank
SRU-UN.TO Omega Ratio Rank: 6464
Omega Ratio Rank
SRU-UN.TO Calmar Ratio Rank: 7979
Calmar Ratio Rank
SRU-UN.TO Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CHP-UN.TO vs. SRU-UN.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Choice Properties Real Estate Investment Trust (CHP-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.


CHP-UN.TOSRU-UN.TODifference

Sharpe ratio

Return per unit of total volatility

1.10

1.07

+0.03

Sortino ratio

Return per unit of downside risk

1.68

1.55

+0.13

Omega ratio

Gain probability vs. loss probability

1.19

1.19

0.00

Calmar ratio

Return relative to maximum drawdown

2.93

2.29

+0.64

Martin ratio

Return relative to average drawdown

7.07

6.20

+0.88

CHP-UN.TO vs. SRU-UN.TO - Sharpe Ratio Comparison

The current CHP-UN.TO Sharpe Ratio is 1.10, which is comparable to the SRU-UN.TO Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of CHP-UN.TO and SRU-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.


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Sharpe Ratios by Period


CHP-UN.TOSRU-UN.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

1.07

+0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.45

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.21

+0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.35

+0.22

Correlation

The correlation between CHP-UN.TO and SRU-UN.TO is 0.54, 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

CHP-UN.TO vs. SRU-UN.TO - Dividend Comparison

CHP-UN.TO's dividend yield for the trailing twelve months is around 4.92%, less than SRU-UN.TO's 6.84% yield.


TTM20252024202320222021202020192018201720162015
CHP-UN.TO
Choice Properties Real Estate Investment Trust
4.92%5.17%5.66%5.41%5.04%4.90%5.75%5.35%6.46%5.48%5.12%5.49%
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

CHP-UN.TO vs. SRU-UN.TO - Drawdown Comparison

The maximum CHP-UN.TO drawdown since its inception was -28.85%, smaller than the maximum SRU-UN.TO drawdown of -68.25%. Use the drawdown chart below to compare losses from any high point for CHP-UN.TO and SRU-UN.TO.


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Drawdown Indicators


CHP-UN.TOSRU-UN.TODifference

Max Drawdown

Largest peak-to-trough decline

-28.85%

-68.25%

+39.40%

Max Drawdown (1Y)

Largest decline over 1 year

-6.17%

-6.39%

+0.22%

Max Drawdown (5Y)

Largest decline over 5 years

-21.32%

-28.89%

+7.57%

Max Drawdown (10Y)

Largest decline over 10 years

-28.85%

-54.78%

+25.93%

Current Drawdown

Current decline from peak

-1.13%

-2.71%

+1.58%

Average Drawdown

Average peak-to-trough decline

-5.41%

-11.06%

+5.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

2.36%

+0.19%

Volatility

CHP-UN.TO vs. SRU-UN.TO - Volatility Comparison

Choice Properties Real Estate Investment Trust (CHP-UN.TO) has a higher volatility of 4.90% compared to SmartCentres Real Estate Investment Trust (SRU-UN.TO) at 3.81%. This indicates that CHP-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.


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Volatility by Period


CHP-UN.TOSRU-UN.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.90%

3.81%

+1.09%

Volatility (6M)

Calculated over the trailing 6-month period

9.97%

8.51%

+1.46%

Volatility (1Y)

Calculated over the trailing 1-year period

15.07%

12.85%

+2.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.48%

16.24%

+0.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.77%

21.57%

-3.80%

Financials

CHP-UN.TO vs. SRU-UN.TO - Financials Comparison

This section allows you to compare key financial metrics between Choice 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.


Quarterly
Annual

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


200.00M250.00M300.00M350.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
355.66M
247.54M
(CHP-UN.TO) Total Revenue
(SRU-UN.TO) Total Revenue
Values in CAD except per share items

CHP-UN.TO vs. SRU-UN.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Choice Properties Real Estate Investment Trust and SmartCentres 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

60.0%65.0%70.0%75.0%80.0%85.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
71.6%
58.6%
Portfolio components
CHP-UN.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Choice Properties Real Estate Investment Trust reported a gross profit of 254.54M and revenue of 355.66M. Therefore, the gross margin over that period was 71.6%.

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%.

CHP-UN.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Choice Properties Real Estate Investment Trust reported an operating income of 105.68M and revenue of 355.66M, resulting in an operating margin of 29.7%.

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%.

CHP-UN.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Choice Properties Real Estate Investment Trust reported a net income of -53.36M and revenue of 355.66M, resulting in a net margin of -15.0%.

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%.