PortfoliosLab logoPortfoliosLab logo
CRT-UN.TO vs. SRU-UN.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

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

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

Loading graphics...

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


2026 (YTD)202520242023202220212020201920182017
CRT-UN.TO
CT Real Estate Investment Trust
5.80%20.98%3.91%-0.26%-5.16%16.13%2.73%47.58%-15.83%1.42%
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

CRT-UN.TO:

CA$2.83B

SRU-UN.TO:

CA$4.92B

EPS

CRT-UN.TO:

CA$1.52

SRU-UN.TO:

CA$1.44

PE Ratio

CRT-UN.TO:

11.18

SRU-UN.TO:

18.71

PS Ratio

CRT-UN.TO:

6.50

SRU-UN.TO:

5.08

PB Ratio

CRT-UN.TO:

1.43

SRU-UN.TO:

0.94

Total Revenue (TTM)

CRT-UN.TO:

CA$604.25M

SRU-UN.TO:

CA$927.28M

Gross Profit (TTM)

CRT-UN.TO:

CA$471.69M

SRU-UN.TO:

CA$564.58M

EBITDA (TTM)

CRT-UN.TO:

CA$612.14M

SRU-UN.TO:

CA$486.20M

Returns By Period

In the year-to-date period, CRT-UN.TO achieves a 5.80% return, which is significantly lower than SRU-UN.TO's 6.74% return. Over the past 10 years, CRT-UN.TO has outperformed SRU-UN.TO with an annualized return of 7.36%, while SRU-UN.TO has yielded a comparatively lower 4.40% annualized return.


CRT-UN.TO

1D
2.60%
1M
-0.57%
YTD
5.80%
6M
7.09%
1Y
21.20%
3Y*
8.38%
5Y*
6.91%
10Y*
7.36%

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)

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

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

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

CRT-UN.TO
CRT-UN.TO Risk / Return Rank: 8484
Overall Rank
CRT-UN.TO Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
CRT-UN.TO Sortino Ratio Rank: 8181
Sortino Ratio Rank
CRT-UN.TO Omega Ratio Rank: 7676
Omega Ratio Rank
CRT-UN.TO Calmar Ratio Rank: 9090
Calmar Ratio Rank
CRT-UN.TO Martin Ratio Rank: 8888
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.

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

This table presents a comparison of risk-adjusted performance metrics for CT Real Estate Investment Trust (CRT-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.


CRT-UN.TOSRU-UN.TODifference

Sharpe ratio

Return per unit of total volatility

1.49

1.07

+0.42

Sortino ratio

Return per unit of downside risk

2.21

1.55

+0.66

Omega ratio

Gain probability vs. loss probability

1.26

1.19

+0.07

Calmar ratio

Return relative to maximum drawdown

3.86

2.29

+1.57

Martin ratio

Return relative to average drawdown

9.76

6.20

+3.57

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

The current CRT-UN.TO Sharpe Ratio is 1.49, which is higher than the SRU-UN.TO Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of CRT-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.


Loading graphics...

Sharpe Ratios by Period


CRT-UN.TOSRU-UN.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.49

1.07

+0.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.45

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

0.21

+0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.35

+0.17

Correlation

The correlation between CRT-UN.TO and SRU-UN.TO is 0.50, 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

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

CRT-UN.TO's dividend yield for the trailing twelve months is around 5.56%, less than SRU-UN.TO's 6.84% yield.


TTM20252024202320222021202020192018201720162015
CRT-UN.TO
CT Real Estate Investment Trust
5.56%5.77%6.40%6.04%5.48%4.76%5.09%4.70%6.37%4.82%4.57%5.09%
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

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

The maximum CRT-UN.TO drawdown since its inception was -45.88%, smaller than the maximum SRU-UN.TO drawdown of -68.25%. Use the drawdown chart below to compare losses from any high point for CRT-UN.TO and SRU-UN.TO.


Loading graphics...

Drawdown Indicators


CRT-UN.TOSRU-UN.TODifference

Max Drawdown

Largest peak-to-trough decline

-45.88%

-68.25%

+22.37%

Max Drawdown (1Y)

Largest decline over 1 year

-6.24%

-6.39%

+0.15%

Max Drawdown (5Y)

Largest decline over 5 years

-24.70%

-28.89%

+4.19%

Max Drawdown (10Y)

Largest decline over 10 years

-45.88%

-54.78%

+8.90%

Current Drawdown

Current decline from peak

-1.55%

-2.71%

+1.16%

Average Drawdown

Average peak-to-trough decline

-6.34%

-11.06%

+4.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.46%

2.36%

+0.10%

Volatility

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

CT Real Estate Investment Trust (CRT-UN.TO) has a higher volatility of 5.49% compared to SmartCentres Real Estate Investment Trust (SRU-UN.TO) at 3.81%. This indicates that CRT-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


CRT-UN.TOSRU-UN.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.49%

3.81%

+1.68%

Volatility (6M)

Calculated over the trailing 6-month period

9.77%

8.51%

+1.26%

Volatility (1Y)

Calculated over the trailing 1-year period

14.44%

12.85%

+1.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.62%

16.24%

+1.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.30%

21.57%

-1.27%

Financials

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

This section allows you to compare key financial metrics between CT 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


120.00M140.00M160.00M180.00M200.00M220.00M240.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
152.92M
247.54M
(CRT-UN.TO) Total Revenue
(SRU-UN.TO) Total Revenue
Values in CAD except per share items

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

The chart below illustrates the profitability comparison between CT 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%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
78.1%
58.6%
Portfolio components
CRT-UN.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, CT Real Estate Investment Trust reported a gross profit of 119.44M and revenue of 152.92M. Therefore, the gross margin over that period was 78.1%.

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%.

CRT-UN.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, CT Real Estate Investment Trust reported an operating income of 115.18M and revenue of 152.92M, resulting in an operating margin of 75.3%.

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%.

CRT-UN.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, CT Real Estate Investment Trust reported a net income of 88.39M and revenue of 152.92M, resulting in a net margin of 57.8%.

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%.