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GWO.TO vs. CAR-UN.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

GWO.TO vs. CAR-UN.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Great-West Lifeco Inc. (GWO.TO) and Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO). The values are adjusted to include any dividend payments, if applicable.

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GWO.TO vs. CAR-UN.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GWO.TO
Great-West Lifeco Inc.
-2.13%48.38%14.28%47.70%-12.58%31.45%-2.64%24.53%-15.76%4.08%
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%

Fundamentals

Market Cap

GWO.TO:

CA$60.28B

CAR-UN.TO:

CA$5.68B

EPS

GWO.TO:

CA$4.45

CAR-UN.TO:

CA$1.24

PE Ratio

GWO.TO:

14.75

CAR-UN.TO:

29.10

PEG Ratio

GWO.TO:

1.64

CAR-UN.TO:

0.06

PS Ratio

GWO.TO:

1.62

CAR-UN.TO:

5.72

PB Ratio

GWO.TO:

2.24

CAR-UN.TO:

0.65

Total Revenue (TTM)

GWO.TO:

CA$37.59B

CAR-UN.TO:

CA$1.00B

Gross Profit (TTM)

GWO.TO:

CA$15.46B

CAR-UN.TO:

CA$593.74M

EBITDA (TTM)

GWO.TO:

CA$5.64B

CAR-UN.TO:

CA$480.34M

Returns By Period

In the year-to-date period, GWO.TO achieves a -2.13% return, which is significantly lower than CAR-UN.TO's -1.11% return. Over the past 10 years, GWO.TO has outperformed CAR-UN.TO with an annualized return of 11.79%, while CAR-UN.TO has yielded a comparatively lower 6.10% annualized return.


GWO.TO

1D
0.64%
1M
1.14%
YTD
-2.13%
6M
18.76%
1Y
19.96%
3Y*
28.30%
5Y*
20.24%
10Y*
11.79%

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

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Return for Risk

GWO.TO vs. CAR-UN.TO — Risk / Return Rank

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

GWO.TO
GWO.TO Risk / Return Rank: 7171
Overall Rank
GWO.TO Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
GWO.TO Sortino Ratio Rank: 6868
Sortino Ratio Rank
GWO.TO Omega Ratio Rank: 6969
Omega Ratio Rank
GWO.TO Calmar Ratio Rank: 7373
Calmar Ratio Rank
GWO.TO Martin Ratio Rank: 6969
Martin Ratio Rank

CAR-UN.TO
CAR-UN.TO Risk / Return Rank: 1717
Overall Rank
CAR-UN.TO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
CAR-UN.TO Sortino Ratio Rank: 1414
Sortino Ratio Rank
CAR-UN.TO Omega Ratio Rank: 1515
Omega Ratio Rank
CAR-UN.TO Calmar Ratio Rank: 2020
Calmar Ratio Rank
CAR-UN.TO Martin Ratio Rank: 2222
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.

GWO.TO vs. CAR-UN.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Great-West Lifeco Inc. (GWO.TO) and Canadian Apartment Properties Real Estate Investment Trust (CAR-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.


GWO.TOCAR-UN.TODifference

Sharpe ratio

Return per unit of total volatility

1.14

-0.63

+1.77

Sortino ratio

Return per unit of downside risk

1.55

-0.78

+2.33

Omega ratio

Gain probability vs. loss probability

1.21

0.91

+0.30

Calmar ratio

Return relative to maximum drawdown

1.67

-0.61

+2.28

Martin ratio

Return relative to average drawdown

3.31

-1.06

+4.36

GWO.TO vs. CAR-UN.TO - Sharpe Ratio Comparison

The current GWO.TO Sharpe Ratio is 1.14, which is higher than the CAR-UN.TO Sharpe Ratio of -0.63. The chart below compares the historical Sharpe Ratios of GWO.TO and CAR-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


GWO.TOCAR-UN.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.14

-0.63

+1.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.25

-0.19

+1.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

0.29

+0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.35

+0.19

Correlation

The correlation between GWO.TO and CAR-UN.TO is 0.15, 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.


Dividends

GWO.TO vs. CAR-UN.TO - Dividend Comparison

GWO.TO's dividend yield for the trailing twelve months is around 3.81%, less than CAR-UN.TO's 4.30% yield.


TTM20252024202320222021202020192018201720162015
GWO.TO
Great-West Lifeco Inc.
3.81%3.60%4.66%4.74%6.26%4.75%5.77%4.97%5.52%4.18%3.94%3.78%
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%

Drawdowns

GWO.TO vs. CAR-UN.TO - Drawdown Comparison

The maximum GWO.TO drawdown since its inception was -67.51%, roughly equal to the maximum CAR-UN.TO drawdown of -65.08%. Use the drawdown chart below to compare losses from any high point for GWO.TO and CAR-UN.TO.


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Drawdown Indicators


GWO.TOCAR-UN.TODifference

Max Drawdown

Largest peak-to-trough decline

-67.51%

-65.08%

-2.43%

Max Drawdown (1Y)

Largest decline over 1 year

-12.82%

-21.37%

+8.55%

Max Drawdown (5Y)

Largest decline over 5 years

-27.64%

-34.95%

+7.31%

Max Drawdown (10Y)

Largest decline over 10 years

-44.96%

-38.20%

-6.76%

Current Drawdown

Current decline from peak

-2.91%

-29.84%

+26.93%

Average Drawdown

Average peak-to-trough decline

-10.98%

-9.17%

-1.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.47%

12.34%

-5.87%

Volatility

GWO.TO vs. CAR-UN.TO - Volatility Comparison

Great-West Lifeco Inc. (GWO.TO) has a higher volatility of 5.33% compared to Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO) at 4.49%. This indicates that GWO.TO's price experiences larger fluctuations and is considered to be riskier than CAR-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


GWO.TOCAR-UN.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.33%

4.49%

+0.84%

Volatility (6M)

Calculated over the trailing 6-month period

11.13%

12.21%

-1.08%

Volatility (1Y)

Calculated over the trailing 1-year period

17.63%

19.57%

-1.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.32%

21.04%

-4.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.71%

21.03%

-0.32%

Financials

GWO.TO vs. CAR-UN.TO - Financials Comparison

This section allows you to compare key financial metrics between Great-West Lifeco Inc. and Canadian Apartment Properties 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


-5.00B0.005.00B10.00B15.00B20.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
6.76B
243.30M
(GWO.TO) Total Revenue
(CAR-UN.TO) Total Revenue
Values in CAD except per share items

GWO.TO vs. CAR-UN.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Great-West Lifeco Inc. and Canadian Apartment Properties 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

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
77.7%
59.5%
Portfolio components
GWO.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Great-West Lifeco Inc. reported a gross profit of 5.26B and revenue of 6.76B. Therefore, the gross margin over that period was 77.7%.

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%.

GWO.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Great-West Lifeco Inc. reported an operating income of 1.30B and revenue of 6.76B, resulting in an operating margin of 19.2%.

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%.

GWO.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Great-West Lifeco Inc. reported a net income of 1.10B and revenue of 6.76B, resulting in a net margin of 16.2%.

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%.