HOM-U.TO vs. KRG

Last updated Apr 2, 2026

Compare and contrast key facts about BSR Real Estate Investment Trust (HOM-U.TO) and Kite Realty Group Trust (KRG).

Performance

HOM-U.TO vs. KRG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BSR Real Estate Investment Trust (HOM-U.TO) and Kite Realty Group Trust (KRG). The values are adjusted to include any dividend payments, if applicable.

HOM-U.TO vs. KRG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
HOM-U.TO BSR Real Estate Investment Trust	-12.23%	6.87%	5.54%	-6.03%	-24.52%	62.06%	0.08%	51.03%	-14.43%
KRG Kite Realty Group Trust	3.69%	-0.20%	15.46%	13.60%	0.80%	50.80%	-20.03%	53.21%	-0.64%

Fundamentals

Market Cap HOM-U.TO : $310.46M KRG : $5.23B
EPS HOM-U.TO : -$2.13 KRG : $1.37
PS Ratio HOM-U.TO : 2.27 KRG : 6.28
PB Ratio HOM-U.TO : 0.53 KRG : 1.70
Total Revenue (TTM) HOM-U.TO : $144.38M KRG : $847.63M
Gross Profit (TTM) HOM-U.TO : $72.72M KRG : $451.39M
EBITDA (TTM) HOM-U.TO : -$12.51M KRG : $809.90M

Returns By Period

In the year-to-date period, HOM-U.TO achieves a -12.23% return, which is significantly lower than KRG's 3.69% return.

HOM-U.TO

• 1D: -1.09%
• 1M: -15.09%
• YTD: -12.23%
• 6M: -11.11%
• 1Y: -14.79%
• 3Y*: -3.17%
• 5Y*: 2.89%
• 10Y*: —

KRG

• 1D: -0.57%
• 1M: -6.80%
• YTD: 3.69%
• 6M: 13.43%
• 1Y: 14.97%
• 3Y*: 10.54%
• 5Y*: 9.08%
• 10Y*: 4.17%

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

Return for Risk

HOM-U.TO vs. KRG — Risk / Return Rank

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

HOM-U.TO

HOM-U.TO Risk / Return Rank: 16
HOM-U.TO Sharpe Ratio Rank: 17
HOM-U.TO Sortino Ratio Rank: 16
HOM-U.TO Omega Ratio Rank: 17
HOM-U.TO Calmar Ratio Rank: 19
HOM-U.TO Martin Ratio Rank: 9

KRG

KRG Risk / Return Rank: 62
KRG Sharpe Ratio Rank: 64
KRG Sortino Ratio Rank: 56
KRG Omega Ratio Rank: 54
KRG Calmar Ratio Rank: 63
KRG Martin Ratio Rank: 71

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.

HOM-U.TO vs. KRG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BSR Real Estate Investment Trust (HOM-U.TO) and Kite Realty Group Trust (KRG). 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.

	HOM-U.TO	KRG	Difference
Sharpe ratio Return per unit of total volatility	-0.54	0.66	-1.20
Sortino ratio Return per unit of downside risk	-0.63	1.08	-1.70
Omega ratio Gain probability vs. loss probability	0.93	1.13	-0.21
Calmar ratio Return relative to maximum drawdown	-0.63	1.06	-1.69
Martin ratio Return relative to average drawdown	-1.49	3.85	-5.34
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HOM-U.TO vs. KRG - Sharpe Ratio Comparison

The current HOM-U.TO Sharpe Ratio is -0.54, which is lower than the KRG Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of HOM-U.TO and KRG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HOM-U.TO	KRG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.54	0.66	-1.20
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.10	0.33	-0.23
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.11	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.17	0.05	+0.13

Correlation

The correlation between HOM-U.TO and KRG is 0.18, 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

HOM-U.TO vs. KRG - Dividend Comparison

HOM-U.TO's dividend yield for the trailing twelve months is around 3.74%, less than KRG's 5.10% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HOM-U.TO BSR Real Estate Investment Trust	3.74%	3.21%	3.22%	3.22%	3.03%	2.27%	3.34%	3.26%	2.95%	0.00%	0.00%	0.00%
KRG Kite Realty Group Trust	5.10%	4.51%	4.00%	4.20%	3.90%	3.12%	3.00%	8.13%	9.01%	6.17%	4.83%	4.16%

Drawdowns

HOM-U.TO vs. KRG - Drawdown Comparison

The maximum HOM-U.TO drawdown since its inception was -51.81%, smaller than the maximum KRG drawdown of -88.63%. Use the drawdown chart below to compare losses from any high point for HOM-U.TO and KRG.

Drawdown Indicators

	HOM-U.TO	KRG	Difference
Max Drawdown Largest peak-to-trough decline	-51.81%	-88.63%	+36.82%
Max Drawdown (1Y) Largest decline over 1 year	-20.84%	-14.57%	-6.27%
Max Drawdown (5Y) Largest decline over 5 years	-51.81%	-29.07%	-22.74%
Max Drawdown (10Y) Largest decline over 10 years	—	-68.62%	—
Current Drawdown Current decline from peak	-42.97%	-18.99%	-23.98%
Average Drawdown Average peak-to-trough decline	-22.52%	-46.27%	+23.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.83%	4.01%	+4.82%

Volatility

HOM-U.TO vs. KRG - Volatility Comparison

BSR Real Estate Investment Trust (HOM-U.TO) has a higher volatility of 9.76% compared to Kite Realty Group Trust (KRG) at 4.79%. This indicates that HOM-U.TO's price experiences larger fluctuations and is considered to be riskier than KRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HOM-U.TO	KRG	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.76%	4.79%	+4.97%
Volatility (6M) Calculated over the trailing 6-month period	21.12%	12.95%	+8.17%
Volatility (1Y) Calculated over the trailing 1-year period	27.60%	22.71%	+4.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.58%	27.33%	+1.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.43%	36.87%	-7.44%

Financials

HOM-U.TO vs. KRG - Profitability Comparison

The chart below illustrates the profitability comparison between BSR Real Estate Investment Trust and Kite Realty Group Trust over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

HOM-U.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BSR Real Estate Investment Trust reported a gross profit of 23.35M and revenue of 34.48M. Therefore, the gross margin over that period was 67.7%.

KRG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Kite Realty Group Trust reported a gross profit of -21.49M and revenue of 207.42M. Therefore, the gross margin over that period was -10.4%.

HOM-U.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BSR Real Estate Investment Trust reported an operating income of 18.43M and revenue of 34.48M, resulting in an operating margin of 53.5%.

KRG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Kite Realty Group Trust reported an operating income of 48.20M and revenue of 207.42M, resulting in an operating margin of 23.2%.

HOM-U.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BSR Real Estate Investment Trust reported a net income of -3.34M and revenue of 34.48M, resulting in a net margin of -9.7%.

KRG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Kite Realty Group Trust reported a net income of 180.82M and revenue of 207.42M, resulting in a net margin of 87.2%.