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HOM-UN.TO vs. MI-UN.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

HOM-UN.TO vs. MI-UN.TO - Performance Comparison

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

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HOM-UN.TO vs. MI-UN.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
HOM-UN.TO
BSR Real Estate Investment Trust
-11.00%1.96%16.77%-7.79%-20.19%65.00%-0.15%14.64%
MI-UN.TO
Minto Apartment Real Estate Investment Trust
29.76%6.16%-19.49%19.12%-33.87%9.73%-10.01%16.99%

Fundamentals

Market Cap

HOM-UN.TO:

CA$427.60M

MI-UN.TO:

CA$1.09B

EPS

HOM-UN.TO:

-CA$2.13

MI-UN.TO:

-CA$4.49

PS Ratio

HOM-UN.TO:

3.12

MI-UN.TO:

6.12

PB Ratio

HOM-UN.TO:

0.74

MI-UN.TO:

1.35

Total Revenue (TTM)

HOM-UN.TO:

CA$144.38M

MI-UN.TO:

CA$156.03M

Gross Profit (TTM)

HOM-UN.TO:

CA$72.72M

MI-UN.TO:

CA$99.53M

EBITDA (TTM)

HOM-UN.TO:

-CA$12.51M

MI-UN.TO:

-CA$158.55M

Returns By Period

In the year-to-date period, HOM-UN.TO achieves a -11.00% return, which is significantly lower than MI-UN.TO's 29.76% return.


HOM-UN.TO

1D
-1.96%
1M
-12.99%
YTD
-11.00%
6M
-12.66%
1Y
-17.16%
3Y*
-1.52%
5Y*
6.02%
10Y*

MI-UN.TO

1D
-0.11%
1M
0.14%
YTD
29.76%
6M
29.71%
1Y
34.30%
3Y*
7.65%
5Y*
-2.22%
10Y*
*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.


BSR Real Estate Investment Trust

Often compared with HOM-UN.TO:
HOM-UN.TO vs. SVI.TO
Often compared with MI-UN.TO:
MI-UN.TO vs. KMP-UN.TO

Return for Risk

HOM-UN.TO vs. MI-UN.TO — Risk / Return Rank

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

HOM-UN.TO
HOM-UN.TO Risk / Return Rank: 88
Overall Rank
HOM-UN.TO Sharpe Ratio Rank: 99
Sharpe Ratio Rank
HOM-UN.TO Sortino Ratio Rank: 1111
Sortino Ratio Rank
HOM-UN.TO Omega Ratio Rank: 1212
Omega Ratio Rank
HOM-UN.TO Calmar Ratio Rank: 66
Calmar Ratio Rank
HOM-UN.TO Martin Ratio Rank: 22
Martin Ratio Rank

MI-UN.TO
MI-UN.TO Risk / Return Rank: 8383
Overall Rank
MI-UN.TO Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
MI-UN.TO Sortino Ratio Rank: 8686
Sortino Ratio Rank
MI-UN.TO Omega Ratio Rank: 8888
Omega Ratio Rank
MI-UN.TO Calmar Ratio Rank: 8686
Calmar Ratio Rank
MI-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.

HOM-UN.TO vs. MI-UN.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BSR Real Estate Investment Trust (HOM-UN.TO) and Minto Apartment Real Estate Investment Trust (MI-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.


HOM-UN.TOMI-UN.TODifference

Sharpe ratio

Return per unit of total volatility

-0.77

1.04

-1.81

Sortino ratio

Return per unit of downside risk

-0.98

2.60

-3.58

Omega ratio

Gain probability vs. loss probability

0.88

1.37

-0.49

Calmar ratio

Return relative to maximum drawdown

-0.91

3.17

-4.08

Martin ratio

Return relative to average drawdown

-1.90

6.14

-8.04

HOM-UN.TO vs. MI-UN.TO - Sharpe Ratio Comparison

The current HOM-UN.TO Sharpe Ratio is -0.77, which is lower than the MI-UN.TO Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of HOM-UN.TO and MI-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


HOM-UN.TOMI-UN.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.77

1.04

-1.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

-0.09

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

Correlation

The correlation between HOM-UN.TO and MI-UN.TO is 0.28, 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-UN.TO vs. MI-UN.TO - Dividend Comparison

HOM-UN.TO's dividend yield for the trailing twelve months is around 5.14%, more than MI-UN.TO's 3.00% yield.


TTM20252024202320222021202020192018
HOM-UN.TO
BSR Real Estate Investment Trust
5.14%4.58%4.20%4.46%3.80%2.72%4.64%2.53%0.00%
MI-UN.TO
Minto Apartment Real Estate Investment Trust
3.00%3.82%3.98%3.05%3.43%2.10%2.20%1.83%510,811.73%

Drawdowns

HOM-UN.TO vs. MI-UN.TO - Drawdown Comparison

The maximum HOM-UN.TO drawdown since its inception was -46.50%, smaller than the maximum MI-UN.TO drawdown of -100.03%. Use the drawdown chart below to compare losses from any high point for HOM-UN.TO and MI-UN.TO.


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Drawdown Indicators


HOM-UN.TOMI-UN.TODifference

Max Drawdown

Largest peak-to-trough decline

-46.50%

-100.03%

+53.53%

Max Drawdown (1Y)

Largest decline over 1 year

-18.70%

-10.89%

-7.81%

Max Drawdown (5Y)

Largest decline over 5 years

-46.50%

-48.58%

+2.08%

Current Drawdown

Current decline from peak

-35.27%

-100.02%

+64.75%

Average Drawdown

Average peak-to-trough decline

-22.05%

-99.10%

+77.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.95%

5.62%

+3.33%

Volatility

HOM-UN.TO vs. MI-UN.TO - Volatility Comparison

BSR Real Estate Investment Trust (HOM-UN.TO) has a higher volatility of 8.51% compared to Minto Apartment Real Estate Investment Trust (MI-UN.TO) at 1.27%. This indicates that HOM-UN.TO's price experiences larger fluctuations and is considered to be riskier than MI-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


HOM-UN.TOMI-UN.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.51%

1.27%

+7.24%

Volatility (6M)

Calculated over the trailing 6-month period

15.92%

25.33%

-9.41%

Volatility (1Y)

Calculated over the trailing 1-year period

22.49%

33.09%

-10.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.00%

25.94%

-1.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.16%

50.78%

-19.62%

Financials

HOM-UN.TO vs. MI-UN.TO - Financials Comparison

This section allows you to compare key financial metrics between BSR Real Estate Investment Trust and Minto Apartment 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


25.00M30.00M35.00M40.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
34.48M
39.72M
(HOM-UN.TO) Total Revenue
(MI-UN.TO) Total Revenue
Values in CAD except per share items