HOM-UN.TO vs. SGR-U.TO

Last updated Jun 5, 2026

HOM-UN.TO (BSR Real Estate Investment Trust) and SGR-U.TO (Slate Grocery REIT) are both stocks. Both are in the Real Estate sector — HOM-UN.TO in REIT - Residential, SGR-U.TO in REIT - Retail. Over the past 5 years, HOM-UN.TO returned 5.76%/yr vs 13.81%/yr for SGR-U.TO. At a 0.15 correlation, their price movements are largely independent.

Performance

HOM-UN.TO vs. SGR-U.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 Slate Grocery REIT (SGR-U.TO). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

HOM-UN.TO is traded in CAD, while SGR-U.TO is traded in USD. To make them comparable, the SGR-U.TO values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, HOM-UN.TO achieves a -0.53% return, which is significantly lower than SGR-U.TO's 13.02% return.

HOM-UN.TO

• 1D: 0.18%
• 1M: 2.49%
• YTD: -0.53%
• 6M: 4.37%
• 1Y: -2.98%
• 3Y*: 4.19%
• 5Y*: 5.76%
• 10Y*: —

SGR-U.TO

• 1D: -0.78%
• 1M: 7.53%
• YTD: 13.02%
• 6M: 18.57%
• 1Y: 21.43%
• 3Y*: 17.12%
• 5Y*: 13.81%
• 10Y*: 9.10%

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

HOM-UN.TO vs. SGR-U.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
HOM-UN.TO BSR Real Estate Investment Trust	-0.53%	1.96%	16.77%	-7.79%	-20.19%	65.00%	-0.15%	14.64%
SGR-U.TO Slate Grocery REIT	13.01%	18.94%	22.33%	-13.33%	10.02%	35.73%	-5.84%	9.26%

Correlation

The correlation between HOM-UN.TO and SGR-U.TO is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.26
Correlation (3Y) Calculated over the trailing 3-year period	0.18
Correlation (5Y) Calculated over the trailing 5-year period	0.16
Correlation (All Time) Calculated using the full available price history since Jun 11, 2019	0.15

The correlation between HOM-UN.TO and SGR-U.TO shifts across timeframes, from 0.15 (all time) to 0.26 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

HOM-UN.TO vs. SGR-U.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: 33
HOM-UN.TO Sharpe Ratio Rank: 35
HOM-UN.TO Sortino Ratio Rank: 29
HOM-UN.TO Omega Ratio Rank: 29
HOM-UN.TO Calmar Ratio Rank: 36
HOM-UN.TO Martin Ratio Rank: 36

SGR-U.TO

SGR-U.TO Risk / Return Rank: 73
SGR-U.TO Sharpe Ratio Rank: 72
SGR-U.TO Sortino Ratio Rank: 65
SGR-U.TO Omega Ratio Rank: 72
SGR-U.TO Calmar Ratio Rank: 76
SGR-U.TO Martin Ratio Rank: 78

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. SGR-U.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 Slate Grocery REIT (SGR-U.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.TO	SGR-U.TO	Difference
Sharpe ratio: Return per unit of total volatility	-0.14	1.10	-1.25
Sortino ratio: Return per unit of downside risk	-0.06	1.59	-1.65
Omega ratio: Gain probability vs. loss probability	0.99	1.24	-0.25
Calmar ratio: Return relative to maximum drawdown	-0.16	2.75	-2.91
Martin ratio: Return relative to average drawdown	-0.31	7.57	-7.88
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-UN.TO vs. SGR-U.TO - Sharpe Ratio Comparison

The current HOM-UN.TO Sharpe Ratio is -0.14, which is lower than the SGR-U.TO Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of HOM-UN.TO and SGR-U.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	HOM-UN.TO	SGR-U.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.14	1.10	-1.25
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.24	0.56	-0.32
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.37	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.24	0.39	-0.15

Drawdowns

HOM-UN.TO vs. SGR-U.TO - Drawdown Comparison

The maximum HOM-UN.TO drawdown since its inception was -46.50%, smaller than the maximum SGR-U.TO drawdown of -58.52%. Use the drawdown chart below to compare losses from any high point for HOM-UN.TO and SGR-U.TO.

Drawdown Indicators

	HOM-UN.TO	SGR-U.TO	Difference
Max Drawdown Largest peak-to-trough decline	-46.50%	-58.52%	+12.02%
Max Drawdown (1Y) Largest decline over 1 year	-18.85%	-7.83%	-11.02%
Max Drawdown (3Y) Largest decline over 3 years	-23.65%	-28.02%	+4.37%
Max Drawdown (5Y) Largest decline over 5 years	-46.50%	-38.19%	-8.31%
Max Drawdown (10Y) Largest decline over 10 years	—	-58.52%	—
Current Drawdown Current decline from peak	-27.65%	-0.78%	-26.87%
Average Drawdown Average peak-to-trough decline	-22.27%	-9.40%	-12.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.66%	2.85%	+6.81%

Volatility

HOM-UN.TO vs. SGR-U.TO - Volatility Comparison

The current volatility for BSR Real Estate Investment Trust (HOM-UN.TO) is 5.82%, while Slate Grocery REIT (SGR-U.TO) has a volatility of 8.32%. This indicates that HOM-UN.TO experiences smaller price fluctuations and is considered to be less risky than SGR-U.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HOM-UN.TO	SGR-U.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.82%	8.32%	-2.50%
Volatility (6M) Calculated over the trailing 6-month period	16.32%	15.54%	+0.78%
Volatility (1Y) Calculated over the trailing 1-year period	21.27%	19.52%	+1.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.13%	26.02%	-1.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.93%	29.85%	+1.08%

Dividends

HOM-UN.TO vs. SGR-U.TO - Dividend Comparison

HOM-UN.TO's dividend yield for the trailing twelve months is around 4.63%, which matches SGR-U.TO's 4.65% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HOM-UN.TO BSR Real Estate Investment Trust	4.63%	4.58%	4.20%	4.46%	3.80%	2.72%	4.64%	2.53%	0.00%	0.00%	0.00%	0.00%
SGR-U.TO Slate Grocery REIT	4.65%	5.48%	6.56%	7.01%	6.00%	6.05%	7.30%	6.42%	7.58%	6.08%	5.41%	5.67%

Financials

Frequently Asked Questions

Can I hold both HOM-UN.TO and SGR-U.TO in my portfolio?

HOM-UN.TO and SGR-U.TO have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.