HR-UN.TO vs. BN
HR-UN.TO (H&R Real Estate Investment Trust) and BN (Brookfield Corporation) are both stocks. HR-UN.TO operates in REIT - Diversified (Real Estate), while BN operates in Asset Management (Financial Services). Over the past 10 years, HR-UN.TO returned -3.00%/yr vs 15.73%/yr for BN. At a 0.35 correlation, their price movements are largely independent.
Performance
HR-UN.TO vs. BN - Performance Comparison
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Different Trading Currencies
HR-UN.TO is traded in CAD, while BN is traded in USD. To make them comparable, the BN values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, HR-UN.TO achieves a 3.04% return, which is significantly higher than BN's -1.10% return. Over the past 10 years, HR-UN.TO has underperformed BN with an annualized return of -3.00%, while BN has yielded a comparatively higher 15.73% annualized return.
HR-UN.TO
- 1D
- -0.77%
- 1M
- -3.72%
- YTD
- 3.04%
- 6M
- 5.82%
- 1Y
- 2.81%
- 3Y*
- 4.18%
- 5Y*
- -5.16%
- 10Y*
- -3.00%
BN
- 1D
- -0.79%
- 1M
- -1.84%
- YTD
- -1.10%
- 6M
- -3.37%
- 1Y
- 18.03%
- 3Y*
- 30.72%
- 5Y*
- 14.86%
- 10Y*
- 15.73%
HR-UN.TO vs. BN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HR-UN.TO H&R Real Estate Investment Trust | 3.04% | 16.66% | -5.21% | -12.55% | -21.84% | 22.36% | -33.30% | 7.10% | 1.85% | 0.19% |
BN Brookfield Corporation | -1.10% | 15.01% | 56.56% | 25.77% | -30.16% | 47.95% | 7.15% | 45.17% | -3.08% | 25.30% |
Correlation
The correlation between HR-UN.TO and BN is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2009 | 0.35 |
The correlation between HR-UN.TO and BN shifts across timeframes, from 0.30 (1 year) to 0.43 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
HR-UN.TO:
CA$2.72B
BN:
$105.57B
HR-UN.TO:
-CA$2.94
BN:
$0.56
HR-UN.TO:
3.41
BN:
1.38
HR-UN.TO:
0.66
BN:
2.46
HR-UN.TO:
CA$793.74M
BN:
$76.58B
HR-UN.TO:
CA$490.73M
BN:
$27.02B
HR-UN.TO:
-CA$804.22M
BN:
$31.07B
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Return for Risk
HR-UN.TO vs. BN — Risk / Return Rank
HR-UN.TO
BN
HR-UN.TO vs. BN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for H&R Real Estate Investment Trust (HR-UN.TO) and Brookfield Corporation (BN). 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.
| HR-UN.TO | BN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.13 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.15 | 0.80 | -0.66 |
| Martin ratioReturn relative to average drawdown | 0.25 | 2.26 | -2.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HR-UN.TO | BN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.11 | 0.65 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.21 | 0.52 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.11 | 0.57 | -0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.74 | -0.55 |
Drawdowns
HR-UN.TO vs. BN - Drawdown Comparison
The maximum HR-UN.TO drawdown since its inception was -81.31%, which is greater than BN's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for HR-UN.TO and BN.
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Drawdown Indicators
| HR-UN.TO | BN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.31% | -46.89% | -34.42% |
Max Drawdown (1Y)Largest decline over 1 year | -19.45% | -22.59% | +3.14% |
Max Drawdown (3Y)Largest decline over 3 years | -23.42% | -28.93% | +5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -46.85% | -36.79% | -10.06% |
Max Drawdown (10Y)Largest decline over 10 years | -66.94% | -46.89% | -20.05% |
Current DrawdownCurrent decline from peak | -42.18% | -8.32% | -33.86% |
Average DrawdownAverage peak-to-trough decline | -17.19% | -7.98% | -9.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.11% | 7.98% | +3.13% |
Volatility
HR-UN.TO vs. BN - Volatility Comparison
The current volatility for H&R Real Estate Investment Trust (HR-UN.TO) is 5.05%, while Brookfield Corporation (BN) has a volatility of 9.52%. This indicates that HR-UN.TO experiences smaller price fluctuations and is considered to be less risky than BN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HR-UN.TO | BN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 9.52% | -4.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 21.95% | -10.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.94% | 27.97% | -2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.52% | 28.82% | -4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.91% | 27.87% | -0.96% |
Dividends
HR-UN.TO vs. BN - Dividend Comparison
HR-UN.TO's dividend yield for the trailing twelve months is around 5.83%, more than BN's 0.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BN Brookfield Corporation | 0.56% | 0.52% | 0.56% | 0.70% | 1.44% | 1.12% | 1.55% | 1.11% | 1.56% | 1.29% | 1.58% | 1.50% |
HR-UN.TO H&R Real Estate Investment Trust | 5.83% | 5.87% | 8.03% | 7.07% | 4.87% | 3.87% | 5.36% | 5.04% | 5.15% | 4.98% | 4.68% | 4.78% |
Financials
HR-UN.TO vs. BN - Financials Comparison
This section allows you to compare key financial metrics between H&R Real Estate Investment Trust and Brookfield Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
HR-UN.TO vs. BN - Profitability Comparison
HR-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, H&R Real Estate Investment Trust reported a gross profit of 79.24M and revenue of 184.25M. Therefore, the gross margin over that period was 43.0%.
BN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Corporation reported a gross profit of 4.43B and revenue of 18.39B. Therefore, the gross margin over that period was 24.1%.
HR-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, H&R Real Estate Investment Trust reported an operating income of 82.52M and revenue of 184.25M, resulting in an operating margin of 44.8%.
BN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Corporation reported an operating income of 4.39B and revenue of 18.39B, resulting in an operating margin of 23.9%.
HR-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, H&R Real Estate Investment Trust reported a net income of -34.87M and revenue of 184.25M, resulting in a net margin of -18.9%.
BN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Corporation reported a net income of 100.59M and revenue of 18.39B, resulting in a net margin of 0.6%.
Frequently Asked Questions
HR-UN.TO and BN have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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