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KMP-UN.TO vs. XIU.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

KMP-UN.TO vs. XIU.TO

Last updated Jun 5, 2026

KMP-UN.TO (Killam Apartment Real Estate Investment Trust) is a stock, while XIU.TO (iShares S&P/TSX 60 Index ETF) is Canada Equities fund tracking the S&P/TSX 60 Index. Over the past 10 years, KMP-UN.TO returned 8.29%/yr vs 12.74%/yr for XIU.TO. At a 0.24 correlation, their price movements are largely independent.

Performance

KMP-UN.TO vs. XIU.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Killam Apartment Real Estate Investment Trust (KMP-UN.TO) and iShares S&P/TSX 60 Index ETF (XIU.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KMP-UN.TO achieves a 12.63% return, which is significantly higher than XIU.TO's 11.56% return. Over the past 10 years, KMP-UN.TO has underperformed XIU.TO with an annualized return of 8.29%, while XIU.TO has yielded a comparatively higher 12.74% annualized return.

KMP-UN.TO

1D
0.28%
1M
5.68%
YTD
12.63%
6M
13.32%
1Y
-2.49%
3Y*
4.98%
5Y*
2.53%
10Y*
8.29%

XIU.TO

1D
1.29%
1M
5.10%
YTD
11.56%
6M
12.35%
1Y
33.92%
3Y*
23.20%
5Y*
14.66%
10Y*
12.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KMP-UN.TO vs. XIU.TO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
KMP-UN.TO
Killam Apartment Real Estate Investment Trust		12.63%-0.06%-1.08%15.35%-28.55%42.61%-6.13%22.98%16.95%24.88%
XIU.TO
iShares S&P/TSX 60 Index ETF		11.56%28.89%20.73%11.85%-6.35%28.06%5.27%21.81%-7.82%9.58%

Correlation

The correlation between KMP-UN.TO and XIU.TO is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.34

Correlation (3Y)
Calculated over the trailing 3-year period

0.43

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Dec 22, 2000

0.24

The correlation between KMP-UN.TO and XIU.TO shifts across timeframes, from 0.24 (all time) to 0.47 (5 years), reflecting how their relationship changes across market environments.

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Killam Apartment Real Estate Investment Trust

iShares S&P/TSX 60 Index ETF

Often compared with KMP-UN.TO:
KMP-UN.TO vs. CAR-UN.TOKMP-UN.TO vs. BEI-UN.TOKMP-UN.TO vs. GWO.TOKMP-UN.TO vs. GRT-UN.TOKMP-UN.TO vs. FCR-UN.TOKMP-UN.TO vs. MI-UN.TOKMP-UN.TO vs. VCE.TO
Often compared with XIU.TO:
XIU.TO vs. XIC.TOXIU.TO vs. ZCN.TOXIU.TO vs. XDIV.TOXIU.TO vs. XSP.TOXIU.TO vs. HXT.TOXIU.TO vs. SPYXIU.TO vs. XIT.TO

Return for Risk

KMP-UN.TO vs. XIU.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
KMP-UN.TO
KMP-UN.TO Risk / Return Rank: 3333
Overall Rank
KMP-UN.TO Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
KMP-UN.TO Sortino Ratio Rank: 2828
Sortino Ratio Rank
KMP-UN.TO Omega Ratio Rank: 2828
Omega Ratio Rank
KMP-UN.TO Calmar Ratio Rank: 3636
Calmar Ratio Rank
KMP-UN.TO Martin Ratio Rank: 3737
Martin Ratio Rank
XIU.TO
XIU.TO Risk / Return Rank: 8787
Overall Rank
XIU.TO Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
XIU.TO Sortino Ratio Rank: 8787
Sortino Ratio Rank
XIU.TO Omega Ratio Rank: 8686
Omega Ratio Rank
XIU.TO Calmar Ratio Rank: 8484
Calmar Ratio Rank
XIU.TO Martin Ratio Rank: 9090
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.

KMP-UN.TO vs. XIU.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Killam Apartment Real Estate Investment Trust (KMP-UN.TO) and iShares S&P/TSX 60 Index ETF (XIU.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.

KMP-UN.TOXIU.TODifference
Sharpe ratioReturn per unit of total volatility
-0.15
2.89

-3.05

Sortino ratioReturn per unit of downside risk
-0.11
3.86

-3.97

Omega ratioGain probability vs. loss probability

0.99

1.52

-0.54

Calmar ratioReturn relative to maximum drawdown

-0.14

4.45

-4.59

Martin ratioReturn relative to average drawdown

-0.24

20.69

-20.93

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KMP-UN.TO vs. XIU.TO - Sharpe Ratio Comparison

The current KMP-UN.TO Sharpe Ratio is -0.15, which is lower than the XIU.TO Sharpe Ratio of 2.89. The chart below compares the historical Sharpe Ratios of KMP-UN.TO and XIU.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.

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Sharpe Ratios by Period

KMP-UN.TOXIU.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.15

2.89

-3.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

1.15

-1.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

0.85

-0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.00

0.51

-0.51

Drawdowns

KMP-UN.TO vs. XIU.TO - Drawdown Comparison

The maximum KMP-UN.TO drawdown since its inception was -65.53%, which is greater than XIU.TO's maximum drawdown of -52.31%. Use the drawdown chart below to compare losses from any high point for KMP-UN.TO and XIU.TO.

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Drawdown Indicators

KMP-UN.TOXIU.TODifference

Max Drawdown

Largest peak-to-trough decline

-65.53%

-52.31%

-13.22%

Max Drawdown (1Y)

Largest decline over 1 year

-17.83%

-7.65%

-10.18%

Max Drawdown (3Y)

Largest decline over 3 years

-25.09%

-12.36%

-12.73%

Max Drawdown (5Y)

Largest decline over 5 years

-35.56%

-16.36%

-19.20%

Max Drawdown (10Y)

Largest decline over 10 years

-40.34%

-35.46%

-4.88%

Current Drawdown

Current decline from peak

-10.17%

0.00%

-10.17%

Average Drawdown

Average peak-to-trough decline

-14.79%

-11.62%

-3.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.35%

1.64%

+8.71%

Volatility

KMP-UN.TO vs. XIU.TO - Volatility Comparison

Killam Apartment Real Estate Investment Trust (KMP-UN.TO) has a higher volatility of 7.35% compared to iShares S&P/TSX 60 Index ETF (XIU.TO) at 3.43%. This indicates that KMP-UN.TO's price experiences larger fluctuations and is considered to be riskier than XIU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

KMP-UN.TOXIU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.35%

3.43%

+3.92%

Volatility (6M)

Calculated over the trailing 6-month period

12.62%

9.39%

+3.23%

Volatility (1Y)

Calculated over the trailing 1-year period

16.27%

11.79%

+4.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.88%

12.79%

+7.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.82%

15.01%

+6.81%

Dividends

KMP-UN.TO vs. XIU.TO - Dividend Comparison

KMP-UN.TO's dividend yield for the trailing twelve months is around 3.97%, more than XIU.TO's 2.17% yield.

PositionTTM20252024202320222021202020192018201720162015
KMP-UN.TO
Killam Apartment Real Estate Investment Trust		3.97%4.39%4.11%3.90%4.32%2.91%3.95%3.47%3.99%4.34%5.03%5.71%
XIU.TO
iShares S&P/TSX 60 Index ETF		2.17%2.39%2.92%3.16%3.02%2.43%3.03%2.87%3.18%2.58%2.65%3.19%

Frequently Asked Questions

KMP-UN.TO and XIU.TO have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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