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OPI vs. SRET
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between OPI and SRET is 0.39, 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.


Performance

OPI vs. SRET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Office Properties Income Trust (OPI) and Global X SuperDividend REIT ETF (SRET). The values are adjusted to include any dividend payments, if applicable.

-100.00%-80.00%-60.00%-40.00%-20.00%0.00%December2025FebruaryMarchAprilMay
-99.23%
-0.48%
OPI
SRET

Key characteristics

Sharpe Ratio

OPI:

-0.98

SRET:

0.80

Sortino Ratio

OPI:

-2.85

SRET:

1.19

Omega Ratio

OPI:

0.68

SRET:

1.16

Calmar Ratio

OPI:

-0.89

SRET:

0.30

Martin Ratio

OPI:

-1.73

SRET:

2.59

Ulcer Index

OPI:

51.17%

SRET:

4.94%

Daily Std Dev

OPI:

88.94%

SRET:

15.48%

Max Drawdown

OPI:

-99.39%

SRET:

-66.98%

Current Drawdown

OPI:

-99.38%

SRET:

-34.65%

Returns By Period

In the year-to-date period, OPI achieves a -71.45% return, which is significantly lower than SRET's 5.66% return. Over the past 10 years, OPI has underperformed SRET with an annualized return of -37.78%, while SRET has yielded a comparatively higher 0.21% annualized return.


OPI

YTD

-71.45%

1M

-27.61%

6M

-79.17%

1Y

-87.34%

5Y*

-56.06%

10Y*

-37.78%

SRET

YTD

5.66%

1M

6.29%

6M

0.02%

1Y

12.24%

5Y*

7.27%

10Y*

0.21%

*Annualized

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Risk-Adjusted Performance

OPI vs. SRET — Risk-Adjusted Performance Rank

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

OPI
The Risk-Adjusted Performance Rank of OPI is 33
Overall Rank
The Sharpe Ratio Rank of OPI is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of OPI is 00
Sortino Ratio Rank
The Omega Ratio Rank of OPI is 22
Omega Ratio Rank
The Calmar Ratio Rank of OPI is 33
Calmar Ratio Rank
The Martin Ratio Rank of OPI is 33
Martin Ratio Rank

SRET
The Risk-Adjusted Performance Rank of SRET is 6868
Overall Rank
The Sharpe Ratio Rank of SRET is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of SRET is 7575
Sortino Ratio Rank
The Omega Ratio Rank of SRET is 7474
Omega Ratio Rank
The Calmar Ratio Rank of SRET is 4545
Calmar Ratio Rank
The Martin Ratio Rank of SRET is 7171
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OPI vs. SRET - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Office Properties Income Trust (OPI) and Global X SuperDividend REIT ETF (SRET). 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.


The current OPI Sharpe Ratio is -0.98, which is lower than the SRET Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of OPI and SRET, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00December2025FebruaryMarchAprilMay
-0.98
0.80
OPI
SRET

Dividends

OPI vs. SRET - Dividend Comparison

OPI's dividend yield for the trailing twelve months is around 14.60%, more than SRET's 8.71% yield.


TTM20242023202220212020201920182017201620152014
OPI
Office Properties Income Trust
14.60%4.00%17.76%16.48%8.86%9.68%6.85%25.04%9.28%9.02%10.84%7.54%
SRET
Global X SuperDividend REIT ETF
8.71%8.72%7.21%8.30%6.33%8.88%7.77%8.54%8.20%8.08%7.74%0.00%

Drawdowns

OPI vs. SRET - Drawdown Comparison

The maximum OPI drawdown since its inception was -99.39%, which is greater than SRET's maximum drawdown of -66.98%. Use the drawdown chart below to compare losses from any high point for OPI and SRET. For additional features, visit the drawdowns tool.


-100.00%-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%-30.00%December2025FebruaryMarchAprilMay
-99.38%
-34.65%
OPI
SRET

Volatility

OPI vs. SRET - Volatility Comparison

Office Properties Income Trust (OPI) has a higher volatility of 34.63% compared to Global X SuperDividend REIT ETF (SRET) at 4.91%. This indicates that OPI's price experiences larger fluctuations and is considered to be riskier than SRET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%December2025FebruaryMarchAprilMay
34.63%
4.91%
OPI
SRET