PLZ-UN.TO vs. XIC.TO
Compare and contrast key facts about Plaza Retail REIT (PLZ-UN.TO) and iShares Core S&P/TSX Capped Composite Index ETF (XIC.TO).
XIC.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Canada GR CAD. It was launched on Feb 16, 2001.
Performance
PLZ-UN.TO vs. XIC.TO - Performance Comparison
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PLZ-UN.TO vs. XIC.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLZ-UN.TO Plaza Retail REIT | -0.80% | 30.09% | 3.87% | -11.82% | 1.15% | 39.55% | -14.33% | 25.75% | -2.54% | -9.66% |
XIC.TO iShares Core S&P/TSX Capped Composite Index ETF | 3.89% | 31.51% | 21.48% | 11.73% | -5.82% | 23.42% | 5.61% | 22.76% | -8.72% | 8.99% |
Returns By Period
In the year-to-date period, PLZ-UN.TO achieves a -0.80% return, which is significantly lower than XIC.TO's 3.89% return. Over the past 10 years, PLZ-UN.TO has underperformed XIC.TO with an annualized return of 5.79%, while XIC.TO has yielded a comparatively higher 12.45% annualized return.
PLZ-UN.TO
- 1D
- 0.00%
- 1M
- -6.65%
- YTD
- -0.80%
- 6M
- 3.78%
- 1Y
- 18.88%
- 3Y*
- 7.73%
- 5Y*
- 8.35%
- 10Y*
- 5.79%
XIC.TO
- 1D
- 2.55%
- 1M
- -4.36%
- YTD
- 3.89%
- 6M
- 10.31%
- 1Y
- 34.58%
- 3Y*
- 21.07%
- 5Y*
- 14.44%
- 10Y*
- 12.45%
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Return for Risk
PLZ-UN.TO vs. XIC.TO — Risk / Return Rank
PLZ-UN.TO
XIC.TO
PLZ-UN.TO vs. XIC.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Plaza Retail REIT (PLZ-UN.TO) and iShares Core S&P/TSX Capped Composite Index ETF (XIC.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.
| PLZ-UN.TO | XIC.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 2.27 | -1.06 |
Sortino ratioReturn per unit of downside risk | 1.85 | 2.87 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.45 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.46 | 3.25 | -0.78 |
Martin ratioReturn relative to average drawdown | 7.51 | 14.62 | -7.11 |
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
| PLZ-UN.TO | XIC.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 2.27 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 1.11 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.84 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.53 | -0.24 |
Correlation
The correlation between PLZ-UN.TO and XIC.TO is 0.17, 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
PLZ-UN.TO vs. XIC.TO - Dividend Comparison
PLZ-UN.TO's dividend yield for the trailing twelve months is around 6.65%, more than XIC.TO's 2.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLZ-UN.TO Plaza Retail REIT | 6.65% | 6.53% | 7.91% | 7.61% | 6.25% | 5.93% | 7.76% | 6.13% | 7.21% | 6.34% | 5.20% | 5.64% |
XIC.TO iShares Core S&P/TSX Capped Composite Index ETF | 2.16% | 2.23% | 2.64% | 2.95% | 3.10% | 2.44% | 3.03% | 3.01% | 3.19% | 2.49% | 2.72% | 3.21% |
Drawdowns
PLZ-UN.TO vs. XIC.TO - Drawdown Comparison
The maximum PLZ-UN.TO drawdown since its inception was -54.55%, which is greater than XIC.TO's maximum drawdown of -48.21%. Use the drawdown chart below to compare losses from any high point for PLZ-UN.TO and XIC.TO.
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Drawdown Indicators
| PLZ-UN.TO | XIC.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.55% | -48.21% | -6.34% |
Max Drawdown (1Y)Largest decline over 1 year | -8.16% | -10.98% | +2.82% |
Max Drawdown (5Y)Largest decline over 5 years | -26.22% | -16.24% | -9.98% |
Max Drawdown (10Y)Largest decline over 10 years | -42.12% | -37.21% | -4.91% |
Current DrawdownCurrent decline from peak | -7.27% | -4.95% | -2.32% |
Average DrawdownAverage peak-to-trough decline | -13.04% | -7.08% | -5.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.44% | +0.20% |
Volatility
PLZ-UN.TO vs. XIC.TO - Volatility Comparison
Plaza Retail REIT (PLZ-UN.TO) has a higher volatility of 6.35% compared to iShares Core S&P/TSX Capped Composite Index ETF (XIC.TO) at 5.98%. This indicates that PLZ-UN.TO's price experiences larger fluctuations and is considered to be riskier than XIC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLZ-UN.TO | XIC.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 5.98% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.87% | 10.89% | +0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 15.30% | +0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.91% | 13.07% | +4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 14.93% | +5.16% |