REI-UN.TO vs. FCR-UN.TO
Compare and contrast key facts about RioCan Real Estate Investment Trust (REI-UN.TO) and First Capital Real Estate Investment Trust (FCR-UN.TO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REI-UN.TO or FCR-UN.TO.
Key characteristics
| REI-UN.TO | FCR-UN.TO | |
|---|---|---|
| YTD Return | 7.40% | 20.25% |
| 1Y Return | 14.12% | 33.08% |
| 3Y Return (Ann) | -0.45% | 3.19% |
| 5Y Return (Ann) | -1.00% | 0.40% |
| 10Y Return (Ann) | 2.34% | 3.85% |
| Sharpe Ratio | 0.95 | 1.97 |
| Sortino Ratio | 1.52 | 3.00 |
| Omega Ratio | 1.18 | 1.35 |
| Calmar Ratio | 0.62 | 1.39 |
| Martin Ratio | 3.48 | 7.56 |
| Ulcer Index | 5.24% | 5.24% |
| Daily Std Dev | 19.31% | 20.08% |
| Max Drawdown | -79.29% | -63.96% |
| Current Drawdown | -15.37% | -5.79% |
Fundamentals
| REI-UN.TO | FCR-UN.TO | |
|---|---|---|
| Market Cap | CA$5.69B | CA$3.78B |
| EPS | CA$0.20 | CA$1.63 |
| PE Ratio | 94.85 | 10.93 |
| Total Revenue (TTM) | CA$926.09M | CA$552.46M |
| Gross Profit (TTM) | CA$571.17M | CA$354.21M |
| EBITDA (TTM) | CA$532.82M | CA$374.21M |
Correlation
The correlation between REI-UN.TO and FCR-UN.TO is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
REI-UN.TO vs. FCR-UN.TO - Performance Comparison
In the year-to-date period, REI-UN.TO achieves a 7.40% return, which is significantly lower than FCR-UN.TO's 20.25% return. Over the past 10 years, REI-UN.TO has underperformed FCR-UN.TO with an annualized return of 2.34%, while FCR-UN.TO has yielded a comparatively higher 3.85% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
REI-UN.TO vs. FCR-UN.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RioCan Real Estate Investment Trust (REI-UN.TO) and First Capital Real Estate Investment Trust (FCR-UN.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.
Dividends
REI-UN.TO vs. FCR-UN.TO - Dividend Comparison
REI-UN.TO's dividend yield for the trailing twelve months is around 5.29%, more than FCR-UN.TO's 4.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REI-UN.TO RioCan Real Estate Investment Trust | 5.29% | 5.77% | 4.80% | 4.18% | 8.60% | 5.38% | 6.05% | 5.79% | 5.29% | 5.95% | 5.33% | 5.69% |
FCR-UN.TO First Capital Real Estate Investment Trust | 4.47% | 5.63% | 3.43% | 2.29% | 6.35% | 3.47% | 4.56% | 4.15% | 4.16% | 4.69% | 4.56% | 4.74% |
Drawdowns
REI-UN.TO vs. FCR-UN.TO - Drawdown Comparison
The maximum REI-UN.TO drawdown since its inception was -79.29%, which is greater than FCR-UN.TO's maximum drawdown of -63.96%. Use the drawdown chart below to compare losses from any high point for REI-UN.TO and FCR-UN.TO. For additional features, visit the drawdowns tool.
Volatility
REI-UN.TO vs. FCR-UN.TO - Volatility Comparison
RioCan Real Estate Investment Trust (REI-UN.TO) has a higher volatility of 5.35% compared to First Capital Real Estate Investment Trust (FCR-UN.TO) at 4.79%. This indicates that REI-UN.TO's price experiences larger fluctuations and is considered to be riskier than FCR-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
REI-UN.TO vs. FCR-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between RioCan Real Estate Investment Trust and First Capital Real Estate Investment Trust. 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