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REI vs. SRU-UN.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

REI vs. SRU-UN.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ring Energy, Inc. (REI) and SmartCentres Real Estate Investment Trust (SRU-UN.TO). The values are adjusted to include any dividend payments, if applicable.

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REI vs. SRU-UN.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
REI
Ring Energy, Inc.
60.92%-36.03%-6.85%-40.65%7.89%245.51%-75.00%-48.03%-63.45%7.01%
SRU-UN.TO
SmartCentres Real Estate Investment Trust
5.49%18.52%-2.25%2.44%-17.21%49.73%-18.04%12.31%-2.44%8.12%
Different Trading Currencies

REI is traded in USD, while SRU-UN.TO is traded in CAD. To make them comparable, the SRU-UN.TO values have been converted to USD using the latest available exchange rates.

Fundamentals

EPS

REI:

-$0.08

SRU-UN.TO:

CA$1.44

PS Ratio

REI:

0.90

SRU-UN.TO:

5.08

Total Revenue (TTM)

REI:

$323.74M

SRU-UN.TO:

CA$927.28M

Gross Profit (TTM)

REI:

$168.60M

SRU-UN.TO:

CA$564.58M

EBITDA (TTM)

REI:

$150.32M

SRU-UN.TO:

CA$486.20M

Returns By Period

In the year-to-date period, REI achieves a 60.92% return, which is significantly higher than SRU-UN.TO's 5.49% return. Over the past 10 years, REI has underperformed SRU-UN.TO with an annualized return of -11.90%, while SRU-UN.TO has yielded a comparatively higher 3.71% annualized return.


REI

1D
-8.50%
1M
-7.28%
YTD
60.92%
6M
29.63%
1Y
20.69%
3Y*
-9.68%
5Y*
-10.59%
10Y*
-11.90%

SRU-UN.TO

1D
1.54%
1M
-3.24%
YTD
5.49%
6M
4.80%
1Y
17.07%
3Y*
7.37%
5Y*
5.15%
10Y*
3.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

REI vs. SRU-UN.TO — Risk / Return Rank

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

REI
REI Risk / Return Rank: 5252
Overall Rank
REI Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
REI Sortino Ratio Rank: 5252
Sortino Ratio Rank
REI Omega Ratio Rank: 4949
Omega Ratio Rank
REI Calmar Ratio Rank: 5454
Calmar Ratio Rank
REI Martin Ratio Rank: 5151
Martin Ratio Rank

SRU-UN.TO
SRU-UN.TO Risk / Return Rank: 7474
Overall Rank
SRU-UN.TO Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
SRU-UN.TO Sortino Ratio Rank: 6868
Sortino Ratio Rank
SRU-UN.TO Omega Ratio Rank: 6464
Omega Ratio Rank
SRU-UN.TO Calmar Ratio Rank: 7979
Calmar Ratio Rank
SRU-UN.TO Martin Ratio Rank: 8080
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.

REI vs. SRU-UN.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ring Energy, Inc. (REI) and SmartCentres Real Estate Investment Trust (SRU-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.


REISRU-UN.TODifference

Sharpe ratio

Return per unit of total volatility

0.34

1.22

-0.88

Sortino ratio

Return per unit of downside risk

0.89

1.74

-0.85

Omega ratio

Gain probability vs. loss probability

1.11

1.21

-0.10

Calmar ratio

Return relative to maximum drawdown

0.58

2.94

-2.37

Martin ratio

Return relative to average drawdown

0.99

7.63

-6.64

REI vs. SRU-UN.TO - Sharpe Ratio Comparison

The current REI Sharpe Ratio is 0.34, which is lower than the SRU-UN.TO Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of REI and SRU-UN.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


REISRU-UN.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.34

1.22

-0.88

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.17

0.27

-0.44

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.16

0.15

-0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.08

0.52

-0.59

Correlation

The correlation between REI and SRU-UN.TO is 0.18, 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

REI vs. SRU-UN.TO - Dividend Comparison

REI has not paid dividends to shareholders, while SRU-UN.TO's dividend yield for the trailing twelve months is around 6.84%.


TTM20252024202320222021202020192018201720162015
REI
Ring Energy, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SRU-UN.TO
SmartCentres Real Estate Investment Trust
6.84%7.18%7.56%7.42%6.90%5.74%8.01%5.81%5.72%5.55%5.17%5.34%

Drawdowns

REI vs. SRU-UN.TO - Drawdown Comparison

The maximum REI drawdown since its inception was -97.68%, which is greater than SRU-UN.TO's maximum drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for REI and SRU-UN.TO.


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Drawdown Indicators


REISRU-UN.TODifference

Max Drawdown

Largest peak-to-trough decline

-97.68%

-68.25%

-29.43%

Max Drawdown (1Y)

Largest decline over 1 year

-37.75%

-6.39%

-31.36%

Max Drawdown (5Y)

Largest decline over 5 years

-85.32%

-28.89%

-56.43%

Max Drawdown (10Y)

Largest decline over 10 years

-97.24%

-54.78%

-42.46%

Current Drawdown

Current decline from peak

-93.12%

-2.71%

-90.41%

Average Drawdown

Average peak-to-trough decline

-69.40%

-11.06%

-58.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.06%

2.36%

+19.70%

Volatility

REI vs. SRU-UN.TO - Volatility Comparison

Ring Energy, Inc. (REI) has a higher volatility of 16.83% compared to SmartCentres Real Estate Investment Trust (SRU-UN.TO) at 4.02%. This indicates that REI's price experiences larger fluctuations and is considered to be riskier than SRU-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


REISRU-UN.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

16.83%

4.02%

+12.81%

Volatility (6M)

Calculated over the trailing 6-month period

38.89%

9.04%

+29.85%

Volatility (1Y)

Calculated over the trailing 1-year period

61.71%

14.17%

+47.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

61.19%

19.42%

+41.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

73.53%

24.64%

+48.89%

Financials

REI vs. SRU-UN.TO - Financials Comparison

This section allows you to compare key financial metrics between Ring Energy, Inc. and SmartCentres 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


50.00M100.00M150.00M200.00M250.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
78.60M
247.54M
(REI) Total Revenue
(SRU-UN.TO) Total Revenue
Please note, different currencies. REI values in USD, SRU-UN.TO values in CAD

REI vs. SRU-UN.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Ring Energy, Inc. and SmartCentres Real Estate Investment Trust over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
69.1%
58.6%
Portfolio components
REI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ring Energy, Inc. reported a gross profit of 54.29M and revenue of 78.60M. Therefore, the gross margin over that period was 69.1%.

SRU-UN.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SmartCentres Real Estate Investment Trust reported a gross profit of 145.12M and revenue of 247.54M. Therefore, the gross margin over that period was 58.6%.

REI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ring Energy, Inc. reported an operating income of -55.00M and revenue of 78.60M, resulting in an operating margin of -70.0%.

SRU-UN.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, SmartCentres Real Estate Investment Trust reported an operating income of 131.22M and revenue of 247.54M, resulting in an operating margin of 53.0%.

REI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ring Energy, Inc. reported a net income of -51.63M and revenue of 78.60M, resulting in a net margin of -65.7%.

SRU-UN.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SmartCentres Real Estate Investment Trust reported a net income of 105.50M and revenue of 247.54M, resulting in a net margin of 42.6%.