RS.TO vs. SRU-UN.TO
Compare and contrast key facts about Real Estate Split Corp. (RS.TO) and SmartCentres Real Estate Investment Trust (SRU-UN.TO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RS.TO or SRU-UN.TO.
Key characteristics
| RS.TO | SRU-UN.TO | |
|---|---|---|
| YTD Return | 4.16% | 6.41% |
| 1Y Return | 19.15% | 13.70% |
| 3Y Return (Ann) | -4.23% | -1.60% |
| Sharpe Ratio | 1.30 | 1.08 |
| Sortino Ratio | 1.93 | 1.77 |
| Omega Ratio | 1.25 | 1.20 |
| Calmar Ratio | 0.64 | 0.77 |
| Martin Ratio | 5.33 | 2.83 |
| Ulcer Index | 4.59% | 6.57% |
| Daily Std Dev | 18.75% | 17.16% |
| Max Drawdown | -40.60% | -68.25% |
| Current Drawdown | -23.78% | -9.67% |
Fundamentals
| RS.TO | SRU-UN.TO | |
|---|---|---|
| Market Cap | CA$90.15M | CA$4.25B |
| EPS | -CA$0.80 | CA$1.64 |
Correlation
The correlation between RS.TO and SRU-UN.TO is 0.49, 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
RS.TO vs. SRU-UN.TO - Performance Comparison
In the year-to-date period, RS.TO achieves a 4.16% return, which is significantly lower than SRU-UN.TO's 6.41% 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
RS.TO vs. SRU-UN.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Real Estate Split Corp. (RS.TO) 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.
Dividends
RS.TO vs. SRU-UN.TO - Dividend Comparison
RS.TO's dividend yield for the trailing twelve months is around 11.74%, more than SRU-UN.TO's 6.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RS.TO Real Estate Split Corp. | 11.74% | 12.13% | 11.14% | 7.11% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SRU-UN.TO SmartCentres Real Estate Investment Trust | 6.79% | 7.43% | 6.91% | 5.75% | 8.02% | 5.81% | 5.72% | 5.54% | 5.15% | 5.34% | 6.15% | 6.15% |
Drawdowns
RS.TO vs. SRU-UN.TO - Drawdown Comparison
The maximum RS.TO drawdown since its inception was -40.60%, smaller than the maximum SRU-UN.TO drawdown of -68.25%. Use the drawdown chart below to compare losses from any high point for RS.TO and SRU-UN.TO. For additional features, visit the drawdowns tool.
Volatility
RS.TO vs. SRU-UN.TO - Volatility Comparison
Real Estate Split Corp. (RS.TO) has a higher volatility of 7.42% compared to SmartCentres Real Estate Investment Trust (SRU-UN.TO) at 3.98%. This indicates that RS.TO'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.
Financials
RS.TO vs. SRU-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between Real Estate Split Corp. 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.
Total Revenue: Total amount of money received from sales and other business activities