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RSI.TO vs. SRU-UN.TO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between RSI.TO and SRU-UN.TO is 0.30, 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

RSI.TO vs. SRU-UN.TO - Performance Comparison

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

0.00%5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%30,000.00%December2025FebruaryMarchAprilMay
937.71%
29,384.17%
RSI.TO
SRU-UN.TO

Key characteristics

Sharpe Ratio

RSI.TO:

0.79

SRU-UN.TO:

1.24

Sortino Ratio

RSI.TO:

1.42

SRU-UN.TO:

2.00

Omega Ratio

RSI.TO:

1.17

SRU-UN.TO:

1.23

Calmar Ratio

RSI.TO:

1.00

SRU-UN.TO:

0.87

Martin Ratio

RSI.TO:

2.17

SRU-UN.TO:

4.37

Ulcer Index

RSI.TO:

7.15%

SRU-UN.TO:

4.83%

Daily Std Dev

RSI.TO:

19.68%

SRU-UN.TO:

16.06%

Max Drawdown

RSI.TO:

-42.95%

SRU-UN.TO:

-68.25%

Current Drawdown

RSI.TO:

-8.75%

SRU-UN.TO:

-4.64%

Fundamentals

Market Cap

RSI.TO:

CA$723.58M

SRU-UN.TO:

CA$4.54B

EPS

RSI.TO:

CA$0.41

SRU-UN.TO:

CA$1.39

PE Ratio

RSI.TO:

13.78

SRU-UN.TO:

18.22

PS Ratio

RSI.TO:

0.57

SRU-UN.TO:

4.76

PB Ratio

RSI.TO:

1.68

SRU-UN.TO:

0.87

Total Revenue (TTM)

RSI.TO:

CA$965.29M

SRU-UN.TO:

CA$701.12M

Gross Profit (TTM)

RSI.TO:

CA$133.11M

SRU-UN.TO:

CA$416.78M

EBITDA (TTM)

RSI.TO:

CA$21.94M

SRU-UN.TO:

CA$228.80M

Returns By Period

In the year-to-date period, RSI.TO achieves a -2.33% return, which is significantly lower than SRU-UN.TO's 6.22% return. Over the past 10 years, RSI.TO has outperformed SRU-UN.TO with an annualized return of 9.05%, while SRU-UN.TO has yielded a comparatively lower 4.94% annualized return.


RSI.TO

YTD

-2.33%

1M

7.02%

6M

3.04%

1Y

15.52%

5Y*

10.58%

10Y*

9.05%

SRU-UN.TO

YTD

6.22%

1M

6.83%

6M

4.98%

1Y

19.82%

5Y*

12.52%

10Y*

4.94%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

RSI.TO vs. SRU-UN.TO — Risk-Adjusted Performance Rank

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

RSI.TO
The Risk-Adjusted Performance Rank of RSI.TO is 7777
Overall Rank
The Sharpe Ratio Rank of RSI.TO is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of RSI.TO is 7676
Sortino Ratio Rank
The Omega Ratio Rank of RSI.TO is 7272
Omega Ratio Rank
The Calmar Ratio Rank of RSI.TO is 8484
Calmar Ratio Rank
The Martin Ratio Rank of RSI.TO is 7474
Martin Ratio Rank

SRU-UN.TO
The Risk-Adjusted Performance Rank of SRU-UN.TO is 8484
Overall Rank
The Sharpe Ratio Rank of SRU-UN.TO is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of SRU-UN.TO is 8686
Sortino Ratio Rank
The Omega Ratio Rank of SRU-UN.TO is 8181
Omega Ratio Rank
The Calmar Ratio Rank of SRU-UN.TO is 8282
Calmar Ratio Rank
The Martin Ratio Rank of SRU-UN.TO is 8585
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.

RSI.TO vs. SRU-UN.TO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Rogers Sugar Inc. (RSI.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.


The current RSI.TO Sharpe Ratio is 0.79, which is lower than the SRU-UN.TO Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of RSI.TO 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.


Rolling 12-month Sharpe Ratio0.000.501.00December2025FebruaryMarchAprilMay
0.65
0.99
RSI.TO
SRU-UN.TO

Dividends

RSI.TO vs. SRU-UN.TO - Dividend Comparison

RSI.TO's dividend yield for the trailing twelve months is around 6.38%, less than SRU-UN.TO's 7.09% yield.


TTM20242023202220212020201920182017201620152014
RSI.TO
Rogers Sugar Inc.
6.38%6.13%6.69%6.33%6.05%6.42%7.32%6.62%5.70%5.29%8.49%7.58%
SRU-UN.TO
SmartCentres Real Estate Investment Trust
7.09%7.36%7.28%6.91%5.75%8.02%5.81%5.72%5.54%5.15%5.34%6.15%

Drawdowns

RSI.TO vs. SRU-UN.TO - Drawdown Comparison

The maximum RSI.TO drawdown since its inception was -42.95%, smaller than the maximum SRU-UN.TO drawdown of -68.25%. Use the drawdown chart below to compare losses from any high point for RSI.TO and SRU-UN.TO. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-8.11%
-14.39%
RSI.TO
SRU-UN.TO

Volatility

RSI.TO vs. SRU-UN.TO - Volatility Comparison

The current volatility for Rogers Sugar Inc. (RSI.TO) is 6.20%, while SmartCentres Real Estate Investment Trust (SRU-UN.TO) has a volatility of 6.64%. This indicates that RSI.TO experiences smaller price fluctuations and is considered to be less risky than SRU-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%December2025FebruaryMarchAprilMay
6.20%
6.64%
RSI.TO
SRU-UN.TO

Financials

RSI.TO vs. SRU-UN.TO - Financials Comparison

This section allows you to compare key financial metrics between Rogers Sugar 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


200.00M250.00M300.00MAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
323.17M
229.74M
(RSI.TO) Total Revenue
(SRU-UN.TO) Total Revenue
Values in CAD except per share items

RSI.TO vs. SRU-UN.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Rogers Sugar 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

10.0%20.0%30.0%40.0%50.0%60.0%70.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
14.5%
61.6%
(RSI.TO) Gross Margin
(SRU-UN.TO) Gross Margin
RSI.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Rogers Sugar Inc. reported a gross profit of 46.74M and revenue of 323.17M. Therefore, the gross margin over that period was 14.5%.

SRU-UN.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, SmartCentres Real Estate Investment Trust reported a gross profit of 141.58M and revenue of 229.74M. Therefore, the gross margin over that period was 61.6%.

RSI.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Rogers Sugar Inc. reported an operating income of 27.01M and revenue of 323.17M, resulting in an operating margin of 8.4%.

SRU-UN.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, SmartCentres Real Estate Investment Trust reported an operating income of 130.79M and revenue of 229.74M, resulting in an operating margin of 56.9%.

RSI.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Rogers Sugar Inc. reported a net income of 15.81M and revenue of 323.17M, resulting in a net margin of 4.9%.

SRU-UN.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, SmartCentres Real Estate Investment Trust reported a net income of 115.08M and revenue of 229.74M, resulting in a net margin of 50.1%.