SGDLX vs. SRU-UN.TO

In the year-to-date period, SGDLX achieves a 35.11% return, which is significantly higher than SRU-UN.TO's 6.72% return. Over the past 10 years, SGDLX has outperformed SRU-UN.TO with an annualized return of 7.98%, while SRU-UN.TO has yielded a comparatively lower 4.59% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Sprott Gold Equity Fund (SGDLX) 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 SGDLX Sharpe Ratio is 1.56, which is comparable to the SRU-UN.TO Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of SGDLX 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.

SGDLX has not paid dividends to shareholders, while SRU-UN.TO's dividend yield for the trailing twelve months is around 7.06%.

The maximum SGDLX drawdown since its inception was -76.09%, which is greater than SRU-UN.TO's maximum drawdown of -68.25%. Use the drawdown chart below to compare losses from any high point for SGDLX and SRU-UN.TO. For additional features, visit the drawdowns tool.

Sprott Gold Equity Fund (SGDLX) has a higher volatility of 13.32% compared to SmartCentres Real Estate Investment Trust (SRU-UN.TO) at 7.91%. This indicates that SGDLX'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.