SGP.AX vs. VTR

Last updated Jun 5, 2026

SGP.AX (Stockland) and VTR (Ventas, Inc.) are both stocks. Both are in the Real Estate sector — SGP.AX in REIT - Diversified, VTR in REIT - Healthcare Facilities. Over the past 10 years, SGP.AX returned 3.83%/yr vs 6.28%/yr for VTR. At a 0.03 correlation, their price movements are largely independent.

Performance

SGP.AX vs. VTR - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in Stockland (SGP.AX) and Ventas, Inc. (VTR). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

SGP.AX is traded in AUD, while VTR is traded in USD. To make them comparable, the VTR values have been converted to AUD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SGP.AX achieves a -33.86% return, which is significantly lower than VTR's -2.01% return. Over the past 10 years, SGP.AX has underperformed VTR with an annualized return of 3.83%, while VTR has yielded a comparatively higher 6.28% annualized return.

SGP.AX

• 1D: 1.88%
• 1M: -4.29%
• YTD: -33.86%
• 6M: -33.74%
• 1Y: -27.38%
• 3Y*: 0.12%
• 5Y*: 1.15%
• 10Y*: 3.83%

VTR

• 1D: -2.99%
• 1M: -6.24%
• YTD: -2.01%
• 6M: -6.51%
• 1Y: 18.36%
• 3Y*: 22.43%
• 5Y*: 12.37%
• 10Y*: 6.28%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SGP.AX vs. VTR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SGP.AX Stockland	-33.86%	25.12%	13.92%	29.32%	-8.20%	7.26%	-4.31%	39.46%	-15.68%	3.51%
VTR Ventas, Inc.	-2.01%	25.28%	34.54%	15.15%	-2.48%	14.04%	-17.72%	3.91%	14.54%	-6.96%

Correlation

The correlation between SGP.AX and VTR is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.00
Correlation (3Y) Calculated over the trailing 3-year period	0.04
Correlation (5Y) Calculated over the trailing 5-year period	0.06
Correlation (10Y) Calculated over the trailing 10-year period	0.06
Correlation (All Time) Calculated using the full available price history since Jul 6, 2007	0.03

Return for Risk

SGP.AX vs. VTR — Risk / Return Rank

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

SGP.AX

SGP.AX Risk / Return Rank: 8
SGP.AX Sharpe Ratio Rank: 2
SGP.AX Sortino Ratio Rank: 4
SGP.AX Omega Ratio Rank: 5
SGP.AX Calmar Ratio Rank: 19
SGP.AX Martin Ratio Rank: 10

VTR

VTR Risk / Return Rank: 81
VTR Sharpe Ratio Rank: 83
VTR Sortino Ratio Rank: 80
VTR Omega Ratio Rank: 80
VTR Calmar Ratio Rank: 78
VTR Martin Ratio Rank: 86

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.

SGP.AX vs. VTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Stockland (SGP.AX) and Ventas, Inc. (VTR). 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.

	SGP.AX	VTR	Difference
Sharpe ratio: Return per unit of total volatility	-1.22	0.91	-2.13
Sortino ratio: Return per unit of downside risk	-1.77	1.46	-3.23
Omega ratio: Gain probability vs. loss probability	0.79	1.18	-0.39
Calmar ratio: Return relative to maximum drawdown	-0.63	1.48	-2.12
Martin ratio: Return relative to average drawdown	-1.32	4.60	-5.93
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SGP.AX vs. VTR - Sharpe Ratio Comparison

The current SGP.AX Sharpe Ratio is -1.22, which is lower than the VTR Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of SGP.AX and VTR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SGP.AX	VTR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-1.22	0.91	-2.13
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.05	0.53	-0.48
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.14	0.19	-0.05
Sharpe Ratio (All Time) Calculated using the full available price history	0.30	0.30	0.00

Drawdowns

SGP.AX vs. VTR - Drawdown Comparison

The maximum SGP.AX drawdown since its inception was -73.75%, roughly equal to the maximum VTR drawdown of -73.01%. Use the drawdown chart below to compare losses from any high point for SGP.AX and VTR.

Drawdown Indicators

	SGP.AX	VTR	Difference
Max Drawdown Largest peak-to-trough decline	-73.75%	-73.01%	-0.74%
Max Drawdown (1Y) Largest decline over 1 year	-43.86%	-12.43%	-31.43%
Max Drawdown (3Y) Largest decline over 3 years	-43.86%	-15.34%	-28.52%
Max Drawdown (5Y) Largest decline over 5 years	-43.86%	-29.53%	-14.33%
Max Drawdown (10Y) Largest decline over 10 years	-66.88%	-73.01%	+6.13%
Current Drawdown Current decline from peak	-42.80%	-9.37%	-33.43%
Average Drawdown Average peak-to-trough decline	-13.79%	-15.39%	+1.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	21.01%	4.00%	+17.01%

Volatility

SGP.AX vs. VTR - Volatility Comparison

Stockland (SGP.AX) has a higher volatility of 10.87% compared to Ventas, Inc. (VTR) at 8.42%. This indicates that SGP.AX's price experiences larger fluctuations and is considered to be riskier than VTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SGP.AX	VTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.87%	8.42%	+2.45%
Volatility (6M) Calculated over the trailing 6-month period	16.97%	15.58%	+1.39%
Volatility (1Y) Calculated over the trailing 1-year period	22.69%	20.38%	+2.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.22%	23.59%	-0.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.02%	33.40%	-5.38%

Dividends

SGP.AX vs. VTR - Dividend Comparison

SGP.AX's dividend yield for the trailing twelve months is around 6.91%, more than VTR's 2.46% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SGP.AX Stockland	6.91%	4.57%	5.12%	5.03%	7.27%	5.97%	5.24%	5.97%	7.67%	5.78%	5.44%	5.90%
VTR Ventas, Inc.	2.46%	2.48%	3.06%	3.61%	4.00%	3.52%	4.37%	5.49%	5.40%	5.19%	4.74%	20.47%

Financials

Frequently Asked Questions

Can I hold both SGP.AX and VTR in my portfolio?

SGP.AX and VTR have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.