SGR-U.TO vs. KMP-UN.TO

Last updated Apr 2, 2026

Compare and contrast key facts about Slate Grocery REIT (SGR-U.TO) and Killam Apartment Real Estate Investment Trust (KMP-UN.TO).

Performance

SGR-U.TO vs. KMP-UN.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Slate Grocery REIT (SGR-U.TO) and Killam Apartment Real Estate Investment Trust (KMP-UN.TO). The values are adjusted to include any dividend payments, if applicable.

SGR-U.TO vs. KMP-UN.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SGR-U.TO Slate Grocery REIT	-0.13%	24.65%	12.66%	-11.38%	2.70%	36.96%	-3.54%	25.95%	-11.68%	-0.26%
KMP-UN.TO Killam Apartment Real Estate Investment Trust	-0.95%	4.73%	-8.90%	17.97%	-33.33%	43.67%	-4.25%	29.13%	7.87%	33.50%

Different Trading Currencies

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

Returns By Period

In the year-to-date period, SGR-U.TO achieves a -0.13% return, which is significantly higher than KMP-UN.TO's -0.95% return. Over the past 10 years, SGR-U.TO has outperformed KMP-UN.TO with an annualized return of 7.28%, while KMP-UN.TO has yielded a comparatively lower 6.89% annualized return.

SGR-U.TO

• 1D: 3.45%
• 1M: -4.58%
• YTD: -0.13%
• 6M: 10.31%
• 1Y: 16.36%
• 3Y*: 10.20%
• 5Y*: 10.35%
• 10Y*: 7.28%

KMP-UN.TO

• 1D: 2.06%
• 1M: -5.26%
• YTD: -0.95%
• 6M: -7.31%
• 1Y: -0.25%
• 3Y*: 1.33%
• 5Y*: -0.79%
• 10Y*: 6.89%

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

Return for Risk

SGR-U.TO vs. KMP-UN.TO — Risk / Return Rank

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

SGR-U.TO

SGR-U.TO Risk / Return Rank: 69
SGR-U.TO Sharpe Ratio Rank: 67
SGR-U.TO Sortino Ratio Rank: 58
SGR-U.TO Omega Ratio Rank: 68
SGR-U.TO Calmar Ratio Rank: 72
SGR-U.TO Martin Ratio Rank: 79

KMP-UN.TO

KMP-UN.TO Risk / Return Rank: 31
KMP-UN.TO Sharpe Ratio Rank: 33
KMP-UN.TO Sortino Ratio Rank: 26
KMP-UN.TO Omega Ratio Rank: 27
KMP-UN.TO Calmar Ratio Rank: 35
KMP-UN.TO Martin Ratio Rank: 35

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.

SGR-U.TO vs. KMP-UN.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Slate Grocery REIT (SGR-U.TO) and Killam Apartment Real Estate Investment Trust (KMP-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.

	SGR-U.TO	KMP-UN.TO	Difference
Sharpe ratio Return per unit of total volatility	0.78	-0.01	+0.79
Sortino ratio Return per unit of downside risk	1.15	0.13	+1.03
Omega ratio Gain probability vs. loss probability	1.21	1.02	+0.19
Calmar ratio Return relative to maximum drawdown	1.59	0.01	+1.58
Martin ratio Return relative to average drawdown	5.92	0.02	+5.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SGR-U.TO vs. KMP-UN.TO - Sharpe Ratio Comparison

The current SGR-U.TO Sharpe Ratio is 0.78, which is higher than the KMP-UN.TO Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of SGR-U.TO and KMP-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.

Sharpe Ratios by Period

	SGR-U.TO	KMP-UN.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.78	-0.01	+0.79
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.40	-0.04	+0.44
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.28	0.28	-0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.25	0.48	-0.23

Correlation

The correlation between SGR-U.TO and KMP-UN.TO is 0.29, 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

SGR-U.TO vs. KMP-UN.TO - Dividend Comparison

SGR-U.TO's dividend yield for the trailing twelve months is around 5.64%, more than KMP-UN.TO's 4.43% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SGR-U.TO Slate Grocery REIT	5.64%	5.48%	6.56%	7.01%	6.00%	6.05%	7.30%	6.42%	7.58%	6.08%	5.41%	5.67%
KMP-UN.TO Killam Apartment Real Estate Investment Trust	4.43%	4.39%	4.11%	3.90%	4.32%	2.91%	3.95%	3.47%	3.99%	4.34%	5.03%	5.71%

Drawdowns

SGR-U.TO vs. KMP-UN.TO - Drawdown Comparison

The maximum SGR-U.TO drawdown since its inception was -62.05%, which is greater than KMP-UN.TO's maximum drawdown of -44.99%. Use the drawdown chart below to compare losses from any high point for SGR-U.TO and KMP-UN.TO.

Drawdown Indicators

	SGR-U.TO	KMP-UN.TO	Difference
Max Drawdown Largest peak-to-trough decline	-62.05%	-100.00%	+37.95%
Max Drawdown (1Y) Largest decline over 1 year	-12.48%	-17.83%	+5.35%
Max Drawdown (5Y) Largest decline over 5 years	-43.98%	-35.56%	-8.42%
Max Drawdown (10Y) Largest decline over 10 years	-62.05%	-40.34%	-21.71%
Current Drawdown Current decline from peak	-5.52%	-20.07%	+14.55%
Average Drawdown Average peak-to-trough decline	-11.63%	-14.80%	+3.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.40%	9.73%	-6.33%

Volatility

SGR-U.TO vs. KMP-UN.TO - Volatility Comparison

Slate Grocery REIT (SGR-U.TO) has a higher volatility of 6.31% compared to Killam Apartment Real Estate Investment Trust (KMP-UN.TO) at 5.56%. This indicates that SGR-U.TO's price experiences larger fluctuations and is considered to be riskier than KMP-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SGR-U.TO	KMP-UN.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.31%	5.56%	+0.75%
Volatility (6M) Calculated over the trailing 6-month period	13.63%	11.64%	+1.99%
Volatility (1Y) Calculated over the trailing 1-year period	21.33%	19.95%	+1.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.00%	22.47%	+4.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.55%	24.37%	+7.18%

Financials