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SGR-U.TO vs. OTEX.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

SGR-U.TO vs. OTEX.TO

Last updated Apr 1, 2026

Compare and contrast key facts about Slate Grocery REIT (SGR-U.TO) and Open Text Corporation (OTEX.TO).

Performance

SGR-U.TO vs. OTEX.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Slate Grocery REIT (SGR-U.TO) and Open Text Corporation (OTEX.TO). The values are adjusted to include any dividend payments, if applicable.

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SGR-U.TO vs. OTEX.TO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
SGR-U.TO
Slate Grocery REIT		-3.92%24.65%12.66%-11.38%2.70%36.96%-3.54%25.95%-11.68%-0.26%
OTEX.TO
Open Text Corporation		-30.80%19.35%-30.53%45.63%-35.97%6.41%4.82%37.30%-6.69%16.89%
Different Trading Currencies

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

Fundamentals

Returns By Period

In the year-to-date period, SGR-U.TO achieves a -3.92% return, which is significantly higher than OTEX.TO's -30.80% return. Over the past 10 years, SGR-U.TO has outperformed OTEX.TO with an annualized return of 6.87%, while OTEX.TO has yielded a comparatively lower 0.69% annualized return.

SGR-U.TO

1D
0.00%
1M
-8.21%
YTD
-3.92%
6M
6.12%
1Y
15.59%
3Y*
8.79%
5Y*
9.50%
10Y*
6.87%

OTEX.TO

1D
3.00%
1M
-8.99%
YTD
-30.80%
6M
-39.20%
1Y
-8.42%
3Y*
-13.96%
5Y*
-11.83%
10Y*
0.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Slate Grocery REIT

Open Text Corporation

Often compared with SGR-U.TO:
SGR-U.TO vs. ENB-PD.TOSGR-U.TO vs. SRU-UN.TOSGR-U.TO vs. KMP-UN.TOSGR-U.TO vs. XIU.TOSGR-U.TO vs. POW.TOSGR-U.TO vs. HMAX.TOSGR-U.TO vs. FRU.TO
Often compared with OTEX.TO:
OTEX.TO vs. CSU.TOOTEX.TO vs. CDWOTEX.TO vs. ^GSPCOTEX.TO vs. BIP-UN.TOOTEX.TO vs. XIT.TOOTEX.TO vs. SPYOTEX.TO vs. VOO

Return for Risk

SGR-U.TO vs. OTEX.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: 6868
Overall Rank
SGR-U.TO Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
SGR-U.TO Sortino Ratio Rank: 5959
Sortino Ratio Rank
SGR-U.TO Omega Ratio Rank: 6868
Omega Ratio Rank
SGR-U.TO Calmar Ratio Rank: 6868
Calmar Ratio Rank
SGR-U.TO Martin Ratio Rank: 7676
Martin Ratio Rank
OTEX.TO
OTEX.TO Risk / Return Rank: 2828
Overall Rank
OTEX.TO Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
OTEX.TO Sortino Ratio Rank: 2424
Sortino Ratio Rank
OTEX.TO Omega Ratio Rank: 2525
Omega Ratio Rank
OTEX.TO Calmar Ratio Rank: 3434
Calmar Ratio Rank
OTEX.TO Martin Ratio Rank: 3232
Martin Ratio Rank
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. OTEX.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Slate Grocery REIT (SGR-U.TO) and Open Text Corporation (OTEX.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.TOOTEX.TODifference

Sharpe ratio

Return per unit of total volatility

0.74

-0.24

+0.99

Sortino ratio

Return per unit of downside risk

1.11

-0.11

+1.22

Omega ratio

Gain probability vs. loss probability

1.20

0.99

+0.22

Calmar ratio

Return relative to maximum drawdown

1.28

-0.19

+1.47

Martin ratio

Return relative to average drawdown

4.78

-0.46

+5.24

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. OTEX.TO - Sharpe Ratio Comparison

The current SGR-U.TO Sharpe Ratio is 0.74, which is higher than the OTEX.TO Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of SGR-U.TO and OTEX.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.

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Sharpe Ratios by Period

SGR-U.TOOTEX.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.74

-0.24

+0.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

-0.39

+0.76

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.02

+0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.26

-0.02

Correlation

The correlation between SGR-U.TO and OTEX.TO is 0.22, 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. OTEX.TO - Dividend Comparison

SGR-U.TO's dividend yield for the trailing twelve months is around 5.35%, more than OTEX.TO's 4.83% yield.

TTM20252024202320222021202020192018201720162015
SGR-U.TO
Slate Grocery REIT		5.35%5.48%6.56%7.01%6.00%6.05%7.30%6.42%7.58%6.08%5.41%5.67%
OTEX.TO
Open Text Corporation		4.83%3.35%3.45%2.40%3.00%1.76%1.66%1.57%1.71%1.30%1.04%1.51%

Drawdowns

SGR-U.TO vs. OTEX.TO - Drawdown Comparison

The maximum SGR-U.TO drawdown since its inception was -62.05%, which is greater than OTEX.TO's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SGR-U.TO and OTEX.TO.

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Drawdown Indicators

SGR-U.TOOTEX.TODifference

Max Drawdown

Largest peak-to-trough decline

-62.05%

-72.08%

+10.03%

Max Drawdown (1Y)

Largest decline over 1 year

-12.65%

-44.84%

+32.19%

Max Drawdown (5Y)

Largest decline over 5 years

-43.98%

-50.41%

+6.43%

Max Drawdown (10Y)

Largest decline over 10 years

-62.05%

-50.41%

-11.64%

Current Drawdown

Current decline from peak

-9.11%

-48.68%

+39.57%

Average Drawdown

Average peak-to-trough decline

-11.63%

-24.74%

+13.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.39%

18.89%

-15.50%

Volatility

SGR-U.TO vs. OTEX.TO - Volatility Comparison

The current volatility for Slate Grocery REIT (SGR-U.TO) is 5.13%, while Open Text Corporation (OTEX.TO) has a volatility of 10.57%. This indicates that SGR-U.TO experiences smaller price fluctuations and is considered to be less risky than OTEX.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SGR-U.TOOTEX.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.13%

10.57%

-5.44%

Volatility (6M)

Calculated over the trailing 6-month period

13.36%

24.32%

-10.96%

Volatility (1Y)

Calculated over the trailing 1-year period

21.07%

34.88%

-13.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.95%

30.50%

-3.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.54%

28.40%

+3.14%

Financials

SGR-U.TO vs. OTEX.TO - Financials Comparison

This section allows you to compare key financial metrics between Slate Grocery REIT and Open Text Corporation. 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

800.00M1.00B1.20B1.40B1.60BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.33B
(SGR-U.TO) Total Revenue
(OTEX.TO) Total Revenue
Please note, different currencies. SGR-U.TO values in USD, OTEX.TO values in CAD