SGR-U.TO vs. SRU-UN.TO

Last updated Apr 2, 2026

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

Performance

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

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

SGR-U.TO vs. SRU-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%
SRU-UN.TO SmartCentres Real Estate Investment Trust	5.49%	18.52%	-2.25%	2.44%	-17.21%	49.73%	-18.04%	12.31%	-2.44%	8.12%

Different Trading Currencies

SGR-U.TO is traded in USD, while SRU-UN.TO is traded in CAD. To make them comparable, the SRU-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 lower than SRU-UN.TO's 5.49% return. Over the past 10 years, SGR-U.TO has outperformed SRU-UN.TO with an annualized return of 7.28%, while SRU-UN.TO has yielded a comparatively lower 3.71% 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%

SRU-UN.TO

• 1D: 1.54%
• 1M: -3.24%
• YTD: 5.49%
• 6M: 4.80%
• 1Y: 17.07%
• 3Y*: 7.37%
• 5Y*: 5.15%
• 10Y*: 3.71%

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

Return for Risk

SGR-U.TO vs. SRU-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

SRU-UN.TO

SRU-UN.TO Risk / Return Rank: 74
SRU-UN.TO Sharpe Ratio Rank: 75
SRU-UN.TO Sortino Ratio Rank: 68
SRU-UN.TO Omega Ratio Rank: 64
SRU-UN.TO Calmar Ratio Rank: 79
SRU-UN.TO Martin Ratio Rank: 80

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. SRU-UN.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Slate Grocery REIT (SGR-U.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.

	SGR-U.TO	SRU-UN.TO	Difference
Sharpe ratio Return per unit of total volatility	0.78	1.22	-0.44
Sortino ratio Return per unit of downside risk	1.15	1.74	-0.58
Omega ratio Gain probability vs. loss probability	1.21	1.21	0.00
Calmar ratio Return relative to maximum drawdown	1.59	2.94	-1.35
Martin ratio Return relative to average drawdown	5.92	7.63	-1.71
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. SRU-UN.TO - Sharpe Ratio Comparison

The current SGR-U.TO Sharpe Ratio is 0.78, which is lower than the SRU-UN.TO Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of SGR-U.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.

Sharpe Ratios by Period

	SGR-U.TO	SRU-UN.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.78	1.22	-0.44
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.40	0.27	+0.14
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.28	0.15	+0.12
Sharpe Ratio (All Time) Calculated using the full available price history	0.25	0.52	-0.26

Correlation

The correlation between SGR-U.TO and SRU-UN.TO is 0.33, 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. SRU-UN.TO - Dividend Comparison

SGR-U.TO's dividend yield for the trailing twelve months is around 5.64%, less than SRU-UN.TO's 6.84% 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%
SRU-UN.TO SmartCentres Real Estate Investment Trust	6.84%	7.18%	7.56%	7.42%	6.90%	5.74%	8.01%	5.81%	5.72%	5.55%	5.17%	5.34%

Drawdowns

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

The maximum SGR-U.TO drawdown since its inception was -62.05%, which is greater than SRU-UN.TO's maximum drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for SGR-U.TO and SRU-UN.TO.

Drawdown Indicators

	SGR-U.TO	SRU-UN.TO	Difference
Max Drawdown Largest peak-to-trough decline	-62.05%	-68.25%	+6.20%
Max Drawdown (1Y) Largest decline over 1 year	-12.48%	-6.39%	-6.09%
Max Drawdown (5Y) Largest decline over 5 years	-43.98%	-28.89%	-15.09%
Max Drawdown (10Y) Largest decline over 10 years	-62.05%	-54.78%	-7.27%
Current Drawdown Current decline from peak	-5.52%	-2.71%	-2.81%
Average Drawdown Average peak-to-trough decline	-11.63%	-11.06%	-0.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.40%	2.36%	+1.04%

Volatility

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

Slate Grocery REIT (SGR-U.TO) has a higher volatility of 6.31% compared to SmartCentres Real Estate Investment Trust (SRU-UN.TO) at 4.02%. This indicates that SGR-U.TO'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.

Volatility by Period

	SGR-U.TO	SRU-UN.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.31%	4.02%	+2.29%
Volatility (6M) Calculated over the trailing 6-month period	13.63%	9.04%	+4.59%
Volatility (1Y) Calculated over the trailing 1-year period	21.33%	14.17%	+7.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.00%	19.42%	+7.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.55%	24.64%	+6.91%

Financials