SRU-UN.TO vs. CAR-UN.TO
Compare and contrast key facts about SmartCentres Real Estate Investment Trust (SRU-UN.TO) and Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO).
Performance
SRU-UN.TO vs. CAR-UN.TO - Performance Comparison
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SRU-UN.TO vs. CAR-UN.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SRU-UN.TO SmartCentres Real Estate Investment Trust | 6.74% | 13.10% | 6.13% | 0.16% | -11.27% | 48.64% | -19.65% | 6.97% | 5.77% | 1.14% |
CAR-UN.TO Canadian Apartment Properties Real Estate Investment Trust | -1.11% | -10.17% | -6.48% | 19.26% | -26.56% | 22.96% | -2.97% | 22.93% | 22.52% | 23.53% |
Fundamentals
SRU-UN.TO:
CA$4.92B
CAR-UN.TO:
CA$5.68B
SRU-UN.TO:
CA$1.44
CAR-UN.TO:
CA$1.24
SRU-UN.TO:
18.71
CAR-UN.TO:
29.10
SRU-UN.TO:
5.08
CAR-UN.TO:
5.72
SRU-UN.TO:
0.94
CAR-UN.TO:
0.65
SRU-UN.TO:
CA$927.28M
CAR-UN.TO:
CA$1.00B
SRU-UN.TO:
CA$564.58M
CAR-UN.TO:
CA$593.74M
SRU-UN.TO:
CA$486.20M
CAR-UN.TO:
CA$480.34M
Returns By Period
In the year-to-date period, SRU-UN.TO achieves a 6.74% return, which is significantly higher than CAR-UN.TO's -1.11% return. Over the past 10 years, SRU-UN.TO has underperformed CAR-UN.TO with an annualized return of 4.40%, while CAR-UN.TO has yielded a comparatively higher 6.10% annualized return.
SRU-UN.TO
- 1D
- 1.43%
- 1M
- -1.78%
- YTD
- 6.74%
- 6M
- 4.42%
- 1Y
- 13.69%
- 3Y*
- 8.34%
- 5Y*
- 7.30%
- 10Y*
- 4.40%
CAR-UN.TO
- 1D
- 1.61%
- 1M
- -4.50%
- YTD
- -1.11%
- 6M
- -9.08%
- 1Y
- -12.23%
- 3Y*
- -3.99%
- 5Y*
- -3.88%
- 10Y*
- 6.10%
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Return for Risk
SRU-UN.TO vs. CAR-UN.TO — Risk / Return Rank
SRU-UN.TO
CAR-UN.TO
SRU-UN.TO vs. CAR-UN.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartCentres Real Estate Investment Trust (SRU-UN.TO) and Canadian Apartment Properties Real Estate Investment Trust (CAR-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.
| SRU-UN.TO | CAR-UN.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | -0.63 | +1.70 |
Sortino ratioReturn per unit of downside risk | 1.55 | -0.78 | +2.34 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.91 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | -0.61 | +2.90 |
Martin ratioReturn relative to average drawdown | 6.20 | -1.06 | +7.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SRU-UN.TO | CAR-UN.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | -0.63 | +1.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | -0.19 | +0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.29 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.35 | 0.00 |
Correlation
The correlation between SRU-UN.TO and CAR-UN.TO is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SRU-UN.TO vs. CAR-UN.TO - Dividend Comparison
SRU-UN.TO's dividend yield for the trailing twelve months is around 6.84%, more than CAR-UN.TO's 4.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CAR-UN.TO Canadian Apartment Properties Real Estate Investment Trust | 4.30% | 4.19% | 7.00% | 4.12% | 3.40% | 2.35% | 2.76% | 2.59% | 2.96% | 3.42% | 3.95% | 4.50% |
Drawdowns
SRU-UN.TO vs. CAR-UN.TO - Drawdown Comparison
The maximum SRU-UN.TO drawdown since its inception was -68.25%, roughly equal to the maximum CAR-UN.TO drawdown of -65.08%. Use the drawdown chart below to compare losses from any high point for SRU-UN.TO and CAR-UN.TO.
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Drawdown Indicators
| SRU-UN.TO | CAR-UN.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.25% | -65.08% | -3.17% |
Max Drawdown (1Y)Largest decline over 1 year | -6.39% | -21.37% | +14.98% |
Max Drawdown (5Y)Largest decline over 5 years | -28.89% | -34.95% | +6.06% |
Max Drawdown (10Y)Largest decline over 10 years | -54.78% | -38.20% | -16.58% |
Current DrawdownCurrent decline from peak | -2.71% | -29.84% | +27.13% |
Average DrawdownAverage peak-to-trough decline | -11.06% | -9.17% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 12.34% | -9.98% |
Volatility
SRU-UN.TO vs. CAR-UN.TO - Volatility Comparison
The current volatility for SmartCentres Real Estate Investment Trust (SRU-UN.TO) is 3.81%, while Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO) has a volatility of 4.49%. This indicates that SRU-UN.TO experiences smaller price fluctuations and is considered to be less risky than CAR-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRU-UN.TO | CAR-UN.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 4.49% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 8.51% | 12.21% | -3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.85% | 19.57% | -6.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.24% | 21.04% | -4.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 21.03% | +0.54% |
Financials
SRU-UN.TO vs. CAR-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between SmartCentres Real Estate Investment Trust and Canadian Apartment Properties Real Estate Investment Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SRU-UN.TO vs. CAR-UN.TO - Profitability Comparison
SRU-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SmartCentres Real Estate Investment Trust reported a gross profit of 145.12M and revenue of 247.54M. Therefore, the gross margin over that period was 58.6%.
CAR-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Canadian Apartment Properties Real Estate Investment Trust reported a gross profit of 144.73M and revenue of 243.30M. Therefore, the gross margin over that period was 59.5%.
SRU-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, SmartCentres Real Estate Investment Trust reported an operating income of 131.22M and revenue of 247.54M, resulting in an operating margin of 53.0%.
CAR-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Canadian Apartment Properties Real Estate Investment Trust reported an operating income of 151.08M and revenue of 243.30M, resulting in an operating margin of 62.1%.
SRU-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SmartCentres Real Estate Investment Trust reported a net income of 105.50M and revenue of 247.54M, resulting in a net margin of 42.6%.
CAR-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Canadian Apartment Properties Real Estate Investment Trust reported a net income of 88.41M and revenue of 243.30M, resulting in a net margin of 36.3%.