SRU-UN.TO vs. FCR-UN.TO
Compare and contrast key facts about SmartCentres Real Estate Investment Trust (SRU-UN.TO) and First Capital Real Estate Investment Trust (FCR-UN.TO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRU-UN.TO or FCR-UN.TO.
Key characteristics
| SRU-UN.TO | FCR-UN.TO | |
|---|---|---|
| YTD Return | 6.71% | 21.75% |
| 1Y Return | 16.58% | 36.98% |
| 3Y Return (Ann) | -1.32% | 2.82% |
| 5Y Return (Ann) | 2.54% | 0.86% |
| 10Y Return (Ann) | 5.56% | 4.15% |
| Sharpe Ratio | 1.04 | 1.80 |
| Sortino Ratio | 1.72 | 2.76 |
| Omega Ratio | 1.19 | 1.32 |
| Calmar Ratio | 0.75 | 1.21 |
| Martin Ratio | 2.78 | 6.98 |
| Ulcer Index | 6.49% | 5.20% |
| Daily Std Dev | 17.26% | 20.20% |
| Max Drawdown | -68.25% | -63.96% |
| Current Drawdown | -9.42% | -4.62% |
Fundamentals
| SRU-UN.TO | FCR-UN.TO | |
|---|---|---|
| Market Cap | CA$4.26B | CA$3.83B |
| EPS | CA$1.64 | CA$1.63 |
| PE Ratio | 15.21 | 11.06 |
| Total Revenue (TTM) | CA$664.05M | CA$552.46M |
| Gross Profit (TTM) | CA$394.89M | CA$354.21M |
| EBITDA (TTM) | CA$400.94M | CA$374.21M |
Correlation
The correlation between SRU-UN.TO and FCR-UN.TO is 0.53, 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.
Performance
SRU-UN.TO vs. FCR-UN.TO - Performance Comparison
In the year-to-date period, SRU-UN.TO achieves a 6.71% return, which is significantly lower than FCR-UN.TO's 21.75% return. Over the past 10 years, SRU-UN.TO has outperformed FCR-UN.TO with an annualized return of 5.56%, while FCR-UN.TO has yielded a comparatively lower 4.15% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SRU-UN.TO vs. FCR-UN.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartCentres Real Estate Investment Trust (SRU-UN.TO) and First Capital Real Estate Investment Trust (FCR-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.
Dividends
SRU-UN.TO vs. FCR-UN.TO - Dividend Comparison
SRU-UN.TO's dividend yield for the trailing twelve months is around 6.77%, more than FCR-UN.TO's 4.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRU-UN.TO SmartCentres Real Estate Investment Trust | 6.77% | 7.43% | 6.91% | 5.75% | 8.02% | 5.81% | 5.72% | 5.54% | 5.15% | 5.34% | 6.15% | 6.15% |
FCR-UN.TO First Capital Real Estate Investment Trust | 4.42% | 5.63% | 3.43% | 2.29% | 6.35% | 3.47% | 4.56% | 4.15% | 4.16% | 4.69% | 4.56% | 4.74% |
Drawdowns
SRU-UN.TO vs. FCR-UN.TO - Drawdown Comparison
The maximum SRU-UN.TO drawdown since its inception was -68.25%, which is greater than FCR-UN.TO's maximum drawdown of -63.96%. Use the drawdown chart below to compare losses from any high point for SRU-UN.TO and FCR-UN.TO. For additional features, visit the drawdowns tool.
Volatility
SRU-UN.TO vs. FCR-UN.TO - Volatility Comparison
The current volatility for SmartCentres Real Estate Investment Trust (SRU-UN.TO) is 4.56%, while First Capital Real Estate Investment Trust (FCR-UN.TO) has a volatility of 5.02%. This indicates that SRU-UN.TO experiences smaller price fluctuations and is considered to be less risky than FCR-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SRU-UN.TO vs. FCR-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between SmartCentres Real Estate Investment Trust and First Capital 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