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SUI vs. CAR-UN.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SUI vs. CAR-UN.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sun Communities, Inc. (SUI) and Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, SUI achieves a 1.30% return, which is significantly higher than CAR-UN.TO's -4.13% return. Over the past 10 years, SUI has outperformed CAR-UN.TO with an annualized return of 8.84%, while CAR-UN.TO has yielded a comparatively lower 3.54% annualized return.


SUI

1D
-2.00%
1M
3.32%
YTD
1.30%
6M
2.17%
1Y
4.08%
3Y*
1.51%
5Y*
-3.23%
10Y*
8.84%

CAR-UN.TO

1D
-0.97%
1M
4.70%
YTD
-4.13%
6M
-3.65%
1Y
-21.50%
3Y*
-9.51%
5Y*
-9.24%
10Y*
3.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SUI vs. CAR-UN.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SUI
Sun Communities, Inc.
1.30%7.49%-5.19%-3.81%-30.32%40.79%3.58%50.91%12.89%24.94%
CAR-UN.TO
Canadian Apartment Properties Real Estate Investment Trust
-4.13%-8.13%-16.89%20.76%-30.94%23.02%-0.61%28.21%13.02%32.50%

Correlation

The correlation between SUI and CAR-UN.TO is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (5Y)
Calculated over the trailing 5-year period

0.43

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Jul 13, 2006

0.31

The correlation between SUI and CAR-UN.TO shifts across timeframes, from 0.31 (all time) to 0.43 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SUI:

$15.61B

CAR-UN.TO:

CA$5.50B

EPS

SUI:

$11.21

CAR-UN.TO:

CA$0.04

PE Ratio

SUI:

11.10

CAR-UN.TO:

846.26

PEG Ratio

SUI:

0.03

CAR-UN.TO:

1.65

PS Ratio

SUI:

6.67

CAR-UN.TO:

5.61

PB Ratio

SUI:

2.31

CAR-UN.TO:

0.65

Total Revenue (TTM)

SUI:

$2.33B

CAR-UN.TO:

CA$997.95M

Gross Profit (TTM)

SUI:

$1.35B

CAR-UN.TO:

CA$593.40M

EBITDA (TTM)

SUI:

$654.40M

CAR-UN.TO:

CA$282.94M

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Return for Risk

SUI vs. CAR-UN.TO — Risk / Return Rank

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

SUI
SUI Risk / Return Rank: 4747
Overall Rank
SUI Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
SUI Sortino Ratio Rank: 4242
Sortino Ratio Rank
SUI Omega Ratio Rank: 4040
Omega Ratio Rank
SUI Calmar Ratio Rank: 5151
Calmar Ratio Rank
SUI Martin Ratio Rank: 5252
Martin Ratio Rank

CAR-UN.TO
CAR-UN.TO Risk / Return Rank: 1010
Overall Rank
CAR-UN.TO Sharpe Ratio Rank: 44
Sharpe Ratio Rank
CAR-UN.TO Sortino Ratio Rank: 66
Sortino Ratio Rank
CAR-UN.TO Omega Ratio Rank: 88
Omega Ratio Rank
CAR-UN.TO Calmar Ratio Rank: 1515
Calmar Ratio Rank
CAR-UN.TO Martin Ratio Rank: 1515
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.

SUI vs. CAR-UN.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sun Communities, Inc. (SUI) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SUICAR-UN.TODifference
Sharpe ratioReturn per unit of total volatility

+1.37

Sortino ratioReturn per unit of downside risk

+2.03

Omega ratioGain probability vs. loss probability

1.05

0.83

+0.22

Calmar ratioReturn relative to maximum drawdown

0.36

-0.78

+1.14

Martin ratioReturn relative to average drawdown

0.87

-1.24

+2.11

SUI vs. CAR-UN.TO - Sharpe Ratio Comparison

The current SUI Sharpe Ratio is 0.21, which is higher than the CAR-UN.TO Sharpe Ratio of -1.16. The chart below compares the historical Sharpe Ratios of SUI and CAR-UN.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SUI vs. CAR-UN.TO - Drawdown Comparison

The maximum SUI drawdown since its inception was -74.04%, which is greater than CAR-UN.TO's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for SUI and CAR-UN.TO.


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Drawdown Indicators


SUICAR-UN.TODifference

Max Drawdown

Largest peak-to-trough decline

-74.04%

-50.42%

-23.62%

Max Drawdown (1Y)

Largest decline over 1 year

-11.48%

-27.51%

+16.03%

Max Drawdown (3Y)

Largest decline over 3 years

-26.48%

-39.41%

+12.93%

Max Drawdown (5Y)

Largest decline over 5 years

-48.72%

-44.95%

-3.77%

Max Drawdown (10Y)

Largest decline over 10 years

-48.72%

-44.95%

-3.77%

Current Drawdown

Current decline from peak

-30.80%

-42.37%

+11.57%

Average Drawdown

Average peak-to-trough decline

-11.77%

-14.11%

+2.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.71%

17.35%

-12.64%

Volatility

SUI vs. CAR-UN.TO - Volatility Comparison

Sun Communities, Inc. (SUI) has a higher volatility of 6.72% compared to Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO) at 6.10%. This indicates that SUI's price experiences larger fluctuations and is considered to be riskier 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


SUICAR-UN.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.72%

6.10%

+0.62%

Volatility (6M)

Calculated over the trailing 6-month period

13.36%

14.18%

-0.82%

Volatility (1Y)

Calculated over the trailing 1-year period

19.47%

18.70%

+0.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.92%

22.27%

+2.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.66%

22.19%

+3.47%

Dividends

SUI vs. CAR-UN.TO - Dividend Comparison

SUI's dividend yield for the trailing twelve months is around 3.41%, less than CAR-UN.TO's 4.43% yield.


PositionTTM20252024202320222021202020192018201720162015
CAR-UN.TO
Canadian Apartment Properties Real Estate Investment Trust
4.43%4.29%3.45%2.97%3.40%2.35%2.76%2.59%2.96%3.42%3.94%4.50%
SUI
Sun Communities, Inc.
3.41%6.50%3.06%2.78%2.46%1.58%2.08%2.00%2.79%2.89%3.39%3.79%

Financials

SUI vs. CAR-UN.TO - Financials Comparison

This section allows you to compare key financial metrics between Sun Communities, Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B20222023202420252026
507.90M
247.90M
(SUI) Total Revenue
(CAR-UN.TO) Total Revenue
Please note, different currencies. SUI values in USD, CAR-UN.TO values in CAD

SUI vs. CAR-UN.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Sun Communities, Inc. and Canadian Apartment Properties Real Estate Investment Trust over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%20222023202420252026
83.1%
56.9%
Portfolio components
SUI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sun Communities, Inc. reported a gross profit of 422.20M and revenue of 507.90M. Therefore, the gross margin over that period was 83.1%.

CAR-UN.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Canadian Apartment Properties Real Estate Investment Trust reported a gross profit of 141.10M and revenue of 247.90M. Therefore, the gross margin over that period was 56.9%.

SUI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sun Communities, Inc. reported an operating income of -6.30M and revenue of 507.90M, resulting in an operating margin of -1.2%.

CAR-UN.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Canadian Apartment Properties Real Estate Investment Trust reported an operating income of 147.73M and revenue of 247.90M, resulting in an operating margin of 59.6%.

SUI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sun Communities, Inc. reported a net income of -8.70M and revenue of 507.90M, resulting in a net margin of -1.7%.

CAR-UN.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Canadian Apartment Properties Real Estate Investment Trust reported a net income of -182.45M and revenue of 247.90M, resulting in a net margin of -73.6%.


Frequently Asked Questions


SUI and CAR-UN.TO have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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