SRU.UNSmartCentres Real Estate Investment TrustTSXReal Estate
C$27.16−C$0.25Down0.91%Oct 26, 2026 close
Lump Sum10 years ago
$10,000 invested once
$16,290+$6,290 · +62.90%
Total invested$10,000
Annualised (CAGR)+5.02%
Max drawdown-47.45%
SIP · Monthly122 contributions
$100 every month
$17,227+$5,027 · +41.20%
Total invested$12,200
Money-weighted (XIRR)+6.76%
Max drawdown-42.01%
SIP · Biweekly261 contributions
$100 every two weeks
$36,865+$10,765 · +41.25%
Total invested$26,100
Money-weighted (XIRR)+6.79%
Max drawdown-42.91%
Playground
How you invest
Growth of your contributions
You invest
$22,200
It would be worth
$33,517after your settings in SRU-UN.TO
Profit
+$11,317+50.98% on money in
Annualised return
+5.63%Money-weighted (XIRR)
Deepest dip
-44.20%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
+2.62% | -7.12% | -1.22% | +7.37% | +16.72% p.a. | +4.28% p.a. | +5.02% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.83% | +1.14% | +5.26% | +7.32% | -19.52% | +48.64% | -11.27% | +0.16% | +8.04% | +11.23% | +10.69% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2016 | $10,200 | $10,286 | +$86 | +0.85% |
| 2017 | $11,500 | $11,731 | +$231 | +2.01% |
| 2018 | $12,700 | $13,611 | +$911 | +7.17% |
| 2019 | $13,900 | $15,777 | +$1,877 | +13.51% |
| 2020 | $15,100 | $14,009 | -$1,091 | -7.22% |
| 2021 | $16,300 | $22,214 | +$5,914 | +36.28% |
| 2022 | $17,500 | $20,855 | +$3,355 | +19.17% |
| 2023 | $18,800 | $22,223 | +$3,423 | +18.21% |
| 2024 | $20,000 | $25,297 | +$5,297 | +26.49% |
| 2025 | $21,200 | $29,387 | +$8,187 | +38.62% |
| 2026 (YTD) | $22,200 | $33,517 | +$11,317 | +50.98% |
Best 12-month stretch
+69.18%May 2020 → May 2021
Worst 12-month stretch
-46.83%Mar 2019 → Mar 2020
Deepest drawdown
-47.45%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
+$5,585on $10,000, trailing 10 years