(SGR-UN) Slate Grocery REIT - Performance 41.3% in 12m
Compare SGR-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.16%
#9 in Group
Rel. Strength
88.58%
#913 in Universe
Total Return 12m
41.27%
#3 in Group
Total Return 5y
150.49%
#15 in Group
P/E 14.5
35th Percentile in Group
P/E Forward 6.65
0th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 2.97%
18th Percentile in Group
12m Total Return: SGR-UN (41.3%) vs XLRE (17.1%)

5y Drawdown (Underwater) Chart

Top Performers in Retail REITs
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Performance Comparison: SGR-UN vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for SGR-UN
Total Return (including Dividends) | SGR-UN | XLRE | S&P 500 |
---|---|---|---|
1 Month | -0.05% | -2.89% | -5.89% |
3 Months | 5.95% | -2.68% | -12.45% |
12 Months | 41.27% | 17.11% | 6.72% |
5 Years | 150.49% | 43.78% | 101.06% |
Trend Score (consistency of price movement) | SGR-UN | XLRE | S&P 500 |
1 Month | -55.1% | -63.6% | -74.5% |
3 Months | 10.2% | -27.5% | -88.2% |
12 Months | 86.0% | 46.6% | 66.1% |
5 Years | 73.1% | 43.4% | 84.3% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
1 Month | #22 | 2.92% | 6.20% |
3 Month | #13 | 8.87% | 21.0% |
12 Month | #3 | 20.6% | 32.4% |
5 Years | #14 | 74.2% | 24.6% |
FAQs
Does SGR-UN Slate Grocery REIT outperforms the market?
Yes,
over the last 12 months SGR-UN made 41.27%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 17.11%.
Over the last 3 months SGR-UN made 5.95%, while XLRE made -2.68%.
Over the last 3 months SGR-UN made 5.95%, while XLRE made -2.68%.
Performance Comparison SGR-UN vs Indeces and Sectors
SGR-UN vs. Indices SGR-UN is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | 7.03% | 5.84% | 12.0% | 34.6% |
US NASDAQ 100 | QQQ | 7.89% | 6.23% | 12.5% | 35.7% |
US Dow Jones Industrial 30 | DIA | 8.20% | 5.77% | 11.4% | 36.0% |
German DAX 40 | DAX | 1.67% | 9.35% | -5.08% | 23.1% |
Shanghai Shenzhen CSI 300 | CSI 300 | 6.32% | 7.45% | 9.70% | 35.4% |
Hongkong Hang Seng | HSI | 2.74% | 9.77% | 10.5% | 25.1% |
India NIFTY 50 | INDA | 2.66% | -4.82% | 9.53% | 38.2% |
Brasil Bovespa | EWZ | 3.47% | 5.03% | 9.03% | 50.7% |
SGR-UN vs. Sectors SGR-UN is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | 6.78% | 5.61% | 3.17% | 27.7% |
Consumer Discretionary | XLY | 7.90% | 3.87% | 9.24% | 32.1% |
Consumer Staples | XLP | 3.73% | -3.25% | 1.76% | 27.3% |
Energy | XLE | 2.31% | 10.0% | 10.9% | 51.6% |
Financial | XLF | 5.66% | 4.46% | 3.86% | 22.3% |
Health Care | XLV | 6.63% | 7.32% | 13.4% | 41.8% |
Industrial | XLI | 5.91% | 4.65% | 11.9% | 35.9% |
Materials | XLB | 5.31% | 6.60% | 19.1% | 48.8% |
Real Estate | XLRE | 1.69% | 2.84% | 10.6% | 24.2% |
Technology | XLK | 8.39% | 8.88% | 18.8% | 42.5% |
Utilities | XLU | 3.72% | 0.37% | 6.24% | 16.9% |
Aerospace & Defense | XAR | 5.34% | -0.09% | 2.22% | 17.1% |
Biotech | XBI | 3.47% | 11.8% | 26.5% | 50.2% |
Homebuilder | XHB | 6.08% | 6.79% | 29.9% | 50.4% |
Retail | XRT | 5.33% | 2.06% | 16.7% | 45.7% |