Chemtrade Logistics Income Fund (CHE-UN.TO)

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The chart shows the growth of an initial investment of CA$10,000 in Chemtrade Logistics Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Chemtrade Logistics Income Fund (CHE-UN.TO) has returned 8.62% so far this year and 71.64% over the past 12 months. Over the last ten years, CHE-UN.TO has returned 7.35% per year, falling short of the S&P 500 Index benchmark, which averaged 12.91% annually.

Based on dividend-adjusted daily data since Jul 18, 2001, CHE-UN.TO's average daily return is +0.06%, while the average monthly return is +1.29%. At this rate, your investment would double in approximately 4.5 years.

Historically, 61% of months were positive and 39% were negative. The best month was May 2009 with a return of +36.3%, while the worst month was Feb 2009 at -42.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, CHE-UN.TO closed higher 49% of trading days. The best single day was Dec 8, 2008 with a return of +21.3%, while the worst single day was Mar 12, 2020 at -34.4%.

Chemtrade Logistics Income Fund has an annualized alpha of 8.72%, beta of 0.65, and R² of 0.10 versus S&P 500 Index. Calculated based on daily prices since July 19, 2001.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (83.82%) than losses (72.42%) — typical of diversified or defensive assets.
• Beta of 0.65 may look defensive, but with R² of 0.10 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.10 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CHE-UN.TO ranks 96 for risk / return — in the top 96% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Chemtrade Logistics Income Fund (CHE-UN.TO) and compare them to a chosen benchmark (S&P 500 Index).

Chemtrade Logistics Income Fund provided a 4.39% dividend yield over the last twelve months, with an annual payout of CA$0.70 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Chemtrade Logistics Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Chemtrade Logistics Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Chemtrade Logistics Income Fund was 77.56%, occurring on Mar 23, 2020. Recovery took 1133 trading sessions.

The current Chemtrade Logistics Income Fund drawdown is 2.75%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Chemtrade Logistics Income Fund over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Chemtrade Logistics Income Fund is priced in the market compared to other companies in the Chemicals industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.