Chartwell Retirement Residences (CSH-UN.TO)

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Chartwell Retirement Residences (CSH-UN.TO) returned 24.23% year-to-date (YTD) and 55.75% over the past 12 months. Over the past 10 years, CSH-UN.TO returned 10.29% annually, underperforming the S&P 500 benchmark at 10.82%.

The table below presents the monthly returns of CSH-UN.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

With an overall rank of 98, CSH-UN.TO is among the top 2% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The charts below present risk-adjusted performance metrics for Chartwell Retirement Residences (CSH-UN.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Chartwell Retirement Residences Sharpe ratios as of May 29, 2025 (values are recalculated daily):

• 1-Year: 2.90
• 5-Year: 1.06
• 10-Year: 0.43
• All Time: 0.16

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Chartwell Retirement Residences compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Chartwell Retirement Residences provided a 3.24% dividend yield over the last twelve months, with an annual payout of CA$0.60 per share.

The table displays the monthly dividend distributions for Chartwell Retirement Residences. 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 Chartwell Retirement Residences. 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 Chartwell Retirement Residences was 82.40%, occurring on Nov 13, 2008. Recovery took 2144 trading sessions.

The chart below shows the rolling one-month volatility.

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

The chart presents the Earnings Per Share (EPS) performance of Chartwell Retirement Residences, comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.

The Valuation section provides an overview of how Chartwell Retirement Residences is priced in the market compared to other companies in the REIT - Healthcare Facilities industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.