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CHE-UN.TO vs. IFC.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CHE-UN.TO vs. IFC.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Chemtrade Logistics Income Fund (CHE-UN.TO) and Intact Financial Corporation (IFC.TO). The values are adjusted to include any dividend payments, if applicable.

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CHE-UN.TO vs. IFC.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CHE-UN.TO
Chemtrade Logistics Income Fund
10.34%43.14%37.53%1.90%30.66%37.93%-40.45%18.66%-41.30%9.25%
IFC.TO
Intact Financial Corporation
-14.02%11.22%31.00%6.96%21.06%11.37%10.01%45.11%-2.83%12.14%

Fundamentals

Market Cap

CHE-UN.TO:

CA$1.84B

IFC.TO:

CA$43.48B

EPS

CHE-UN.TO:

CA$1.23

IFC.TO:

CA$18.86

PE Ratio

CHE-UN.TO:

13.10

IFC.TO:

12.95

PEG Ratio

CHE-UN.TO:

1.68

IFC.TO:

0.60

PS Ratio

CHE-UN.TO:

0.91

IFC.TO:

1.67

PB Ratio

CHE-UN.TO:

2.37

IFC.TO:

2.28

Total Revenue (TTM)

CHE-UN.TO:

CA$2.00B

IFC.TO:

CA$26.07B

Gross Profit (TTM)

CHE-UN.TO:

CA$460.09M

IFC.TO:

CA$5.70B

EBITDA (TTM)

CHE-UN.TO:

CA$523.56M

IFC.TO:

CA$5.33B

Returns By Period

In the year-to-date period, CHE-UN.TO achieves a 10.34% return, which is significantly higher than IFC.TO's -14.02% return. Over the past 10 years, CHE-UN.TO has underperformed IFC.TO with an annualized return of 7.52%, while IFC.TO has yielded a comparatively higher 12.93% annualized return.


CHE-UN.TO

1D
-0.43%
1M
4.60%
YTD
10.34%
6M
23.97%
1Y
72.58%
3Y*
35.50%
5Y*
26.81%
10Y*
7.52%

IFC.TO

1D
-3.09%
1M
-6.22%
YTD
-14.02%
6M
-7.52%
1Y
-16.57%
3Y*
10.31%
5Y*
11.55%
10Y*
12.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CHE-UN.TO vs. IFC.TO — Risk / Return Rank

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

CHE-UN.TO
CHE-UN.TO Risk / Return Rank: 9696
Overall Rank
CHE-UN.TO Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
CHE-UN.TO Sortino Ratio Rank: 9696
Sortino Ratio Rank
CHE-UN.TO Omega Ratio Rank: 9696
Omega Ratio Rank
CHE-UN.TO Calmar Ratio Rank: 9595
Calmar Ratio Rank
CHE-UN.TO Martin Ratio Rank: 9797
Martin Ratio Rank

IFC.TO
IFC.TO Risk / Return Rank: 1212
Overall Rank
IFC.TO Sharpe Ratio Rank: 88
Sharpe Ratio Rank
IFC.TO Sortino Ratio Rank: 1010
Sortino Ratio Rank
IFC.TO Omega Ratio Rank: 1111
Omega Ratio Rank
IFC.TO Calmar Ratio Rank: 1616
Calmar Ratio Rank
IFC.TO Martin Ratio Rank: 1616
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.

CHE-UN.TO vs. IFC.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Chemtrade Logistics Income Fund (CHE-UN.TO) and Intact Financial Corporation (IFC.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.


CHE-UN.TOIFC.TODifference

Sharpe ratio

Return per unit of total volatility

2.77

-0.83

+3.59

Sortino ratio

Return per unit of downside risk

3.92

-1.06

+4.99

Omega ratio

Gain probability vs. loss probability

1.56

0.87

+0.68

Calmar ratio

Return relative to maximum drawdown

5.89

-0.70

+6.59

Martin ratio

Return relative to average drawdown

21.07

-1.25

+22.32

CHE-UN.TO vs. IFC.TO - Sharpe Ratio Comparison

The current CHE-UN.TO Sharpe Ratio is 2.77, which is higher than the IFC.TO Sharpe Ratio of -0.83. The chart below compares the historical Sharpe Ratios of CHE-UN.TO and IFC.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CHE-UN.TOIFC.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.77

-0.83

+3.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.98

0.68

+0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

0.70

-0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.62

-0.25

Correlation

The correlation between CHE-UN.TO and IFC.TO is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CHE-UN.TO vs. IFC.TO - Dividend Comparison

CHE-UN.TO's dividend yield for the trailing twelve months is around 4.33%, more than IFC.TO's 2.24% yield.


TTM20252024202320222021202020192018201720162015
CHE-UN.TO
Chemtrade Logistics Income Fund
4.33%4.68%6.03%7.04%6.69%8.11%12.01%10.88%11.45%6.19%6.34%6.72%
IFC.TO
Intact Financial Corporation
2.24%1.86%1.85%2.16%2.05%2.07%2.20%2.16%2.82%2.44%2.41%2.39%

Drawdowns

CHE-UN.TO vs. IFC.TO - Drawdown Comparison

The maximum CHE-UN.TO drawdown since its inception was -77.56%, which is greater than IFC.TO's maximum drawdown of -53.53%. Use the drawdown chart below to compare losses from any high point for CHE-UN.TO and IFC.TO.


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Drawdown Indicators


CHE-UN.TOIFC.TODifference

Max Drawdown

Largest peak-to-trough decline

-77.56%

-53.53%

-24.03%

Max Drawdown (1Y)

Largest decline over 1 year

-12.62%

-21.67%

+9.05%

Max Drawdown (5Y)

Largest decline over 5 years

-28.06%

-21.67%

-6.39%

Max Drawdown (10Y)

Largest decline over 10 years

-77.56%

-30.57%

-46.99%

Current Drawdown

Current decline from peak

-1.22%

-21.67%

+20.45%

Average Drawdown

Average peak-to-trough decline

-19.28%

-8.84%

-10.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.53%

12.20%

-8.67%

Volatility

CHE-UN.TO vs. IFC.TO - Volatility Comparison

Chemtrade Logistics Income Fund (CHE-UN.TO) has a higher volatility of 9.36% compared to Intact Financial Corporation (IFC.TO) at 6.72%. This indicates that CHE-UN.TO's price experiences larger fluctuations and is considered to be riskier than IFC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CHE-UN.TOIFC.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.36%

6.72%

+2.64%

Volatility (6M)

Calculated over the trailing 6-month period

17.32%

14.49%

+2.83%

Volatility (1Y)

Calculated over the trailing 1-year period

26.40%

20.19%

+6.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.64%

17.13%

+10.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.07%

18.44%

+15.63%

Financials

CHE-UN.TO vs. IFC.TO - Financials Comparison

This section allows you to compare key financial metrics between Chemtrade Logistics Income Fund and Intact Financial Corporation. 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


0.001.00B2.00B3.00B4.00B5.00B6.00B7.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
502.04M
6.64B
(CHE-UN.TO) Total Revenue
(IFC.TO) Total Revenue
Values in CAD except per share items

CHE-UN.TO vs. IFC.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Chemtrade Logistics Income Fund and Intact Financial Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
17.1%
24.5%
Portfolio components
CHE-UN.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Chemtrade Logistics Income Fund reported a gross profit of 85.92M and revenue of 502.04M. Therefore, the gross margin over that period was 17.1%.

IFC.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Intact Financial Corporation reported a gross profit of 1.63B and revenue of 6.64B. Therefore, the gross margin over that period was 24.5%.

CHE-UN.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Chemtrade Logistics Income Fund reported an operating income of 86.35M and revenue of 502.04M, resulting in an operating margin of 17.2%.

IFC.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Intact Financial Corporation reported an operating income of 1.21B and revenue of 6.64B, resulting in an operating margin of 18.2%.

CHE-UN.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Chemtrade Logistics Income Fund reported a net income of 38.25M and revenue of 502.04M, resulting in a net margin of 7.6%.

IFC.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Intact Financial Corporation reported a net income of 961.00M and revenue of 6.64B, resulting in a net margin of 14.5%.