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CPT vs. CHC.AX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CPT vs. CHC.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Camden Property Trust (CPT) and Charter Hall Group (CHC.AX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CPT is traded in USD, while CHC.AX is traded in AUD. To make them comparable, the CHC.AX values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, CPT achieves a 3.75% return, which is significantly higher than CHC.AX's -11.82% return. Over the past 10 years, CPT has underperformed CHC.AX with an annualized return of 7.55%, while CHC.AX has yielded a comparatively higher 18.43% annualized return.


CPT

1D
0.33%
1M
8.87%
YTD
3.75%
6M
12.33%
1Y
1.52%
3Y*
3.86%
5Y*
0.18%
10Y*
7.55%

CHC.AX

1D
0.28%
1M
0.48%
YTD
-11.82%
6M
-10.69%
1Y
17.20%
3Y*
26.75%
5Y*
8.10%
10Y*
18.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CPT vs. CHC.AX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CPT
Camden Property Trust
3.75%-1.48%21.31%-7.64%-35.58%83.40%-2.28%24.21%-0.98%13.33%
CHC.AX
Charter Hall Group
-11.82%87.90%12.15%4.37%-43.50%35.05%50.28%53.41%16.60%45.18%

Correlation

The correlation between CPT and CHC.AX is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.04

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.18

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Jul 5, 2007

0.18

The correlation between CPT and CHC.AX shifts across timeframes, from 0.04 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

CPT vs. CHC.AX — Risk / Return Rank

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

CPT
CPT Risk / Return Rank: 4141
Overall Rank
CPT Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
CPT Sortino Ratio Rank: 3737
Sortino Ratio Rank
CPT Omega Ratio Rank: 3636
Omega Ratio Rank
CPT Calmar Ratio Rank: 4545
Calmar Ratio Rank
CPT Martin Ratio Rank: 4444
Martin Ratio Rank

CHC.AX
CHC.AX Risk / Return Rank: 4949
Overall Rank
CHC.AX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
CHC.AX Sortino Ratio Rank: 4747
Sortino Ratio Rank
CHC.AX Omega Ratio Rank: 4747
Omega Ratio Rank
CHC.AX Calmar Ratio Rank: 4949
Calmar Ratio Rank
CHC.AX Martin Ratio Rank: 4949
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.

CPT vs. CHC.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Camden Property Trust (CPT) and Charter Hall Group (CHC.AX). 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.


CPTCHC.AXDifference
Sharpe ratioReturn per unit of total volatility

-0.66

Sortino ratioReturn per unit of downside risk

-0.97

Omega ratioGain probability vs. loss probability

1.03

1.15

-0.12

Calmar ratioReturn relative to maximum drawdown

0.10

0.79

-0.70

Martin ratioReturn relative to average drawdown

0.18

2.13

-1.95

CPT vs. CHC.AX - Sharpe Ratio Comparison

The current CPT Sharpe Ratio is 0.08, which is lower than the CHC.AX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of CPT and CHC.AX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CPTCHC.AXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.08

0.74

-0.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.24

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.55

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.20

+0.19

Drawdowns

CPT vs. CHC.AX - Drawdown Comparison

The maximum CPT drawdown since its inception was -75.31%, smaller than the maximum CHC.AX drawdown of -95.37%. Use the drawdown chart below to compare losses from any high point for CPT and CHC.AX.


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Drawdown Indicators


CPTCHC.AXDifference

Max Drawdown

Largest peak-to-trough decline

-75.31%

-95.37%

+20.06%

Max Drawdown (1Y)

Largest decline over 1 year

-16.05%

-25.19%

+9.14%

Max Drawdown (3Y)

Largest decline over 3 years

-24.87%

-30.72%

+5.85%

Max Drawdown (5Y)

Largest decline over 5 years

-50.22%

-62.43%

+12.21%

Max Drawdown (10Y)

Largest decline over 10 years

-50.22%

-67.10%

+16.88%

Current Drawdown

Current decline from peak

-26.22%

-14.96%

-11.26%

Average Drawdown

Average peak-to-trough decline

-12.91%

-37.07%

+24.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.58%

9.43%

-0.85%

Volatility

CPT vs. CHC.AX - Volatility Comparison

The current volatility for Camden Property Trust (CPT) is 5.21%, while Charter Hall Group (CHC.AX) has a volatility of 11.14%. This indicates that CPT experiences smaller price fluctuations and is considered to be less risky than CHC.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CPTCHC.AXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.21%

11.14%

-5.93%

Volatility (6M)

Calculated over the trailing 6-month period

14.28%

22.42%

-8.14%

Volatility (1Y)

Calculated over the trailing 1-year period

19.39%

27.24%

-7.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.69%

34.22%

-11.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.37%

33.62%

-9.25%

Dividends

CPT vs. CHC.AX - Dividend Comparison

CPT's dividend yield for the trailing twelve months is around 3.73%, more than CHC.AX's 2.44% yield.


PositionTTM20252024202320222021202020192018201720162015
CHC.AX
Charter Hall Group
2.44%2.01%3.23%3.64%3.45%1.89%2.50%3.13%4.41%5.18%5.91%5.59%
CPT
Camden Property Trust
3.73%3.82%3.55%4.03%3.36%1.93%3.32%3.02%3.50%3.26%8.62%3.65%

Financials

CPT vs. CHC.AX - Financials Comparison

This section allows you to compare key financial metrics between Camden Property Trust and Charter Hall Group. 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


Please note, different currencies. CPT values in USD, CHC.AX values in AUD

Frequently Asked Questions


CPT and CHC.AX have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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