CRT-UN.TO vs. CSH-UN.TO
Compare and contrast key facts about CT Real Estate Investment Trust (CRT-UN.TO) and Chartwell Retirement Residences (CSH-UN.TO).
Performance
CRT-UN.TO vs. CSH-UN.TO - Performance Comparison
Loading graphics...
CRT-UN.TO vs. CSH-UN.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRT-UN.TO CT Real Estate Investment Trust | 5.80% | 20.98% | 3.91% | -0.26% | -5.16% | 16.13% | 2.73% | 47.58% | -15.83% | 1.42% |
CSH-UN.TO Chartwell Retirement Residences | 5.61% | 37.84% | 34.64% | 47.82% | -24.26% | 11.10% | -14.52% | 5.88% | -12.56% | 15.19% |
Fundamentals
CRT-UN.TO:
CA$2.83B
CSH-UN.TO:
CA$6.55B
CRT-UN.TO:
CA$1.52
CSH-UN.TO:
CA$0.10
CRT-UN.TO:
11.18
CSH-UN.TO:
214.92
CRT-UN.TO:
0.21
CSH-UN.TO:
1.92
CRT-UN.TO:
6.50
CSH-UN.TO:
5.71
CRT-UN.TO:
1.43
CSH-UN.TO:
3.83
CRT-UN.TO:
CA$604.25M
CSH-UN.TO:
CA$1.11B
CRT-UN.TO:
CA$471.69M
CSH-UN.TO:
CA$312.56M
CRT-UN.TO:
CA$612.14M
CSH-UN.TO:
CA$392.70M
Returns By Period
The year-to-date returns for both stocks are quite close, with CRT-UN.TO having a 5.80% return and CSH-UN.TO slightly lower at 5.61%. Over the past 10 years, CRT-UN.TO has underperformed CSH-UN.TO with an annualized return of 7.36%, while CSH-UN.TO has yielded a comparatively higher 9.37% annualized return.
CRT-UN.TO
- 1D
- 2.60%
- 1M
- -0.57%
- YTD
- 5.80%
- 6M
- 7.09%
- 1Y
- 21.20%
- 3Y*
- 8.38%
- 5Y*
- 6.91%
- 10Y*
- 7.36%
CSH-UN.TO
- 1D
- 4.72%
- 1M
- -4.49%
- YTD
- 5.61%
- 6M
- 5.31%
- 1Y
- 30.23%
- 3Y*
- 41.16%
- 5Y*
- 17.80%
- 10Y*
- 9.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CRT-UN.TO vs. CSH-UN.TO — Risk / Return Rank
CRT-UN.TO
CSH-UN.TO
CRT-UN.TO vs. CSH-UN.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CT Real Estate Investment Trust (CRT-UN.TO) and Chartwell Retirement Residences (CSH-UN.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.
| CRT-UN.TO | CSH-UN.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.40 | +0.09 |
Sortino ratioReturn per unit of downside risk | 2.21 | 2.10 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.86 | 2.49 | +1.36 |
Martin ratioReturn relative to average drawdown | 9.76 | 8.51 | +1.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CRT-UN.TO | CSH-UN.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.40 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.86 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.39 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.34 | +0.18 |
Correlation
The correlation between CRT-UN.TO and CSH-UN.TO is 0.38, 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
CRT-UN.TO vs. CSH-UN.TO - Dividend Comparison
CRT-UN.TO's dividend yield for the trailing twelve months is around 5.56%, more than CSH-UN.TO's 2.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRT-UN.TO CT Real Estate Investment Trust | 5.56% | 5.77% | 6.40% | 6.04% | 5.48% | 4.76% | 5.09% | 4.70% | 6.37% | 4.82% | 4.57% | 5.09% |
CSH-UN.TO Chartwell Retirement Residences | 2.91% | 3.04% | 4.06% | 5.22% | 7.25% | 5.18% | 5.45% | 4.30% | 4.29% | 3.52% | 3.79% | 4.32% |
Drawdowns
CRT-UN.TO vs. CSH-UN.TO - Drawdown Comparison
The maximum CRT-UN.TO drawdown since its inception was -45.88%, smaller than the maximum CSH-UN.TO drawdown of -79.53%. Use the drawdown chart below to compare losses from any high point for CRT-UN.TO and CSH-UN.TO.
Loading graphics...
Drawdown Indicators
| CRT-UN.TO | CSH-UN.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.88% | -79.53% | +33.65% |
Max Drawdown (1Y)Largest decline over 1 year | -6.24% | -11.88% | +5.64% |
Max Drawdown (5Y)Largest decline over 5 years | -24.70% | -39.92% | +15.22% |
Max Drawdown (10Y)Largest decline over 10 years | -45.88% | -55.16% | +9.28% |
Current DrawdownCurrent decline from peak | -1.55% | -4.92% | +3.37% |
Average DrawdownAverage peak-to-trough decline | -6.34% | -15.85% | +9.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 3.48% | -1.02% |
Volatility
CRT-UN.TO vs. CSH-UN.TO - Volatility Comparison
The current volatility for CT Real Estate Investment Trust (CRT-UN.TO) is 5.49%, while Chartwell Retirement Residences (CSH-UN.TO) has a volatility of 9.42%. This indicates that CRT-UN.TO experiences smaller price fluctuations and is considered to be less risky than CSH-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CRT-UN.TO | CSH-UN.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 9.42% | -3.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 15.96% | -6.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.44% | 21.66% | -7.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.62% | 20.92% | -3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.30% | 24.23% | -3.93% |
Financials
CRT-UN.TO vs. CSH-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between CT Real Estate Investment Trust and Chartwell Retirement Residences. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CRT-UN.TO vs. CSH-UN.TO - Profitability Comparison
CRT-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, CT Real Estate Investment Trust reported a gross profit of 119.44M and revenue of 152.92M. Therefore, the gross margin over that period was 78.1%.
CSH-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Chartwell Retirement Residences reported a gross profit of -18.84M and revenue of 300.29M. Therefore, the gross margin over that period was -6.3%.
CRT-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, CT Real Estate Investment Trust reported an operating income of 115.18M and revenue of 152.92M, resulting in an operating margin of 75.3%.
CSH-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Chartwell Retirement Residences reported an operating income of 36.01M and revenue of 300.29M, resulting in an operating margin of 12.0%.
CRT-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, CT Real Estate Investment Trust reported a net income of 88.39M and revenue of 152.92M, resulting in a net margin of 57.8%.
CSH-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Chartwell Retirement Residences reported a net income of 7.24M and revenue of 300.29M, resulting in a net margin of 2.4%.