CSH-UN.TO vs. CHPS.TO

Last updated Jun 5, 2026

CSH-UN.TO (Chartwell Retirement Residences) is a stock, while CHPS.TO (Global X Artificial Intelligence Semiconductor Index ETF) is Semiconductors fund tracking the PHLX US AI Semiconductor Index. Over the past 3 years, CSH-UN.TO returned 36.52%/yr vs 51.28%/yr for CHPS.TO. At a 0.21 correlation, their price movements are largely independent.

Performance

CSH-UN.TO vs. CHPS.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Chartwell Retirement Residences (CSH-UN.TO) and Global X Artificial Intelligence Semiconductor Index ETF (CHPS.TO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CSH-UN.TO achieves a 4.08% return, which is significantly lower than CHPS.TO's 62.90% return.

CSH-UN.TO

• 1D: -0.34%
• 1M: -6.99%
• YTD: 4.08%
• 6M: 4.82%
• 1Y: 17.03%
• 3Y*: 36.52%
• 5Y*: 15.03%
• 10Y*: 8.08%

CHPS.TO

• 1D: -1.89%
• 1M: 23.65%
• YTD: 62.90%
• 6M: 56.57%
• 1Y: 128.24%
• 3Y*: 51.28%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CSH-UN.TO vs. CHPS.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
CSH-UN.TO Chartwell Retirement Residences	4.08%	37.84%	34.64%	47.82%	-24.26%	-8.88%
CHPS.TO Global X Artificial Intelligence Semiconductor Index ETF	62.90%	45.93%	20.38%	68.20%	-37.86%	22.69%

Correlation

The correlation between CSH-UN.TO and CHPS.TO is 0.08, 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	0.08
Correlation (3Y) Calculated over the trailing 3-year period	0.13
Correlation (All Time) Calculated using the full available price history since Jun 23, 2021	0.21

The correlation between CSH-UN.TO and CHPS.TO shifts across timeframes, from 0.08 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.

Return for Risk

CSH-UN.TO vs. CHPS.TO — Risk / Return Rank

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

CSH-UN.TO

CSH-UN.TO Risk / Return Rank: 66
CSH-UN.TO Sharpe Ratio Rank: 68
CSH-UN.TO Sortino Ratio Rank: 62
CSH-UN.TO Omega Ratio Rank: 59
CSH-UN.TO Calmar Ratio Rank: 69
CSH-UN.TO Martin Ratio Rank: 72

CHPS.TO

CHPS.TO Risk / Return Rank: 94
CHPS.TO Sharpe Ratio Rank: 96
CHPS.TO Sortino Ratio Rank: 92
CHPS.TO Omega Ratio Rank: 92
CHPS.TO Calmar Ratio Rank: 96
CHPS.TO Martin Ratio Rank: 95

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.

CSH-UN.TO vs. CHPS.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Chartwell Retirement Residences (CSH-UN.TO) and Global X Artificial Intelligence Semiconductor Index ETF (CHPS.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.

	CSH-UN.TO	CHPS.TO	Difference
Sharpe ratio: Return per unit of total volatility	0.83	4.09	-3.26
Sortino ratio: Return per unit of downside risk	1.34	4.38	-3.04
Omega ratio: Gain probability vs. loss probability	1.15	1.60	-0.45
Calmar ratio: Return relative to maximum drawdown	1.44	9.66	-8.22
Martin ratio: Return relative to average drawdown	4.20	29.14	-24.94
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CSH-UN.TO vs. CHPS.TO - Sharpe Ratio Comparison

The current CSH-UN.TO Sharpe Ratio is 0.83, which is lower than the CHPS.TO Sharpe Ratio of 4.09. The chart below compares the historical Sharpe Ratios of CSH-UN.TO and CHPS.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CSH-UN.TO	CHPS.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.83	4.09	-3.26
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.72	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.33	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.33	0.89	-0.56

Drawdowns

CSH-UN.TO vs. CHPS.TO - Drawdown Comparison

The maximum CSH-UN.TO drawdown since its inception was -79.53%, which is greater than CHPS.TO's maximum drawdown of -48.16%. Use the drawdown chart below to compare losses from any high point for CSH-UN.TO and CHPS.TO.

Drawdown Indicators

	CSH-UN.TO	CHPS.TO	Difference
Max Drawdown Largest peak-to-trough decline	-79.53%	-48.16%	-31.37%
Max Drawdown (1Y) Largest decline over 1 year	-11.88%	-13.35%	+1.47%
Max Drawdown (3Y) Largest decline over 3 years	-11.88%	-37.49%	+25.61%
Max Drawdown (5Y) Largest decline over 5 years	-39.92%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-55.16%	—	—
Current Drawdown Current decline from peak	-6.99%	-1.89%	-5.10%
Average Drawdown Average peak-to-trough decline	-15.77%	-13.89%	-1.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.07%	4.42%	-0.35%

Volatility

CSH-UN.TO vs. CHPS.TO - Volatility Comparison

The current volatility for Chartwell Retirement Residences (CSH-UN.TO) is 6.02%, while Global X Artificial Intelligence Semiconductor Index ETF (CHPS.TO) has a volatility of 11.72%. This indicates that CSH-UN.TO experiences smaller price fluctuations and is considered to be less risky than CHPS.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CSH-UN.TO	CHPS.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.02%	11.72%	-5.70%
Volatility (6M) Calculated over the trailing 6-month period	15.53%	24.91%	-9.38%
Volatility (1Y) Calculated over the trailing 1-year period	20.63%	31.52%	-10.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.12%	33.79%	-12.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.26%	33.79%	-9.53%

Dividends

CSH-UN.TO vs. CHPS.TO - Dividend Comparison

CSH-UN.TO's dividend yield for the trailing twelve months is around 2.98%, more than CHPS.TO's 0.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CHPS.TO Global X Artificial Intelligence Semiconductor Index ETF	0.01%	0.01%	0.20%	0.53%	0.97%	0.01%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CSH-UN.TO Chartwell Retirement Residences	2.98%	3.04%	4.06%	5.22%	7.25%	5.18%	5.45%	4.30%	4.29%	3.52%	3.79%	4.32%

Frequently Asked Questions

Can I hold both CSH-UN.TO and CHPS.TO in my portfolio?

CSH-UN.TO and CHPS.TO have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.