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CSH-UN.TO vs. EXE.TO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CSH-UN.TO and EXE.TO is 0.40, 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.


Performance

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

The chart below illustrates the hypothetical performance of a $10,000 investment in Chartwell Retirement Residences (CSH-UN.TO) and Extendicare Inc. (EXE.TO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

CSH-UN.TO:

3.02

EXE.TO:

4.26

Sortino Ratio

CSH-UN.TO:

4.04

EXE.TO:

5.64

Omega Ratio

CSH-UN.TO:

1.49

EXE.TO:

1.76

Calmar Ratio

CSH-UN.TO:

5.76

EXE.TO:

1.07

Martin Ratio

CSH-UN.TO:

18.00

EXE.TO:

42.45

Ulcer Index

CSH-UN.TO:

3.27%

EXE.TO:

2.51%

Daily Std Dev

CSH-UN.TO:

19.29%

EXE.TO:

24.91%

Max Drawdown

CSH-UN.TO:

-82.41%

EXE.TO:

-99.96%

Current Drawdown

CSH-UN.TO:

0.00%

EXE.TO:

-99.07%

Fundamentals

Market Cap

CSH-UN.TO:

CA$5.26B

EXE.TO:

CA$1.23B

EPS

CSH-UN.TO:

CA$0.21

EXE.TO:

CA$0.88

PE Ratio

CSH-UN.TO:

88.62

EXE.TO:

16.39

PS Ratio

CSH-UN.TO:

5.74

EXE.TO:

0.83

PB Ratio

CSH-UN.TO:

4.43

EXE.TO:

9.65

Total Revenue (TTM)

CSH-UN.TO:

CA$904.88M

EXE.TO:

CA$1.47B

Gross Profit (TTM)

CSH-UN.TO:

CA$327.65M

EXE.TO:

CA$403.61M

EBITDA (TTM)

CSH-UN.TO:

CA$187.20M

EXE.TO:

CA$82.73M

Returns By Period

In the year-to-date period, CSH-UN.TO achieves a 25.24% return, which is significantly lower than EXE.TO's 37.95% return. Over the past 10 years, CSH-UN.TO has underperformed EXE.TO with an annualized return of 10.40%, while EXE.TO has yielded a comparatively higher 13.94% annualized return.


CSH-UN.TO

YTD

25.24%

1M

7.80%

6M

17.33%

1Y

58.04%

3Y*

20.71%

5Y*

24.30%

10Y*

10.40%

EXE.TO

YTD

37.95%

1M

4.86%

6M

38.61%

1Y

105.62%

3Y*

34.24%

5Y*

29.17%

10Y*

13.94%

*Annualized

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Chartwell Retirement Residences

Extendicare Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

CSH-UN.TO vs. EXE.TO — Risk-Adjusted Performance Rank

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

CSH-UN.TO
The Risk-Adjusted Performance Rank of CSH-UN.TO is 9898
Overall Rank
The Sharpe Ratio Rank of CSH-UN.TO is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of CSH-UN.TO is 9898
Sortino Ratio Rank
The Omega Ratio Rank of CSH-UN.TO is 9696
Omega Ratio Rank
The Calmar Ratio Rank of CSH-UN.TO is 9999
Calmar Ratio Rank
The Martin Ratio Rank of CSH-UN.TO is 9898
Martin Ratio Rank

EXE.TO
The Risk-Adjusted Performance Rank of EXE.TO is 9696
Overall Rank
The Sharpe Ratio Rank of EXE.TO is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of EXE.TO is 9999
Sortino Ratio Rank
The Omega Ratio Rank of EXE.TO is 9898
Omega Ratio Rank
The Calmar Ratio Rank of EXE.TO is 8484
Calmar Ratio Rank
The Martin Ratio Rank of EXE.TO is 100100
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CSH-UN.TO vs. EXE.TO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Chartwell Retirement Residences (CSH-UN.TO) and Extendicare Inc. (EXE.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.


The current CSH-UN.TO Sharpe Ratio is 3.02, which is comparable to the EXE.TO Sharpe Ratio of 4.26. The chart below compares the historical Sharpe Ratios of CSH-UN.TO and EXE.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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

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

CSH-UN.TO's dividend yield for the trailing twelve months is around 3.49%, less than EXE.TO's 3.60% yield.


TTM20242023202220212020201920182017201620152014
CSH-UN.TO
Chartwell Retirement Residences
3.49%3.98%5.19%7.25%5.18%5.45%4.30%4.29%3.53%2.58%0.08%0.09%
EXE.TO
Extendicare Inc.
3.60%4.52%6.59%7.32%6.58%7.23%5.69%7.56%5.25%4.86%4.97%7.36%

Drawdowns

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

The maximum CSH-UN.TO drawdown since its inception was -82.41%, smaller than the maximum EXE.TO drawdown of -99.96%. Use the drawdown chart below to compare losses from any high point for CSH-UN.TO and EXE.TO.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

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

The current volatility for Chartwell Retirement Residences (CSH-UN.TO) is 6.66%, while Extendicare Inc. (EXE.TO) has a volatility of 9.49%. This indicates that CSH-UN.TO experiences smaller price fluctuations and is considered to be less risky than EXE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

CSH-UN.TO vs. EXE.TO - Financials Comparison

This section allows you to compare key financial metrics between Chartwell Retirement Residences and Extendicare Inc.. 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


200.00M250.00M300.00M350.00M400.00M20212022202320242025
251.48M
374.65M
(CSH-UN.TO) Total Revenue
(EXE.TO) Total Revenue
Values in CAD except per share items