CSH-UN.TO vs. HOM-U.TO
Compare and contrast key facts about Chartwell Retirement Residences (CSH-UN.TO) and BSR Real Estate Investment Trust (HOM-U.TO).
Performance
CSH-UN.TO vs. HOM-U.TO - Performance Comparison
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CSH-UN.TO vs. HOM-U.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CSH-UN.TO Chartwell Retirement Residences | 5.61% | 37.84% | 34.64% | 47.82% | -24.26% | 11.10% | -14.52% | 5.88% | -4.17% |
HOM-U.TO BSR Real Estate Investment Trust | -11.11% | 1.97% | 14.61% | -8.10% | -19.14% | 60.59% | -1.61% | 43.61% | -9.34% |
Different Trading Currencies
CSH-UN.TO is traded in CAD, while HOM-U.TO is traded in USD. To make them comparable, the HOM-U.TO values have been converted to CAD using the latest available exchange rates.
Fundamentals
CSH-UN.TO:
CA$6.55B
HOM-U.TO:
$310.46M
CSH-UN.TO:
CA$0.10
HOM-U.TO:
-$2.13
CSH-UN.TO:
5.71
HOM-U.TO:
2.27
CSH-UN.TO:
3.83
HOM-U.TO:
0.53
CSH-UN.TO:
CA$1.11B
HOM-U.TO:
$144.38M
CSH-UN.TO:
CA$312.56M
HOM-U.TO:
$72.72M
CSH-UN.TO:
CA$392.70M
HOM-U.TO:
-$12.51M
Returns By Period
In the year-to-date period, CSH-UN.TO achieves a 5.61% return, which is significantly higher than HOM-U.TO's -11.11% return.
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%
HOM-U.TO
- 1D
- -1.22%
- 1M
- -13.70%
- YTD
- -11.11%
- 6M
- -11.36%
- 1Y
- -17.22%
- 3Y*
- -2.27%
- 5Y*
- 5.02%
- 10Y*
- —
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Return for Risk
CSH-UN.TO vs. HOM-U.TO — Risk / Return Rank
CSH-UN.TO
HOM-U.TO
CSH-UN.TO vs. HOM-U.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chartwell Retirement Residences (CSH-UN.TO) and BSR Real Estate Investment Trust (HOM-U.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 | HOM-U.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | -0.63 | +2.03 |
Sortino ratioReturn per unit of downside risk | 2.10 | -0.78 | +2.88 |
Omega ratioGain probability vs. loss probability | 1.25 | 0.91 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 2.49 | -0.74 | +3.24 |
Martin ratioReturn relative to average drawdown | 8.51 | -1.72 | +10.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSH-UN.TO | HOM-U.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | -0.63 | +2.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.18 | +0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.21 | +0.12 |
Correlation
The correlation between CSH-UN.TO and HOM-U.TO is 0.16, 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
CSH-UN.TO vs. HOM-U.TO - Dividend Comparison
CSH-UN.TO's dividend yield for the trailing twelve months is around 2.91%, less than HOM-U.TO's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
HOM-U.TO BSR Real Estate Investment Trust | 3.74% | 3.21% | 3.22% | 3.22% | 3.03% | 2.27% | 3.34% | 3.26% | 2.95% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSH-UN.TO vs. HOM-U.TO - Drawdown Comparison
The maximum CSH-UN.TO drawdown since its inception was -79.53%, which is greater than HOM-U.TO's maximum drawdown of -48.10%. Use the drawdown chart below to compare losses from any high point for CSH-UN.TO and HOM-U.TO.
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Drawdown Indicators
| CSH-UN.TO | HOM-U.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.53% | -51.81% | -27.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.88% | -20.84% | +8.96% |
Max Drawdown (5Y)Largest decline over 5 years | -39.92% | -51.81% | +11.89% |
Max Drawdown (10Y)Largest decline over 10 years | -55.16% | — | — |
Current DrawdownCurrent decline from peak | -4.92% | -42.97% | +38.05% |
Average DrawdownAverage peak-to-trough decline | -15.85% | -22.52% | +6.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 8.83% | -5.35% |
Volatility
CSH-UN.TO vs. HOM-U.TO - Volatility Comparison
Chartwell Retirement Residences (CSH-UN.TO) and BSR Real Estate Investment Trust (HOM-U.TO) have volatilities of 9.42% and 9.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSH-UN.TO | HOM-U.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.42% | 9.70% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 15.96% | 21.16% | -5.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 27.65% | -5.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.92% | 27.78% | -6.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.23% | 28.45% | -4.22% |
Financials
CSH-UN.TO vs. HOM-U.TO - Financials Comparison
This section allows you to compare key financial metrics between Chartwell Retirement Residences and BSR Real Estate Investment Trust. 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
CSH-UN.TO vs. HOM-U.TO - Profitability Comparison
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%.
HOM-U.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BSR Real Estate Investment Trust reported a gross profit of 23.35M and revenue of 34.48M. Therefore, the gross margin over that period was 67.7%.
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%.
HOM-U.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BSR Real Estate Investment Trust reported an operating income of 18.43M and revenue of 34.48M, resulting in an operating margin of 53.5%.
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%.
HOM-U.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BSR Real Estate Investment Trust reported a net income of -3.34M and revenue of 34.48M, resulting in a net margin of -9.7%.