Correlation
The correlation between CSH-UN.TO and VFV.TO is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
CSH-UN.TO vs. VFV.TO
Compare and contrast key facts about Chartwell Retirement Residences (CSH-UN.TO) and Vanguard S&P 500 Index ETF (VFV.TO).
VFV.TO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSH-UN.TO or VFV.TO.
Performance
CSH-UN.TO vs. VFV.TO - Performance Comparison
Loading data...
Key characteristics
CSH-UN.TO:
2.90
VFV.TO:
0.74
CSH-UN.TO:
3.91
VFV.TO:
1.10
CSH-UN.TO:
1.48
VFV.TO:
1.16
CSH-UN.TO:
5.53
VFV.TO:
0.73
CSH-UN.TO:
17.29
VFV.TO:
2.52
CSH-UN.TO:
3.27%
VFV.TO:
5.52%
CSH-UN.TO:
19.25%
VFV.TO:
19.30%
CSH-UN.TO:
-82.41%
VFV.TO:
-27.43%
CSH-UN.TO:
-0.65%
VFV.TO:
-6.78%
Returns By Period
In the year-to-date period, CSH-UN.TO achieves a 23.42% return, which is significantly higher than VFV.TO's -3.07% return. Over the past 10 years, CSH-UN.TO has underperformed VFV.TO with an annualized return of 10.24%, while VFV.TO has yielded a comparatively higher 13.54% annualized return.
CSH-UN.TO
23.42%
6.36%
15.21%
56.51%
20.13%
23.94%
10.24%
VFV.TO
-3.07%
6.29%
-2.68%
14.20%
16.71%
15.61%
13.54%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CSH-UN.TO vs. VFV.TO — Risk-Adjusted Performance Rank
CSH-UN.TO
VFV.TO
CSH-UN.TO vs. VFV.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chartwell Retirement Residences (CSH-UN.TO) and Vanguard S&P 500 Index ETF (VFV.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.
Loading data...
Dividends
CSH-UN.TO vs. VFV.TO - Dividend Comparison
CSH-UN.TO's dividend yield for the trailing twelve months is around 3.53%, more than VFV.TO's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSH-UN.TO Chartwell Retirement Residences | 3.53% | 3.98% | 5.19% | 7.25% | 5.18% | 5.45% | 4.30% | 4.29% | 3.53% | 2.58% | 0.08% | 0.09% |
VFV.TO Vanguard S&P 500 Index ETF | 1.06% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
CSH-UN.TO vs. VFV.TO - Drawdown Comparison
The maximum CSH-UN.TO drawdown since its inception was -82.41%, which is greater than VFV.TO's maximum drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for CSH-UN.TO and VFV.TO.
Loading data...
Volatility
CSH-UN.TO vs. VFV.TO - Volatility Comparison
Chartwell Retirement Residences (CSH-UN.TO) has a higher volatility of 6.57% compared to Vanguard S&P 500 Index ETF (VFV.TO) at 5.65%. This indicates that CSH-UN.TO's price experiences larger fluctuations and is considered to be riskier than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...