CSH-UN.TO vs. XEQT.TO
CSH-UN.TO (Chartwell Retirement Residences) is a stock, while XEQT.TO (iShares Core Equity ETF Portfolio) is Global Equities fund actively managed by iShares. Over the past 5 years, CSH-UN.TO returned 15.11%/yr vs 13.72%/yr for XEQT.TO. At a 0.37 correlation, their price movements are largely independent.
Performance
CSH-UN.TO vs. XEQT.TO - Performance Comparison
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Returns By Period
In the year-to-date period, CSH-UN.TO achieves a 4.43% return, which is significantly lower than XEQT.TO's 12.29% return.
CSH-UN.TO
- 1D
- 1.92%
- 1M
- -5.10%
- YTD
- 4.43%
- 6M
- 5.22%
- 1Y
- 16.15%
- 3Y*
- 37.32%
- 5Y*
- 15.11%
- 10Y*
- 8.18%
XEQT.TO
- 1D
- -0.56%
- 1M
- 5.98%
- YTD
- 12.29%
- 6M
- 11.20%
- 1Y
- 29.24%
- 3Y*
- 21.78%
- 5Y*
- 13.72%
- 10Y*
- —
CSH-UN.TO vs. XEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CSH-UN.TO Chartwell Retirement Residences | 4.43% | 37.84% | 34.64% | 47.82% | -24.26% | 11.10% | -14.52% | -4.00% |
XEQT.TO iShares Core Equity ETF Portfolio | 12.29% | 19.47% | 24.36% | 17.25% | -11.01% | 18.94% | 11.82% | 9.89% |
Correlation
The correlation between CSH-UN.TO and XEQT.TO is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Aug 15, 2019 | 0.37 |
The correlation between CSH-UN.TO and XEQT.TO shifts across timeframes, from 0.20 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CSH-UN.TO vs. XEQT.TO — Risk / Return Rank
CSH-UN.TO
XEQT.TO
CSH-UN.TO vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chartwell Retirement Residences (CSH-UN.TO) and iShares Core Equity ETF Portfolio (XEQT.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 | XEQT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.74 | ||
| Sortino ratioReturn per unit of downside risk | -2.22 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.47 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 3.56 | -2.19 |
| Martin ratioReturn relative to average drawdown | 4.01 | 15.50 | -11.50 |
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 | XEQT.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 2.53 | -1.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 1.05 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.95 | -0.62 |
Drawdowns
CSH-UN.TO vs. XEQT.TO - Drawdown Comparison
The maximum CSH-UN.TO drawdown since its inception was -79.53%, which is greater than XEQT.TO's maximum drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for CSH-UN.TO and XEQT.TO.
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Drawdown Indicators
| CSH-UN.TO | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.53% | -29.74% | -49.79% |
Max Drawdown (1Y)Largest decline over 1 year | -11.88% | -8.25% | -3.63% |
Max Drawdown (3Y)Largest decline over 3 years | -11.88% | -15.08% | +3.20% |
Max Drawdown (5Y)Largest decline over 5 years | -39.92% | -19.56% | -20.36% |
Max Drawdown (10Y)Largest decline over 10 years | -55.16% | — | — |
Current DrawdownCurrent decline from peak | -6.67% | -0.56% | -6.11% |
Average DrawdownAverage peak-to-trough decline | -15.77% | -4.11% | -11.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 1.89% | +2.17% |
Volatility
CSH-UN.TO vs. XEQT.TO - Volatility Comparison
Chartwell Retirement Residences (CSH-UN.TO) has a higher volatility of 6.35% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 3.70%. This indicates that CSH-UN.TO's price experiences larger fluctuations and is considered to be riskier than XEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSH-UN.TO | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 3.70% | +2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 15.53% | 9.38% | +6.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.65% | 11.63% | +9.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.12% | 13.12% | +8.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.27% | 15.56% | +8.71% |
Dividends
CSH-UN.TO vs. XEQT.TO - Dividend Comparison
CSH-UN.TO's dividend yield for the trailing twelve months is around 2.97%, more than XEQT.TO's 1.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSH-UN.TO Chartwell Retirement Residences | 2.97% | 3.04% | 4.06% | 5.22% | 7.25% | 5.18% | 5.45% | 4.30% | 4.29% | 3.52% | 3.79% | 4.32% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.48% | 1.66% | 2.01% | 2.07% | 2.12% | 1.64% | 1.66% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CSH-UN.TO and XEQT.TO have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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