EXE.TO vs. CSH-UN.TO
Compare and contrast key facts about Extendicare Inc. (EXE.TO) and Chartwell Retirement Residences (CSH-UN.TO).
Performance
EXE.TO vs. CSH-UN.TO - Performance Comparison
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EXE.TO vs. CSH-UN.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXE.TO Extendicare Inc. | 23.72% | 108.12% | 54.90% | 19.31% | -3.86% | 17.26% | -14.91% | 40.94% | -26.10% | -2.76% |
CSH-UN.TO Chartwell Retirement Residences | -1.62% | 37.84% | 34.64% | 47.82% | -24.26% | 11.10% | -14.52% | 5.88% | -12.56% | 15.19% |
Fundamentals
EXE.TO:
CA$2.35B
CSH-UN.TO:
CA$6.12B
EXE.TO:
CA$1.11
CSH-UN.TO:
CA$0.10
EXE.TO:
23.67
CSH-UN.TO:
200.74
EXE.TO:
0.33
CSH-UN.TO:
1.79
EXE.TO:
1.38
CSH-UN.TO:
5.33
EXE.TO:
6.30
CSH-UN.TO:
3.58
EXE.TO:
CA$1.66B
CSH-UN.TO:
CA$1.11B
EXE.TO:
CA$869.39M
CSH-UN.TO:
CA$312.56M
EXE.TO:
CA$184.26M
CSH-UN.TO:
CA$392.70M
Returns By Period
In the year-to-date period, EXE.TO achieves a 23.72% return, which is significantly higher than CSH-UN.TO's -1.62% return. Over the past 10 years, EXE.TO has outperformed CSH-UN.TO with an annualized return of 17.51%, while CSH-UN.TO has yielded a comparatively lower 8.60% annualized return.
EXE.TO
- 1D
- 1.86%
- 1M
- -0.98%
- YTD
- 23.72%
- 6M
- 78.81%
- 1Y
- 109.95%
- 3Y*
- 68.55%
- 5Y*
- 35.15%
- 10Y*
- 17.51%
CSH-UN.TO
- 1D
- 0.00%
- 1M
- -11.43%
- YTD
- -1.62%
- 6M
- -1.26%
- 1Y
- 20.74%
- 3Y*
- 37.87%
- 5Y*
- 16.14%
- 10Y*
- 8.60%
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Return for Risk
EXE.TO vs. CSH-UN.TO — Risk / Return Rank
EXE.TO
CSH-UN.TO
EXE.TO vs. CSH-UN.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Extendicare Inc. (EXE.TO) and Chartwell Retirement Residences (CSH-UN.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.
| EXE.TO | CSH-UN.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.53 | 0.99 | +2.54 |
Sortino ratioReturn per unit of downside risk | 5.27 | 1.54 | +3.73 |
Omega ratioGain probability vs. loss probability | 1.63 | 1.18 | +0.45 |
Calmar ratioReturn relative to maximum drawdown | 6.83 | 1.82 | +5.01 |
Martin ratioReturn relative to average drawdown | 19.40 | 6.19 | +13.21 |
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
| EXE.TO | CSH-UN.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.53 | 0.99 | +2.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.53 | 0.78 | +0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.36 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.45 | 0.33 | -0.77 |
Correlation
The correlation between EXE.TO and CSH-UN.TO is 0.30, 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
EXE.TO vs. CSH-UN.TO - Dividend Comparison
EXE.TO's dividend yield for the trailing twelve months is around 1.76%, less than CSH-UN.TO's 3.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXE.TO Extendicare Inc. | 1.76% | 2.34% | 4.52% | 6.59% | 7.32% | 6.58% | 7.23% | 5.69% | 7.56% | 5.25% | 4.86% | 4.97% |
CSH-UN.TO Chartwell Retirement Residences | 3.11% | 3.04% | 4.06% | 5.22% | 7.25% | 5.18% | 5.45% | 4.30% | 4.29% | 3.52% | 3.79% | 4.32% |
Drawdowns
EXE.TO vs. CSH-UN.TO - Drawdown Comparison
The maximum EXE.TO drawdown since its inception was -100.00%, which is greater than CSH-UN.TO's maximum drawdown of -79.53%. Use the drawdown chart below to compare losses from any high point for EXE.TO and CSH-UN.TO.
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Drawdown Indicators
| EXE.TO | CSH-UN.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -79.53% | -20.47% |
Max Drawdown (1Y)Largest decline over 1 year | -15.92% | -11.88% | -4.04% |
Max Drawdown (5Y)Largest decline over 5 years | -22.07% | -39.92% | +17.85% |
Max Drawdown (10Y)Largest decline over 10 years | -46.29% | -55.16% | +8.87% |
Current DrawdownCurrent decline from peak | -99.98% | -11.43% | -88.55% |
Average DrawdownAverage peak-to-trough decline | -87.43% | -15.85% | -71.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 3.42% | +2.18% |
Volatility
EXE.TO vs. CSH-UN.TO - Volatility Comparison
Extendicare Inc. (EXE.TO) and Chartwell Retirement Residences (CSH-UN.TO) have volatilities of 7.37% and 7.43%, 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
| EXE.TO | CSH-UN.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.37% | 7.43% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 24.81% | 15.08% | +9.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.37% | 21.03% | +10.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.15% | 20.79% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.37% | 24.17% | +1.20% |
Financials
EXE.TO vs. CSH-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between Extendicare Inc. and Chartwell Retirement Residences. 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
EXE.TO vs. CSH-UN.TO - Profitability Comparison
EXE.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Extendicare Inc. reported a gross profit of 55.39M and revenue of 462.03M. Therefore, the gross margin over that period was 12.0%.
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%.
EXE.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Extendicare Inc. reported an operating income of 39.10M and revenue of 462.03M, resulting in an operating margin of 8.5%.
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%.
EXE.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Extendicare Inc. reported a net income of 25.58M and revenue of 462.03M, resulting in a net margin of 5.5%.
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%.