Overview Performance Dividends Peer Group Options

(CSH-UN) Chartwell Retirement - Performance 49.8% in 12m

CSH-UN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 79.27%
#2 in Peer-Group
Rel. Strength 86.36%
#1019 in Stock-Universe
Total Return 12m 49.81%
#3 in Peer-Group
Total Return 5y 147.36%
#4 in Peer-Group
P/E Value
P/E Trailing 85.5
P/E Forward 122
High / Low CAD
52 Week High 18.61 CAD
52 Week Low 12.06 CAD
Sentiment Value
VRO Trend Strength +-100 34.77
Buy/Sell Signal +-5 1.26
Support / Resistance Levels
Support
Resistance
12m Total Return: CSH-UN (49.8%) vs XLRE (12.8%)
Total Return of Chartwell Retirement versus its related sector ETF XLRE
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (CSH-UN) Chartwell Retirement - Performance 49.8% in 12m

Top Performer in Health Care REITs

Short Term Performance

Symbol 1w 1m 3m
CSH-UN 0.5% 0.44% 11.9%
DHC 7.47% 14.4% 40.2%
AHR 1.33% 1.67% 21.2%
AED 2.52% 1.82% 14.0%

Long Term Performance

Symbol 6m 12m 5y
CSH-UN 20% 49.8% 147%
AHR 31.5% 158% 188%
DHC 65.5% 34.2% 1.28%
WELL 22.5% 49.7% 241%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
CTRE NYSE
CareTrust REIT		 1.49% 26% 112% 30.7 13 1.26 21.1% 12.3%
VTR NYSE
Ventas		 -3.88% 28.6% 109% 187 169 1.71 -14.9% -18.8%
OHI NYSE
Omega Healthcare Investors		 -1.52% 21.2% 85.5% 22.9 10.1 1.13 0.30% 1.4%
NHI NYSE
National Health Investors		 -5.3% 11.7% 61.8% 22.5 12.8 1.99 33.9% -3.41%

Performance Comparison: CSH-UN vs XLRE vs S&P 500

XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for CSH-UN
Total Return (including Dividends) CSH-UN XLRE S&P 500
1 Month 0.44% -0.12% 0.24%
3 Months 11.91% 0.42% 5.41%
12 Months 49.81% 12.78% 10.03%
5 Years 147.36% 40.29% 104.87%

Trend Score (consistency of price movement) CSH-UN XLRE S&P 500
1 Month -40.9% 78.8% 78.8%
3 Months 81.6% 50.8% 79.5%
12 Months 93.7% 1.5% 43%
5 Years 64.5% 40% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLRE vs. S&P 500
1 Month #12 0.56% 0.20%
3 Month #5 11.44% 6.17%
12 Month #3 32.84% 36.16%
5 Years #3 76.32% 20.74%

FAQs

Does Chartwell Retirement (CSH-UN) outperform the market?

Yes, over the last 12 months CSH-UN made 49.81%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 12.78%. Over the last 3 months CSH-UN made 11.91%, while XLRE made 0.42%.

Performance Comparison CSH-UN vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

CSH-UN vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 1% 0.2% 19.1% 40%
US NASDAQ 100 QQQ 0.5% -0.8% 18.1% 40%
German DAX 40 DAX 1.2% 3.3% 3.1% 22%
Shanghai Shenzhen CSI 300 CSI 300 0.7% 1.5% 20.1% 37%
Hongkong Hang Seng HSI 2.2% -1.6% 2.7% 24%
India NIFTY 50 INDA 0.8% 0.8% 19.1% 51%
Brasil Bovespa EWZ 0.3% 0.4% -2.1% 41%

CSH-UN vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.3% -0.8% 14.4% 27%
Consumer Discretionary XLY 1% 2.9% 27.5% 32%
Consumer Staples XLP 0.4% 2.4% 17.3% 43%
Energy XLE -0.5% -6% 12.5% 48%
Financial XLF -0.3% 2.4% 15.3% 27%
Health Care XLV 3.1% 2% 23.1% 58%
Industrial XLI 0.7% 1.4% 12.7% 33%
Materials XLB 1.6% 1.2% 18% 52%
Real Estate XLRE 0.6% 0.6% 15.7% 37%
Technology XLK -0.1% -2.5% 17.7% 44%
Utilities XLU 1.3% 2.8% 12.6% 31%
Aerospace & Defense XAR 0.1% -4.9% -0% 7%
Biotech XBI 2% -0.8% 29.7% 58%
Homebuilder XHB -0.1% 4.4% 30.1% 57%
Retail XRT -1.7% -0.2% 24.2% 47%

CSH-UN vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -3.1% -20.6% 6.25% 45%
Natural Gas UNG -7.5% -3.5% 8.7% 57%
Gold GLD 2.5% -1.7% -8.1% 8%
Silver SLV 1.3% -8.2% -1.6% 33%
Copper CPER -1.3% -3.2% 1.7% 42%

CSH-UN vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.3% -1.2% 20.3% 54%
iShares High Yield Corp. Bond HYG -0.1% -0.6% 16% 40%