(CSH-UN) Chartwell Retirement - Performance 47.6% in 12m
Compare CSH-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
80.17%
#2 in Group
Rel. Strength
88.42%
#925 in Universe
Total Return 12m
47.58%
#5 in Group
Total Return 5y
175.98%
#2 in Group
P/E 204
83th Percentile in Group
P/E Forward 122
87th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.33%
24th Percentile in Group
12m Total Return: CSH-UN (47.6%) vs XLRE (18.1%)
5y Drawdown (Underwater) Chart
Top Performers in Health Care REITs
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 |
-0.04% | 17.8% | 134% | 35.5 | 13 | 1.26 | 47.6% | 34.7% |
| VTR NYSE Ventas |
-4.08% | 48.5% | 165% | 361 | 185 | 1.86 | 2.60% | -5.76% |
| OHI NYSE Omega Healthcare Investors |
-2.27% | 24.7% | 102% | 24.7 | 10.1 | 1.13 | -1.10% | -9.82% |
| NHI NYSE National Health Investors |
2.85% | 23.7% | 98.4% | 24.2 | 12.8 | 1.99 | 60.0% | 10.5% |
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 | 5.64% | -0.36% | 0.40% |
| 3 Months | 11.35% | 2.05% | -4.90% |
| 12 Months | 47.58% | 18.12% | 13.65% |
| 5 Years | 175.98% | 50.85% | 114.96% |
| Trend Score (consistency of price movement) | CSH-UN | XLRE | S&P 500 |
| 1 Month | 65.2% | 78.4% | 74.8% |
| 3 Months | 28.4% | -59.7% | -84.7% |
| 12 Months | 93.6% | 36% | 53.5% |
| 5 Years | 64.4% | 42.5% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #3 | 6.01% | 5.22% |
| 3 Month | #6 | 9.12% | 17.1% |
| 12 Month | #5 | 24.9% | 29.9% |
| 5 Years | #4 | 83.0% | 28.4% |
FAQs
Does CSH-UN Chartwell Retirement outperforms the market?
Yes,
over the last 12 months CSH-UN made 47.58%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 18.12%.
Over the last 3 months CSH-UN made 11.35%, while XLRE made 2.05%.
Over the last 3 months CSH-UN made 11.35%, while XLRE made 2.05%.
Performance Comparison CSH-UN vs Indeces and Sectors
CSH-UN vs. Indices CSH-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.16% | 5.24% | 16.5% | 33.9% |
| US NASDAQ 100 | QQQ | 0.65% | 2.98% | 15.7% | 32.4% |
| US Dow Jones Industrial 30 | DIA | 1.09% | 7.72% | 17.1% | 37.8% |
| German DAX 40 | DAX | 0.38% | 2.61% | -3.68% | 19.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.32% | 5.87% | 20.5% | 42.2% |
| Hongkong Hang Seng | HSI | 0.48% | 5.58% | 16.1% | 37.0% |
| India NIFTY 50 | INDA | 2.08% | 1.08% | 16.6% | 45.1% |
| Brasil Bovespa | EWZ | 3.42% | 1.89% | 14.6% | 55.4% |
CSH-UN vs. Sectors CSH-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.85% | 5.05% | 10.2% | 23.5% |
| Consumer Discretionary | XLY | 2.15% | 6.56% | 15.1% | 32.6% |
| Consumer Staples | XLP | 3.20% | 5.63% | 13.8% | 37.0% |
| Energy | XLE | 4.59% | 18.6% | 23.6% | 56.1% |
| Financial | XLF | 0.47% | 6.44% | 8.25% | 22.7% |
| Health Care | XLV | 3.74% | 9.64% | 21.4% | 47.4% |
| Industrial | XLI | -0.23% | 4.49% | 15.3% | 35.6% |
| Materials | XLB | 1.29% | 8.03% | 24.9% | 49.9% |
| Real Estate | XLRE | 0.64% | 6.0% | 17.9% | 29.5% |
| Technology | XLK | 0.19% | 2.26% | 19.5% | 36.9% |
| Utilities | XLU | 2.12% | 5.22% | 11.7% | 26.5% |
| Aerospace & Defense | XAR | -0.30% | -2.04% | 2.00% | 18.7% |
| Biotech | XBI | 0.04% | 2.03% | 32.5% | 52.9% |
| Homebuilder | XHB | 0.21% | 7.24% | 32.3% | 53.0% |
| Retail | XRT | 1.02% | 6.83% | 23.0% | 48.6% |