(CSH-UN) Chartwell Retirement - Performance 42.7% in 12m
Compare CSH-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
79.28%
#3 in Group
Rel. Strength
88.25%
#899 in Universe
Total Return 12m
42.72%
#5 in Group
Total Return 5y
148.46%
#6 in Group
P/E 209
83th Percentile in Group
P/E Forward 122
87th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 1.32%
24th Percentile in Group
12m Total Return: CSH-UN (42.7%) vs XLRE (13.4%)
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 |
9.29% | 24% | 153% | 35.7 | 13 | 1.26 | 20.3% | 12.8% |
| OHI NYSE Omega Healthcare Investors |
0.58% | 31.2% | 117% | 24.5 | 10.1 | 1.13 | -14.7% | -12.7% |
| VTR NYSE Ventas |
-0.73% | 67.3% | 219% | 362 | 185 | 1.88 | -8.70% | - |
| NHI NYSE National Health Investors |
1.81% | 28.5% | 133% | 23.9 | 12.8 | 1.99 | 29.4% | 5.05% |
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 | -2.20% | -2.69% | -3.01% |
| 3 Months | 11.94% | 5.11% | -3.15% |
| 12 Months | 42.72% | 13.36% | 10.19% |
| 5 Years | 148.46% | 58.33% | 129.24% |
| Trend Score (consistency of price movement) | CSH-UN | XLRE | S&P 500 |
| 1 Month | -27.8% | -6.8% | -5.5% |
| 3 Months | 80.9% | 57.4% | -58.4% |
| 12 Months | 93.2% | 59.8% | 84.1% |
| 5 Years | 64.2% | 44.7% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #14 | 0.50% | 0.83% |
| 3 Month | #8 | 6.49% | 15.6% |
| 12 Month | #5 | 25.9% | 29.5% |
| 5 Years | #6 | 56.9% | 8.39% |
FAQs
Does CSH-UN Chartwell Retirement outperforms the market?
Yes,
over the last 12 months CSH-UN made 42.72%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 13.36%.
Over the last 3 months CSH-UN made 11.94%, while XLRE made 5.11%.
Over the last 3 months CSH-UN made 11.94%, while XLRE made 5.11%.
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 | 3.46% | 0.81% | 11.5% | 32.5% |
| US NASDAQ 100 | QQQ | 4.44% | 1.86% | 12.3% | 34.1% |
| US Dow Jones Industrial 30 | DIA | 3.26% | -0.06% | 10.6% | 33.2% |
| German DAX 40 | DAX | 4.76% | 1.18% | -5.31% | 21.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.75% | -2.43% | 26.7% | 33.6% |
| Hongkong Hang Seng | HSI | 1.49% | -4.97% | 20.7% | 25.4% |
| India NIFTY 50 | INDA | 2.43% | -10.1% | 21.8% | 42.0% |
| Brasil Bovespa | EWZ | 3.35% | -10.5% | 19.5% | 54.5% |
CSH-UN vs. Sectors CSH-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.0% | 1.61% | 3.37% | 23.5% |
| Consumer Discretionary | XLY | 2.70% | 1.63% | 8.12% | 28.7% |
| Consumer Staples | XLP | 0.67% | -0.36% | 10.6% | 31.7% |
| Energy | XLE | 2.37% | -10.2% | 5.90% | 41.9% |
| Financial | XLF | 2.98% | 0.50% | -0.68% | 20.5% |
| Health Care | XLV | 3.04% | 0.96% | 16.2% | 41.0% |
| Industrial | XLI | 3.15% | -1.51% | 12.2% | 34.2% |
| Materials | XLB | 2.36% | -2.71% | 19.6% | 46.7% |
| Real Estate | XLRE | 1.42% | 0.49% | 14.6% | 29.4% |
| Technology | XLK | 4.59% | 1.81% | 16.6% | 40.7% |
| Utilities | XLU | 0.17% | -3.02% | 12.4% | 17.5% |
| Aerospace & Defense | XAR | 4.06% | -3.48% | 7.56% | 21.8% |
| Biotech | XBI | 8.02% | 3.65% | 29.2% | 53.7% |
| Homebuilder | XHB | 2.96% | -2.35% | 30.9% | 50.4% |
| Retail | XRT | 1.16% | -1.70% | 15.6% | 47.5% |