AAT vs. NHI
Compare and contrast key facts about American Assets Trust, Inc. (AAT) and National Health Investors, Inc. (NHI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAT or NHI.
Correlation
The correlation between AAT and NHI is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AAT vs. NHI - Performance Comparison
Key characteristics
AAT:
-0.04
NHI:
1.71
AAT:
0.14
NHI:
2.30
AAT:
1.02
NHI:
1.28
AAT:
-0.02
NHI:
1.70
AAT:
-0.08
NHI:
3.65
AAT:
13.01%
NHI:
9.69%
AAT:
27.87%
NHI:
20.69%
AAT:
-61.85%
NHI:
-83.30%
AAT:
-50.30%
NHI:
-7.75%
Fundamentals
AAT:
$1.46B
NHI:
$3.54B
AAT:
$0.94
NHI:
$3.13
AAT:
20.04
NHI:
24.21
AAT:
21.85
NHI:
1.99
AAT:
3.25
NHI:
10.54
AAT:
0.99
NHI:
2.57
AAT:
$347.16M
NHI:
$254.39M
AAT:
$189.51M
NHI:
$217.31M
AAT:
$199.37M
NHI:
$208.23M
Returns By Period
In the year-to-date period, AAT achieves a -26.32% return, which is significantly lower than NHI's 10.67% return. Over the past 10 years, AAT has underperformed NHI with an annualized return of -4.05%, while NHI has yielded a comparatively higher 7.05% annualized return.
AAT
-26.32%
-8.02%
-30.62%
-2.06%
-1.79%
-4.05%
NHI
10.67%
1.54%
1.50%
31.72%
13.71%
7.05%
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Risk-Adjusted Performance
AAT vs. NHI — Risk-Adjusted Performance Rank
AAT
NHI
AAT vs. NHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Assets Trust, Inc. (AAT) and National Health Investors, Inc. (NHI). 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.
Dividends
AAT vs. NHI - Dividend Comparison
AAT's dividend yield for the trailing twelve months is around 7.06%, more than NHI's 4.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAT American Assets Trust, Inc. | 7.06% | 5.10% | 5.86% | 4.83% | 3.09% | 3.46% | 2.48% | 2.71% | 2.75% | 2.34% | 2.47% | 2.24% |
NHI National Health Investors, Inc. | 4.75% | 5.19% | 6.45% | 6.89% | 6.62% | 6.38% | 5.15% | 5.30% | 5.04% | 4.85% | 5.59% | 4.40% |
Drawdowns
AAT vs. NHI - Drawdown Comparison
The maximum AAT drawdown since its inception was -61.85%, smaller than the maximum NHI drawdown of -83.30%. Use the drawdown chart below to compare losses from any high point for AAT and NHI. For additional features, visit the drawdowns tool.
Volatility
AAT vs. NHI - Volatility Comparison
American Assets Trust, Inc. (AAT) has a higher volatility of 12.52% compared to National Health Investors, Inc. (NHI) at 7.64%. This indicates that AAT's price experiences larger fluctuations and is considered to be riskier than NHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AAT vs. NHI - Financials Comparison
This section allows you to compare key financial metrics between American Assets Trust, Inc. and National Health Investors, Inc.. 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