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ADC vs. APLE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ADC and APLE is 0.38, 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.


-0.50.00.51.00.4

Performance

ADC vs. APLE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Agree Realty Corporation (ADC) and Apple Hospitality REIT, Inc. (APLE). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
2.98%
13.21%
ADC
APLE

Key characteristics

Sharpe Ratio

ADC:

1.53

APLE:

0.10

Sortino Ratio

ADC:

2.18

APLE:

0.30

Omega Ratio

ADC:

1.26

APLE:

1.03

Calmar Ratio

ADC:

1.05

APLE:

0.12

Martin Ratio

ADC:

6.02

APLE:

0.23

Ulcer Index

ADC:

4.65%

APLE:

8.99%

Daily Std Dev

ADC:

17.87%

APLE:

21.42%

Max Drawdown

ADC:

-70.25%

APLE:

-71.82%

Current Drawdown

ADC:

-5.17%

APLE:

-4.65%

Fundamentals

Market Cap

ADC:

$7.96B

APLE:

$3.70B

EPS

ADC:

$1.80

APLE:

$0.85

PE Ratio

ADC:

40.32

APLE:

18.16

PEG Ratio

ADC:

-28.74

APLE:

0.00

Total Revenue (TTM)

ADC:

$456.36M

APLE:

$1.10B

Gross Profit (TTM)

ADC:

$299.92M

APLE:

$306.52M

EBITDA (TTM)

ADC:

$381.87M

APLE:

$370.22M

Returns By Period

In the year-to-date period, ADC achieves a 3.81% return, which is significantly higher than APLE's 0.45% return.


ADC

YTD

3.81%

1M

3.99%

6M

4.67%

1Y

28.45%

5Y*

3.46%

10Y*

12.78%

APLE

YTD

0.45%

1M

1.71%

6M

13.77%

1Y

1.02%

5Y*

4.00%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

ADC vs. APLE — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADC
The Risk-Adjusted Performance Rank of ADC is 8383
Overall Rank
The Sharpe Ratio Rank of ADC is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of ADC is 8484
Sortino Ratio Rank
The Omega Ratio Rank of ADC is 8080
Omega Ratio Rank
The Calmar Ratio Rank of ADC is 8181
Calmar Ratio Rank
The Martin Ratio Rank of ADC is 8484
Martin Ratio Rank

APLE
The Risk-Adjusted Performance Rank of APLE is 4747
Overall Rank
The Sharpe Ratio Rank of APLE is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of APLE is 4040
Sortino Ratio Rank
The Omega Ratio Rank of APLE is 3939
Omega Ratio Rank
The Calmar Ratio Rank of APLE is 5353
Calmar Ratio Rank
The Martin Ratio Rank of APLE is 5050
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ADC vs. APLE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Agree Realty Corporation (ADC) and Apple Hospitality REIT, Inc. (APLE). 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.


Sharpe ratio
The chart of Sharpe ratio for ADC, currently valued at 1.53, compared to the broader market-2.000.002.001.530.10
The chart of Sortino ratio for ADC, currently valued at 2.18, compared to the broader market-4.00-2.000.002.004.002.180.30
The chart of Omega ratio for ADC, currently valued at 1.26, compared to the broader market0.501.001.502.001.261.03
The chart of Calmar ratio for ADC, currently valued at 1.05, compared to the broader market0.002.004.006.001.050.12
The chart of Martin ratio for ADC, currently valued at 6.02, compared to the broader market-10.000.0010.0020.006.020.23
ADC
APLE

The current ADC Sharpe Ratio is 1.53, which is higher than the APLE Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of ADC and APLE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.53
0.10
ADC
APLE

Dividends

ADC vs. APLE - Dividend Comparison

ADC's dividend yield for the trailing twelve months is around 4.12%, less than APLE's 6.58% yield.


TTM20242023202220212020201920182017201620152014
ADC
Agree Realty Corporation
4.12%4.26%4.64%3.95%3.65%3.61%3.25%3.65%3.94%4.17%5.43%5.60%
APLE
Apple Hospitality REIT, Inc.
6.58%6.58%6.08%4.82%0.25%2.32%6.77%9.12%5.61%6.01%4.01%0.00%

Drawdowns

ADC vs. APLE - Drawdown Comparison

The maximum ADC drawdown since its inception was -70.25%, roughly equal to the maximum APLE drawdown of -71.82%. Use the drawdown chart below to compare losses from any high point for ADC and APLE. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-5.17%
-4.65%
ADC
APLE

Volatility

ADC vs. APLE - Volatility Comparison

Agree Realty Corporation (ADC) has a higher volatility of 6.73% compared to Apple Hospitality REIT, Inc. (APLE) at 5.90%. This indicates that ADC's price experiences larger fluctuations and is considered to be riskier than APLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%SeptemberOctoberNovemberDecember2025February
6.73%
5.90%
ADC
APLE

Financials

ADC vs. APLE - Financials Comparison

This section allows you to compare key financial metrics between Agree Realty Corporation and Apple Hospitality REIT, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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