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APLE vs. BEDZ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


APLEBEDZ
YTD Return-9.87%-1.25%
1Y Return6.34%12.37%
3Y Return (Ann)2.03%3.95%
Sharpe Ratio0.250.72
Daily Std Dev22.78%16.91%
Max Drawdown-71.85%-29.70%
Current Drawdown-13.35%-8.55%

Correlation

-0.50.00.51.00.7

The correlation between APLE and BEDZ is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

APLE vs. BEDZ - Performance Comparison

In the year-to-date period, APLE achieves a -9.87% return, which is significantly lower than BEDZ's -1.25% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


10.00%15.00%20.00%25.00%2024FebruaryMarchAprilMayJune
10.09%
12.82%
APLE
BEDZ

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Apple Hospitality REIT, Inc.

AdvisorShares Hotel ETF

Risk-Adjusted Performance

APLE vs. BEDZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Apple Hospitality REIT, Inc. (APLE) and AdvisorShares Hotel ETF (BEDZ). 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.


APLE
Sharpe ratio
The chart of Sharpe ratio for APLE, currently valued at 0.25, compared to the broader market-2.00-1.000.001.002.003.000.25
Sortino ratio
The chart of Sortino ratio for APLE, currently valued at 0.53, compared to the broader market-4.00-2.000.002.004.000.53
Omega ratio
The chart of Omega ratio for APLE, currently valued at 1.06, compared to the broader market0.501.001.502.001.06
Calmar ratio
The chart of Calmar ratio for APLE, currently valued at 0.30, compared to the broader market0.002.004.006.000.30
Martin ratio
The chart of Martin ratio for APLE, currently valued at 0.82, compared to the broader market0.0010.0020.000.82
BEDZ
Sharpe ratio
The chart of Sharpe ratio for BEDZ, currently valued at 0.72, compared to the broader market-2.00-1.000.001.002.003.000.72
Sortino ratio
The chart of Sortino ratio for BEDZ, currently valued at 1.15, compared to the broader market-4.00-2.000.002.004.001.15
Omega ratio
The chart of Omega ratio for BEDZ, currently valued at 1.14, compared to the broader market0.501.001.502.001.14
Calmar ratio
The chart of Calmar ratio for BEDZ, currently valued at 0.71, compared to the broader market0.002.004.006.000.71
Martin ratio
The chart of Martin ratio for BEDZ, currently valued at 2.11, compared to the broader market0.0010.0020.002.11

APLE vs. BEDZ - Sharpe Ratio Comparison

The current APLE Sharpe Ratio is 0.25, which is lower than the BEDZ Sharpe Ratio of 0.72. The chart below compares the 12-month rolling Sharpe Ratio of APLE and BEDZ.


Rolling 12-month Sharpe Ratio0.000.501.001.502024FebruaryMarchAprilMayJune
0.25
0.72
APLE
BEDZ

Dividends

APLE vs. BEDZ - Dividend Comparison

APLE's dividend yield for the trailing twelve months is around 6.92%, more than BEDZ's 1.69% yield.


TTM202320222021202020192018201720162015
APLE
Apple Hospitality REIT, Inc.
6.92%6.08%4.78%0.25%2.31%6.74%9.04%5.56%5.96%3.97%
BEDZ
AdvisorShares Hotel ETF
1.69%1.67%0.21%0.36%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

APLE vs. BEDZ - Drawdown Comparison

The maximum APLE drawdown since its inception was -71.85%, which is greater than BEDZ's maximum drawdown of -29.70%. Use the drawdown chart below to compare losses from any high point for APLE and BEDZ. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%2024FebruaryMarchAprilMayJune
-13.35%
-8.55%
APLE
BEDZ

Volatility

APLE vs. BEDZ - Volatility Comparison

Apple Hospitality REIT, Inc. (APLE) has a higher volatility of 5.39% compared to AdvisorShares Hotel ETF (BEDZ) at 4.61%. This indicates that APLE's price experiences larger fluctuations and is considered to be riskier than BEDZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%2024FebruaryMarchAprilMayJune
5.39%
4.61%
APLE
BEDZ