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

Correlation

The correlation between APLE and BEDZ is 0.57, 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

APLE vs. BEDZ - Performance Comparison

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

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Key characteristics

Sharpe Ratio

APLE:

-0.51

BEDZ:

0.18

Sortino Ratio

APLE:

-0.58

BEDZ:

0.41

Omega Ratio

APLE:

0.93

BEDZ:

1.06

Calmar Ratio

APLE:

-0.45

BEDZ:

0.15

Martin Ratio

APLE:

-1.33

BEDZ:

0.46

Ulcer Index

APLE:

11.25%

BEDZ:

9.19%

Daily Std Dev

APLE:

29.90%

BEDZ:

25.67%

Max Drawdown

APLE:

-71.82%

BEDZ:

-29.96%

Current Drawdown

APLE:

-26.61%

BEDZ:

-15.37%

Returns By Period

In the year-to-date period, APLE achieves a -22.69% return, which is significantly lower than BEDZ's -10.95% return.


APLE

YTD

-22.69%

1M

-1.20%

6M

-21.74%

1Y

-15.29%

3Y*

-3.24%

5Y*

9.21%

10Y*

0.80%

BEDZ

YTD

-10.95%

1M

12.31%

6M

-10.00%

1Y

4.56%

3Y*

11.56%

5Y*

N/A

10Y*

N/A

*Annualized

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Apple Hospitality REIT, Inc.

AdvisorShares Hotel ETF

Risk-Adjusted Performance

APLE vs. BEDZ — Risk-Adjusted Performance Rank

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

APLE
The Risk-Adjusted Performance Rank of APLE is 1919
Overall Rank
The Sharpe Ratio Rank of APLE is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of APLE is 2121
Sortino Ratio Rank
The Omega Ratio Rank of APLE is 2121
Omega Ratio Rank
The Calmar Ratio Rank of APLE is 2121
Calmar Ratio Rank
The Martin Ratio Rank of APLE is 1212
Martin Ratio Rank

BEDZ
The Risk-Adjusted Performance Rank of BEDZ is 2626
Overall Rank
The Sharpe Ratio Rank of BEDZ is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of BEDZ is 2727
Sortino Ratio Rank
The Omega Ratio Rank of BEDZ is 2626
Omega Ratio Rank
The Calmar Ratio Rank of BEDZ is 2727
Calmar Ratio Rank
The Martin Ratio Rank of BEDZ is 2424
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.

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.


The current APLE Sharpe Ratio is -0.51, which is lower than the BEDZ Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of APLE and BEDZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

APLE vs. BEDZ - Dividend Comparison

APLE's dividend yield for the trailing twelve months is around 8.71%, while BEDZ has not paid dividends to shareholders.


TTM2024202320222021202020192018201720162015
APLE
Apple Hospitality REIT, Inc.
8.71%6.58%6.08%4.82%0.25%2.32%6.77%9.12%5.61%6.01%4.01%
BEDZ
AdvisorShares Hotel ETF
0.00%0.00%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 -71.82%, which is greater than BEDZ's maximum drawdown of -29.96%. Use the drawdown chart below to compare losses from any high point for APLE and BEDZ. For additional features, visit the drawdowns tool.


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Volatility

APLE vs. BEDZ - Volatility Comparison

Apple Hospitality REIT, Inc. (APLE) has a higher volatility of 6.99% compared to AdvisorShares Hotel ETF (BEDZ) at 6.53%. 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.


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