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

Correlation

The correlation between BEDZ and APLE 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

BEDZ vs. APLE - Performance Comparison

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

Loading data...

Key characteristics

Sharpe Ratio

BEDZ:

0.42

APLE:

-0.40

Sortino Ratio

BEDZ:

0.71

APLE:

-0.46

Omega Ratio

BEDZ:

1.10

APLE:

0.94

Calmar Ratio

BEDZ:

0.34

APLE:

-0.39

Martin Ratio

BEDZ:

1.03

APLE:

-1.07

Ulcer Index

BEDZ:

9.39%

APLE:

11.92%

Daily Std Dev

BEDZ:

25.70%

APLE:

29.98%

Max Drawdown

BEDZ:

-29.96%

APLE:

-71.82%

Current Drawdown

BEDZ:

-13.11%

APLE:

-26.11%

Returns By Period

In the year-to-date period, BEDZ achieves a -8.56% return, which is significantly higher than APLE's -22.16% return.


BEDZ

YTD

-8.56%

1M

4.47%

6M

-10.24%

1Y

9.22%

3Y*

9.83%

5Y*

N/A

10Y*

N/A

APLE

YTD

-22.16%

1M

-0.61%

6M

-25.20%

1Y

-13.84%

3Y*

-5.38%

5Y*

6.99%

10Y*

0.56%

*Annualized

Compare stocks, funds, or ETFs

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


AdvisorShares Hotel ETF

Apple Hospitality REIT, Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BEDZ vs. APLE — Risk-Adjusted Performance Rank

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

BEDZ
The Risk-Adjusted Performance Rank of BEDZ is 3737
Overall Rank
The Sharpe Ratio Rank of BEDZ is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of BEDZ is 3838
Sortino Ratio Rank
The Omega Ratio Rank of BEDZ is 3838
Omega Ratio Rank
The Calmar Ratio Rank of BEDZ is 3838
Calmar Ratio Rank
The Martin Ratio Rank of BEDZ is 3333
Martin Ratio Rank

APLE
The Risk-Adjusted Performance Rank of APLE is 2525
Overall Rank
The Sharpe Ratio Rank of APLE is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of APLE is 2424
Sortino Ratio Rank
The Omega Ratio Rank of APLE is 2424
Omega Ratio Rank
The Calmar Ratio Rank of APLE is 2525
Calmar Ratio Rank
The Martin Ratio Rank of APLE is 2323
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.

BEDZ vs. APLE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Hotel ETF (BEDZ) 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.


The current BEDZ Sharpe Ratio is 0.42, which is higher than the APLE Sharpe Ratio of -0.40. The chart below compares the historical Sharpe Ratios of BEDZ 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.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BEDZ vs. APLE - Dividend Comparison

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


TTM2024202320222021202020192018201720162015
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%
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%

Drawdowns

BEDZ vs. APLE - Drawdown Comparison

The maximum BEDZ drawdown since its inception was -29.96%, smaller than the maximum APLE drawdown of -71.82%. Use the drawdown chart below to compare losses from any high point for BEDZ and APLE.


Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BEDZ vs. APLE - Volatility Comparison

The current volatility for AdvisorShares Hotel ETF (BEDZ) is 6.86%, while Apple Hospitality REIT, Inc. (APLE) has a volatility of 7.61%. This indicates that BEDZ experiences smaller price fluctuations and is considered to be less risky than APLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...