BHR vs. APLE
Compare and contrast key facts about Braemar Hotels & Resorts, Inc. (BHR) and Apple Hospitality REIT, Inc. (APLE).
Performance
BHR vs. APLE - Performance Comparison
Loading graphics...
BHR vs. APLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BHR Braemar Hotels & Resorts, Inc. | -17.77% | 3.02% | 29.59% | -35.17% | -17.90% | 10.63% | -48.38% | 8.84% | -2.17% | -23.98% |
APLE Apple Hospitality REIT, Inc. | -0.89% | -16.61% | -1.26% | 12.31% | 2.41% | 25.42% | -18.91% | 21.97% | -21.64% | 3.99% |
Fundamentals
BHR:
$172.94M
APLE:
$2.74B
BHR:
-$0.33
APLE:
$0.74
BHR:
0.23
APLE:
1.94
BHR:
1.60
APLE:
0.87
BHR:
$704.02M
APLE:
$1.41B
BHR:
$142.06M
APLE:
$1.05B
BHR:
$121.31M
APLE:
$470.77M
Returns By Period
In the year-to-date period, BHR achieves a -17.77% return, which is significantly lower than APLE's -0.89% return. Over the past 10 years, BHR has underperformed APLE with an annualized return of -10.68%, while APLE has yielded a comparatively higher 0.13% annualized return.
BHR
- 1D
- 0.00%
- 1M
- -18.90%
- YTD
- -17.77%
- 6M
- -12.04%
- 1Y
- 0.12%
- 3Y*
- -9.23%
- 5Y*
- -13.69%
- 10Y*
- -10.68%
APLE
- 1D
- 0.70%
- 1M
- -5.46%
- YTD
- -0.89%
- 6M
- -0.19%
- 1Y
- -3.37%
- 3Y*
- -2.80%
- 5Y*
- 0.44%
- 10Y*
- 0.13%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BHR vs. APLE — Risk / Return Rank
BHR
APLE
BHR vs. APLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Braemar Hotels & Resorts, Inc. (BHR) 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.
| BHR | APLE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | -0.12 | +0.12 |
Sortino ratioReturn per unit of downside risk | 0.46 | 0.04 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.01 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.12 | -0.14 | +0.03 |
Martin ratioReturn relative to average drawdown | -0.24 | -0.34 | +0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BHR | APLE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | -0.12 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.25 | 0.02 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.16 | 0.00 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.20 | 0.04 | -0.24 |
Correlation
The correlation between BHR and APLE is 0.52, 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.
Dividends
BHR vs. APLE - Dividend Comparison
BHR's dividend yield for the trailing twelve months is around 6.36%, less than APLE's 8.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHR Braemar Hotels & Resorts, Inc. | 6.36% | 6.97% | 6.67% | 8.00% | 1.95% | 0.00% | 0.00% | 8.23% | 7.17% | 6.58% | 3.37% | 2.41% |
APLE Apple Hospitality REIT, Inc. | 8.34% | 8.10% | 6.58% | 6.08% | 4.82% | 0.25% | 2.32% | 6.77% | 9.12% | 5.61% | 6.01% | 4.01% |
Drawdowns
BHR vs. APLE - Drawdown Comparison
The maximum BHR drawdown since its inception was -93.49%, which is greater than APLE's maximum drawdown of -71.83%. Use the drawdown chart below to compare losses from any high point for BHR and APLE.
Loading graphics...
Drawdown Indicators
| BHR | APLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.49% | -71.83% | -21.66% |
Max Drawdown (1Y)Largest decline over 1 year | -29.12% | -17.49% | -11.63% |
Max Drawdown (5Y)Largest decline over 5 years | -72.18% | -32.95% | -39.23% |
Max Drawdown (10Y)Largest decline over 10 years | -91.14% | -71.83% | -19.31% |
Current DrawdownCurrent decline from peak | -83.14% | -21.54% | -61.60% |
Average DrawdownAverage peak-to-trough decline | -58.97% | -12.48% | -46.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.81% | 7.28% | +6.53% |
Volatility
BHR vs. APLE - Volatility Comparison
Braemar Hotels & Resorts, Inc. (BHR) has a higher volatility of 15.16% compared to Apple Hospitality REIT, Inc. (APLE) at 6.86%. This indicates that BHR'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.
Loading graphics...
Volatility by Period
| BHR | APLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.16% | 6.86% | +8.30% |
Volatility (6M)Calculated over the trailing 6-month period | 31.64% | 15.42% | +16.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.98% | 29.23% | +26.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.05% | 27.12% | +27.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 66.93% | 34.45% | +32.48% |
Financials
BHR vs. APLE - Financials Comparison
This section allows you to compare key financial metrics between Braemar Hotels & Resorts, Inc. 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.
Total Revenue: Total amount of money received from sales and other business activities