PortfoliosLab logo
BKD vs. LTC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BKD and LTC is 0.47, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

BKD vs. LTC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookdale Senior Living Inc. (BKD) and LTC Properties, Inc. (LTC). The values are adjusted to include any dividend payments, if applicable.

-100.00%0.00%100.00%200.00%300.00%400.00%500.00%NovemberDecember2025FebruaryMarchApril
-72.04%
420.74%
BKD
LTC

Key characteristics

Sharpe Ratio

BKD:

-0.12

LTC:

0.97

Sortino Ratio

BKD:

0.13

LTC:

1.42

Omega Ratio

BKD:

1.02

LTC:

1.18

Calmar Ratio

BKD:

-0.06

LTC:

0.91

Martin Ratio

BKD:

-0.23

LTC:

2.79

Ulcer Index

BKD:

23.99%

LTC:

6.68%

Daily Std Dev

BKD:

43.53%

LTC:

19.14%

Max Drawdown

BKD:

-96.29%

LTC:

-77.47%

Current Drawdown

BKD:

-86.71%

LTC:

-6.99%

Fundamentals

Market Cap

BKD:

$1.24B

LTC:

$1.66B

EPS

BKD:

-$0.94

LTC:

$2.01

PEG Ratio

BKD:

-0.75

LTC:

5.41

PS Ratio

BKD:

0.42

LTC:

8.22

PB Ratio

BKD:

5.85

LTC:

1.72

Total Revenue (TTM)

BKD:

$2.34B

LTC:

$159.01M

Gross Profit (TTM)

BKD:

$990.12M

LTC:

$149.26M

EBITDA (TTM)

BKD:

$291.16M

LTC:

$115.18M

Returns By Period

In the year-to-date period, BKD achieves a 24.06% return, which is significantly higher than LTC's 5.07% return. Over the past 10 years, BKD has underperformed LTC with an annualized return of -16.27%, while LTC has yielded a comparatively higher 3.50% annualized return.


BKD

YTD

24.06%

1M

5.58%

6M

0.48%

1Y

-7.56%

5Y*

13.98%

10Y*

-16.27%

LTC

YTD

5.07%

1M

2.53%

6M

2.49%

1Y

17.52%

5Y*

8.88%

10Y*

3.50%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

BKD vs. LTC — Risk-Adjusted Performance Rank

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

BKD
The Risk-Adjusted Performance Rank of BKD is 4545
Overall Rank
The Sharpe Ratio Rank of BKD is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of BKD is 4141
Sortino Ratio Rank
The Omega Ratio Rank of BKD is 4141
Omega Ratio Rank
The Calmar Ratio Rank of BKD is 4848
Calmar Ratio Rank
The Martin Ratio Rank of BKD is 4747
Martin Ratio Rank

LTC
The Risk-Adjusted Performance Rank of LTC is 7979
Overall Rank
The Sharpe Ratio Rank of LTC is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of LTC is 7777
Sortino Ratio Rank
The Omega Ratio Rank of LTC is 7575
Omega Ratio Rank
The Calmar Ratio Rank of LTC is 8383
Calmar Ratio Rank
The Martin Ratio Rank of LTC is 7979
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.

BKD vs. LTC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookdale Senior Living Inc. (BKD) and LTC Properties, Inc. (LTC). 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 chart of Sharpe ratio for BKD, currently valued at -0.12, compared to the broader market-2.00-1.000.001.002.003.00
BKD: -0.12
LTC: 0.97
The chart of Sortino ratio for BKD, currently valued at 0.13, compared to the broader market-6.00-4.00-2.000.002.004.00
BKD: 0.13
LTC: 1.42
The chart of Omega ratio for BKD, currently valued at 1.02, compared to the broader market0.501.001.502.00
BKD: 1.02
LTC: 1.18
The chart of Calmar ratio for BKD, currently valued at -0.06, compared to the broader market0.001.002.003.004.005.00
BKD: -0.06
LTC: 0.91
The chart of Martin ratio for BKD, currently valued at -0.23, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
BKD: -0.23
LTC: 2.79

The current BKD Sharpe Ratio is -0.12, which is lower than the LTC Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of BKD and LTC, 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-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
-0.12
0.97
BKD
LTC

Dividends

BKD vs. LTC - Dividend Comparison

BKD has not paid dividends to shareholders, while LTC's dividend yield for the trailing twelve months is around 6.42%.


TTM20242023202220212020201920182017201620152014
BKD
Brookdale Senior Living Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LTC
LTC Properties, Inc.
6.42%6.60%7.10%6.42%6.68%5.86%5.09%5.47%5.24%4.66%4.80%4.73%

Drawdowns

BKD vs. LTC - Drawdown Comparison

The maximum BKD drawdown since its inception was -96.29%, which is greater than LTC's maximum drawdown of -77.47%. Use the drawdown chart below to compare losses from any high point for BKD and LTC. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-86.71%
-6.99%
BKD
LTC

Volatility

BKD vs. LTC - Volatility Comparison

Brookdale Senior Living Inc. (BKD) has a higher volatility of 23.24% compared to LTC Properties, Inc. (LTC) at 6.95%. This indicates that BKD's price experiences larger fluctuations and is considered to be riskier than LTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
23.24%
6.95%
BKD
LTC

Financials

BKD vs. LTC - Financials Comparison

This section allows you to compare key financial metrics between Brookdale Senior Living Inc. and LTC Properties, 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