BKD vs. VTHR
Compare and contrast key facts about Brookdale Senior Living Inc. (BKD) and Vanguard Russell 3000 ETF (VTHR).
VTHR is a passively managed fund by Vanguard that tracks the performance of the Russell 3000 Index. It was launched on Sep 20, 2010.
Performance
BKD vs. VTHR - Performance Comparison
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BKD vs. VTHR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BKD Brookdale Senior Living Inc. | 28.45% | 114.51% | -13.57% | 113.19% | -47.09% | 16.48% | -39.06% | 8.51% | -30.93% | -21.90% |
VTHR Vanguard Russell 3000 ETF | -3.23% | 16.99% | 23.57% | 25.92% | -19.20% | 25.49% | 20.93% | 30.82% | -5.65% | 21.06% |
Returns By Period
In the year-to-date period, BKD achieves a 28.45% return, which is significantly higher than VTHR's -3.23% return. Over the past 10 years, BKD has underperformed VTHR with an annualized return of -1.23%, while VTHR has yielded a comparatively higher 13.60% annualized return.
BKD
- 1D
- 1.32%
- 1M
- -8.39%
- YTD
- 28.45%
- 6M
- 61.92%
- 1Y
- 126.84%
- 3Y*
- 67.49%
- 5Y*
- 16.86%
- 10Y*
- -1.23%
VTHR
- 1D
- 0.76%
- 1M
- -4.46%
- YTD
- -3.23%
- 6M
- -1.34%
- 1Y
- 18.30%
- 3Y*
- 18.03%
- 5Y*
- 10.66%
- 10Y*
- 13.60%
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Return for Risk
BKD vs. VTHR — Risk / Return Rank
BKD
VTHR
BKD vs. VTHR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookdale Senior Living Inc. (BKD) and Vanguard Russell 3000 ETF (VTHR). 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.
| BKD | VTHR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.98 | 0.99 | +2.00 |
Sortino ratioReturn per unit of downside risk | 3.64 | 1.51 | +2.13 |
Omega ratioGain probability vs. loss probability | 1.51 | 1.23 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 6.04 | 1.53 | +4.52 |
Martin ratioReturn relative to average drawdown | 19.38 | 7.22 | +12.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BKD | VTHR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.98 | 0.99 | +2.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.62 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.02 | 0.77 | -0.79 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.04 | 0.80 | -0.84 |
Correlation
The correlation between BKD and VTHR is 0.44, 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
BKD vs. VTHR - Dividend Comparison
BKD has not paid dividends to shareholders, while VTHR's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VTHR Vanguard Russell 3000 ETF | 1.15% | 1.08% | 1.19% | 1.47% | 1.52% | 1.16% | 1.37% | 1.65% | 1.89% | 1.63% | 1.82% | 1.84% |
Drawdowns
BKD vs. VTHR - Drawdown Comparison
The maximum BKD drawdown since its inception was -96.29%, which is greater than VTHR's maximum drawdown of -34.61%. Use the drawdown chart below to compare losses from any high point for BKD and VTHR.
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Drawdown Indicators
| BKD | VTHR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.29% | -34.61% | -61.68% |
Max Drawdown (1Y)Largest decline over 1 year | -20.10% | -12.32% | -7.78% |
Max Drawdown (5Y)Largest decline over 5 years | -73.14% | -25.06% | -48.08% |
Max Drawdown (10Y)Largest decline over 10 years | -90.90% | -34.61% | -56.29% |
Current DrawdownCurrent decline from peak | -70.48% | -5.50% | -64.98% |
Average DrawdownAverage peak-to-trough decline | -63.63% | -4.08% | -59.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.26% | 2.60% | +3.66% |
Volatility
BKD vs. VTHR - Volatility Comparison
Brookdale Senior Living Inc. (BKD) has a higher volatility of 8.74% compared to Vanguard Russell 3000 ETF (VTHR) at 5.53%. This indicates that BKD's price experiences larger fluctuations and is considered to be riskier than VTHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKD | VTHR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.74% | 5.53% | +3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 28.10% | 9.84% | +18.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.86% | 18.63% | +24.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.78% | 17.30% | +36.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.92% | 17.82% | +42.10% |