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CLDT vs. APLE
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CLDT vs. APLE - Performance Comparison

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

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CLDT vs. APLE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CLDT
Chatham Lodging Trust
17.06%-19.89%-13.83%-10.13%-10.05%27.04%-40.30%11.32%-17.05%18.06%
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

Market Cap

CLDT:

$386.47M

APLE:

$2.74B

EPS

CLDT:

$0.30

APLE:

$0.74

PE Ratio

CLDT:

25.83

APLE:

15.59

PS Ratio

CLDT:

1.32

APLE:

1.94

PB Ratio

CLDT:

0.52

APLE:

0.87

Total Revenue (TTM)

CLDT:

$295.08M

APLE:

$1.41B

Gross Profit (TTM)

CLDT:

$10.38M

APLE:

$1.05B

EBITDA (TTM)

CLDT:

$92.81M

APLE:

$470.77M

Returns By Period

In the year-to-date period, CLDT achieves a 17.06% return, which is significantly higher than APLE's -0.89% return. Over the past 10 years, CLDT has underperformed APLE with an annualized return of -5.53%, while APLE has yielded a comparatively higher 0.13% annualized return.


CLDT

1D
1.81%
1M
3.40%
YTD
17.06%
6M
20.37%
1Y
16.25%
3Y*
-5.51%
5Y*
-8.04%
10Y*
-5.53%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CLDT vs. APLE — Risk / Return Rank

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

CLDT
CLDT Risk / Return Rank: 5858
Overall Rank
CLDT Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
CLDT Sortino Ratio Rank: 5656
Sortino Ratio Rank
CLDT Omega Ratio Rank: 5454
Omega Ratio Rank
CLDT Calmar Ratio Rank: 6161
Calmar Ratio Rank
CLDT Martin Ratio Rank: 6060
Martin Ratio Rank

APLE
APLE Risk / Return Rank: 3535
Overall Rank
APLE Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
APLE Sortino Ratio Rank: 3131
Sortino Ratio Rank
APLE Omega Ratio Rank: 3131
Omega Ratio Rank
APLE Calmar Ratio Rank: 3838
Calmar Ratio Rank
APLE Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLDT vs. APLE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Chatham Lodging Trust (CLDT) 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.


CLDTAPLEDifference

Sharpe ratio

Return per unit of total volatility

0.51

-0.12

+0.63

Sortino ratio

Return per unit of downside risk

1.00

0.04

+0.96

Omega ratio

Gain probability vs. loss probability

1.12

1.01

+0.12

Calmar ratio

Return relative to maximum drawdown

0.87

-0.14

+1.01

Martin ratio

Return relative to average drawdown

1.90

-0.34

+2.23

CLDT vs. APLE - Sharpe Ratio Comparison

The current CLDT Sharpe Ratio is 0.51, which is higher than the APLE Sharpe Ratio of -0.12. The chart below compares the historical Sharpe Ratios of CLDT 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.


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Sharpe Ratios by Period


CLDTAPLEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

-0.12

+0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.25

0.02

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.13

0.00

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.05

0.04

-0.09

Correlation

The correlation between CLDT and APLE is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

CLDT vs. APLE - Dividend Comparison

CLDT's dividend yield for the trailing twelve months is around 4.70%, less than APLE's 8.34% yield.


TTM20252024202320222021202020192018201720162015
CLDT
Chatham Lodging Trust
4.70%5.29%3.13%2.61%0.57%0.00%2.04%7.20%7.47%5.80%6.72%5.86%
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

CLDT vs. APLE - Drawdown Comparison

The maximum CLDT drawdown since its inception was -83.52%, which is greater than APLE's maximum drawdown of -71.83%. Use the drawdown chart below to compare losses from any high point for CLDT and APLE.


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Drawdown Indicators


CLDTAPLEDifference

Max Drawdown

Largest peak-to-trough decline

-83.52%

-71.83%

-11.69%

Max Drawdown (1Y)

Largest decline over 1 year

-18.75%

-17.49%

-1.26%

Max Drawdown (5Y)

Largest decline over 5 years

-55.84%

-32.95%

-22.89%

Max Drawdown (10Y)

Largest decline over 10 years

-81.52%

-71.83%

-9.69%

Current Drawdown

Current decline from peak

-60.72%

-21.54%

-39.18%

Average Drawdown

Average peak-to-trough decline

-33.13%

-12.48%

-20.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.57%

7.28%

+1.29%

Volatility

CLDT vs. APLE - Volatility Comparison

Chatham Lodging Trust (CLDT) has a higher volatility of 12.08% compared to Apple Hospitality REIT, Inc. (APLE) at 6.86%. This indicates that CLDT'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.


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Volatility by Period


CLDTAPLEDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.08%

6.86%

+5.22%

Volatility (6M)

Calculated over the trailing 6-month period

20.47%

15.42%

+5.05%

Volatility (1Y)

Calculated over the trailing 1-year period

31.84%

29.23%

+2.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.91%

27.12%

+5.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.89%

34.45%

+8.44%

Financials

CLDT vs. APLE - Financials Comparison

This section allows you to compare key financial metrics between Chatham Lodging Trust 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
67.74M
326.44M
(CLDT) Total Revenue
(APLE) Total Revenue
Values in USD except per share items