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DHC vs. AAPL
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

DHC vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Diversified Healthcare Trust (DHC) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

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DHC vs. AAPL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DHC
Diversified Healthcare Trust
37.15%113.91%-37.64%497.73%-78.60%-24.27%-49.85%-21.84%-32.84%9.35%
AAPL
Apple Inc
-6.56%9.05%30.71%49.01%-26.40%34.65%82.31%88.96%-5.39%48.46%

Fundamentals

Market Cap

DHC:

$1.60B

AAPL:

$3.76T

EPS

DHC:

-$1.19

AAPL:

$7.89

PS Ratio

DHC:

1.04

AAPL:

8.69

PB Ratio

DHC:

0.96

AAPL:

42.62

Total Revenue (TTM)

DHC:

$1.54B

AAPL:

$435.62B

Gross Profit (TTM)

DHC:

$205.97M

AAPL:

$206.16B

EBITDA (TTM)

DHC:

-$47.67M

AAPL:

$150.07B

Returns By Period

In the year-to-date period, DHC achieves a 37.15% return, which is significantly higher than AAPL's -6.56% return. Over the past 10 years, DHC has underperformed AAPL with an annualized return of -5.36%, while AAPL has yielded a comparatively higher 26.13% annualized return.


DHC

1D
0.30%
1M
-1.78%
YTD
37.15%
6M
51.18%
1Y
179.86%
3Y*
72.88%
5Y*
8.93%
10Y*
-5.36%

AAPL

1D
2.90%
1M
-3.93%
YTD
-6.56%
6M
-0.14%
1Y
14.75%
3Y*
16.01%
5Y*
16.20%
10Y*
26.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

DHC vs. AAPL — Risk / Return Rank

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

DHC
DHC Risk / Return Rank: 9898
Overall Rank
DHC Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
DHC Sortino Ratio Rank: 9898
Sortino Ratio Rank
DHC Omega Ratio Rank: 9696
Omega Ratio Rank
DHC Calmar Ratio Rank: 9999
Calmar Ratio Rank
DHC Martin Ratio Rank: 9898
Martin Ratio Rank

AAPL
AAPL Risk / Return Rank: 5959
Overall Rank
AAPL Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
AAPL Sortino Ratio Rank: 5454
Sortino Ratio Rank
AAPL Omega Ratio Rank: 5656
Omega Ratio Rank
AAPL Calmar Ratio Rank: 5959
Calmar Ratio Rank
AAPL Martin Ratio Rank: 6363
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.

DHC vs. AAPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Diversified Healthcare Trust (DHC) and Apple Inc (AAPL). 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.


DHCAAPLDifference

Sharpe ratio

Return per unit of total volatility

3.43

0.47

+2.96

Sortino ratio

Return per unit of downside risk

4.33

0.92

+3.41

Omega ratio

Gain probability vs. loss probability

1.55

1.13

+0.42

Calmar ratio

Return relative to maximum drawdown

10.62

0.74

+9.88

Martin ratio

Return relative to average drawdown

26.73

2.30

+24.43

DHC vs. AAPL - Sharpe Ratio Comparison

The current DHC Sharpe Ratio is 3.43, which is higher than the AAPL Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of DHC and AAPL, 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


DHCAAPLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.43

0.47

+2.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

0.59

-0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.08

0.91

-0.99

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.43

-0.32

Correlation

The correlation between DHC and AAPL is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

DHC vs. AAPL - Dividend Comparison

DHC's dividend yield for the trailing twelve months is around 0.60%, more than AAPL's 0.41% yield.


TTM20252024202320222021202020192018201720162015
DHC
Diversified Healthcare Trust
0.60%0.82%1.74%1.07%6.18%1.29%4.37%9.95%13.31%8.15%8.24%11.40%
AAPL
Apple Inc
0.41%0.38%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%

Drawdowns

DHC vs. AAPL - Drawdown Comparison

The maximum DHC drawdown since its inception was -96.32%, which is greater than AAPL's maximum drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for DHC and AAPL.


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Drawdown Indicators


DHCAAPLDifference

Max Drawdown

Largest peak-to-trough decline

-96.32%

-81.80%

-14.52%

Max Drawdown (1Y)

Largest decline over 1 year

-16.19%

-22.99%

+6.80%

Max Drawdown (5Y)

Largest decline over 5 years

-86.56%

-33.36%

-53.20%

Max Drawdown (10Y)

Largest decline over 10 years

-96.32%

-38.52%

-57.80%

Current Drawdown

Current decline from peak

-58.58%

-11.24%

-47.34%

Average Drawdown

Average peak-to-trough decline

-30.20%

-29.71%

-0.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.43%

7.38%

-0.95%

Volatility

DHC vs. AAPL - Volatility Comparison

Diversified Healthcare Trust (DHC) has a higher volatility of 12.31% compared to Apple Inc (AAPL) at 5.58%. This indicates that DHC's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DHCAAPLDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.31%

5.58%

+6.73%

Volatility (6M)

Calculated over the trailing 6-month period

28.08%

15.09%

+12.99%

Volatility (1Y)

Calculated over the trailing 1-year period

52.84%

31.66%

+21.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

68.95%

27.46%

+41.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

63.83%

28.94%

+34.89%

Financials

DHC vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between Diversified Healthcare Trust and Apple 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


0.0050.00B100.00B150.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
379.57M
143.76B
(DHC) Total Revenue
(AAPL) Total Revenue
Values in USD except per share items

DHC vs. AAPL - Profitability Comparison

The chart below illustrates the profitability comparison between Diversified Healthcare Trust and Apple Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
48.2%
Portfolio components
DHC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Diversified Healthcare Trust reported a gross profit of 0.00 and revenue of 379.57M. Therefore, the gross margin over that period was 0.0%.

AAPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Apple Inc reported a gross profit of 69.23B and revenue of 143.76B. Therefore, the gross margin over that period was 48.2%.

DHC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Diversified Healthcare Trust reported an operating income of 0.00 and revenue of 379.57M, resulting in an operating margin of 0.0%.

AAPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Apple Inc reported an operating income of 50.85B and revenue of 143.76B, resulting in an operating margin of 35.4%.

DHC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Diversified Healthcare Trust reported a net income of -21.22M and revenue of 379.57M, resulting in a net margin of -5.6%.

AAPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Apple Inc reported a net income of 42.10B and revenue of 143.76B, resulting in a net margin of 29.3%.