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HTIA vs. SVOL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HTIA and SVOL is 0.08, 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.


Performance

HTIA vs. SVOL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Healthcare Trust, Inc. (HTIA) and Simplify Volatility Premium ETF (SVOL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


HTIA

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

SVOL

YTD

-7.17%

1M

10.19%

6M

-9.79%

1Y

-5.91%

3Y*

8.93%

5Y*

N/A

10Y*

N/A

*Annualized

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Healthcare Trust, Inc.

Simplify Volatility Premium ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

HTIA vs. SVOL — Risk-Adjusted Performance Rank

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

HTIA
The Risk-Adjusted Performance Rank of HTIA is 5252
Overall Rank
The Sharpe Ratio Rank of HTIA is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of HTIA is 4646
Sortino Ratio Rank
The Omega Ratio Rank of HTIA is 4545
Omega Ratio Rank
The Calmar Ratio Rank of HTIA is 5555
Calmar Ratio Rank
The Martin Ratio Rank of HTIA is 5656
Martin Ratio Rank

SVOL
The Risk-Adjusted Performance Rank of SVOL is 99
Overall Rank
The Sharpe Ratio Rank of SVOL is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of SVOL is 1111
Sortino Ratio Rank
The Omega Ratio Rank of SVOL is 1111
Omega Ratio Rank
The Calmar Ratio Rank of SVOL is 77
Calmar Ratio Rank
The Martin Ratio Rank of SVOL is 66
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.

HTIA vs. SVOL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Healthcare Trust, Inc. (HTIA) and Simplify Volatility Premium ETF (SVOL). 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.



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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

HTIA vs. SVOL - Dividend Comparison

HTIA has not paid dividends to shareholders, while SVOL's dividend yield for the trailing twelve months is around 18.77%.


TTM20242023202220212020
HTIA
Healthcare Trust, Inc.
13.11%12.47%11.30%8.78%7.26%6.32%
SVOL
Simplify Volatility Premium ETF
18.77%16.79%16.36%18.32%4.65%0.00%

Drawdowns

HTIA vs. SVOL - Drawdown Comparison


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

HTIA vs. SVOL - Volatility Comparison


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