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LTC vs. NHI
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

LTC vs. NHI - Performance Comparison

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

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LTC vs. NHI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LTC
LTC Properties, Inc.
10.89%6.17%14.94%-3.25%10.52%-6.77%-7.56%12.79%1.12%-2.74%
NHI
National Health Investors, Inc.
8.25%15.69%30.71%14.57%-3.26%-11.74%-8.67%13.67%5.93%6.88%

Fundamentals

Market Cap

LTC:

$1.75B

NHI:

$3.85B

EPS

LTC:

$2.55

NHI:

$3.01K

PE Ratio

LTC:

14.72

NHI:

0.03

PEG Ratio

LTC:

0.72

NHI:

0.00

PS Ratio

LTC:

6.61

NHI:

0.10

PB Ratio

LTC:

1.63

NHI:

2.53

Total Revenue (TTM)

LTC:

$262.85M

NHI:

$37.32B

Gross Profit (TTM)

LTC:

$208.65M

NHI:

$347.80M

EBITDA (TTM)

LTC:

$190.97M

NHI:

$80.94B

Returns By Period

In the year-to-date period, LTC achieves a 10.89% return, which is significantly higher than NHI's 8.25% return. Over the past 10 years, LTC has underperformed NHI with an annualized return of 3.98%, while NHI has yielded a comparatively higher 8.11% annualized return.


LTC

1D
1.05%
1M
-5.66%
YTD
10.89%
6M
4.64%
1Y
12.55%
3Y*
9.23%
5Y*
3.72%
10Y*
3.98%

NHI

1D
1.10%
1M
-5.60%
YTD
8.25%
6M
4.82%
1Y
15.45%
3Y*
23.09%
5Y*
7.83%
10Y*
8.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

LTC vs. NHI — Risk / Return Rank

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

LTC
LTC Risk / Return Rank: 6363
Overall Rank
LTC Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
LTC Sortino Ratio Rank: 5656
Sortino Ratio Rank
LTC Omega Ratio Rank: 5454
Omega Ratio Rank
LTC Calmar Ratio Rank: 6868
Calmar Ratio Rank
LTC Martin Ratio Rank: 7070
Martin Ratio Rank

NHI
NHI Risk / Return Rank: 6565
Overall Rank
NHI Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
NHI Sortino Ratio Rank: 6060
Sortino Ratio Rank
NHI Omega Ratio Rank: 5656
Omega Ratio Rank
NHI Calmar Ratio Rank: 7171
Calmar Ratio Rank
NHI Martin Ratio Rank: 6969
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.

LTC vs. NHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LTC Properties, Inc. (LTC) and National Health Investors, Inc. (NHI). 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.


LTCNHIDifference

Sharpe ratio

Return per unit of total volatility

0.70

0.77

-0.08

Sortino ratio

Return per unit of downside risk

1.04

1.21

-0.16

Omega ratio

Gain probability vs. loss probability

1.13

1.14

-0.01

Calmar ratio

Return relative to maximum drawdown

1.36

1.58

-0.22

Martin ratio

Return relative to average drawdown

3.73

3.48

+0.25

LTC vs. NHI - Sharpe Ratio Comparison

The current LTC Sharpe Ratio is 0.70, which is comparable to the NHI Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of LTC and NHI, 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


LTCNHIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.70

0.77

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

0.34

-0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

0.26

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.41

-0.05

Correlation

The correlation between LTC and NHI is 0.51, 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

LTC vs. NHI - Dividend Comparison

LTC's dividend yield for the trailing twelve months is around 6.07%, more than NHI's 4.48% yield.


TTM20252024202320222021202020192018201720162015
LTC
LTC Properties, Inc.
6.07%6.63%6.60%7.10%6.42%6.68%5.86%5.09%5.47%5.24%4.66%4.80%
NHI
National Health Investors, Inc.
4.48%4.77%5.19%6.45%6.89%6.62%6.38%5.15%5.30%5.04%4.85%5.59%

Drawdowns

LTC vs. NHI - Drawdown Comparison

The maximum LTC drawdown since its inception was -80.13%, roughly equal to the maximum NHI drawdown of -82.88%. Use the drawdown chart below to compare losses from any high point for LTC and NHI.


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Drawdown Indicators


LTCNHIDifference

Max Drawdown

Largest peak-to-trough decline

-80.13%

-82.88%

+2.75%

Max Drawdown (1Y)

Largest decline over 1 year

-9.46%

-10.16%

+0.70%

Max Drawdown (5Y)

Largest decline over 5 years

-27.80%

-29.86%

+2.06%

Max Drawdown (10Y)

Largest decline over 10 years

-51.41%

-63.04%

+11.63%

Current Drawdown

Current decline from peak

-6.48%

-9.17%

+2.69%

Average Drawdown

Average peak-to-trough decline

-16.03%

-15.01%

-1.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.45%

4.62%

-1.17%

Volatility

LTC vs. NHI - Volatility Comparison

LTC Properties, Inc. (LTC) has a higher volatility of 6.34% compared to National Health Investors, Inc. (NHI) at 5.37%. This indicates that LTC's price experiences larger fluctuations and is considered to be riskier than NHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LTCNHIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.34%

5.37%

+0.97%

Volatility (6M)

Calculated over the trailing 6-month period

13.22%

14.91%

-1.69%

Volatility (1Y)

Calculated over the trailing 1-year period

18.14%

20.06%

-1.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.83%

23.36%

-2.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.01%

30.81%

-3.80%

Financials

LTC vs. NHI - Financials Comparison

This section allows you to compare key financial metrics between LTC Properties, Inc. and National Health Investors, 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


0.0010.00B20.00B30.00B40.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
84.29M
37.05B
(LTC) Total Revenue
(NHI) Total Revenue
Values in USD except per share items