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MFA vs. APLE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MFA and APLE is 0.48, 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.


-0.50.00.51.00.5

Performance

MFA vs. APLE - Performance Comparison

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

-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
-5.36%
9.65%
MFA
APLE

Key characteristics

Sharpe Ratio

MFA:

0.60

APLE:

0.19

Sortino Ratio

MFA:

0.96

APLE:

0.44

Omega Ratio

MFA:

1.12

APLE:

1.05

Calmar Ratio

MFA:

0.33

APLE:

0.23

Martin Ratio

MFA:

1.63

APLE:

0.45

Ulcer Index

MFA:

9.09%

APLE:

9.01%

Daily Std Dev

MFA:

24.50%

APLE:

21.32%

Max Drawdown

MFA:

-95.52%

APLE:

-71.82%

Current Drawdown

MFA:

-36.69%

APLE:

-5.33%

Fundamentals

Market Cap

MFA:

$1.09B

APLE:

$3.65B

EPS

MFA:

$1.63

APLE:

$0.85

PE Ratio

MFA:

6.53

APLE:

17.92

PEG Ratio

MFA:

2.25

APLE:

0.00

Total Revenue (TTM)

MFA:

$782.94M

APLE:

$1.10B

Gross Profit (TTM)

MFA:

$757.07M

APLE:

$306.52M

EBITDA (TTM)

MFA:

$507.64M

APLE:

$370.22M

Returns By Period

In the year-to-date period, MFA achieves a 4.51% return, which is significantly higher than APLE's -0.27% return.


MFA

YTD

4.51%

1M

5.45%

6M

-5.36%

1Y

11.21%

5Y*

-8.47%

10Y*

0.79%

APLE

YTD

-0.27%

1M

1.79%

6M

9.65%

1Y

2.18%

5Y*

4.25%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

MFA vs. APLE — Risk-Adjusted Performance Rank

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

MFA
The Risk-Adjusted Performance Rank of MFA is 6060
Overall Rank
The Sharpe Ratio Rank of MFA is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of MFA is 5656
Sortino Ratio Rank
The Omega Ratio Rank of MFA is 5555
Omega Ratio Rank
The Calmar Ratio Rank of MFA is 5959
Calmar Ratio Rank
The Martin Ratio Rank of MFA is 6262
Martin Ratio Rank

APLE
The Risk-Adjusted Performance Rank of APLE is 4848
Overall Rank
The Sharpe Ratio Rank of APLE is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of APLE is 4242
Sortino Ratio Rank
The Omega Ratio Rank of APLE is 4141
Omega Ratio Rank
The Calmar Ratio Rank of APLE is 5555
Calmar Ratio Rank
The Martin Ratio Rank of APLE is 5050
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.

MFA vs. APLE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MFA Financial, Inc. (MFA) 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.


Sharpe ratio
The chart of Sharpe ratio for MFA, currently valued at 0.60, compared to the broader market-2.000.002.004.000.600.19
The chart of Sortino ratio for MFA, currently valued at 0.96, compared to the broader market-6.00-4.00-2.000.002.004.006.000.960.44
The chart of Omega ratio for MFA, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.05
The chart of Calmar ratio for MFA, currently valued at 0.33, compared to the broader market0.002.004.006.000.330.23
The chart of Martin ratio for MFA, currently valued at 1.63, compared to the broader market-10.000.0010.0020.0030.001.630.45
MFA
APLE

The current MFA Sharpe Ratio is 0.60, which is higher than the APLE Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of MFA 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.60
0.19
MFA
APLE

Dividends

MFA vs. APLE - Dividend Comparison

MFA's dividend yield for the trailing twelve months is around 13.15%, more than APLE's 6.63% yield.


TTM20242023202220212020201920182017201620152014
MFA
MFA Financial, Inc.
13.15%13.74%12.42%16.95%8.44%8.35%10.46%11.98%10.10%10.48%12.12%10.01%
APLE
Apple Hospitality REIT, Inc.
6.63%6.58%6.08%4.82%0.25%2.32%6.77%9.12%5.61%6.01%4.01%0.00%

Drawdowns

MFA vs. APLE - Drawdown Comparison

The maximum MFA drawdown since its inception was -95.52%, which is greater than APLE's maximum drawdown of -71.82%. Use the drawdown chart below to compare losses from any high point for MFA and APLE. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-36.69%
-5.33%
MFA
APLE

Volatility

MFA vs. APLE - Volatility Comparison

MFA Financial, Inc. (MFA) and Apple Hospitality REIT, Inc. (APLE) have volatilities of 5.51% and 5.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%5.00%6.00%7.00%8.00%9.00%10.00%SeptemberOctoberNovemberDecember2025February
5.51%
5.72%
MFA
APLE

Financials

MFA vs. APLE - Financials Comparison

This section allows you to compare key financial metrics between MFA Financial, Inc. 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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