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

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.

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MFA vs. APLE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MFA
MFA Financial, Inc.
6.89%6.07%2.63%30.66%-37.20%27.71%-40.87%27.54%-5.85%14.30%
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

EPS

MFA:

$2.52

APLE:

$0.74

PE Ratio

MFA:

3.81

APLE:

15.59

PEG Ratio

MFA:

0.40

APLE:

0.09

PS Ratio

MFA:

2.04

APLE:

1.94

Total Revenue (TTM)

MFA:

$330.13M

APLE:

$1.41B

Gross Profit (TTM)

MFA:

$407.45M

APLE:

$1.05B

EBITDA (TTM)

MFA:

$341.51M

APLE:

$470.77M

Returns By Period

In the year-to-date period, MFA achieves a 6.89% return, which is significantly higher than APLE's -0.89% return. Over the past 10 years, MFA has outperformed APLE with an annualized return of 1.81%, while APLE has yielded a comparatively lower 0.13% annualized return.


MFA

1D
3.23%
1M
-1.57%
YTD
6.89%
6M
12.49%
1Y
8.77%
3Y*
13.37%
5Y*
1.98%
10Y*
1.81%

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

MFA vs. APLE — Risk / Return Rank

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

MFA
MFA Risk / Return Rank: 5151
Overall Rank
MFA Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
MFA Sortino Ratio Rank: 4545
Sortino Ratio Rank
MFA Omega Ratio Rank: 4747
Omega Ratio Rank
MFA Calmar Ratio Rank: 5353
Calmar Ratio Rank
MFA Martin Ratio Rank: 5757
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.

MFA vs. APLE - Risk-Adjusted Trends 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.


MFAAPLEDifference

Sharpe ratio

Return per unit of total volatility

0.31

-0.12

+0.42

Sortino ratio

Return per unit of downside risk

0.59

0.04

+0.55

Omega ratio

Gain probability vs. loss probability

1.09

1.01

+0.08

Calmar ratio

Return relative to maximum drawdown

0.45

-0.14

+0.59

Martin ratio

Return relative to average drawdown

1.39

-0.34

+1.73

MFA vs. APLE - Sharpe Ratio Comparison

The current MFA Sharpe Ratio is 0.31, which is higher than the APLE Sharpe Ratio of -0.12. 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.


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Sharpe Ratios by Period


MFAAPLEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.31

-0.12

+0.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

0.02

+0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.02

0.00

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

0.04

+0.07

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.


Dividends

MFA vs. APLE - Dividend Comparison

MFA's dividend yield for the trailing twelve months is around 15.03%, more than APLE's 8.34% yield.


TTM20252024202320222021202020192018201720162015
MFA
MFA Financial, Inc.
15.03%15.47%13.74%12.42%16.95%8.44%8.35%10.46%11.98%10.10%10.48%12.12%
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

MFA vs. APLE - Drawdown Comparison

The maximum MFA drawdown since its inception was -95.52%, which is greater than APLE's maximum drawdown of -71.83%. Use the drawdown chart below to compare losses from any high point for MFA and APLE.


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Drawdown Indicators


MFAAPLEDifference

Max Drawdown

Largest peak-to-trough decline

-95.52%

-71.83%

-23.69%

Max Drawdown (1Y)

Largest decline over 1 year

-21.06%

-17.49%

-3.57%

Max Drawdown (5Y)

Largest decline over 5 years

-56.54%

-32.95%

-23.59%

Max Drawdown (10Y)

Largest decline over 10 years

-95.52%

-71.83%

-23.69%

Current Drawdown

Current decline from peak

-31.31%

-21.54%

-9.77%

Average Drawdown

Average peak-to-trough decline

-21.48%

-12.48%

-9.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.75%

7.28%

-0.53%

Volatility

MFA vs. APLE - Volatility Comparison

MFA Financial, Inc. (MFA) has a higher volatility of 8.45% compared to Apple Hospitality REIT, Inc. (APLE) at 6.86%. This indicates that MFA'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


MFAAPLEDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.45%

6.86%

+1.59%

Volatility (6M)

Calculated over the trailing 6-month period

15.75%

15.42%

+0.33%

Volatility (1Y)

Calculated over the trailing 1-year period

28.80%

29.23%

-0.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.72%

27.12%

+4.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

84.72%

34.45%

+50.27%

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


-100.00M0.00100.00M200.00M300.00M400.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
326.44M
(MFA) Total Revenue
(APLE) Total Revenue
Values in USD except per share items