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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.


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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Key characteristics

Sharpe Ratio

MFA:

0.13

APLE:

-0.35

Sortino Ratio

MFA:

0.24

APLE:

-0.38

Omega Ratio

MFA:

1.04

APLE:

0.95

Calmar Ratio

MFA:

0.02

APLE:

-0.35

Martin Ratio

MFA:

0.07

APLE:

-0.96

Ulcer Index

MFA:

13.12%

APLE:

11.91%

Daily Std Dev

MFA:

30.52%

APLE:

29.94%

Max Drawdown

MFA:

-95.52%

APLE:

-71.82%

Current Drawdown

MFA:

-41.71%

APLE:

-24.90%

Fundamentals

Market Cap

MFA:

$970.07M

APLE:

$2.80B

EPS

MFA:

$0.99

APLE:

$0.80

PE Ratio

MFA:

9.51

APLE:

14.74

PEG Ratio

MFA:

2.25

APLE:

0.00

PS Ratio

MFA:

3.32

APLE:

1.96

PB Ratio

MFA:

0.53

APLE:

0.87

Total Revenue (TTM)

MFA:

$264.48M

APLE:

$1.43B

Gross Profit (TTM)

MFA:

$264.48M

APLE:

$729.63M

EBITDA (TTM)

MFA:

$355.60M

APLE:

$464.80M

Returns By Period

In the year-to-date period, MFA achieves a -3.79% return, which is significantly higher than APLE's -20.88% return. Over the past 10 years, MFA has underperformed APLE with an annualized return of -0.26%, while APLE has yielded a comparatively higher 0.73% annualized return.


MFA

YTD

-3.79%

1M

-4.44%

6M

-8.95%

1Y

3.80%

3Y*

2.34%

5Y*

19.84%

10Y*

-0.26%

APLE

YTD

-20.88%

1M

0.76%

6M

-24.02%

1Y

-10.25%

3Y*

-4.86%

5Y*

7.34%

10Y*

0.73%

*Annualized

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MFA Financial, Inc.

Apple Hospitality REIT, Inc.

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

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 4949
Overall Rank
The Sharpe Ratio Rank of MFA is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of MFA is 4343
Sortino Ratio Rank
The Omega Ratio Rank of MFA is 4343
Omega Ratio Rank
The Calmar Ratio Rank of MFA is 5151
Calmar Ratio Rank
The Martin Ratio Rank of MFA is 5151
Martin Ratio Rank

APLE
The Risk-Adjusted Performance Rank of APLE is 2727
Overall Rank
The Sharpe Ratio Rank of APLE is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of APLE is 2424
Sortino Ratio Rank
The Omega Ratio Rank of APLE is 2525
Omega Ratio Rank
The Calmar Ratio Rank of APLE is 2828
Calmar Ratio Rank
The Martin Ratio Rank of APLE is 2727
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.


The current MFA Sharpe Ratio is 0.13, which is higher than the APLE Sharpe Ratio of -0.35. 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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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

MFA vs. APLE - Dividend Comparison

MFA's dividend yield for the trailing twelve months is around 14.89%, more than APLE's 9.19% yield.


TTM20242023202220212020201920182017201620152014
MFA
MFA Financial, Inc.
14.89%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.
9.19%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.


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

Volatility

MFA vs. APLE - Volatility Comparison

MFA Financial, Inc. (MFA) has a higher volatility of 9.38% compared to Apple Hospitality REIT, Inc. (APLE) at 7.43%. 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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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


-800.00M-600.00M-400.00M-200.00M0.00200.00M400.00M20212022202320242025
74.80M
327.70M
(MFA) Total Revenue
(APLE) Total Revenue
Values in USD except per share items