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MWA vs. DHC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MWA vs. DHC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mueller Water Products, Inc. (MWA) and Diversified Healthcare Trust (DHC). The values are adjusted to include any dividend payments, if applicable.

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MWA vs. DHC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MWA
Mueller Water Products, Inc.
15.68%7.01%58.45%36.27%-23.81%18.06%5.45%34.32%-26.09%-4.59%
DHC
Diversified Healthcare Trust
37.15%113.91%-37.64%497.73%-78.60%-24.27%-49.85%-21.84%-32.84%9.35%

Fundamentals

Market Cap

MWA:

$4.32B

DHC:

$1.60B

EPS

MWA:

$1.27

DHC:

-$1.19

PS Ratio

MWA:

3.00

DHC:

1.04

PB Ratio

MWA:

4.25

DHC:

0.96

Total Revenue (TTM)

MWA:

$1.44B

DHC:

$1.54B

Gross Profit (TTM)

MWA:

$537.60M

DHC:

$205.97M

EBITDA (TTM)

MWA:

$311.60M

DHC:

-$47.67M

Returns By Period

In the year-to-date period, MWA achieves a 15.68% return, which is significantly lower than DHC's 37.15% return. Over the past 10 years, MWA has outperformed DHC with an annualized return of 12.28%, while DHC has yielded a comparatively lower -5.36% annualized return.


MWA

1D
2.38%
1M
-8.15%
YTD
15.68%
6M
8.29%
1Y
9.30%
3Y*
27.12%
5Y*
15.92%
10Y*
12.28%

DHC

1D
0.30%
1M
-1.78%
YTD
37.15%
6M
51.18%
1Y
179.86%
3Y*
72.88%
5Y*
8.93%
10Y*
-5.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MWA vs. DHC — Risk / Return Rank

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

MWA
MWA Risk / Return Rank: 5151
Overall Rank
MWA Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
MWA Sortino Ratio Rank: 4646
Sortino Ratio Rank
MWA Omega Ratio Rank: 4646
Omega Ratio Rank
MWA Calmar Ratio Rank: 5555
Calmar Ratio Rank
MWA Martin Ratio Rank: 5454
Martin Ratio Rank

DHC
DHC Risk / Return Rank: 9898
Overall Rank
DHC Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
DHC Sortino Ratio Rank: 9898
Sortino Ratio Rank
DHC Omega Ratio Rank: 9696
Omega Ratio Rank
DHC Calmar Ratio Rank: 9999
Calmar Ratio Rank
DHC Martin Ratio Rank: 9898
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.

MWA vs. DHC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mueller Water Products, Inc. (MWA) and Diversified Healthcare Trust (DHC). 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.


MWADHCDifference

Sharpe ratio

Return per unit of total volatility

0.31

3.43

-3.12

Sortino ratio

Return per unit of downside risk

0.63

4.33

-3.69

Omega ratio

Gain probability vs. loss probability

1.08

1.55

-0.46

Calmar ratio

Return relative to maximum drawdown

0.55

10.62

-10.06

Martin ratio

Return relative to average drawdown

1.11

26.73

-25.63

MWA vs. DHC - Sharpe Ratio Comparison

The current MWA Sharpe Ratio is 0.31, which is lower than the DHC Sharpe Ratio of 3.43. The chart below compares the historical Sharpe Ratios of MWA and DHC, 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


MWADHCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.31

3.43

-3.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.13

+0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

-0.08

+0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

0.12

-0.03

Correlation

The correlation between MWA and DHC is 0.36, 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.


Dividends

MWA vs. DHC - Dividend Comparison

MWA's dividend yield for the trailing twelve months is around 1.00%, more than DHC's 0.60% yield.


TTM20252024202320222021202020192018201720162015
MWA
Mueller Water Products, Inc.
1.00%1.14%1.15%1.72%2.18%1.55%1.72%1.71%2.20%1.28%0.83%0.91%
DHC
Diversified Healthcare Trust
0.60%0.82%1.74%1.07%6.18%1.29%4.37%9.95%13.31%8.15%8.24%11.40%

Drawdowns

MWA vs. DHC - Drawdown Comparison

The maximum MWA drawdown since its inception was -91.80%, roughly equal to the maximum DHC drawdown of -96.32%. Use the drawdown chart below to compare losses from any high point for MWA and DHC.


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Drawdown Indicators


MWADHCDifference

Max Drawdown

Largest peak-to-trough decline

-91.80%

-96.32%

+4.52%

Max Drawdown (1Y)

Largest decline over 1 year

-16.11%

-16.19%

+0.08%

Max Drawdown (5Y)

Largest decline over 5 years

-41.27%

-86.56%

+45.29%

Max Drawdown (10Y)

Largest decline over 10 years

-46.67%

-96.32%

+49.65%

Current Drawdown

Current decline from peak

-8.82%

-58.58%

+49.76%

Average Drawdown

Average peak-to-trough decline

-40.65%

-30.20%

-10.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.05%

6.43%

+1.62%

Volatility

MWA vs. DHC - Volatility Comparison

The current volatility for Mueller Water Products, Inc. (MWA) is 6.88%, while Diversified Healthcare Trust (DHC) has a volatility of 12.31%. This indicates that MWA experiences smaller price fluctuations and is considered to be less risky than DHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MWADHCDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.88%

12.31%

-5.43%

Volatility (6M)

Calculated over the trailing 6-month period

15.91%

28.08%

-12.17%

Volatility (1Y)

Calculated over the trailing 1-year period

30.19%

52.84%

-22.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.39%

68.95%

-38.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.16%

63.83%

-31.67%

Financials

MWA vs. DHC - Financials Comparison

This section allows you to compare key financial metrics between Mueller Water Products, Inc. and Diversified Healthcare Trust. 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


260.00M280.00M300.00M320.00M340.00M360.00M380.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
318.20M
379.57M
(MWA) Total Revenue
(DHC) Total Revenue
Values in USD except per share items

MWA vs. DHC - Profitability Comparison

The chart below illustrates the profitability comparison between Mueller Water Products, Inc. and Diversified Healthcare Trust over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
37.7%
0
Portfolio components
MWA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Mueller Water Products, Inc. reported a gross profit of 119.80M and revenue of 318.20M. Therefore, the gross margin over that period was 37.7%.

DHC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Diversified Healthcare Trust reported a gross profit of 0.00 and revenue of 379.57M. Therefore, the gross margin over that period was 0.0%.

MWA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Mueller Water Products, Inc. reported an operating income of 56.70M and revenue of 318.20M, resulting in an operating margin of 17.8%.

DHC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Diversified Healthcare Trust reported an operating income of 0.00 and revenue of 379.57M, resulting in an operating margin of 0.0%.

MWA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Mueller Water Products, Inc. reported a net income of 43.20M and revenue of 318.20M, resulting in a net margin of 13.6%.

DHC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Diversified Healthcare Trust reported a net income of -21.22M and revenue of 379.57M, resulting in a net margin of -5.6%.