NHC vs. ^SP500TR
NHC (National HealthCare Corporation) is a stock, while ^SP500TR (S&P 500 Total Return) is an index. Over the past 10 years, NHC returned 15.28%/yr vs 15.18%/yr for ^SP500TR. At a 0.32 correlation, their price movements are largely independent.
Performance
NHC vs. ^SP500TR - Performance Comparison
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Returns By Period
In the year-to-date period, NHC achieves a 52.73% return, which is significantly higher than ^SP500TR's 10.48% return. Both investments have delivered pretty close results over the past 10 years, with NHC having a 15.28% annualized return and ^SP500TR not far behind at 15.18%.
NHC
- 1D
- -1.19%
- 1M
- 5.48%
- 6M
- 56.35%
- YTD
- 52.73%
- 1Y
- 104.77%
- 3Y*
- 56.80%
- 5Y*
- 27.26%
- 10Y*
- 15.28%
^SP500TR
- 1D
- -0.79%
- 1M
- 1.22%
- 6M
- 8.34%
- YTD
- 10.48%
- 1Y
- 21.50%
- 3Y*
- 20.20%
- 5Y*
- 13.05%
- 10Y*
- 15.18%
NHC vs. ^SP500TR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NHC National HealthCare Corporation | 52.73% | 30.34% | 19.05% | 60.84% | -9.42% | 5.39% | -20.66% | 13.02% | 32.43% | -17.26% |
^SP500TR S&P 500 Total Return | 10.48% | 17.88% | 25.02% | 26.29% | -18.11% | 28.71% | 18.40% | 31.49% | -4.38% | 21.83% |
Correlation
The correlation between NHC and ^SP500TR is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 1988 | 0.32 |
The correlation between NHC and ^SP500TR shifts across timeframes, from 0.24 (1 year) to 0.36 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
NHC vs. ^SP500TR — Risk / Return Rank
NHC
^SP500TR
NHC vs. ^SP500TR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for National HealthCare Corporation (NHC) and S&P 500 Total Return (^SP500TR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NHC | ^SP500TR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.52 | ||
| Sortino ratioReturn per unit of downside risk | +1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.31 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 10.45 | 2.43 | +8.02 |
| Martin ratioReturn relative to average drawdown | 25.13 | 10.66 | +14.46 |
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Drawdowns
NHC vs. ^SP500TR - Drawdown Comparison
The maximum NHC drawdown since its inception was -96.33%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for NHC and ^SP500TR.
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Drawdown Indicators
| NHC | ^SP500TR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.33% | -55.25% | -41.08% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | -8.89% | -1.19% |
Max Drawdown (3Y)Largest decline over 3 years | -33.40% | -18.75% | -14.65% |
Max Drawdown (5Y)Largest decline over 5 years | -33.40% | -24.49% | -8.91% |
Max Drawdown (10Y)Largest decline over 10 years | -35.27% | -33.79% | -1.48% |
Current DrawdownCurrent decline from peak | -4.84% | -1.11% | -3.73% |
Average DrawdownAverage peak-to-trough decline | -26.37% | -8.15% | -18.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 2.02% | +2.17% |
Volatility
NHC vs. ^SP500TR - Volatility Comparison
National HealthCare Corporation (NHC) has a higher volatility of 8.64% compared to S&P 500 Total Return (^SP500TR) at 3.97%. This indicates that NHC's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NHC | ^SP500TR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.64% | 3.97% | +4.67% |
Volatility (6M)Calculated over the trailing 6-month period | 25.73% | 9.99% | +15.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.56% | 12.57% | +19.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.82% | 17.01% | +10.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.31% | 18.05% | +10.26% |
Frequently Asked Questions
NHC and ^SP500TR have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NHC has higher volatility (8.64%) compared to ^SP500TR (3.97%). In terms of maximum drawdown, NHC dropped -96.33% vs ^SP500TR's -55.25%.
NHC currently has the higher Sharpe Ratio (3.24 vs 1.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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