NHC vs. ^SP500TR
Compare and contrast key facts about National HealthCare Corporation (NHC) and S&P 500 Total Return (^SP500TR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NHC or ^SP500TR.
Correlation
The correlation between NHC and ^SP500TR is 0.32, 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.
Performance
NHC vs. ^SP500TR - Performance Comparison
Key characteristics
NHC:
0.70
^SP500TR:
2.23
NHC:
1.15
^SP500TR:
2.97
NHC:
1.14
^SP500TR:
1.42
NHC:
1.12
^SP500TR:
3.31
NHC:
2.77
^SP500TR:
14.64
NHC:
7.26%
^SP500TR:
1.91%
NHC:
28.76%
^SP500TR:
12.52%
NHC:
-94.71%
^SP500TR:
-55.25%
NHC:
-18.02%
^SP500TR:
-2.57%
Returns By Period
In the year-to-date period, NHC achieves a 23.13% return, which is significantly lower than ^SP500TR's 26.03% return. Over the past 10 years, NHC has underperformed ^SP500TR with an annualized return of 8.94%, while ^SP500TR has yielded a comparatively higher 13.10% annualized return.
NHC
23.13%
-9.30%
6.48%
19.93%
8.67%
8.94%
^SP500TR
26.03%
0.36%
9.25%
26.67%
14.81%
13.10%
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Risk-Adjusted Performance
NHC vs. ^SP500TR - Risk-Adjusted Performance 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.
Drawdowns
NHC vs. ^SP500TR - Drawdown Comparison
The maximum NHC drawdown since its inception was -94.71%, 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. For additional features, visit the drawdowns tool.
Volatility
NHC vs. ^SP500TR - Volatility Comparison
National HealthCare Corporation (NHC) has a higher volatility of 7.84% compared to S&P 500 Total Return (^SP500TR) at 3.79%. 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.