NHC vs. ^SP500TR

Last updated Apr 2, 2026

Compare and contrast key facts about National HealthCare Corporation (NHC) and S&P 500 Total Return (^SP500TR).

Performance

NHC vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in National HealthCare Corporation (NHC) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

NHC vs. ^SP500TR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
NHC National HealthCare Corporation	15.69%	30.34%	19.05%	60.84%	-9.42%	5.39%	-20.66%	13.02%	32.43%	-17.26%
^SP500TR S&P 500 Total Return	-3.64%	17.88%	25.02%	26.29%	-18.11%	28.71%	18.40%	31.49%	-4.38%	21.83%

Returns By Period

In the year-to-date period, NHC achieves a 15.69% return, which is significantly higher than ^SP500TR's -3.64% return. Over the past 10 years, NHC has underperformed ^SP500TR with an annualized return of 12.82%, while ^SP500TR has yielded a comparatively higher 14.17% annualized return.

NHC

• 1D: -1.08%
• 1M: -7.34%
• YTD: 15.69%
• 6M: 27.83%
• 1Y: 72.19%
• 3Y*: 43.08%
• 5Y*: 18.59%
• 10Y*: 12.82%

^SP500TR

• 1D: 0.72%
• 1M: -4.34%
• YTD: -3.64%
• 6M: -1.43%
• 1Y: 18.20%
• 3Y*: 18.60%
• 5Y*: 11.96%
• 10Y*: 14.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

NHC vs. ^SP500TR — Risk / Return Rank

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

NHC

NHC Risk / Return Rank: 93
NHC Sharpe Ratio Rank: 94
NHC Sortino Ratio Rank: 93
NHC Omega Ratio Rank: 90
NHC Calmar Ratio Rank: 94
NHC Martin Ratio Rank: 94

^SP500TR

^SP500TR Risk / Return Rank: 72
^SP500TR Sharpe Ratio Rank: 66
^SP500TR Sortino Ratio Rank: 69
^SP500TR Omega Ratio Rank: 74
^SP500TR Calmar Ratio Rank: 67
^SP500TR Martin Ratio Rank: 83

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.

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.

	NHC	^SP500TR	Difference
Sharpe ratio Return per unit of total volatility	2.53	1.00	+1.53
Sortino ratio Return per unit of downside risk	3.32	1.52	+1.80
Omega ratio Gain probability vs. loss probability	1.41	1.23	+0.18
Calmar ratio Return relative to maximum drawdown	5.61	1.54	+4.07
Martin ratio Return relative to average drawdown	15.68	7.32	+8.36
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NHC vs. ^SP500TR - Sharpe Ratio Comparison

The current NHC Sharpe Ratio is 2.53, which is higher than the ^SP500TR Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of NHC and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	NHC	^SP500TR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.53	1.00	+1.53
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.70	0.71	-0.02
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.47	0.79	-0.32
Sharpe Ratio (All Time) Calculated using the full available price history	0.24	0.62	-0.39

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.

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.

Drawdown Indicators

	NHC	^SP500TR	Difference
Max Drawdown Largest peak-to-trough decline	-96.33%	-55.25%	-41.08%
Max Drawdown (1Y) Largest decline over 1 year	-13.13%	-12.12%	-1.01%
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 Drawdown Current decline from peak	-8.24%	-5.55%	-2.69%
Average Drawdown Average peak-to-trough decline	-26.53%	-8.20%	-18.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.69%	2.55%	+2.14%

Volatility

NHC vs. ^SP500TR - Volatility Comparison

National HealthCare Corporation (NHC) has a higher volatility of 8.40% compared to S&P 500 Total Return (^SP500TR) at 5.38%. 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.

Volatility by Period

	NHC	^SP500TR	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.40%	5.38%	+3.02%
Volatility (6M) Calculated over the trailing 6-month period	20.51%	9.55%	+10.96%
Volatility (1Y) Calculated over the trailing 1-year period	28.68%	18.32%	+10.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.85%	16.90%	+9.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.60%	18.05%	+9.55%