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:
0.21
^SP500TR:
0.54
NHC:
0.49
^SP500TR:
0.88
NHC:
1.06
^SP500TR:
1.13
NHC:
0.18
^SP500TR:
0.56
NHC:
0.35
^SP500TR:
2.30
NHC:
17.67%
^SP500TR:
4.55%
NHC:
29.54%
^SP500TR:
19.44%
NHC:
-94.71%
^SP500TR:
-55.25%
NHC:
-29.84%
^SP500TR:
-9.86%
Returns By Period
In the year-to-date period, NHC achieves a -11.49% return, which is significantly lower than ^SP500TR's -5.68% return. Over the past 10 years, NHC has underperformed ^SP500TR with an annualized return of 7.23%, while ^SP500TR has yielded a comparatively higher 12.27% annualized return.
NHC
-11.49%
2.35%
-19.34%
6.00%
9.04%
7.23%
^SP500TR
-5.68%
-0.91%
-4.24%
9.81%
15.89%
12.27%
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Risk-Adjusted Performance
NHC vs. ^SP500TR — Risk-Adjusted Performance Rank
NHC
^SP500TR
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
The current volatility for National HealthCare Corporation (NHC) is 7.51%, while S&P 500 Total Return (^SP500TR) has a volatility of 14.21%. This indicates that NHC experiences smaller price fluctuations and is considered to be less risky than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.