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:
0.17
^SP500TR:
-0.08
NHC:
0.44
^SP500TR:
-0.00
NHC:
1.05
^SP500TR:
1.00
NHC:
0.15
^SP500TR:
-0.08
NHC:
0.31
^SP500TR:
-0.39
NHC:
16.04%
^SP500TR:
3.31%
NHC:
29.00%
^SP500TR:
15.95%
NHC:
-94.71%
^SP500TR:
-55.25%
NHC:
-31.09%
^SP500TR:
-17.26%
Returns By Period
The year-to-date returns for both stocks are quite close, with NHC having a -13.07% return and ^SP500TR slightly lower at -13.42%. Over the past 10 years, NHC has underperformed ^SP500TR with an annualized return of 7.05%, while ^SP500TR has yielded a comparatively higher 11.35% annualized return.
NHC
-13.07%
0.15%
-23.57%
4.22%
9.41%
7.05%
^SP500TR
-13.42%
-13.03%
-11.19%
-0.08%
17.15%
11.35%
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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 5.72%, while S&P 500 Total Return (^SP500TR) has a volatility of 9.30%. 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.