NHI vs. DLR
NHI (National Health Investors, Inc.) and DLR (Digital Realty Trust, Inc.) are both stocks. Both are in the Real Estate sector — NHI in REIT - Healthcare Facilities, DLR in REIT - Specialty. Over the past 10 years, NHI returned 5.69%/yr vs 9.76%/yr for DLR. Their 0.45 correlation means their historical movements had little consistent relationship.
Performance
NHI vs. DLR - Performance Comparison
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Returns By Period
In the year-to-date period, NHI achieves a 2.72% return, which is significantly lower than DLR's 23.50% return. Over the past 10 years, NHI has underperformed DLR with an annualized return of 5.69%, while DLR has yielded a comparatively higher 9.76% annualized return.
NHI
- 1D
- 0.76%
- 1M
- -1.08%
- 6M
- -4.47%
- YTD
- 2.72%
- 1Y
- 12.61%
- 3Y*
- 17.83%
- 5Y*
- 8.41%
- 10Y*
- 5.69%
- ALL TIME*
- 12.11%
DLR
- 1D
- -2.42%
- 1M
- 8.78%
- 6M
- 15.14%
- YTD
- 23.50%
- 1Y
- 12.63%
- 3Y*
- 18.81%
- 5Y*
- 7.72%
- 10Y*
- 9.76%
- ALL TIME*
- 18.05%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $649.02M | $598.96M | $548.08M | |
| $31.03M | $32.05M | $47.88M |
NHI vs. DLR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NHI National Health Investors, Inc. | 2.72% | 15.69% | 30.71% | 14.57% | -3.26% | -11.74% | -8.67% | 13.67% | 5.93% | 6.88% |
DLR Digital Realty Trust, Inc. | 23.50% | -10.07% | 35.90% | 39.95% | -41.00% | 30.66% | 20.37% | 16.52% | -3.00% | 19.80% |
Correlation
The correlation between NHI and DLR is 0.10, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.28 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.35 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.38 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2004 | 0.45 |
Over the past year, the correlation between NHI and DLR has dropped to 0.10 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.
Fundamentals
NHI:
$3.72B
DLR:
$69.75B
NHI:
$3.10
DLR:
$1.39
NHI:
24.72
DLR:
135.95
NHI:
0.23
DLR:
3.65
NHI:
9.10
DLR:
9.13
NHI:
$402.19M
DLR:
$5.44B
NHI:
$210.78M
DLR:
$780.71M
NHI:
$233.74M
DLR:
$2.41B
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Return for Risk
NHI vs. DLR — Risk / Return Rank
NHI
DLR
NHI vs. DLR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for National Health Investors, Inc. (NHI) and Digital Realty Trust, Inc. (DLR). 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.
| NHI | DLR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.09 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.62 | 0.59 | +0.03 |
| Martin ratioReturn relative to average drawdown | 1.61 | 1.36 | +0.25 |
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Drawdowns
NHI vs. DLR - Drawdown Comparison
The maximum NHI drawdown since its inception was -82.88%, which is greater than DLR's maximum drawdown of -56.80%. Use the drawdown chart below to compare losses from any high point for NHI and DLR.
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Drawdown Indicators
| NHI | DLR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.88% | -56.80% | -26.08% |
Max Drawdown (1Y)Largest decline over 1 year | -24.09% | -16.83% | -7.26% |
Max Drawdown (3Y)Largest decline over 3 years | -24.09% | -29.40% | +5.31% |
Max Drawdown (5Y)Largest decline over 5 years | -25.68% | -48.52% | +22.84% |
Max Drawdown (10Y)Largest decline over 10 years | -63.04% | -48.52% | -14.52% |
Current DrawdownCurrent decline from peak | -13.82% | -6.93% | -6.89% |
Average DrawdownAverage peak-to-trough decline | -15.01% | -11.12% | -3.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.33% | 7.45% | +1.88% |
Volatility
NHI vs. DLR - Volatility Comparison
The current volatility for National Health Investors, Inc. (NHI) is 7.25%, while Digital Realty Trust, Inc. (DLR) has a volatility of 12.89%. This indicates that NHI experiences smaller price fluctuations and is considered to be less risky than DLR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NHI | DLR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 12.89% | -5.64% |
Volatility (6M)Calculated over the trailing 6-month period | 19.09% | 20.76% | -1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.87% | 26.82% | -3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.81% | 29.27% | -5.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.08% | 28.49% | +2.59% |
Dividends
NHI vs. DLR - Dividend Comparison
NHI's dividend yield for the trailing twelve months is around 4.80%, more than DLR's 2.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLR Digital Realty Trust, Inc. | 2.59% | 3.15% | 2.75% | 3.63% | 4.87% | 2.62% | 3.21% | 3.61% | 3.79% | 3.27% | 3.58% | 4.50% |
NHI National Health Investors, Inc. | 4.80% | 4.77% | 5.19% | 6.45% | 6.89% | 6.62% | 6.38% | 5.15% | 5.30% | 5.04% | 4.85% | 5.59% |
Financials
NHI vs. DLR - Financials Comparison
This section allows you to compare key financial metrics between National Health Investors, Inc. and Digital Realty Trust, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
NHI vs. DLR - Profitability Comparison
NHI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, National Health Investors, Inc. reported a gross profit of 0.00 and revenue of 115.13M. Therefore, the gross margin over that period was 0.0%.
DLR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Digital Realty Trust, Inc. reported a gross profit of 0.00 and revenue of 513.78M. Therefore, the gross margin over that period was 0.0%.
NHI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, National Health Investors, Inc. reported an operating income of 35.00K and revenue of 115.13M, resulting in an operating margin of 0.0%.
DLR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Digital Realty Trust, Inc. reported an operating income of 301.57M and revenue of 513.78M, resulting in an operating margin of 58.7%.
NHI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, National Health Investors, Inc. reported a net income of 40.02M and revenue of 115.13M, resulting in a net margin of 34.8%.
DLR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Digital Realty Trust, Inc. reported a net income of 19.68M and revenue of 513.78M, resulting in a net margin of 3.8%.
Frequently Asked Questions
NHI and DLR have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DLR has higher volatility (12.89%) compared to NHI (7.25%). In terms of maximum drawdown, NHI dropped -82.88% vs DLR's -56.80%.
NHI currently has the higher Sharpe Ratio (0.66 vs 0.37), 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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