NHI vs. OHI
NHI (National Health Investors, Inc.) and OHI (Omega Healthcare Investors, Inc.) are both stocks. Both operate in the REIT - Healthcare Facilities industry within the Real Estate sector. Over the past 10 years, NHI returned 5.32%/yr vs 11.69%/yr for OHI. Their 0.49 correlation means their historical movements had little consistent relationship.
Performance
NHI vs. OHI - Performance Comparison
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Returns By Period
In the year-to-date period, NHI achieves a -0.08% return, which is significantly lower than OHI's 14.73% return. Over the past 10 years, NHI has underperformed OHI with an annualized return of 5.32%, while OHI has yielded a comparatively higher 11.69% annualized return.
NHI
- 1D
- -1.82%
- 1M
- -3.78%
- 6M
- -5.93%
- YTD
- -0.08%
- 1Y
- 7.91%
- 3Y*
- 16.89%
- 5Y*
- 8.00%
- 10Y*
- 5.32%
- ALL TIME*
- 12.01%
OHI
- 1D
- -0.55%
- 1M
- 0.01%
- 6M
- 18.50%
- YTD
- 14.73%
- 1Y
- 29.92%
- 3Y*
- 23.92%
- 5Y*
- 15.60%
- 10Y*
- 11.69%
- ALL TIME*
- 10.12%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $29.57M | $31.34M | $47.09M | |
| $107.26M | $93.38M | $105.91M |
NHI vs. OHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NHI National Health Investors, Inc. | -0.08% | 15.69% | 30.71% | 14.57% | -3.26% | -11.74% | -8.67% | 13.67% | 5.93% | 6.88% |
OHI Omega Healthcare Investors, Inc. | 14.73% | 25.52% | 33.57% | 19.93% | 3.50% | -12.06% | -6.81% | 29.01% | 40.06% | -4.70% |
Correlation
The correlation between NHI and OHI is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 1992 | 0.49 |
The correlation between NHI and OHI shifts across timeframes, from 0.49 (all time) to 0.70 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
NHI:
$3.61B
OHI:
$14.58B
NHI:
$3.10
OHI:
$3.76
NHI:
24.05
OHI:
12.97
NHI:
0.22
OHI:
1.21
NHI:
8.85
OHI:
8.88
NHI:
$402.19M
OHI:
$1.28B
NHI:
$210.78M
OHI:
$773.98M
NHI:
$233.74M
OHI:
$1.44B
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Return for Risk
NHI vs. OHI — Risk / Return Rank
NHI
OHI
NHI vs. OHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for National Health Investors, Inc. (NHI) and Omega Healthcare Investors, Inc. (OHI). 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 | OHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.13 | ||
| Sortino ratioReturn per unit of downside risk | -1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.27 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 2.77 | -2.44 |
| Martin ratioReturn relative to average drawdown | 0.84 | 7.18 | -6.34 |
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Drawdowns
NHI vs. OHI - Drawdown Comparison
The maximum NHI drawdown since its inception was -82.88%, smaller than the maximum OHI drawdown of -94.85%. Use the drawdown chart below to compare losses from any high point for NHI and OHI.
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Drawdown Indicators
| NHI | OHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.88% | -94.85% | +11.97% |
Max Drawdown (1Y)Largest decline over 1 year | -24.09% | -10.86% | -13.23% |
Max Drawdown (3Y)Largest decline over 3 years | -24.09% | -15.47% | -8.62% |
Max Drawdown (5Y)Largest decline over 5 years | -25.68% | -23.16% | -2.52% |
Max Drawdown (10Y)Largest decline over 10 years | -63.04% | -66.92% | +3.88% |
Current DrawdownCurrent decline from peak | -16.17% | -4.48% | -11.69% |
Average DrawdownAverage peak-to-trough decline | -15.01% | -23.95% | +8.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.43% | 4.18% | +5.25% |
Volatility
NHI vs. OHI - Volatility Comparison
National Health Investors, Inc. (NHI) has a higher volatility of 7.16% compared to Omega Healthcare Investors, Inc. (OHI) at 6.29%. This indicates that NHI's price experiences larger fluctuations and is considered to be riskier than OHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NHI | OHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 6.29% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 19.00% | 15.84% | +3.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.87% | 20.32% | +2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.83% | 24.26% | -0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.10% | 34.27% | -3.17% |
Dividends
NHI vs. OHI - Dividend Comparison
NHI's dividend yield for the trailing twelve months is around 4.94%, less than OHI's 5.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NHI National Health Investors, Inc. | 4.94% | 4.77% | 5.19% | 6.45% | 6.89% | 6.62% | 6.38% | 5.15% | 5.30% | 5.04% | 4.85% | 5.59% |
OHI Omega Healthcare Investors, Inc. | 5.52% | 6.04% | 7.08% | 8.74% | 9.59% | 9.06% | 7.38% | 6.26% | 7.51% | 9.22% | 7.55% | 6.23% |
Financials
NHI vs. OHI - Financials Comparison
This section allows you to compare key financial metrics between National Health Investors, Inc. and Omega Healthcare Investors, 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
Frequently Asked Questions
NHI and OHI have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NHI has higher volatility (7.16%) compared to OHI (6.29%). In terms of maximum drawdown, NHI dropped -82.88% vs OHI's -94.85%.
OHI currently has the higher Sharpe Ratio (1.48 vs 0.35), 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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