OHI vs. AENA.MC
OHI (Omega Healthcare Investors, Inc.) and AENA.MC (Aena SA) are both stocks. OHI operates in REIT - Healthcare Facilities (Real Estate), while AENA.MC operates in Airports & Air Services (Industrials). Over the past 10 years, OHI returned 12.56%/yr vs 44.12%/yr for AENA.MC. At a 0.20 correlation, their price movements are largely independent.
Performance
OHI vs. AENA.MC - Performance Comparison
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Different Trading Currencies
OHI is traded in USD, while AENA.MC is traded in EUR. To make them comparable, the AENA.MC values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, OHI achieves a 12.17% return, which is significantly lower than AENA.MC's 14.74% return. Over the past 10 years, OHI has underperformed AENA.MC with an annualized return of 12.56%, while AENA.MC has yielded a comparatively higher 44.12% annualized return.
OHI
- 1D
- -1.09%
- 1M
- 6.67%
- 6M
- 12.34%
- YTD
- 12.17%
- 1Y
- 36.93%
- 3Y*
- 23.71%
- 5Y*
- 14.11%
- 10Y*
- 12.56%
AENA.MC
- 1D
- 0.31%
- 1M
- 5.47%
- 6M
- 9.13%
- YTD
- 14.74%
- 1Y
- 17.44%
- 3Y*
- 83.81%
- 5Y*
- 54.81%
- 10Y*
- 44.12%
OHI vs. AENA.MC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OHI Omega Healthcare Investors, Inc. | 12.17% | 25.52% | 33.57% | 19.93% | 3.50% | -12.06% | -6.81% | 29.01% | 40.06% | -4.70% |
AENA.MC Aena SA | 14.74% | 147.84% | 96.05% | 109.36% | -20.14% | -9.52% | -9.22% | 113.20% | 22.33% | 94.78% |
Correlation
The correlation between OHI and AENA.MC is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2015 | 0.20 |
The correlation between OHI and AENA.MC shifts across timeframes, from 0.12 (1 year) to 0.23 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
OHI vs. AENA.MC — Risk / Return Rank
OHI
AENA.MC
OHI vs. AENA.MC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Omega Healthcare Investors, Inc. (OHI) and Aena SA (AENA.MC). 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.
| OHI | AENA.MC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.26 | ||
| Sortino ratioReturn per unit of downside risk | +1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.14 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 3.72 | 0.93 | +2.80 |
| Martin ratioReturn relative to average drawdown | 9.73 | 1.89 | +7.84 |
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Drawdowns
OHI vs. AENA.MC - Drawdown Comparison
The maximum OHI drawdown since its inception was -94.85%, which is greater than AENA.MC's maximum drawdown of -50.48%. Use the drawdown chart below to compare losses from any high point for OHI and AENA.MC.
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Drawdown Indicators
| OHI | AENA.MC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.85% | -50.48% | -44.37% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -18.90% | +8.04% |
Max Drawdown (3Y)Largest decline over 3 years | -15.47% | -18.90% | +3.43% |
Max Drawdown (5Y)Largest decline over 5 years | -26.70% | -43.29% | +16.59% |
Max Drawdown (10Y)Largest decline over 10 years | -66.92% | -50.48% | -16.44% |
Current DrawdownCurrent decline from peak | -2.66% | -6.00% | +3.34% |
Average DrawdownAverage peak-to-trough decline | -24.00% | -12.00% | -12.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 9.31% | -5.16% |
Volatility
OHI vs. AENA.MC - Volatility Comparison
The current volatility for Omega Healthcare Investors, Inc. (OHI) is 6.08%, while Aena SA (AENA.MC) has a volatility of 6.60%. This indicates that OHI experiences smaller price fluctuations and is considered to be less risky than AENA.MC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OHI | AENA.MC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.08% | 6.60% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 15.63% | 18.64% | -3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.26% | 23.88% | -3.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.30% | 54.52% | -30.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.29% | 52.53% | -18.24% |
Dividends
OHI vs. AENA.MC - Dividend Comparison
OHI's dividend yield for the trailing twelve months is around 5.55%, more than AENA.MC's 4.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AENA.MC Aena SA | 4.05% | 40.97% | 38.80% | 28.95% | 0.00% | 0.00% | 0.00% | 40.65% | 47.86% | 22.66% | 20.89% | 0.00% |
OHI Omega Healthcare Investors, Inc. | 5.55% | 6.04% | 7.08% | 8.74% | 9.59% | 9.06% | 7.38% | 6.26% | 7.51% | 9.22% | 7.55% | 6.23% |
Financials
OHI vs. AENA.MC - Financials Comparison
This section allows you to compare key financial metrics between Omega Healthcare Investors, Inc. and Aena SA. 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
OHI and AENA.MC have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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