Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NHI (National Health Investors, Inc.) | -6.74% | 3.52% | 16.24% | 7.06% | 5.94% | 8.93% | 11.67% | … | … |
Data as of 06/05/2026, Common starting date is 10/09/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NHI (National Health Investors, Inc.) | 10/09/1991 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.90 | 3.52 | 16.24 | 7.06 | 5.94 | 8.93 | 11.67 | … | … | -6.74 | 15.69 | 30.71 | 14.57 | -3.26 | -11.74 | -8.67 | 13.67 | 5.93 | 6.88 | 28.08 | -8.18 | 31.02 | 4.60 | 35.26 | 3.77 | 28.78 | 45.45 | 6.56 | -7.25 | 38.01 | -4.86 | 25.04 | 68.70 | 18.83 | 106.54 | -44.66 | -39.75 | -41.04 | 10.56 | 14.34 | 26.79 | -5.86 | 21.31 | -4.69 | 17.79 |
| Sharpe Ratio | NA | 0.13 | 0.72 | 0.24 | 0.15 | NA | NA | … | … | -0.36 | 0.66 | 1.29 | 0.45 | -0.18 | -0.46 | -0.12 | 0.76 | 0.24 | 0.44 | 1.22 | -0.43 | 2.07 | 0.22 | 2.45 | 0.13 | 0.95 | 1.02 | 0.10 | -0.37 | 1.63 | -0.32 | 0.91 | 2.77 | 0.58 | 2.28 | -0.75 | -1.15 | -1.51 | 0.50 | 0.78 | 1.59 | -0.60 | 1.04 | -0.53 | 6.67 |
| Standard Deviation(%) | NA | 21.37 | 21.40 | 23.63 | 31.80 | NA | NA | … | … | 26.44 | 19.53 | 20.95 | 24.65 | 26.60 | 25.75 | 77.11 | 16.05 | 18.77 | 14.34 | 22.89 | 19.30 | 14.97 | 21.17 | 14.49 | 29.67 | 30.34 | 44.57 | 54.96 | 28.32 | 21.32 | 22.23 | 26.55 | 24.51 | 30.73 | 46.72 | 64.92 | 37.41 | 29.57 | 13.74 | 13.54 | 14.30 | 14.87 | 18.26 | 13.36 | 15.44 |
| Draw Down(%) | NA | 18.79 | 20.87 | 25.68 | 63.04 | NA | NA | … | … | 18.79 | 9.21 | 18.29 | 19.04 | 22.57 | 31.53 | 63.04 | 11.29 | 16.43 | 8.67 | 16.91 | 27.41 | 11.08 | 25.36 | 7.90 | 21.61 | 13.41 | 24.49 | 45.50 | 20.97 | 13.10 | 15.72 | 27.34 | 14.76 | 17.77 | 26.19 | 65.53 | 48.67 | 41.39 | 11.01 | 9.59 | 9.43 | 11.49 | 9.55 | 12.56 | 3.59 |
| Yield(%) | 0.00 | 5.13 | 6.86 | 5.40 | 5.46 | 7.90 | 12.55 | … | … | 1.20 | 5.32 | 6.47 | 6.81 | 6.18 | 5.71 | 5.54 | 5.67 | 5.28 | 5.10 | 5.89 | 4.77 | 5.59 | 5.37 | 5.91 | 5.89 | 6.53 | 8.63 | 8.57 | 8.63 | 9.13 | 6.34 | 7.40 | 10.46 | 9.59 | 5.71 | 8.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/09/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NHI (National Health Investors, Inc.) |
-43.83%
Nov 1997 – Nov 2000 |
-25.58%
Nov 1995 – Nov 2000 |
-4.09%
Feb 1992 – Feb 2002 |
2.87%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NHI (National Health Investors, Inc.) |
64.51%
Nov 2000 – Nov 2003 |
43.22%
Nov 2000 – Nov 2005 |
31.16%
Oct 2000 – Oct 2010 |
24.07%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart