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NHC vs SPY

Comparison between National Healthcare Corp (NHC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceNHC has outperformed SPY, delivering a return of +28.7% compared to +13.0%

NHC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NHC
$3.37B
Winner
SPY
$781B
Expense Ratio
NHC
N/A
SPY
0.09%
Max Drawdown
NHC
63.27%
Winner
SPY
56.47%
Sharpe Ratio
Winner
NHC
2.70
SPY
1.35
5Y Beta
Winner
NHC
0.60
SPY
1.00
Industry
NHC
Medical Care Facilities
SPY
N/A
P/E Ratio
Winner
NHC
27.17
SPY
29.13
Forward P/E
Winner
NHC
9.89
SPY
21.48
PEG Ratio
NHC
1.96
SPY
N/A
Dividend Yield
NHC
1.21%
SPY
N/A
5Y Dividends CAGR
Winner
NHC
9.20%
SPY
6.00%
5Y EPS CAGR
NHC
6.33%
Winner
SPY
25.27%
Debt to Equity
Winner
NHC
0.00%
SPY
31.47%
Free Cash Flow Yield
NHC
4.99%
SPY
N/A
P/S Ratio
Winner
NHC
2.16
SPY
3.87
P/B Ratio
Winner
NHC
2.98
SPY
5.70

NHC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NHC
+19.77%
SPY
+0.57%
3M
Winner
NHC
+36.25%
SPY
+4.93%
6M
Winner
NHC
+67.55%
SPY
+8.04%
1Y
Winner
NHC
+135.10%
SPY
+19.66%
5Y(CAGR)
Winner
NHC
+28.73%
SPY
+13.01%
10Y(CAGR)
Winner
NHC
+16.30%
SPY
+14.98%
Max(CAGR)
Winner
NHC
+17.05%
SPY
+8.47%

NHC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNHCSPY
2026+76.21%+9.38%
2025+31.67%+18.00%
2024+17.97%+25.59%
2023+60.36%+26.72%
2022-10.60%-18.64%
2021+3.99%+30.52%
2020-20.77%+17.28%
2019+14.06%+31.09%
2018+30.28%-5.24%
2017-16.90%+20.78%
2016+26.33%+13.59%
2015+2.06%+1.31%
2014+19.72%+14.56%
2013+11.76%+29.00%
2012+14.67%+14.17%
2011-7.15%+0.85%
2010+29.25%+13.14%
2009-26.70%+22.67%
2008+1.76%-36.25%
2007-5.30%+5.32%
2006+51.38%+13.85%
2005+11.02%+5.32%
2004+82.83%+10.75%
2003+9.04%+24.18%
2002+18.64%-22.42%
2001+113.83%-10.13%
2000+50.16%-8.84%
1999-14.29%+8.61%

NHC vs SPY Drawdown Comparison

The maximum drawdown for NHC was -63.27%, occurring on Oct 18, 2000. Recovery took 286 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPY drawdown is -1.89%.

RankNHCSPY
#1-63.27%
Nov 1, 1999 - Dec 18, 2000		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-42.93%
Nov 16, 2006 - Jan 2, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-38.78%
Aug 17, 2001 - Jun 28, 2002		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-35.27%
Jan 8, 2020 - Dec 4, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-33.40%
Aug 30, 2024 - Nov 25, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-32.80%
Jun 28, 2002 - Nov 24, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-23.85%
Dec 27, 2016 - Aug 14, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.27%
Dec 2, 2004 - Feb 28, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-18.20%
May 4, 2004 - Oct 6, 2004		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.70%
Feb 28, 2005 - Nov 3, 2005		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.98%
Nov 24, 2003 - Feb 18, 2004		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.44%
Jan 31, 2001 - Mar 23, 2001		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-14.19%
Jun 8, 2006 - Aug 29, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.14%
Feb 19, 2019 - Jul 16, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.65%
Jul 31, 2024 - Aug 30, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NHC and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

NHC vs SPY dividend yield comparison.

YearNHCSPY
20260.57%0.50%
20251.85%1.07%
20242.25%1.21%
20232.53%1.40%
20223.80%1.65%
20213.11%1.20%
20203.13%1.52%
20192.38%1.75%
20182.52%2.04%
20173.10%1.80%
20162.31%2.03%
20153.14%2.06%
20142.13%1.87%
20132.34%1.81%
20124.68%2.18%
20112.82%2.05%
20102.38%1.80%
20092.82%1.95%
20082.23%3.02%
20071.57%1.85%
20061.25%1.73%
20051.54%1.73%
20041.42%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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