Performance analysis of National Health Investors (NHI)
Annual Return
Over the past 3 years, NHI has had an average annual return of +15.88%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, NHI has had an average annual return of +7.38%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, NHI has had an average annual return of +5.86%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, NHI has had an average annual return of +13.79%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.83% | +15.66% | +30.62% | +14.46% | -3.24% | -11.73% | -8.70% | +13.62% | +5.83% | +6.80% | +27.97% | -8.19% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +30.98% | +4.59% | +35.25% | +3.83% | +28.75% | +45.46% | +6.55% | -7.15% | +37.94% | -4.86% | +25.04% | +90.87% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +19.26% | +117.89% | -44.69% | +1.13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.53% | +2.37% | -2.72% | -4.88% | -4.71% | -2.97% | -5.83% | ||||||
| 2025 | -1.72% | +5.23% | +4.31% | +2.45% | -4.18% | -2.05% | -0.37% | +12.07% | +2.72% | -6.28% | +6.67% | -2.76% | +15.66% |
| 2024 | -4.78% | +8.07% | +10.92% | +0.37% | +4.79% | +3.86% | +10.53% | +8.78% | +4.35% | -8.82% | -0% | -8.41% | +30.62% |
| 2023 | +12.66% | -6.51% | -4.56% | -3.51% | +4.70% | +2.32% | +4.75% | -6.88% | +2.22% | -2.57% | +8.43% | +4.56% | +14.46% |
| 2022 | +0.63% | -7.82% | +12.37% | -12.68% | +14.79% | +3.98% | +6.98% | +1.03% | -12.30% | +0.30% | -0.78% | -5.58% | -3.24% |
| 2021 | -6.26% | +5.29% | +7.48% | +1.56% | -10.22% | +3.10% | +1.76% | -12.33% | -9.07% | +0.52% | -2.86% | +11.74% | -11.73% |
| 2020 | +3.56% | -3.14% | -38.13% | +11.19% | +0.78% | +11.42% | +2.11% | +0.40% | -1.42% | -7.00% | +15.36% | +8.68% | -8.70% |
| 2019 | +10.22% | -6.28% | +2% | -3.97% | +4.14% | +0.68% | +1.73% | +4.51% | +0.57% | +4.13% | -5.60% | +1.90% | +13.62% |
| 2018 | -6.43% | -8.03% | +5.26% | +1.46% | +8.13% | +1.15% | +1.57% | +5.89% | -3.33% | -2.82% | +6.15% | -1.84% | +5.83% |
| 2017 | -0.24% | +2.34% | -2.82% | +0.74% | +3.21% | +6.13% | -2.46% | +3.79% | -2.42% | -1.42% | +2.38% | -2.15% | +6.80% |
Drawdown analysis of National Health Investors (NHI)
The maximum drawdown for the NHI was -64.97%, occurring on Aug 17, 2000. Recovery took 255 trading sessions.
The current NHI drawdown is -20.99%.
Since Nov 1, 1999 NHI has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 12 times
- 10% or more: 27 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.97% | Dec 23, 1999 | 164 | Aug 17, 2000 | 255 | Aug 22, 2001 | 419 |
| -63.04% | Feb 21, 2020 | 18 | Mar 18, 2020 | 1079 | Jul 2, 2024 | 1097 |
| -45.52% | Sep 30, 2008 | 38 | Nov 21, 2008 | 174 | Aug 4, 2009 | 212 |
| -27.42% | Jan 29, 2015 | 152 | Sep 4, 2015 | 192 | Jun 10, 2016 | 344 |
| -27.34% | Mar 31, 2004 | 27 | May 10, 2004 | 142 | Dec 1, 2004 | 169 |
| -25.37% | May 21, 2013 | 74 | Sep 5, 2013 | 294 | Nov 4, 2014 | 368 |
| -21.61% | Apr 28, 2011 | 70 | Aug 8, 2011 | 117 | Jan 25, 2012 | 187 |
| -20.99% | Feb 17, 2026 | 73 | Jun 2, 2026 | Ongoing | Ongoing | Ongoing |
| -20.96% | Jun 1, 2007 | 123 | Nov 26, 2007 | 79 | Mar 20, 2008 | 202 |
| -20.88% | Sep 18, 2024 | 100 | Feb 12, 2025 | 232 | Jan 15, 2026 | 332 |
| -20.80% | Aug 24, 2001 | 15 | Sep 21, 2001 | 54 | Dec 7, 2001 | 69 |
| -20.65% | Dec 18, 2017 | 39 | Feb 14, 2018 | 120 | Aug 7, 2018 | 159 |
| -19.95% | Aug 2, 2005 | 196 | May 12, 2006 | 95 | Sep 27, 2006 | 291 |
| -17.77% | Jun 27, 2002 | 14 | Jul 18, 2002 | 72 | Oct 29, 2002 | 86 |
| -16.93% | Sep 6, 2016 | 47 | Nov 10, 2016 | 157 | Jun 28, 2017 | 204 |
| -16.45% | Dec 2, 2002 | 53 | Feb 19, 2003 | 45 | Apr 24, 2003 | 98 |
| -16.01% | Dec 27, 2006 | 44 | Mar 5, 2007 | 28 | Apr 13, 2007 | 72 |
| -14.93% | Dec 22, 2004 | 24 | Jan 27, 2005 | 111 | Jul 7, 2005 | 135 |
| -14.90% | Dec 30, 2009 | 24 | Feb 4, 2010 | 31 | Mar 22, 2010 | 55 |
| -14.76% | Sep 23, 2003 | 5 | Sep 30, 2003 | 24 | Nov 3, 2003 | 29 |
| -13.51% | Dec 26, 2001 | 41 | Feb 26, 2002 | 39 | Apr 23, 2002 | 80 |
| -12.95% | May 12, 2010 | 48 | Jul 21, 2010 | 27 | Aug 27, 2010 | 75 |
| -12.38% | Apr 3, 2008 | 63 | Jul 2, 2008 | 30 | Aug 14, 2008 | 93 |
| -11.80% | Nov 4, 2010 | 28 | Dec 15, 2010 | 52 | Mar 2, 2011 | 80 |
| -11.30% | Feb 15, 2019 | 44 | Apr 22, 2019 | 78 | Aug 12, 2019 | 122 |