CareTrust REIT, Inc. (CTRE)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in CareTrust REIT, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

CareTrust REIT, Inc. (CTRE) has returned 2.45% so far this year and 33.55% over the past 12 months. Looking at the last ten years, CTRE has achieved an annualized return of 16.71%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since May 29, 2014, CTRE's average daily return is +0.08%, while the average monthly return is +1.51%. At this rate, your investment would double in approximately 3.9 years.

Historically, 59% of months were positive and 41% were negative. The best month was May 2018 with a return of +24.8%, while the worst month was Mar 2020 at -28.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, CTRE closed higher 52% of trading days. The best single day was Mar 19, 2020 with a return of +54.4%, while the worst single day was Mar 16, 2020 at -30.7%.

CareTrust REIT, Inc. has an annualized alpha of 11.28%, beta of 0.83, and R² of 0.16 versus S&P 500 Index. Calculated based on daily prices since May 30, 2014.

• This stock captured 101.13% of S&P 500 Index gains but only 79.59% of its losses — a favorable profile for investors.
• R² of 0.16 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CTRE ranks 82 for risk / return — in the top 82% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for CareTrust REIT, Inc. (CTRE) and compare them to a chosen benchmark (S&P 500 Index).

CareTrust REIT, Inc. provided a 3.81% dividend yield over the last twelve months, with an annual payout of $1.40 per share. The company has been increasing its dividends for 10 consecutive years.

The table displays the monthly dividend distributions for CareTrust REIT, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the CareTrust REIT, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the CareTrust REIT, Inc. was 67.43%, occurring on Mar 18, 2020. Recovery took 220 trading sessions.

The current CareTrust REIT, Inc. drawdown is 9.96%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of CareTrust REIT, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how CareTrust REIT, Inc. is priced in the market compared to other companies in the REIT - Healthcare Facilities industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.