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Universal Health Realty Income Trust (UHT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US91359E1055

CUSIP

91359E105

Sector

Real Estate

IPO Date

Nov 5, 1987

Highlights

Market Cap

$534.32M

EPS (TTM)

$1.31

PE Ratio

29.45

Total Revenue (TTM)

$74.74M

Gross Profit (TTM)

$11.90M

EBITDA (TTM)

$46.13M

Year Range

$30.60 - $46.43

Target Price

$33.00

Short %

1.55%

Short Ratio

2.36

Share Price Chart


Loading data...

Compare to other instruments

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


Popular comparisons:
UHT vs. CTO UHT vs. SCHD UHT vs. SPY UHT vs. QQQ UHT vs. NHI UHT vs. O UHT vs. ABBV UHT vs. STAG UHT vs. XLRE UHT vs. QYLD
Popular comparisons:
UHT vs. CTO UHT vs. SCHD UHT vs. SPY UHT vs. QQQ UHT vs. NHI UHT vs. O UHT vs. ABBV UHT vs. STAG UHT vs. XLRE UHT vs. QYLD

Performance

Performance Chart

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


2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%JulyAugustSeptemberOctoberNovemberDecember
6,089.84%
2,230.58%
UHT (Universal Health Realty Income Trust)
Benchmark (^GSPC)

Returns By Period

Universal Health Realty Income Trust had a return of -7.55% year-to-date (YTD) and -7.44% in the last 12 months. Over the past 10 years, Universal Health Realty Income Trust had an annualized return of 2.11%, while the S&P 500 had an annualized return of 11.06%, indicating that Universal Health Realty Income Trust did not perform as well as the benchmark.


UHT

YTD

-7.55%

1M

-6.85%

6M

-0.24%

1Y

-7.44%

5Y*

-15.82%

10Y*

2.11%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of UHT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-7.95%-2.59%-3.46%-1.85%4.30%6.15%9.22%5.03%3.52%-13.53%6.65%-7.55%
202314.83%-3.27%-7.93%-9.58%0.41%10.54%0.32%-2.30%-11.89%-4.92%3.72%10.25%-3.63%
2022-1.97%-2.04%3.43%-14.01%6.93%0.52%1.30%-5.58%-13.83%12.64%7.85%-7.79%-15.25%
2021-7.14%3.80%10.44%-1.22%3.36%-10.17%-2.92%-0.87%-5.53%3.08%-2.28%8.11%-3.35%
20205.10%-12.67%-5.65%6.10%-12.69%-14.24%-12.47%-4.11%-13.69%-6.18%13.02%7.39%-43.24%
201913.61%6.81%2.60%7.01%1.17%4.39%8.51%4.92%7.05%15.98%-0.03%-0.96%96.94%
2018-11.40%-16.81%9.79%-0.28%3.74%3.95%5.20%13.28%-1.55%-13.86%9.53%-11.65%-14.89%
2017-5.29%3.32%1.58%8.14%2.85%11.83%-2.59%-2.28%0.60%-3.02%2.25%1.21%18.83%
20161.64%1.99%9.81%-2.93%-2.01%8.11%4.35%3.22%3.47%-6.86%1.04%11.73%37.17%
201511.66%-5.40%12.02%-11.72%-3.54%-1.70%5.40%-6.06%3.49%5.86%6.04%-3.87%9.52%
20145.84%0.42%0.64%0.45%2.03%1.92%-3.27%5.02%-4.28%16.24%-0.23%0.86%27.10%
20138.93%3.59%2.14%-6.90%-15.93%-3.16%0.79%-7.73%5.96%4.90%-3.51%-4.03%-16.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UHT is 33, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of UHT is 3333
Overall Rank
The Sharpe Ratio Rank of UHT is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of UHT is 2828
Sortino Ratio Rank
The Omega Ratio Rank of UHT is 2929
Omega Ratio Rank
The Calmar Ratio Rank of UHT is 4242
Calmar Ratio Rank
The Martin Ratio Rank of UHT is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Universal Health Realty Income Trust (UHT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for UHT, currently valued at -0.30, compared to the broader market-4.00-2.000.002.00-0.302.10
The chart of Sortino ratio for UHT, currently valued at -0.25, compared to the broader market-4.00-2.000.002.004.00-0.252.80
The chart of Omega ratio for UHT, currently valued at 0.97, compared to the broader market0.501.001.502.000.971.39
The chart of Calmar ratio for UHT, currently valued at -0.11, compared to the broader market0.002.004.006.00-0.113.09
The chart of Martin ratio for UHT, currently valued at -0.67, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.6713.49
UHT
^GSPC

The current Universal Health Realty Income Trust Sharpe ratio is -0.30. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Universal Health Realty Income Trust with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.30
2.10
UHT (Universal Health Realty Income Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Universal Health Realty Income Trust provided a 7.86% dividend yield over the last twelve months, with an annual payout of $2.92 per share. The company has been increasing its dividends for 36 consecutive years, earning it the status of a dividend aristocrat.


2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.92$2.88$2.84$2.80$2.76$2.72$2.68$2.64$2.60$2.56$2.52$2.50

Dividend yield

7.86%6.66%5.95%4.71%4.29%2.32%4.37%3.51%3.96%5.12%5.24%6.23%

Monthly Dividends

The table displays the monthly dividend distributions for Universal Health Realty Income Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.73$0.00$0.00$0.73$0.00$0.00$0.73$0.00$0.00$0.74$2.92
2023$0.00$0.00$0.72$0.00$0.00$0.72$0.00$0.00$0.72$0.00$0.00$0.73$2.88
2022$0.00$0.00$0.71$0.00$0.00$0.71$0.00$0.00$0.71$0.00$0.00$0.72$2.84
2021$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.71$2.80
2020$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.70$2.76
2019$0.00$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.69$2.72
2018$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.67$0.00$0.00$0.68$2.68
2017$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.67$2.64
2016$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.66$2.60
2015$0.00$0.00$0.64$0.00$0.00$0.64$0.00$0.00$0.64$0.00$0.00$0.65$2.56
2014$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.64$2.52
2013$0.62$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$2.50

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%7.9%
Universal Health Realty Income Trust has a dividend yield of 7.86%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%2.2%
Universal Health Realty Income Trust has a payout ratio of 2.22%, which is below the market average. This means Universal Health Realty Income Trust returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-62.71%
-2.62%
UHT (Universal Health Realty Income Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Universal Health Realty Income Trust. 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 Universal Health Realty Income Trust was 69.20%, occurring on Apr 17, 2024. The portfolio has not yet recovered.

The current Universal Health Realty Income Trust drawdown is 62.71%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.2%Feb 14, 20201050Apr 17, 2024
-40.55%Sep 19, 200845Nov 20, 2008325Mar 10, 2010370
-33.61%Apr 15, 201389Aug 19, 2013359Jan 22, 2015448
-33.11%Jul 20, 2017154Feb 28, 2018277Apr 5, 2019431
-28.12%Feb 8, 2007123Aug 3, 2007282Sep 16, 2008405

Volatility

Volatility Chart

The current Universal Health Realty Income Trust volatility is 7.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
7.21%
3.79%
UHT (Universal Health Realty Income Trust)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Universal Health Realty Income Trust compared to its peers in the REIT - Healthcare Facilities industry.


PE Ratio
100.0200.0300.0400.0500.0600.0700.029.5
The chart displays the price to earnings (P/E) ratio for UHT in comparison to other companies of the REIT - Healthcare Facilities industry. Currently, UHT has a PE value of 29.5. This PE ratio falls in the average range for the industry.
PEG Ratio
-25.0-20.0-15.0-10.0-5.00.05.00.0
The chart displays the price to earnings to growth (PEG) ratio for UHT in comparison to other companies of the REIT - Healthcare Facilities industry. Currently, UHT has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Universal Health Realty Income Trust.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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