Universal Health Realty Income Trust (UHT)

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Universal Health Realty Income Trust (UHT) is up 3.3% since the beginning of the year. At $40 per share, UHT is trading 11.1% below its 52-week high of $45. Investors who bought $1,000 worth of UHT shares 5 years ago would now be looking at an investment worth $772.

Universal Health Realty Income Trust (UHT) has returned 3.28% so far this year and 4.99% over the past 12 months. Over the last ten years, UHT has returned 1.77% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Nov 5, 1987, UHT's average daily return is +0.06%, while the average monthly return is +1.15%. At this rate, an investment would double in approximately 5.1 years.

Historically, 62% of months were positive and 38% were negative. The best month was Jun 2000 with a return of +19.1%, while the worst month was Apr 2004 at -22.6%. The longest winning streak lasted 17 consecutive months, and the longest losing streak was 6 months.

On a daily basis, UHT closed higher 47% of trading days. The best single day was Mar 25, 2020 with a return of +19.4%, while the worst single day was Mar 16, 2020 at -24.7%.

Universal Health Realty Income Trust has an annualized alpha of 8.50%, beta of 0.72, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since November 06, 1987.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (67.50%) than losses (43.88%) - typical of diversified or defensive assets.
• R2 of 0.20 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.

UHT ranks 47 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Universal Health Realty Income Trust (UHT) and compare them to S&P 500 Index.

Universal Health Realty Income Trust provided a 7.47% dividend yield over the last twelve months, with an annual payout of $2.97 per share. The company has been increasing its dividends for 20 consecutive years.

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.

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 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 56.33%.

The chart below shows the rolling one-month volatility.

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.

The Valuation section provides an overview of how Universal Health Realty Income Trust 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.