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

Company Info

ISINUS91359E1055
CUSIP91359E105
SectorReal Estate
IndustryREIT—Healthcare Facilities

Highlights

Market Cap$479.18M
EPS$1.17
PE Ratio29.62
Revenue (TTM)$98.71M
Gross Profit (TTM)$86.72M
EBITDA (TTM)$62.16M
Year Range$32.27 - $46.98
Target Price$33.00
Short %1.98%
Short Ratio1.17

Share Price Chart


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Universal Health Realty Income Trust

Popular comparisons: UHT vs. SCHD, UHT vs. CTO, UHT vs. SPY, UHT vs. QQQ, UHT vs. ABBV

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%December2024FebruaryMarchApril
5,431.16%
1,939.40%
UHT (Universal Health Realty Income Trust)
Benchmark (^GSPC)

S&P 500

Returns By Period

Universal Health Realty Income Trust had a return of -15.04% year-to-date (YTD) and -12.14% in the last 12 months. Over the past 10 years, Universal Health Realty Income Trust had an annualized return of 2.97%, while the S&P 500 had an annualized return of 10.37%, indicating that Universal Health Realty Income Trust did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-15.04%5.57%
1 month-1.85%-4.16%
6 months-2.84%20.07%
1 year-12.14%20.82%
5 years (annualized)-10.70%11.56%
10 years (annualized)2.97%10.37%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-7.95%-2.59%-3.46%
2023-4.92%3.72%10.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UHT is 30, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of UHT is 3030
Universal Health Realty Income Trust(UHT)
The Sharpe Ratio Rank of UHT is 2828Sharpe Ratio Rank
The Sortino Ratio Rank of UHT is 2525Sortino Ratio Rank
The Omega Ratio Rank of UHT is 2626Omega Ratio Rank
The Calmar Ratio Rank of UHT is 3939Calmar Ratio Rank
The Martin Ratio Rank of UHT is 3232Martin 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.


UHT
Sharpe ratio
The chart of Sharpe ratio for UHT, currently valued at -0.42, compared to the broader market-2.00-1.000.001.002.003.004.00-0.42
Sortino ratio
The chart of Sortino ratio for UHT, currently valued at -0.44, compared to the broader market-4.00-2.000.002.004.006.00-0.44
Omega ratio
The chart of Omega ratio for UHT, currently valued at 0.95, compared to the broader market0.501.001.500.95
Calmar ratio
The chart of Calmar ratio for UHT, currently valued at -0.17, compared to the broader market0.002.004.006.00-0.17
Martin ratio
The chart of Martin ratio for UHT, currently valued at -0.79, compared to the broader market-10.000.0010.0020.0030.00-0.79
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.78, compared to the broader market-2.00-1.000.001.002.003.004.001.78
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.58, compared to the broader market-4.00-2.000.002.004.006.002.58
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.002.004.006.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.92, compared to the broader market-10.000.0010.0020.0030.006.92

Sharpe Ratio

The current Universal Health Realty Income Trust Sharpe ratio is -0.42. This value is calculated based on the past 12 months 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-1.000.001.002.003.00December2024FebruaryMarchApril
-0.42
1.78
UHT (Universal Health Realty Income Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Universal Health Realty Income Trust granted a 8.02% dividend yield in the last twelve months. The annual payout for that period amounted to $2.89 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.89$2.88$2.84$2.80$2.76$2.72$2.68$2.64$2.60$2.56$2.52$2.50

Dividend yield

8.02%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.73
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
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
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
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
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
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
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
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
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
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
2013$0.62$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%8.0%
Universal Health Realty Income Trust has a dividend yield of 8.02%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%2.6%
Universal Health Realty Income Trust has a payout ratio of 2.59%, 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.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchApril
-65.73%
-4.16%
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 65.73%.


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 9.31%, 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%4.00%6.00%8.00%10.00%12.00%December2024FebruaryMarchApril
9.31%
3.95%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items