AHR vs. AM.PA
AHR (American Healthcare REIT, Inc.) and AM.PA (Dassault Aviation SA) are both stocks. AHR operates in REIT - Healthcare Facilities (Real Estate), while AM.PA operates in Aerospace & Defense (Industrials). Over the past year, AHR returned 34.24% vs -1.01% for AM.PA. At a 0.04 correlation, their price movements are largely independent.
Performance
AHR vs. AM.PA - Performance Comparison
Loading charts...
Different Trading Currencies
AHR is traded in USD, while AM.PA is traded in EUR. To make them comparable, the AM.PA values have been converted to USD using the latest available exchange rates.
Returns By Period
AHR
- 1D
- 0.56%
- 1M
- -9.30%
- YTD
- 0.00%
- 6M
- 0.12%
- 1Y
- 34.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AM.PA
- 1D
- -1.17%
- 1M
- 5.41%
- YTD
- 8.65%
- 6M
- 9.34%
- 1Y
- -1.01%
- 3Y*
- 24.94%
- 5Y*
- 24.44%
- 10Y*
- 19.50%
AHR vs. AM.PA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AHR American Healthcare REIT, Inc. | 0.00% | 70.03% | 133.22% |
AM.PA Dassault Aviation SA | 8.65% | 59.93% | 10.15% |
Correlation
The correlation between AHR and AM.PA is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Feb 7, 2024 | 0.04 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AHR vs. AM.PA — Risk / Return Rank
AHR
AM.PA
AHR vs. AM.PA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Healthcare REIT, Inc. (AHR) and Dassault Aviation SA (AM.PA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AHR | AM.PA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.47 | ||
| Sortino ratioReturn per unit of downside risk | +1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.02 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.53 | -0.05 | +2.57 |
| Martin ratioReturn relative to average drawdown | 7.06 | -0.10 | +7.16 |
Loading charts...
Drawdowns
AHR vs. AM.PA - Drawdown Comparison
The maximum AHR drawdown since its inception was -13.62%, smaller than the maximum AM.PA drawdown of -58.61%. Use the drawdown chart below to compare losses from any high point for AHR and AM.PA.
Loading charts...
Drawdown Indicators
| AHR | AM.PA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.62% | -58.61% | +44.99% |
Max Drawdown (1Y)Largest decline over 1 year | -13.62% | -21.79% | +8.17% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.11% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.72% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -58.61% | — |
Current DrawdownCurrent decline from peak | -11.52% | -16.08% | +4.56% |
Average DrawdownAverage peak-to-trough decline | -3.04% | -13.76% | +10.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 10.52% | -5.66% |
Volatility
AHR vs. AM.PA - Volatility Comparison
American Healthcare REIT, Inc. (AHR) has a higher volatility of 8.92% compared to Dassault Aviation SA (AM.PA) at 8.30%. This indicates that AHR's price experiences larger fluctuations and is considered to be riskier than AM.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AHR | AM.PA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.92% | 8.30% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 18.98% | 25.12% | -6.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.90% | 31.78% | -7.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.81% | 30.48% | -3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.81% | 31.03% | -4.22% |
Dividends
AHR vs. AM.PA - Dividend Comparison
AHR's dividend yield for the trailing twelve months is around 2.14%, more than AM.PA's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHR American Healthcare REIT, Inc. | 2.14% | 2.12% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AM.PA Dassault Aviation SA | 1.61% | 1.72% | 1.71% | 1.67% | 1.57% | 12.95% | 0.00% | 18.12% | 12.64% | 9.32% | 11.40% | 8.72% |
Financials
AHR vs. AM.PA - Financials Comparison
This section allows you to compare key financial metrics between American Healthcare REIT, Inc. and Dassault Aviation SA. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AHR and AM.PA have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for AHR and AM.PA
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer