AHR vs. FDL
AHR (American Healthcare REIT, Inc.) is a stock, while FDL (First Trust Morningstar Dividend Leaders Index Fund) is Large Cap Value Equities fund tracking the Morningstar Dividend Leaders Index. Over the past year, AHR returned 36.07% vs 22.39% for FDL. At a 0.24 correlation, their price movements are largely independent.
Performance
AHR vs. FDL - Performance Comparison
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Returns By Period
In the year-to-date period, AHR achieves a 3.98% return, which is significantly lower than FDL's 12.67% return.
AHR
- 1D
- 3.20%
- 1M
- -3.03%
- YTD
- 3.98%
- 6M
- 1.73%
- 1Y
- 36.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FDL
- 1D
- 1.20%
- 1M
- -2.75%
- YTD
- 12.67%
- 6M
- 13.02%
- 1Y
- 22.39%
- 3Y*
- 19.10%
- 5Y*
- 13.08%
- 10Y*
- 11.12%
AHR vs. FDL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AHR American Healthcare REIT, Inc. | 3.98% | 70.03% | 133.22% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 12.67% | 14.79% | 17.39% |
Correlation
The correlation between AHR and FDL is 0.09, 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 | 0.09 |
Correlation (All Time) Calculated using the full available price history since Feb 7, 2024 | 0.24 |
The correlation between AHR and FDL shifts across timeframes, from 0.09 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AHR vs. FDL — Risk / Return Rank
AHR
FDL
AHR vs. FDL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Healthcare REIT, Inc. (AHR) and First Trust Morningstar Dividend Leaders Index Fund (FDL). 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 | FDL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.34 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 5.26 | -2.60 |
| Martin ratioReturn relative to average drawdown | 7.01 | 12.40 | -5.39 |
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Drawdowns
AHR vs. FDL - Drawdown Comparison
The maximum AHR drawdown since its inception was -13.62%, smaller than the maximum FDL drawdown of -65.93%. Use the drawdown chart below to compare losses from any high point for AHR and FDL.
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Drawdown Indicators
| AHR | FDL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.62% | -65.93% | +52.31% |
Max Drawdown (1Y)Largest decline over 1 year | -13.62% | -4.27% | -9.35% |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.24% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.46% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.40% | — |
Current DrawdownCurrent decline from peak | -8.01% | -3.09% | -4.92% |
Average DrawdownAverage peak-to-trough decline | -3.12% | -9.64% | +6.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.16% | 1.81% | +3.35% |
Volatility
AHR vs. FDL - Volatility Comparison
American Healthcare REIT, Inc. (AHR) has a higher volatility of 8.17% compared to First Trust Morningstar Dividend Leaders Index Fund (FDL) at 3.72%. This indicates that AHR's price experiences larger fluctuations and is considered to be riskier than FDL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AHR | FDL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.17% | 3.72% | +4.45% |
Volatility (6M)Calculated over the trailing 6-month period | 19.04% | 8.09% | +10.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.11% | 11.54% | +12.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.77% | 14.31% | +12.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.77% | 17.11% | +9.66% |
Dividends
AHR vs. FDL - Dividend Comparison
AHR's dividend yield for the trailing twelve months is around 2.05%, less than FDL's 3.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHR American Healthcare REIT, Inc. | 2.05% | 2.12% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 3.70% | 4.04% | 4.96% | 4.58% | 3.58% | 4.59% | 4.48% | 3.75% | 3.97% | 3.18% | 2.93% | 3.65% |
Frequently Asked Questions
AHR and FDL have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AHR has higher volatility (8.17%) compared to FDL (3.72%). In terms of maximum drawdown, AHR dropped -13.62% vs FDL's -65.93%.
FDL currently has the higher Sharpe Ratio (1.95 vs 1.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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