Correlation
The correlation between AHR and FDL is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
AHR vs. FDL
Compare and contrast key facts about American Healthcare REIT, Inc. (AHR) and First Trust Morningstar Dividend Leaders Index Fund (FDL).
FDL is a passively managed fund by First Trust that tracks the performance of the Morningstar Dividend Leaders Index. It was launched on Mar 9, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AHR or FDL.
Performance
AHR vs. FDL - Performance Comparison
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Key characteristics
AHR:
5.39
FDL:
1.11
AHR:
5.75
FDL:
1.38
AHR:
1.74
FDL:
1.19
AHR:
14.20
FDL:
1.22
AHR:
45.49
FDL:
4.07
AHR:
3.52%
FDL:
3.66%
AHR:
29.78%
FDL:
15.34%
AHR:
-11.86%
FDL:
-65.93%
AHR:
-1.89%
FDL:
-4.18%
Returns By Period
In the year-to-date period, AHR achieves a 23.61% return, which is significantly higher than FDL's 4.44% return.
AHR
23.61%
9.05%
19.86%
158.73%
N/A
N/A
N/A
FDL
4.44%
1.31%
-2.25%
16.93%
6.81%
15.59%
10.18%
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Risk-Adjusted Performance
AHR vs. FDL — Risk-Adjusted Performance Rank
AHR
FDL
AHR vs. FDL - Risk-Adjusted Performance 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.
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Dividends
AHR vs. FDL - Dividend Comparison
AHR's dividend yield for the trailing twelve months is around 2.87%, less than FDL's 4.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHR American Healthcare REIT, Inc. | 2.87% | 3.52% | 0.00% | 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 | 4.84% | 4.96% | 4.58% | 3.57% | 4.59% | 4.48% | 3.75% | 3.97% | 3.18% | 2.94% | 3.65% | 3.35% |
Drawdowns
AHR vs. FDL - Drawdown Comparison
The maximum AHR drawdown since its inception was -11.86%, 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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Volatility
AHR vs. FDL - Volatility Comparison
American Healthcare REIT, Inc. (AHR) has a higher volatility of 10.18% compared to First Trust Morningstar Dividend Leaders Index Fund (FDL) at 4.12%. 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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