Correlation
The correlation between AHR and SPY is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
AHR vs. SPY
Compare and contrast key facts about American Healthcare REIT, Inc. (AHR) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AHR or SPY.
Performance
AHR vs. SPY - Performance Comparison
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Key characteristics
AHR:
5.39
SPY:
0.67
AHR:
5.75
SPY:
1.03
AHR:
1.74
SPY:
1.15
AHR:
14.20
SPY:
0.69
AHR:
45.49
SPY:
2.61
AHR:
3.52%
SPY:
4.92%
AHR:
29.78%
SPY:
20.44%
AHR:
-11.86%
SPY:
-55.19%
AHR:
-1.89%
SPY:
-3.44%
Returns By Period
In the year-to-date period, AHR achieves a 23.61% return, which is significantly higher than SPY's 0.98% return.
AHR
23.61%
9.05%
19.86%
158.73%
N/A
N/A
N/A
SPY
0.98%
6.45%
-0.84%
13.58%
14.08%
15.83%
12.73%
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Risk-Adjusted Performance
AHR vs. SPY — Risk-Adjusted Performance Rank
AHR
SPY
AHR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Healthcare REIT, Inc. (AHR) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
AHR's dividend yield for the trailing twelve months is around 2.87%, more than SPY's 1.21% 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% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AHR vs. SPY - Drawdown Comparison
The maximum AHR drawdown since its inception was -11.86%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AHR and SPY.
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Volatility
AHR vs. SPY - Volatility Comparison
American Healthcare REIT, Inc. (AHR) has a higher volatility of 10.18% compared to SPDR S&P 500 ETF (SPY) at 4.85%. This indicates that AHR's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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