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.
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.
Performance
AHR vs. SPY - Performance Comparison
Key characteristics
AHR:
5.00
SPY:
0.70
AHR:
5.38
SPY:
1.11
AHR:
1.69
SPY:
1.17
AHR:
12.78
SPY:
0.75
AHR:
40.78
SPY:
2.96
AHR:
3.53%
SPY:
4.74%
AHR:
28.85%
SPY:
20.05%
AHR:
-11.86%
SPY:
-55.19%
AHR:
-0.43%
SPY:
-7.79%
Returns By Period
In the year-to-date period, AHR achieves a 14.98% return, which is significantly higher than SPY's -3.56% return.
AHR
14.98%
13.72%
28.44%
146.65%
N/A
N/A
SPY
-3.56%
11.52%
-0.47%
11.62%
16.42%
12.25%
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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.
Dividends
AHR vs. SPY - Dividend Comparison
AHR's dividend yield for the trailing twelve months is around 3.09%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHR American Healthcare REIT, Inc. | 3.09% | 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 | 1.27% | 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. For additional features, visit the drawdowns tool.
Volatility
AHR vs. SPY - Volatility Comparison
The current volatility for American Healthcare REIT, Inc. (AHR) is 11.73%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.12%. This indicates that AHR experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.