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CTO vs. UHT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CTO vs. UHT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CTO Realty Growth, Inc. (CTO) and Universal Health Realty Income Trust (UHT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CTO achieves a 17.56% return, which is significantly higher than UHT's 5.98% return. Over the past 10 years, CTO has outperformed UHT with an annualized return of 12.79%, while UHT has yielded a comparatively lower 1.84% annualized return.


CTO

1D
1.56%
1M
4.09%
YTD
17.56%
6M
21.86%
1Y
23.48%
3Y*
18.42%
5Y*
11.71%
10Y*
12.79%

UHT

1D
4.66%
1M
-3.57%
YTD
5.98%
6M
5.81%
1Y
5.09%
3Y*
2.47%
5Y*
-1.94%
10Y*
1.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CTO vs. UHT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CTO
CTO Realty Growth, Inc.
17.56%1.63%23.61%3.66%-3.99%56.60%15.32%15.71%-16.96%19.26%
UHT
Universal Health Realty Income Trust
5.98%13.29%-7.45%-3.63%-15.25%-3.35%-43.24%96.94%-14.89%18.83%

Correlation

The correlation between CTO and UHT is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.48

Correlation (3Y)
Calculated over the trailing 3-year period

0.53

Correlation (5Y)
Calculated over the trailing 5-year period

0.50

Correlation (10Y)
Calculated over the trailing 10-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Sep 8, 1992

0.31

The correlation between CTO and UHT shifts across timeframes, from 0.31 (all time) to 0.53 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CTO:

$677.45M

UHT:

$554.72M

EPS

CTO:

$0.38

UHT:

$1.29

PE Ratio

CTO:

55.23

UHT:

31.05

PS Ratio

CTO:

4.38

UHT:

4.46

PB Ratio

CTO:

1.18

UHT:

3.75

Total Revenue (TTM)

CTO:

$154.91M

UHT:

$124.13M

Gross Profit (TTM)

CTO:

-$4.32M

UHT:

$117.21M

EBITDA (TTM)

CTO:

$84.13M

UHT:

$55.15M

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Return for Risk

CTO vs. UHT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CTO
CTO Risk / Return Rank: 7373
Overall Rank
CTO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
CTO Sortino Ratio Rank: 6969
Sortino Ratio Rank
CTO Omega Ratio Rank: 7070
Omega Ratio Rank
CTO Calmar Ratio Rank: 7272
Calmar Ratio Rank
CTO Martin Ratio Rank: 7676
Martin Ratio Rank

UHT
UHT Risk / Return Rank: 4848
Overall Rank
UHT Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
UHT Sortino Ratio Rank: 4242
Sortino Ratio Rank
UHT Omega Ratio Rank: 4242
Omega Ratio Rank
UHT Calmar Ratio Rank: 5151
Calmar Ratio Rank
UHT Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CTO vs. UHT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CTO Realty Growth, Inc. (CTO) and Universal Health Realty Income Trust (UHT). 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.


CTOUHTDifference
Sharpe ratioReturn per unit of total volatility

+0.96

Sortino ratioReturn per unit of downside risk

+1.15

Omega ratioGain probability vs. loss probability

1.22

1.06

+0.16

Calmar ratioReturn relative to maximum drawdown

1.73

0.35

+1.37

Martin ratioReturn relative to average drawdown

4.77

0.90

+3.87

CTO vs. UHT - Sharpe Ratio Comparison

The current CTO Sharpe Ratio is 1.18, which is higher than the UHT Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of CTO and UHT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CTO vs. UHT - Drawdown Comparison

The maximum CTO drawdown since its inception was -74.79%, which is greater than UHT's maximum drawdown of -69.20%. Use the drawdown chart below to compare losses from any high point for CTO and UHT.


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Drawdown Indicators


CTOUHTDifference

Max Drawdown

Largest peak-to-trough decline

-74.79%

-69.20%

-5.59%

Max Drawdown (1Y)

Largest decline over 1 year

-13.67%

-14.43%

+0.76%

Max Drawdown (3Y)

Largest decline over 3 years

-21.39%

-30.63%

+9.24%

Max Drawdown (5Y)

Largest decline over 5 years

-25.47%

-39.20%

+13.73%

Max Drawdown (10Y)

Largest decline over 10 years

-47.85%

-69.20%

+21.35%

Current Drawdown

Current decline from peak

-0.48%

-55.18%

+54.70%

Average Drawdown

Average peak-to-trough decline

-28.94%

-15.36%

-13.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.58%

5.68%

-0.10%

Volatility

CTO vs. UHT - Volatility Comparison

The current volatility for CTO Realty Growth, Inc. (CTO) is 5.29%, while Universal Health Realty Income Trust (UHT) has a volatility of 9.89%. This indicates that CTO experiences smaller price fluctuations and is considered to be less risky than UHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CTOUHTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.29%

9.89%

-4.60%

Volatility (6M)

Calculated over the trailing 6-month period

13.23%

16.36%

-3.13%

Volatility (1Y)

Calculated over the trailing 1-year period

20.01%

22.58%

-2.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.75%

24.04%

-1.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.28%

33.58%

-5.30%

Dividends

CTO vs. UHT - Dividend Comparison

CTO's dividend yield for the trailing twelve months is around 7.30%, less than UHT's 7.45% yield.


PositionTTM20252024202320222021202020192018201720162015
CTO
CTO Realty Growth, Inc.
7.30%8.26%7.71%8.77%8.17%6.51%31.73%0.73%0.51%0.28%0.22%0.15%
UHT
Universal Health Realty Income Trust
7.45%7.55%7.85%6.66%5.95%4.71%4.29%2.32%4.37%3.51%3.96%5.12%

Financials

CTO vs. UHT - Financials Comparison

This section allows you to compare key financial metrics between CTO Realty Growth, Inc. and Universal Health Realty Income Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00M40.00M60.00M80.00M20222023202420252026
41.17M
0
(CTO) Total Revenue
(UHT) Total Revenue
Values in USD except per share items

Frequently Asked Questions


CTO and UHT have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UHT has higher volatility (9.89%) compared to CTO (5.29%). In terms of maximum drawdown, CTO dropped -74.79% vs UHT's -69.20%.

CTO currently has the higher Sharpe Ratio (1.18 vs 0.23), 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.

Portfolio Optimizer

Find the right allocation for CTO and UHT

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