CTRE vs. CHCT
CTRE (CareTrust REIT, Inc.) and CHCT (Community Healthcare Trust Incorporated) are both stocks. Both operate in the REIT - Healthcare Facilities industry within the Real Estate sector. Over the past 10 years, CTRE returned 17.01%/yr vs 4.03%/yr for CHCT. Their 0.46 correlation means their historical movements had little consistent relationship.
Performance
CTRE vs. CHCT - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with CTRE having a 18.37% return and CHCT slightly lower at 17.95%. Over the past 10 years, CTRE has outperformed CHCT with an annualized return of 17.01%, while CHCT has yielded a comparatively lower 4.03% annualized return.
CTRE
- 1D
- 0.72%
- 1M
- 0.43%
- 6M
- 14.63%
- YTD
- 18.37%
- 1Y
- 36.36%
- 3Y*
- 32.52%
- 5Y*
- 17.31%
- 10Y*
- 17.01%
- ALL TIME*
- 16.20%
CHCT
- 1D
- -1.35%
- 1M
- 0.00%
- 6M
- 12.08%
- YTD
- 17.95%
- 1Y
- 34.57%
- 3Y*
- -11.40%
- 5Y*
- -11.75%
- 10Y*
- 4.03%
- ALL TIME*
- 6.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.74M | $3.77M | $3.51M | |
| $82.24M | $89.67M | $108.98M |
CTRE vs. CHCT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 18.37% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
CHCT Community Healthcare Trust Incorporated | 17.95% | -3.87% | -21.48% | -21.51% | -20.70% | 4.12% | 14.31% | 54.97% | 8.85% | 29.92% |
Correlation
The correlation between CTRE and CHCT is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.46 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.50 |
Correlation (All Time) Calculated using the full available price history since May 21, 2015 | 0.46 |
The correlation between CTRE and CHCT shifts across timeframes, from 0.33 (3 years) to 0.50 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
CTRE:
$9.91B
CHCT:
$523.15M
CTRE:
$1.57
CHCT:
$0.23
CTRE:
26.73
CHCT:
81.37
CTRE:
19.12
CHCT:
4.04
CTRE:
2.27
CHCT:
1.17
CTRE:
$468.13M
CHCT:
$122.11M
CTRE:
$406.50M
CHCT:
$76.59M
CTRE:
$490.99M
CHCT:
$88.98M
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Return for Risk
CTRE vs. CHCT — Risk / Return Rank
CTRE
CHCT
CTRE vs. CHCT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CareTrust REIT, Inc. (CTRE) and Community Healthcare Trust Incorporated (CHCT). 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.
| CTRE | CHCT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.62 | 2.21 | +0.41 |
| Martin ratioReturn relative to average drawdown | 8.57 | 7.44 | +1.13 |
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Drawdowns
CTRE vs. CHCT - Drawdown Comparison
The maximum CTRE drawdown since its inception was -67.43%, roughly equal to the maximum CHCT drawdown of -65.70%. Use the drawdown chart below to compare losses from any high point for CTRE and CHCT.
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Drawdown Indicators
| CTRE | CHCT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -65.70% | -1.73% |
Max Drawdown (1Y)Largest decline over 1 year | -14.28% | -15.60% | +1.32% |
Max Drawdown (3Y)Largest decline over 3 years | -23.19% | -55.41% | +32.22% |
Max Drawdown (5Y)Largest decline over 5 years | -29.08% | -64.79% | +35.71% |
Max Drawdown (10Y)Largest decline over 10 years | -67.43% | -65.70% | -1.73% |
Current DrawdownCurrent decline from peak | -3.36% | -48.44% | +45.08% |
Average DrawdownAverage peak-to-trough decline | -10.51% | -20.73% | +10.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 4.62% | -0.27% |
Volatility
CTRE vs. CHCT - Volatility Comparison
CareTrust REIT, Inc. (CTRE) has a higher volatility of 7.82% compared to Community Healthcare Trust Incorporated (CHCT) at 7.12%. This indicates that CTRE's price experiences larger fluctuations and is considered to be riskier than CHCT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTRE | CHCT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 7.12% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 20.98% | 16.67% | +4.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.72% | 24.03% | +0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.68% | 28.04% | -3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.41% | 34.44% | +0.97% |
Dividends
CTRE vs. CHCT - Dividend Comparison
CTRE's dividend yield for the trailing twelve months is around 3.46%, less than CHCT's 10.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHCT Community Healthcare Trust Incorporated | 10.40% | 11.48% | 9.60% | 6.78% | 4.93% | 3.65% | 3.58% | 3.84% | 5.57% | 5.57% | 6.62% | 2.81% |
CTRE CareTrust REIT, Inc. | 3.46% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
Financials
CTRE vs. CHCT - Financials Comparison
This section allows you to compare key financial metrics between CareTrust REIT, Inc. and Community Healthcare Trust Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CTRE vs. CHCT - Profitability Comparison
CTRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, CareTrust REIT, Inc. reported a gross profit of 142.28M and revenue of 142.78M. Therefore, the gross margin over that period was 99.7%.
CHCT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Community Healthcare Trust Incorporated reported a gross profit of 24.90M and revenue of 31.27M. Therefore, the gross margin over that period was 79.6%.
CTRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, CareTrust REIT, Inc. reported an operating income of 127.94M and revenue of 142.78M, resulting in an operating margin of 89.6%.
CHCT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Community Healthcare Trust Incorporated reported an operating income of 19.79M and revenue of 31.27M, resulting in an operating margin of 63.3%.
CTRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, CareTrust REIT, Inc. reported a net income of 80.21M and revenue of 142.78M, resulting in a net margin of 56.2%.
CHCT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Community Healthcare Trust Incorporated reported a net income of 2.55M and revenue of 31.27M, resulting in a net margin of 8.2%.
Frequently Asked Questions
CTRE and CHCT have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTRE has higher volatility (7.82%) compared to CHCT (7.12%). In terms of maximum drawdown, CTRE dropped -67.43% vs CHCT's -65.70%.
CTRE currently has the higher Sharpe Ratio (1.51 vs 1.44), 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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