PortfoliosLab logoPortfoliosLab logo
CTRE vs. CHCT
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CTRE vs. CHCT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CareTrust REIT, Inc. (CTRE) and Community Healthcare Trust Incorporated (CHCT). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

CTRE vs. CHCT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CTRE
CareTrust REIT, Inc.
2.45%39.35%26.31%27.31%-13.67%7.91%13.67%16.31%15.89%14.12%
CHCT
Community Healthcare Trust Incorporated
-0.44%-3.87%-21.48%-21.51%-20.70%4.12%14.31%54.97%8.85%29.92%

Fundamentals

EPS

CTRE:

$1.29

CHCT:

$0.19

PE Ratio

CTRE:

28.40

CHCT:

83.67

PS Ratio

CTRE:

22.90

CHCT:

3.52

Total Revenue (TTM)

CTRE:

$324.14M

CHCT:

$121.35M

Gross Profit (TTM)

CTRE:

$313.05M

CHCT:

$97.73M

EBITDA (TTM)

CTRE:

$381.80M

CHCT:

$21.64M

Returns By Period

In the year-to-date period, CTRE achieves a 2.45% return, which is significantly higher than CHCT's -0.44% return. Over the past 10 years, CTRE has outperformed CHCT with an annualized return of 16.71%, while CHCT has yielded a comparatively lower 5.06% annualized return.


CTRE

1D
1.08%
1M
-8.80%
YTD
2.45%
6M
7.80%
1Y
33.55%
3Y*
28.99%
5Y*
14.07%
10Y*
16.71%

CHCT

1D
1.15%
1M
-7.02%
YTD
-0.44%
6M
10.40%
1Y
-1.28%
3Y*
-17.05%
5Y*
-13.90%
10Y*
5.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CTRE vs. CHCT — Risk / Return Rank

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

CTRE
CTRE Risk / Return Rank: 8383
Overall Rank
CTRE Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
CTRE Sortino Ratio Rank: 7979
Sortino Ratio Rank
CTRE Omega Ratio Rank: 7878
Omega Ratio Rank
CTRE Calmar Ratio Rank: 8484
Calmar Ratio Rank
CTRE Martin Ratio Rank: 9191
Martin Ratio Rank

CHCT
CHCT Risk / Return Rank: 3737
Overall Rank
CHCT Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
CHCT Sortino Ratio Rank: 3434
Sortino Ratio Rank
CHCT Omega Ratio Rank: 3333
Omega Ratio Rank
CHCT Calmar Ratio Rank: 3939
Calmar Ratio Rank
CHCT Martin Ratio Rank: 3939
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.

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.


CTRECHCTDifference

Sharpe ratio

Return per unit of total volatility

1.50

-0.05

+1.55

Sortino ratio

Return per unit of downside risk

1.98

0.13

+1.86

Omega ratio

Gain probability vs. loss probability

1.26

1.02

+0.25

Calmar ratio

Return relative to maximum drawdown

2.72

-0.08

+2.80

Martin ratio

Return relative to average drawdown

11.49

-0.18

+11.66

CTRE vs. CHCT - Sharpe Ratio Comparison

The current CTRE Sharpe Ratio is 1.50, which is higher than the CHCT Sharpe Ratio of -0.05. The chart below compares the historical Sharpe Ratios of CTRE and CHCT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


CTRECHCTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.50

-0.05

+1.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

-0.50

+1.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.15

+0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.13

+0.30

Correlation

The correlation between CTRE and CHCT is 0.47, 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.


Dividends

CTRE vs. CHCT - Dividend Comparison

CTRE's dividend yield for the trailing twelve months is around 3.81%, less than CHCT's 11.93% yield.


TTM20252024202320222021202020192018201720162015
CTRE
CareTrust REIT, Inc.
3.81%3.71%4.29%5.00%5.92%4.64%4.51%4.36%4.44%4.42%4.44%5.84%
CHCT
Community Healthcare Trust Incorporated
11.93%11.48%9.60%6.78%4.93%3.65%3.58%3.84%5.57%5.57%6.62%2.81%

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.


Loading graphics...

Drawdown Indicators


CTRECHCTDifference

Max Drawdown

Largest peak-to-trough decline

-67.43%

-65.70%

-1.73%

Max Drawdown (1Y)

Largest decline over 1 year

-12.25%

-22.81%

+10.56%

Max Drawdown (5Y)

Largest decline over 5 years

-30.98%

-65.70%

+34.72%

Max Drawdown (10Y)

Largest decline over 10 years

-67.43%

-65.70%

-1.73%

Current Drawdown

Current decline from peak

-9.96%

-56.47%

+46.51%

Average Drawdown

Average peak-to-trough decline

-10.68%

-19.81%

+9.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.90%

10.00%

-7.10%

Volatility

CTRE vs. CHCT - Volatility Comparison

CareTrust REIT, Inc. (CTRE) has a higher volatility of 10.24% compared to Community Healthcare Trust Incorporated (CHCT) at 8.09%. 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.


Loading graphics...

Volatility by Period


CTRECHCTDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.24%

8.09%

+2.15%

Volatility (6M)

Calculated over the trailing 6-month period

17.39%

18.39%

-1.00%

Volatility (1Y)

Calculated over the trailing 1-year period

22.49%

27.59%

-5.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.21%

28.20%

-3.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.24%

34.50%

+0.74%

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.


Quarterly
Annual

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


20.00M40.00M60.00M80.00M100.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
104.27M
31.37M
(CTRE) Total Revenue
(CHCT) Total Revenue
Values in USD except per share items