CTRE vs. FALN
Compare and contrast key facts about CareTrust REIT, Inc. (CTRE) and iShares Fallen Angels USD Bond ETF (FALN).
FALN is a passively managed fund by iShares that tracks the performance of the Bloomberg US High Yield Fallen Angel 3% Capped Index. It was launched on Jun 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CTRE or FALN.
Correlation
The correlation between CTRE and FALN is 0.63, 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.
Performance
CTRE vs. FALN - Performance Comparison
Key characteristics
CTRE:
1.14
FALN:
1.03
CTRE:
1.62
FALN:
1.47
CTRE:
1.21
FALN:
1.22
CTRE:
1.07
FALN:
1.17
CTRE:
2.39
FALN:
6.12
CTRE:
10.35%
FALN:
1.13%
CTRE:
21.62%
FALN:
6.74%
CTRE:
-67.43%
FALN:
-29.22%
CTRE:
-12.22%
FALN:
-2.13%
Returns By Period
In the year-to-date period, CTRE achieves a 5.32% return, which is significantly higher than FALN's -0.02% return.
CTRE
5.32%
-1.18%
-6.91%
23.55%
19.45%
13.46%
FALN
-0.02%
-2.01%
0.33%
6.68%
7.09%
N/A
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Risk-Adjusted Performance
CTRE vs. FALN — Risk-Adjusted Performance Rank
CTRE
FALN
CTRE vs. FALN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CareTrust REIT, Inc. (CTRE) and iShares Fallen Angels USD Bond ETF (FALN). 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
CTRE vs. FALN - Dividend Comparison
CTRE's dividend yield for the trailing twelve months is around 4.28%, less than FALN's 6.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 4.28% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 5.55% | 5.52% | 4.44% | 5.84% | 48.70% |
FALN iShares Fallen Angels USD Bond ETF | 6.32% | 6.24% | 5.37% | 5.08% | 3.40% | 5.14% | 5.35% | 5.97% | 6.98% | 3.55% | 0.00% | 0.00% |
Drawdowns
CTRE vs. FALN - Drawdown Comparison
The maximum CTRE drawdown since its inception was -67.43%, which is greater than FALN's maximum drawdown of -29.22%. Use the drawdown chart below to compare losses from any high point for CTRE and FALN. For additional features, visit the drawdowns tool.
Volatility
CTRE vs. FALN - Volatility Comparison
CareTrust REIT, Inc. (CTRE) has a higher volatility of 7.63% compared to iShares Fallen Angels USD Bond ETF (FALN) at 5.25%. This indicates that CTRE's price experiences larger fluctuations and is considered to be riskier than FALN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.