HRTG vs. AHR
HRTG (Heritage Insurance Holdings, Inc.) and AHR (American Healthcare REIT, Inc.) are both stocks. HRTG operates in Insurance - Property & Casualty (Financial Services), while AHR operates in REIT - Healthcare Facilities (Real Estate). Over the past year, HRTG returned -5.99% vs 34.24% for AHR. At a 0.22 correlation, their price movements are largely independent.
Performance
HRTG vs. AHR - Performance Comparison
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Returns By Period
HRTG
- 1D
- 0.58%
- 1M
- 1.95%
- YTD
- -23.27%
- 6M
- -22.80%
- 1Y
- -5.99%
- 3Y*
- 71.00%
- 5Y*
- 22.01%
- 10Y*
- 7.50%
AHR
- 1D
- 0.56%
- 1M
- -9.30%
- YTD
- 0.00%
- 6M
- 0.12%
- 1Y
- 34.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HRTG vs. AHR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
HRTG Heritage Insurance Holdings, Inc. | -23.27% | 141.82% | 108.26% |
AHR American Healthcare REIT, Inc. | 0.00% | 70.03% | 133.22% |
Correlation
The correlation between HRTG and AHR is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Feb 7, 2024 | 0.22 |
Fundamentals
HRTG:
$690.12M
AHR:
$8.80B
HRTG:
$6.53
AHR:
$140.17
HRTG:
3.44
AHR:
0.33
HRTG:
0.02
AHR:
0.00
HRTG:
0.82
AHR:
0.01
HRTG:
1.33
AHR:
0.00
HRTG:
$848.47M
AHR:
$652.49B
HRTG:
$333.64M
AHR:
$637.91B
HRTG:
$285.21M
AHR:
$72.76B
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Return for Risk
HRTG vs. AHR — Risk / Return Rank
HRTG
AHR
HRTG vs. AHR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Heritage Insurance Holdings, Inc. (HRTG) and American Healthcare REIT, Inc. (AHR). 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.
| HRTG | AHR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.55 | ||
| Sortino ratioReturn per unit of downside risk | -1.72 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.26 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 2.53 | -2.71 |
| Martin ratioReturn relative to average drawdown | -0.40 | 7.06 | -7.46 |
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Drawdowns
HRTG vs. AHR - Drawdown Comparison
The maximum HRTG drawdown since its inception was -94.36%, which is greater than AHR's maximum drawdown of -13.62%. Use the drawdown chart below to compare losses from any high point for HRTG and AHR.
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Drawdown Indicators
| HRTG | AHR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.36% | -13.62% | -80.74% |
Max Drawdown (1Y)Largest decline over 1 year | -32.95% | -13.62% | -19.33% |
Max Drawdown (3Y)Largest decline over 3 years | -43.90% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -84.89% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -92.21% | — | — |
Current DrawdownCurrent decline from peak | -27.91% | -11.52% | -16.39% |
Average DrawdownAverage peak-to-trough decline | -46.51% | -3.04% | -43.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.92% | 4.86% | +10.06% |
Volatility
HRTG vs. AHR - Volatility Comparison
Heritage Insurance Holdings, Inc. (HRTG) has a higher volatility of 10.07% compared to American Healthcare REIT, Inc. (AHR) at 8.92%. This indicates that HRTG's price experiences larger fluctuations and is considered to be riskier than AHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRTG | AHR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.07% | 8.92% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 37.66% | 18.98% | +18.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 57.07% | 23.90% | +33.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 71.35% | 26.81% | +44.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 57.93% | 26.81% | +31.12% |
Dividends
HRTG vs. AHR - Dividend Comparison
HRTG has not paid dividends to shareholders, while AHR's dividend yield for the trailing twelve months is around 2.14%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHR American Healthcare REIT, Inc. | 2.14% | 2.12% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HRTG Heritage Insurance Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 6.67% | 4.08% | 2.37% | 1.81% | 1.63% | 1.33% | 1.47% | 0.23% |
Financials
HRTG vs. AHR - Financials Comparison
This section allows you to compare key financial metrics between Heritage Insurance Holdings, Inc. and American Healthcare REIT, Inc.. 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
HRTG vs. AHR - Profitability Comparison
HRTG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Heritage Insurance Holdings, Inc. reported a gross profit of 0.00 and revenue of 212.66M. Therefore, the gross margin over that period was 0.0%.
AHR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a gross profit of 637.67B and revenue of 650.77B. Therefore, the gross margin over that period was 98.0%.
HRTG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Heritage Insurance Holdings, Inc. reported an operating income of 50.82M and revenue of 212.66M, resulting in an operating margin of 23.9%.
AHR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported an operating income of 138.60B and revenue of 650.77B, resulting in an operating margin of 21.3%.
HRTG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Heritage Insurance Holdings, Inc. reported a net income of 36.48M and revenue of 212.66M, resulting in a net margin of 17.2%.
AHR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a net income of 23.71B and revenue of 650.77B, resulting in a net margin of 3.6%.
Frequently Asked Questions
HRTG and AHR have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HRTG has higher volatility (10.07%) compared to AHR (8.92%). In terms of maximum drawdown, HRTG dropped -94.36% vs AHR's -13.62%.
AHR currently has the higher Sharpe Ratio (1.44 vs -0.11), 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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