LGIH vs. AHR

Last updated Jun 4, 2026

LGIH (LGI Homes, Inc.) and AHR (American Healthcare REIT, Inc.) are both stocks. LGIH operates in Residential Construction (Consumer Cyclical), while AHR operates in REIT - Healthcare Facilities (Real Estate). Over the past year, LGIH returned -4.94% vs 38.34% for AHR. At a 0.15 correlation, their price movements are largely independent.

Performance

LGIH vs. AHR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LGI Homes, Inc. (LGIH) and American Healthcare REIT, Inc. (AHR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LGIH achieves a 10.13% return, which is significantly higher than AHR's -0.47% return.

LGIH

• 1D: -5.04%
• 1M: 5.41%
• YTD: 10.13%
• 6M: -12.63%
• 1Y: -4.94%
• 3Y*: -26.99%
• 5Y*: -22.84%
• 10Y*: 5.41%

AHR

• 1D: 0.45%
• 1M: -7.06%
• YTD: -0.47%
• 6M: -6.41%
• 1Y: 38.34%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LGIH vs. AHR - Yearly Performance Comparison

	2026 (YTD)	2025	2024
LGIH LGI Homes, Inc.	10.13%	-51.95%	-23.24%
AHR American Healthcare REIT, Inc.	-0.47%	70.03%	126.69%

Correlation

The correlation between LGIH and AHR is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.03
Correlation (All Time) Calculated using the full available price history since Feb 8, 2024	0.15

The correlation between LGIH and AHR shifts across timeframes, from -0.03 (1 year) to 0.15 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap LGIH : $1.10B AHR : $8.76B
EPS LGIH : $3.04 AHR : $140.17
PE Ratio LGIH : 15.54 AHR : 0.33
PS Ratio LGIH : 0.81 AHR : 0.01
PB Ratio LGIH : 0.52 AHR : 0.00
Total Revenue (TTM) LGIH : $1.35B AHR : $652.49B
Gross Profit (TTM) LGIH : $279.83M AHR : $637.91B
EBITDA (TTM) LGIH : $95.64M AHR : $72.76B

Return for Risk

LGIH vs. AHR — Risk / Return Rank

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

LGIH

LGIH Risk / Return Rank: 38
LGIH Sharpe Ratio Rank: 38
LGIH Sortino Ratio Rank: 38
LGIH Omega Ratio Rank: 37
LGIH Calmar Ratio Rank: 38
LGIH Martin Ratio Rank: 38

AHR

AHR Risk / Return Rank: 81
AHR Sharpe Ratio Rank: 83
AHR Sortino Ratio Rank: 78
AHR Omega Ratio Rank: 78
AHR Calmar Ratio Rank: 82
AHR Martin Ratio Rank: 84

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.

LGIH vs. AHR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LGI Homes, Inc. (LGIH) 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.

	LGIH	AHR	Difference
Sharpe ratio: Return per unit of total volatility	-0.08	1.64	-1.72
Sortino ratio: Return per unit of downside risk	0.35	2.21	-1.86
Omega ratio: Gain probability vs. loss probability	1.04	1.29	-0.25
Calmar ratio: Return relative to maximum drawdown	-0.10	3.12	-3.22
Martin ratio: Return relative to average drawdown	-0.19	8.65	-8.84
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LGIH vs. AHR - Sharpe Ratio Comparison

The current LGIH Sharpe Ratio is -0.08, which is lower than the AHR Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of LGIH and AHR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	LGIH	AHR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.08	1.64	-1.72
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.47	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.11	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.22	2.96	-2.75

Drawdowns

LGIH vs. AHR - Drawdown Comparison

The maximum LGIH drawdown since its inception was -81.33%, which is greater than AHR's maximum drawdown of -12.34%. Use the drawdown chart below to compare losses from any high point for LGIH and AHR.

Drawdown Indicators

	LGIH	AHR	Difference
Max Drawdown Largest peak-to-trough decline	-81.33%	-12.34%	-68.99%
Max Drawdown (1Y) Largest decline over 1 year	-49.25%	-12.34%	-36.91%
Max Drawdown (3Y) Largest decline over 3 years	-75.68%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-80.50%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-81.33%	—	—
Current Drawdown Current decline from peak	-74.20%	-11.94%	-62.26%
Average Drawdown Average peak-to-trough decline	-28.01%	-2.94%	-25.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	26.36%	4.44%	+21.92%

Volatility

LGIH vs. AHR - Volatility Comparison

LGI Homes, Inc. (LGIH) has a higher volatility of 17.06% compared to American Healthcare REIT, Inc. (AHR) at 9.32%. This indicates that LGIH'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.

Volatility by Period

	LGIH	AHR	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.06%	9.32%	+7.74%
Volatility (6M) Calculated over the trailing 6-month period	41.56%	18.51%	+23.05%
Volatility (1Y) Calculated over the trailing 1-year period	60.32%	23.56%	+36.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	49.04%	26.73%	+22.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.48%	26.73%	+23.75%

Dividends

LGIH vs. AHR - Dividend Comparison

LGIH has not paid dividends to shareholders, while AHR's dividend yield for the trailing twelve months is around 2.15%.

Position	TTM	2025	2024
AHR American Healthcare REIT, Inc.	2.15%	2.12%	3.52%
LGIH LGI Homes, Inc.	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both LGIH and AHR in my portfolio?

LGIH and AHR have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LGIH or AHR?

LGIH has higher volatility (17.06%) compared to AHR (9.32%). In terms of maximum drawdown, LGIH dropped -81.33% vs AHR's -12.34%.

Which has better risk-adjusted returns?

AHR currently has the higher Sharpe Ratio (1.64 vs -0.08), 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.