NHI vs. UHT
NHI (National Health Investors, Inc.) and UHT (Universal Health Realty Income Trust) are both stocks. Both operate in the REIT - Healthcare Facilities industry within the Real Estate sector. Over the past 10 years, NHI returned 5.91%/yr vs 1.84%/yr for UHT. At a 0.46 correlation, their price movements are largely independent.
Performance
NHI vs. UHT - Performance Comparison
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Returns By Period
In the year-to-date period, NHI achieves a -3.29% return, which is significantly lower than UHT's 5.98% return. Over the past 10 years, NHI has outperformed UHT with an annualized return of 5.91%, while UHT has yielded a comparatively lower 1.84% annualized return.
NHI
- 1D
- 2.92%
- 1M
- -4.44%
- YTD
- -3.29%
- 6M
- -2.41%
- 1Y
- 5.89%
- 3Y*
- 18.74%
- 5Y*
- 7.21%
- 10Y*
- 5.91%
UHT
- 1D
- 4.66%
- 1M
- -3.57%
- YTD
- 5.98%
- 6M
- 5.81%
- 1Y
- 5.09%
- 3Y*
- 2.47%
- 5Y*
- -1.94%
- 10Y*
- 1.84%
NHI vs. UHT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NHI National Health Investors, Inc. | -3.29% | 15.69% | 30.71% | 14.57% | -3.26% | -11.74% | -8.67% | 13.67% | 5.93% | 6.88% |
UHT Universal Health Realty Income Trust | 5.98% | 13.29% | -7.45% | -3.63% | -15.25% | -3.35% | -43.24% | 96.94% | -14.89% | 18.83% |
Correlation
The correlation between NHI and UHT is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Oct 9, 1991 | 0.46 |
The correlation between NHI and UHT shifts across timeframes, from 0.46 (all time) to 0.63 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
NHI:
$3.55B
UHT:
$554.72M
NHI:
$3.12
UHT:
$1.29
NHI:
23.44
UHT:
31.05
NHI:
8.63
UHT:
4.46
NHI:
2.34
UHT:
3.75
NHI:
$402.19M
UHT:
$124.13M
NHI:
$210.78M
UHT:
$117.21M
NHI:
$233.74M
UHT:
$55.15M
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Return for Risk
NHI vs. UHT — Risk / Return Rank
NHI
UHT
NHI vs. UHT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for National Health Investors, Inc. (NHI) and Universal Health Realty Income Trust (UHT). 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.
| NHI | UHT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.06 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.25 | 0.35 | -0.11 |
| Martin ratioReturn relative to average drawdown | 0.71 | 0.90 | -0.19 |
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Drawdowns
NHI vs. UHT - Drawdown Comparison
The maximum NHI drawdown since its inception was -82.88%, which is greater than UHT's maximum drawdown of -69.20%. Use the drawdown chart below to compare losses from any high point for NHI and UHT.
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Drawdown Indicators
| NHI | UHT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.88% | -69.20% | -13.68% |
Max Drawdown (1Y)Largest decline over 1 year | -24.09% | -14.43% | -9.66% |
Max Drawdown (3Y)Largest decline over 3 years | -24.09% | -30.63% | +6.54% |
Max Drawdown (5Y)Largest decline over 5 years | -25.68% | -39.20% | +13.52% |
Max Drawdown (10Y)Largest decline over 10 years | -63.04% | -69.20% | +6.16% |
Current DrawdownCurrent decline from peak | -18.86% | -55.18% | +36.32% |
Average DrawdownAverage peak-to-trough decline | -15.01% | -15.36% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.31% | 5.68% | +2.63% |
Volatility
NHI vs. UHT - Volatility Comparison
The current volatility for National Health Investors, Inc. (NHI) is 8.14%, while Universal Health Realty Income Trust (UHT) has a volatility of 9.89%. This indicates that NHI experiences smaller price fluctuations and is considered to be less risky than UHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NHI | UHT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.14% | 9.89% | -1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 18.46% | 16.36% | +2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.18% | 22.58% | -0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.71% | 24.04% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.03% | 33.58% | -2.55% |
Dividends
NHI vs. UHT - Dividend Comparison
NHI's dividend yield for the trailing twelve months is around 5.01%, less than UHT's 7.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NHI National Health Investors, Inc. | 5.01% | 4.77% | 5.19% | 6.45% | 6.89% | 6.62% | 6.38% | 5.15% | 5.30% | 5.04% | 4.85% | 5.59% |
UHT Universal Health Realty Income Trust | 7.45% | 7.55% | 7.85% | 6.66% | 5.95% | 4.71% | 4.29% | 2.32% | 4.37% | 3.51% | 3.96% | 5.12% |
Financials
NHI vs. UHT - Financials Comparison
This section allows you to compare key financial metrics between National Health Investors, Inc. and Universal Health Realty Income Trust. 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
Frequently Asked Questions
NHI and UHT have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UHT has higher volatility (9.89%) compared to NHI (8.14%). In terms of maximum drawdown, NHI dropped -82.88% vs UHT's -69.20%.
NHI currently has the higher Sharpe Ratio (0.27 vs 0.23), 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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