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NHI vs. UHT
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

NHI vs. UHT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in National Health Investors, Inc. (NHI) and Universal Health Realty Income Trust (UHT). The values are adjusted to include any dividend payments, if applicable.

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NHI vs. UHT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NHI
National Health Investors, Inc.
8.25%15.69%30.71%14.57%-3.26%-11.74%-8.67%13.67%5.93%6.88%
UHT
Universal Health Realty Income Trust
5.57%13.29%-7.45%-3.63%-15.25%-3.35%-43.24%96.94%-14.89%18.83%

Fundamentals

Market Cap

NHI:

$3.85B

UHT:

$563.29M

EPS

NHI:

$3.01K

UHT:

$1.27

PE Ratio

NHI:

0.03

UHT:

31.98

PS Ratio

NHI:

0.10

UHT:

3.79

PB Ratio

NHI:

2.53

UHT:

3.70

Total Revenue (TTM)

NHI:

$37.32B

UHT:

$148.68M

Gross Profit (TTM)

NHI:

$347.80M

UHT:

$140.39M

EBITDA (TTM)

NHI:

$80.94B

UHT:

$85.82M

Returns By Period

In the year-to-date period, NHI achieves a 8.25% return, which is significantly higher than UHT's 5.57% return. Over the past 10 years, NHI has outperformed UHT with an annualized return of 8.11%, while UHT has yielded a comparatively lower 1.80% annualized return.


NHI

1D
1.10%
1M
-5.60%
YTD
8.25%
6M
4.82%
1Y
15.45%
3Y*
23.09%
5Y*
7.83%
10Y*
8.11%

UHT

1D
0.40%
1M
-6.14%
YTD
5.57%
6M
8.08%
1Y
6.22%
3Y*
1.41%
5Y*
-4.54%
10Y*
1.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

NHI vs. UHT — Risk / Return Rank

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

NHI
NHI Risk / Return Rank: 6565
Overall Rank
NHI Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
NHI Sortino Ratio Rank: 6060
Sortino Ratio Rank
NHI Omega Ratio Rank: 5656
Omega Ratio Rank
NHI Calmar Ratio Rank: 7171
Calmar Ratio Rank
NHI Martin Ratio Rank: 6969
Martin Ratio Rank

UHT
UHT Risk / Return Rank: 4848
Overall Rank
UHT Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
UHT Sortino Ratio Rank: 4242
Sortino Ratio Rank
UHT Omega Ratio Rank: 4141
Omega Ratio Rank
UHT Calmar Ratio Rank: 5252
Calmar Ratio Rank
UHT Martin Ratio Rank: 5353
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.

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.


NHIUHTDifference

Sharpe ratio

Return per unit of total volatility

0.77

0.28

+0.49

Sortino ratio

Return per unit of downside risk

1.21

0.52

+0.68

Omega ratio

Gain probability vs. loss probability

1.14

1.07

+0.08

Calmar ratio

Return relative to maximum drawdown

1.58

0.46

+1.12

Martin ratio

Return relative to average drawdown

3.48

1.21

+2.27

NHI vs. UHT - Sharpe Ratio Comparison

The current NHI Sharpe Ratio is 0.77, which is higher than the UHT Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of NHI and UHT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NHIUHTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.77

0.28

+0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

-0.19

+0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.05

+0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.43

-0.02

Correlation

The correlation between NHI and UHT is 0.46, 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

NHI vs. UHT - Dividend Comparison

NHI's dividend yield for the trailing twelve months is around 4.48%, less than UHT's 7.31% yield.


TTM20252024202320222021202020192018201720162015
NHI
National Health Investors, Inc.
4.48%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
7.31%7.55%7.85%6.66%5.95%4.71%4.29%2.32%4.37%3.51%3.96%5.12%

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


NHIUHTDifference

Max Drawdown

Largest peak-to-trough decline

-82.88%

-69.20%

-13.68%

Max Drawdown (1Y)

Largest decline over 1 year

-10.16%

-14.43%

+4.27%

Max Drawdown (5Y)

Largest decline over 5 years

-29.86%

-47.84%

+17.98%

Max Drawdown (10Y)

Largest decline over 10 years

-63.04%

-69.20%

+6.16%

Current Drawdown

Current decline from peak

-9.17%

-55.36%

+46.19%

Average Drawdown

Average peak-to-trough decline

-15.01%

-15.14%

+0.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.62%

5.53%

-0.91%

Volatility

NHI vs. UHT - Volatility Comparison

The current volatility for National Health Investors, Inc. (NHI) is 5.37%, while Universal Health Realty Income Trust (UHT) has a volatility of 7.08%. 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


NHIUHTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.37%

7.08%

-1.71%

Volatility (6M)

Calculated over the trailing 6-month period

14.91%

15.27%

-0.36%

Volatility (1Y)

Calculated over the trailing 1-year period

20.06%

22.08%

-2.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.36%

24.35%

-0.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.81%

33.49%

-2.68%

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.


Quarterly
Annual

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


0.0010.00B20.00B30.00B40.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
37.05B
73.96M
(NHI) Total Revenue
(UHT) Total Revenue
Values in USD except per share items