PATH vs. USRT
PATH (UiPath Inc.) is a stock, while USRT (iShares Core U.S. REIT ETF) is REIT fund tracking the FTSE Nareit Equity REITS 40 Act Capped Index. Over the past 5 years, PATH returned -28.17%/yr vs 5.20%/yr for USRT. At a 0.32 correlation, their price movements are largely independent.
Performance
PATH vs. USRT - Performance Comparison
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Returns By Period
In the year-to-date period, PATH achieves a -27.70% return, which is significantly lower than USRT's 19.09% return.
PATH
- 1D
- 1.46%
- 1M
- 12.32%
- 6M
- -31.26%
- YTD
- -27.70%
- 1Y
- -4.05%
- 3Y*
- -12.25%
- 5Y*
- -28.17%
- 10Y*
- —
USRT
- 1D
- 0.70%
- 1M
- 1.10%
- 6M
- 17.11%
- YTD
- 19.09%
- 1Y
- 21.42%
- 3Y*
- 11.47%
- 5Y*
- 5.20%
- 10Y*
- 6.04%
PATH vs. USRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PATH UiPath Inc. | -27.70% | 28.95% | -48.83% | 95.44% | -70.53% | -34.15% |
USRT iShares Core U.S. REIT ETF | 19.09% | 2.44% | 8.58% | 13.64% | -24.43% | 24.02% |
Correlation
The correlation between PATH and USRT is -0.02, 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 | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Apr 21, 2021 | 0.32 |
The correlation between PATH and USRT shifts across timeframes, from -0.02 (1 year) to 0.33 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
PATH vs. USRT — Risk / Return Rank
PATH
USRT
PATH vs. USRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UiPath Inc. (PATH) and iShares Core U.S. REIT ETF (USRT). 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.
| PATH | USRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.61 | ||
| Sortino ratioReturn per unit of downside risk | -1.75 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.27 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.08 | 2.68 | -2.76 |
| Martin ratioReturn relative to average drawdown | -0.13 | 8.66 | -8.80 |
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Drawdowns
PATH vs. USRT - Drawdown Comparison
The maximum PATH drawdown since its inception was -88.98%, which is greater than USRT's maximum drawdown of -69.92%. Use the drawdown chart below to compare losses from any high point for PATH and USRT.
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Drawdown Indicators
| PATH | USRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.98% | -69.92% | -19.06% |
Max Drawdown (1Y)Largest decline over 1 year | -51.37% | -8.04% | -43.33% |
Max Drawdown (3Y)Largest decline over 3 years | -65.10% | -18.70% | -46.40% |
Max Drawdown (5Y)Largest decline over 5 years | -85.56% | -31.03% | -54.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.38% | — |
Current DrawdownCurrent decline from peak | -86.08% | -0.66% | -85.42% |
Average DrawdownAverage peak-to-trough decline | -73.93% | -12.91% | -61.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.73% | 2.48% | +28.25% |
Volatility
PATH vs. USRT - Volatility Comparison
UiPath Inc. (PATH) has a higher volatility of 11.84% compared to iShares Core U.S. REIT ETF (USRT) at 4.76%. This indicates that PATH's price experiences larger fluctuations and is considered to be riskier than USRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PATH | USRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.84% | 4.76% | +7.08% |
Volatility (6M)Calculated over the trailing 6-month period | 41.36% | 10.41% | +30.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 64.21% | 13.91% | +50.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 63.55% | 18.94% | +44.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.93% | 21.32% | +42.61% |
Dividends
PATH vs. USRT - Dividend Comparison
PATH has not paid dividends to shareholders, while USRT's dividend yield for the trailing twelve months is around 2.54%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PATH UiPath Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USRT iShares Core U.S. REIT ETF | 2.54% | 3.07% | 2.85% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% |
Frequently Asked Questions
PATH and USRT have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PATH has higher volatility (11.84%) compared to USRT (4.76%). In terms of maximum drawdown, PATH dropped -88.98% vs USRT's -69.92%.
USRT currently has the higher Sharpe Ratio (1.55 vs -0.06), 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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