STRW vs. CTRE
STRW (Strawberry Fields REIT LLC) and CTRE (CareTrust REIT, Inc.) are both stocks. Both operate in the REIT - Healthcare Facilities industry within the Real Estate sector. Over the past 3 years, STRW returned 31.53%/yr vs 32.60%/yr for CTRE. At a 0.03 correlation, their price movements are largely independent.
Performance
STRW vs. CTRE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, STRW achieves a 3.43% return, which is significantly lower than CTRE's 10.13% return.
STRW
- 1D
- -2.65%
- 1M
- 1.06%
- YTD
- 3.43%
- 6M
- 5.03%
- 1Y
- 26.77%
- 3Y*
- 31.53%
- 5Y*
- —
- 10Y*
- —
CTRE
- 1D
- 1.55%
- 1M
- -4.23%
- YTD
- 10.13%
- 6M
- 8.76%
- 1Y
- 33.70%
- 3Y*
- 32.60%
- 5Y*
- 16.09%
- 10Y*
- 16.89%
STRW vs. CTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
STRW Strawberry Fields REIT LLC | 3.43% | 30.50% | 43.87% | 1.22% | -16.54% |
CTRE CareTrust REIT, Inc. | 10.13% | 39.35% | 26.31% | 27.31% | -4.88% |
Correlation
The correlation between STRW and CTRE is 0.06, 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 | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Sep 21, 2022 | 0.03 |
Fundamentals
STRW:
$176.28M
CTRE:
$8.82B
STRW:
$0.64
CTRE:
$1.61
STRW:
20.78
CTRE:
24.50
STRW:
0.19
CTRE:
0.62
STRW:
1.46
CTRE:
17.53
STRW:
14.42
CTRE:
2.14
STRW:
$117.67M
CTRE:
$468.13M
STRW:
$70.60M
CTRE:
$406.50M
STRW:
$121.21M
CTRE:
$490.99M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
STRW vs. CTRE — Risk / Return Rank
STRW
CTRE
STRW vs. CTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strawberry Fields REIT LLC (STRW) and CareTrust REIT, Inc. (CTRE). 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.
| STRW | CTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | 2.37 | -0.17 |
| Martin ratioReturn relative to average drawdown | 4.63 | 7.92 | -3.29 |
Loading charts...
Drawdowns
STRW vs. CTRE - Drawdown Comparison
The maximum STRW drawdown since its inception was -55.26%, smaller than the maximum CTRE drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for STRW and CTRE.
Loading charts...
Drawdown Indicators
| STRW | CTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -67.43% | +12.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.21% | -14.28% | +2.07% |
Max Drawdown (3Y)Largest decline over 3 years | -26.62% | -23.19% | -3.43% |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.98% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -67.43% | — |
Current DrawdownCurrent decline from peak | -2.65% | -7.16% | +4.51% |
Average DrawdownAverage peak-to-trough decline | -21.66% | -10.58% | -11.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.80% | 4.27% | +1.53% |
Volatility
STRW vs. CTRE - Volatility Comparison
The current volatility for Strawberry Fields REIT LLC (STRW) is 6.11%, while CareTrust REIT, Inc. (CTRE) has a volatility of 8.63%. This indicates that STRW experiences smaller price fluctuations and is considered to be less risky than CTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| STRW | CTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.11% | 8.63% | -2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 21.32% | 20.04% | +1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.56% | 23.88% | +10.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.82% | 24.59% | +21.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.82% | 35.38% | +10.44% |
Dividends
STRW vs. CTRE - Dividend Comparison
STRW's dividend yield for the trailing twelve months is around 4.92%, more than CTRE's 3.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.54% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
STRW Strawberry Fields REIT LLC | 4.92% | 4.58% | 4.93% | 7.26% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
STRW vs. CTRE - Financials Comparison
This section allows you to compare key financial metrics between Strawberry Fields REIT LLC and CareTrust 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
Frequently Asked Questions
STRW and CTRE have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTRE has higher volatility (8.63%) compared to STRW (6.11%). In terms of maximum drawdown, STRW dropped -55.26% vs CTRE's -67.43%.
CTRE currently has the higher Sharpe Ratio (1.42 vs 0.78), 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.
Find the right allocation for STRW and CTRE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer