UHT vs. CTO

Last updated Jun 4, 2026

UHT (Universal Health Realty Income Trust) and CTO (CTO Realty Growth, Inc.) are both stocks. Both are in the Real Estate sector — UHT in REIT - Healthcare Facilities, CTO in REIT - Diversified. Over the past 10 years, UHT returned 1.77%/yr vs 12.24%/yr for CTO. At a 0.31 correlation, their price movements are largely independent.

Performance

UHT vs. CTO - Performance Comparison

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

Returns By Period

In the year-to-date period, UHT achieves a 3.28% return, which is significantly lower than CTO's 10.39% return. Over the past 10 years, UHT has underperformed CTO with an annualized return of 1.77%, while CTO has yielded a comparatively higher 12.24% annualized return.

UHT

• 1D: -2.09%
• 1M: -0.28%
• YTD: 3.28%
• 6M: 1.55%
• 1Y: 4.99%
• 3Y*: 2.68%
• 5Y*: -5.04%
• 10Y*: 1.77%

CTO

• 1D: -1.97%
• 1M: -2.02%
• YTD: 10.39%
• 6M: 14.80%
• 1Y: 17.83%
• 3Y*: 15.96%
• 5Y*: 10.83%
• 10Y*: 12.24%

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

UHT vs. CTO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
UHT Universal Health Realty Income Trust	3.28%	13.29%	-7.45%	-3.63%	-15.25%	-3.35%	-43.24%	96.94%	-14.89%	18.83%
CTO CTO Realty Growth, Inc.	10.39%	1.63%	23.61%	3.66%	-3.99%	56.60%	15.32%	15.71%	-16.96%	19.26%

Correlation

The correlation between UHT and CTO 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	0.53
Correlation (5Y) Calculated over the trailing 5-year period	0.50
Correlation (10Y) Calculated over the trailing 10-year period	0.41
Correlation (All Time) Calculated using the full available price history since Sep 9, 1992	0.31

The correlation between UHT and CTO shifts across timeframes, from 0.31 (all time) to 0.53 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap UHT : $551.53M CTO : $647.86M
EPS UHT : $1.29 CTO : $0.38
PE Ratio UHT : 30.87 CTO : 52.81
PS Ratio UHT : 4.44 CTO : 4.18
PB Ratio UHT : 3.73 CTO : 1.13
Total Revenue (TTM) UHT : $124.13M CTO : $154.91M
Gross Profit (TTM) UHT : $117.21M CTO : -$4.32M
EBITDA (TTM) UHT : $55.15M CTO : $84.13M

Return for Risk

UHT vs. CTO — Risk / Return Rank

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

UHT

UHT Risk / Return Rank: 46
UHT Sharpe Ratio Rank: 49
UHT Sortino Ratio Rank: 40
UHT Omega Ratio Rank: 40
UHT Calmar Ratio Rank: 48
UHT Martin Ratio Rank: 51

CTO

CTO Risk / Return Rank: 63
CTO Sharpe Ratio Rank: 68
CTO Sortino Ratio Rank: 60
CTO Omega Ratio Rank: 60
CTO Calmar Ratio Rank: 63
CTO Martin Ratio Rank: 65

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.

UHT vs. CTO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Universal Health Realty Income Trust (UHT) and CTO Realty Growth, Inc. (CTO). 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.

	UHT	CTO	Difference
Sharpe ratio Return per unit of total volatility	0.24	0.90	-0.66
Sortino ratio Return per unit of downside risk	0.46	1.27	-0.81
Omega ratio Gain probability vs. loss probability	1.06	1.17	-0.11
Calmar ratio Return relative to maximum drawdown	0.35	1.13	-0.79
Martin ratio Return relative to average drawdown	0.93	2.87	-1.94
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UHT vs. CTO - Sharpe Ratio Comparison

The current UHT Sharpe Ratio is 0.24, which is lower than the CTO Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of UHT and CTO, 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

	UHT	CTO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.24	0.90	-0.66
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.21	0.48	-0.69
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.05	0.43	-0.38
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	0.25	+0.17

Drawdowns

UHT vs. CTO - Drawdown Comparison

The maximum UHT drawdown since its inception was -69.20%, smaller than the maximum CTO drawdown of -74.79%. Use the drawdown chart below to compare losses from any high point for UHT and CTO.

Drawdown Indicators

	UHT	CTO	Difference
Max Drawdown Largest peak-to-trough decline	-69.20%	-74.79%	+5.59%
Max Drawdown (1Y) Largest decline over 1 year	-14.43%	-15.80%	+1.37%
Max Drawdown (3Y) Largest decline over 3 years	-30.63%	-21.39%	-9.24%
Max Drawdown (5Y) Largest decline over 5 years	-47.84%	-25.47%	-22.37%
Max Drawdown (10Y) Largest decline over 10 years	-69.20%	-47.85%	-21.35%
Current Drawdown Current decline from peak	-56.33%	-4.46%	-51.87%
Average Drawdown Average peak-to-trough decline	-15.31%	-28.97%	+13.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.36%	6.23%	-0.87%

Volatility

UHT vs. CTO - Volatility Comparison

Universal Health Realty Income Trust (UHT) has a higher volatility of 5.50% compared to CTO Realty Growth, Inc. (CTO) at 4.92%. This indicates that UHT's price experiences larger fluctuations and is considered to be riskier than CTO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UHT	CTO	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.50%	4.92%	+0.58%
Volatility (6M) Calculated over the trailing 6-month period	14.23%	13.10%	+1.13%
Volatility (1Y) Calculated over the trailing 1-year period	21.07%	19.91%	+1.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.03%	22.88%	+1.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.46%	28.31%	+5.15%

Dividends

UHT vs. CTO - Dividend Comparison

UHT's dividend yield for the trailing twelve months is around 7.47%, less than CTO's 7.63% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CTO CTO Realty Growth, Inc.	7.63%	8.26%	7.71%	8.77%	8.17%	6.51%	31.73%	0.73%	0.51%	0.28%	0.22%	0.15%
UHT Universal Health Realty Income Trust	7.47%	7.55%	7.85%	6.66%	5.95%	4.71%	4.29%	2.32%	4.37%	3.51%	3.96%	5.12%

Financials

Frequently Asked Questions

Can I hold both UHT and CTO in my portfolio?

UHT and CTO 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.

Which is riskier, UHT or CTO?

UHT has higher volatility (5.50%) compared to CTO (4.92%). In terms of maximum drawdown, UHT dropped -69.20% vs CTO's -74.79%.

Which has better risk-adjusted returns?

CTO currently has the higher Sharpe Ratio (0.90 vs 0.24), 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.