UHT vs. NHI
Compare and contrast key facts about Universal Health Realty Income Trust (UHT) and National Health Investors, Inc. (NHI).
Performance
UHT vs. NHI - Performance Comparison
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UHT vs. NHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Fundamentals
UHT:
$563.29M
NHI:
$3.85B
UHT:
$1.27
NHI:
$3.01K
UHT:
31.98
NHI:
0.03
UHT:
3.79
NHI:
0.10
UHT:
3.70
NHI:
2.53
UHT:
$148.68M
NHI:
$37.32B
UHT:
$140.39M
NHI:
$347.80M
UHT:
$85.82M
NHI:
$80.94B
Returns By Period
In the year-to-date period, UHT achieves a 5.57% return, which is significantly lower than NHI's 8.25% return. Over the past 10 years, UHT has underperformed NHI with an annualized return of 1.80%, while NHI has yielded a comparatively higher 8.11% annualized return.
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%
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%
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Return for Risk
UHT vs. NHI — Risk / Return Rank
UHT
NHI
UHT vs. NHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Health Realty Income Trust (UHT) and National Health Investors, Inc. (NHI). 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 | NHI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.77 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.52 | 1.21 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.14 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.58 | -1.12 |
Martin ratioReturn relative to average drawdown | 1.21 | 3.48 | -2.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UHT | NHI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.77 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | 0.34 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.05 | 0.26 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.41 | +0.02 |
Correlation
The correlation between UHT and NHI 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
UHT vs. NHI - Dividend Comparison
UHT's dividend yield for the trailing twelve months is around 7.31%, more than NHI's 4.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
UHT vs. NHI - Drawdown Comparison
The maximum UHT drawdown since its inception was -69.20%, smaller than the maximum NHI drawdown of -82.88%. Use the drawdown chart below to compare losses from any high point for UHT and NHI.
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Drawdown Indicators
| UHT | NHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.20% | -82.88% | +13.68% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -10.16% | -4.27% |
Max Drawdown (5Y)Largest decline over 5 years | -47.84% | -29.86% | -17.98% |
Max Drawdown (10Y)Largest decline over 10 years | -69.20% | -63.04% | -6.16% |
Current DrawdownCurrent decline from peak | -55.36% | -9.17% | -46.19% |
Average DrawdownAverage peak-to-trough decline | -15.14% | -15.01% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 4.62% | +0.91% |
Volatility
UHT vs. NHI - Volatility Comparison
Universal Health Realty Income Trust (UHT) has a higher volatility of 7.08% compared to National Health Investors, Inc. (NHI) at 5.37%. This indicates that UHT's price experiences larger fluctuations and is considered to be riskier than NHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UHT | NHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.08% | 5.37% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 15.27% | 14.91% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.08% | 20.06% | +2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.35% | 23.36% | +0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.49% | 30.81% | +2.68% |
Financials
UHT vs. NHI - Financials Comparison
This section allows you to compare key financial metrics between Universal Health Realty Income Trust and National Health Investors, 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