UHT vs. NHI
UHT (Universal Health Realty Income Trust) and NHI (National Health Investors, Inc.) are both stocks. Both operate in the REIT - Healthcare Facilities industry within the Real Estate sector. Over the past 10 years, UHT returned 1.84%/yr vs 5.91%/yr for NHI. At a 0.46 correlation, their price movements are largely independent.
Performance
UHT vs. NHI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UHT achieves a 5.98% return, which is significantly higher than NHI's -3.29% return. Over the past 10 years, UHT has underperformed NHI with an annualized return of 1.84%, while NHI has yielded a comparatively higher 5.91% annualized return.
UHT
- 1D
- 4.66%
- 1M
- -3.57%
- YTD
- 5.98%
- 6M
- 5.81%
- 1Y
- 5.09%
- 3Y*
- 2.47%
- 5Y*
- -1.94%
- 10Y*
- 1.84%
NHI
- 1D
- 2.92%
- 1M
- -4.44%
- YTD
- -3.29%
- 6M
- -2.41%
- 1Y
- 5.89%
- 3Y*
- 18.74%
- 5Y*
- 7.21%
- 10Y*
- 5.91%
UHT vs. NHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UHT Universal Health Realty Income Trust | 5.98% | 13.29% | -7.45% | -3.63% | -15.25% | -3.35% | -43.24% | 96.94% | -14.89% | 18.83% |
NHI National Health Investors, Inc. | -3.29% | 15.69% | 30.71% | 14.57% | -3.26% | -11.74% | -8.67% | 13.67% | 5.93% | 6.88% |
Correlation
The correlation between UHT and NHI 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 | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Oct 9, 1991 | 0.46 |
The correlation between UHT and NHI shifts across timeframes, from 0.46 (all time) to 0.63 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
UHT:
$554.72M
NHI:
$3.55B
UHT:
$1.29
NHI:
$3.12
UHT:
31.05
NHI:
23.44
UHT:
4.46
NHI:
8.63
UHT:
3.75
NHI:
2.34
UHT:
$124.13M
NHI:
$402.19M
UHT:
$117.21M
NHI:
$210.78M
UHT:
$55.15M
NHI:
$233.74M
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
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.
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.
| UHT | NHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.06 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 0.25 | +0.11 |
| Martin ratioReturn relative to average drawdown | 0.90 | 0.71 | +0.19 |
Loading charts...
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.
Loading charts...
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% | -24.09% | +9.66% |
Max Drawdown (3Y)Largest decline over 3 years | -30.63% | -24.09% | -6.54% |
Max Drawdown (5Y)Largest decline over 5 years | -39.20% | -25.68% | -13.52% |
Max Drawdown (10Y)Largest decline over 10 years | -69.20% | -63.04% | -6.16% |
Current DrawdownCurrent decline from peak | -55.18% | -18.86% | -36.32% |
Average DrawdownAverage peak-to-trough decline | -15.36% | -15.01% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.68% | 8.31% | -2.63% |
Volatility
UHT vs. NHI - Volatility Comparison
Universal Health Realty Income Trust (UHT) has a higher volatility of 9.89% compared to National Health Investors, Inc. (NHI) at 8.14%. 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.
Loading charts...
Volatility by Period
| UHT | NHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.89% | 8.14% | +1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 16.36% | 18.46% | -2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.58% | 22.18% | +0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.04% | 23.71% | +0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.58% | 31.03% | +2.55% |
Dividends
UHT vs. NHI - Dividend Comparison
UHT's dividend yield for the trailing twelve months is around 7.45%, more than NHI's 5.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NHI National Health Investors, Inc. | 5.01% | 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 | 7.45% | 7.55% | 7.85% | 6.66% | 5.95% | 4.71% | 4.29% | 2.32% | 4.37% | 3.51% | 3.96% | 5.12% |
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
Frequently Asked Questions
UHT and NHI 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.
UHT has higher volatility (9.89%) compared to NHI (8.14%). In terms of maximum drawdown, UHT dropped -69.20% vs NHI's -82.88%.
NHI currently has the higher Sharpe Ratio (0.27 vs 0.23), 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 UHT and NHI
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