UHT vs. O
UHT (Universal Health Realty Income Trust) and O (Realty Income Corporation) are both stocks. Both are in the Real Estate sector — UHT in REIT - Healthcare Facilities, O in REIT - Retail. Over the past 10 years, UHT returned 1.84%/yr vs 4.46%/yr for O. At a 0.48 correlation, their price movements are largely independent.
Performance
UHT vs. O - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UHT achieves a 5.98% return, which is significantly lower than O's 11.54% return. Over the past 10 years, UHT has underperformed O with an annualized return of 1.84%, while O has yielded a comparatively higher 4.46% 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%
O
- 1D
- 1.57%
- 1M
- -0.35%
- YTD
- 11.54%
- 6M
- 12.95%
- 1Y
- 11.29%
- 3Y*
- 7.35%
- 5Y*
- 4.11%
- 10Y*
- 4.46%
UHT vs. O - 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% |
O Realty Income Corporation | 11.54% | 12.20% | -2.11% | -4.55% | -7.38% | 23.95% | -11.60% | 21.27% | 15.94% | 3.67% |
Correlation
The correlation between UHT and O is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Oct 18, 1994 | 0.48 |
The correlation between UHT and O shifts across timeframes, from 0.40 (1 year) to 0.55 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
UHT:
$1.29
O:
$1.17
UHT:
31.05
O:
52.40
UHT:
4.46
O:
7.08
UHT:
$124.13M
O:
$5.92B
UHT:
$117.21M
O:
$3.89B
UHT:
$55.15M
O:
$3.93B
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. O — Risk / Return Rank
UHT
O
UHT vs. O - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Health Realty Income Trust (UHT) and Realty Income Corporation (O). 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 | O | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.12 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 1.02 | -0.67 |
| Martin ratioReturn relative to average drawdown | 0.90 | 2.38 | -1.48 |
Loading charts...
Drawdowns
UHT vs. O - Drawdown Comparison
The maximum UHT drawdown since its inception was -69.20%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for UHT and O.
Loading charts...
Drawdown Indicators
| UHT | O | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.20% | -48.45% | -20.75% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -11.10% | -3.33% |
Max Drawdown (3Y)Largest decline over 3 years | -30.63% | -26.49% | -4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -39.20% | -34.48% | -4.72% |
Max Drawdown (10Y)Largest decline over 10 years | -69.20% | -48.28% | -20.92% |
Current DrawdownCurrent decline from peak | -55.18% | -7.72% | -47.46% |
Average DrawdownAverage peak-to-trough decline | -15.36% | -9.20% | -6.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.68% | 4.76% | +0.92% |
Volatility
UHT vs. O - Volatility Comparison
Universal Health Realty Income Trust (UHT) has a higher volatility of 9.89% compared to Realty Income Corporation (O) at 5.97%. This indicates that UHT's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UHT | O | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.89% | 5.97% | +3.92% |
Volatility (6M)Calculated over the trailing 6-month period | 16.36% | 12.17% | +4.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.58% | 16.50% | +6.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.04% | 18.92% | +5.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.58% | 25.66% | +7.92% |
Dividends
UHT vs. O - Dividend Comparison
UHT's dividend yield for the trailing twelve months is around 7.45%, more than O's 5.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
O Realty Income Corporation | 5.26% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
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. O - Financials Comparison
This section allows you to compare key financial metrics between Universal Health Realty Income Trust and Realty Income Corporation. 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 O have a correlation of 0.40, 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 O (5.97%). In terms of maximum drawdown, UHT dropped -69.20% vs O's -48.45%.
O currently has the higher Sharpe Ratio (0.69 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 O
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