Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UHT (Universal Health Realty Income Trust) | 4.92% | 7.34% | 3.52% | -4.74% | 1.99% | 5.29% | 7.15% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UHT (Universal Health Realty Income Trust) | 12/26/1986 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.58 | 7.34 | 3.52 | -4.74 | 1.99 | 5.29 | 7.15 | … | … | 4.92 | 13.29 | -7.45 | -3.63 | -15.27 | -3.36 | -43.24 | 96.94 | -14.89 | 18.83 | 37.17 | 9.52 | 27.10 | -15.07 | 37.51 | 13.85 | 22.38 | 5.15 | -0.51 | -2.79 | 32.53 | 4.21 | 13.98 | 23.11 | 20.35 | 28.52 | 51.44 | -25.48 | -10.29 | 6.71 | 14.69 | 9.16 | -1.50 | 9.02 | -15.28 | 65.52 | -13.86 | 6.32 | 25.00 | -9.52 | -2.33 |
| Sharpe Ratio | NA | 0.49 | 0.12 | -0.27 | 0.02 | NA | NA | … | … | 0.87 | 0.47 | -0.43 | -0.30 | -0.65 | -0.11 | -0.57 | 3.94 | -0.58 | 0.93 | 1.53 | 0.41 | 1.81 | -0.60 | 2.40 | 0.42 | 1.06 | 0.11 | -0.02 | -0.15 | 1.16 | 0.08 | 0.51 | 1.44 | 0.75 | 1.05 | 1.95 | -1.59 | -0.65 | 0.15 | 0.65 | 0.34 | -0.24 | 0.28 | -0.73 | 3.01 | -0.76 | 0.02 | 0.92 | -0.43 | -3.14 |
| Standard Deviation(%) | NA | 20.99 | 23.64 | 24.09 | 33.80 | NA | NA | … | … | 19.95 | 22.45 | 25.65 | 24.42 | 25.69 | 29.90 | 76.38 | 24.20 | 28.30 | 19.62 | 24.15 | 23.27 | 14.94 | 25.21 | 15.75 | 33.28 | 20.97 | 46.41 | 62.23 | 39.01 | 25.31 | 24.78 | 25.73 | 15.60 | 25.69 | 25.19 | 24.22 | 18.14 | 21.04 | 20.62 | 16.79 | 15.04 | 19.21 | 24.28 | 24.25 | 20.34 | 25.42 | 23.58 | 21.86 | 31.91 | 28.75 |
| Draw Down(%) | NA | 14.43 | 30.63 | 47.85 | 69.21 | NA | NA | … | … | 8.44 | 14.43 | 24.79 | 31.66 | 29.23 | 23.69 | 58.66 | 9.81 | 26.29 | 13.59 | 13.88 | 22.41 | 6.46 | 33.61 | 8.48 | 23.77 | 15.30 | 26.84 | 40.55 | 28.12 | 19.38 | 21.85 | 27.00 | 5.91 | 15.09 | 16.25 | 12.36 | 28.66 | 19.72 | 17.32 | 9.38 | 5.93 | 11.19 | 14.09 | 24.50 | 10.45 | 22.22 | 19.33 | 7.37 | 28.26 | 3.49 |
| Yield(%) | 0.00 | 7.34 | 6.52 | 4.10 | 5.11 | 6.61 | 8.28 | … | … | 1.90 | 8.11 | 6.65 | 5.99 | 4.74 | 4.46 | 2.41 | 4.48 | 3.63 | 4.02 | 5.32 | 5.22 | 6.28 | 6.02 | 6.28 | 6.56 | 7.53 | 7.41 | 6.82 | 5.87 | 7.04 | 6.77 | 6.64 | 7.37 | 8.02 | 9.62 | 12.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/26/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHT (Universal Health Realty Income Trust) |
-22.65%
Oct 2019 – Oct 2022 |
-16.18%
Jan 2020 – Jan 2025 |
1.48%
Dec 1989 – Dec 1999 |
5.06%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHT (Universal Health Realty Income Trust) |
32.81%
Dec 1999 – Dec 2002 |
27.72%
May 2000 – May 2005 |
20.86%
Nov 2009 – Nov 2019 |
16.72%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart