Universal Health Realty Income Trust (UHT)
Market Price (12/27/2025): $39.26 | Market Cap: $542.9 MilSector: Real Estate | Industry: Health Care REITs
Universal Health Realty Income Trust (UHT)
Market Price (12/27/2025): $39.26Market Cap: $542.9 MilSector: Real EstateIndustry: Health Care REITs
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, Dividend Yield is 7.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.7%, FCF Yield is 8.9% | Weak multi-year price returns2Y Excs Rtn is -41%, 3Y Excs Rtn is -80% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 70% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 49%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 49% | Key risksUHT key risks include [1] a significant tenant concentration with its advisor, Show more. | |
| Low stock price volatilityVol 12M is 23% | ||
| Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease. Themes include Geriatric Care, Oncology Treatments, and Diabetes Management. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, Dividend Yield is 7.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.7%, FCF Yield is 8.9% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 49%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 49% |
| Low stock price volatilityVol 12M is 23% |
| Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease. Themes include Geriatric Care, Oncology Treatments, and Diabetes Management. |
| Weak multi-year price returns2Y Excs Rtn is -41%, 3Y Excs Rtn is -80% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 70% |
| Key risksUHT key risks include [1] a significant tenant concentration with its advisor, Show more. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
Here are five key points explaining why Universal Health Realty Income Trust (UHT) stock experienced movements, including minor fluctuations such as 0.5%, in the approximate time period from August 31, 2025, to December 27, 2025:
<b>1. Q2 2025 Earnings Decline:</b> Universal Health Realty Income Trust reported a decline in its net income and diluted earnings per share for the second quarter of 2025. This was primarily attributed to higher interest expenses resulting from increased borrowings and weaker income at some properties. This financial performance likely contributed to a cautious investor sentiment, potentially leading to minor downward pressure or limiting significant positive movements.
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<b>2. Small Quarterly Dividend Increase:</b> The company announced a modest increase in its quarterly dividend, with $0.745 per share to be paid on December 31, 2025. While generally a positive signal, such a small increment might have been largely anticipated by the market or considered insufficient to generate substantial upward momentum, resulting in minimal impact on the stock price.
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<b>3. Analyst Downgrade to "Hold" Status:</b> Around December 2025, some analysts downgraded their recommendations for UHT from "Buy" to "Hold" due to perceived weaknesses in the stock's technical indicators. This shift in analyst sentiment could have caused minor selling pressure or discouraged new investment, contributing to limited stock appreciation.
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<b>4. Caution Regarding Healthcare Operating Environment:</b> Management expressed ongoing caution about tenant risks within the healthcare operating environment, citing factors such as staffing shortages, governmental healthcare funding, and patient volumes. These forward-looking statements can introduce a degree of uncertainty among investors, which may lead to slight negative adjustments in the stock's valuation.
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<b>5. Mixed Healthcare REIT Sector Performance:</b> The broader healthcare Real Estate Investment Trust (REIT) sector experienced varied performance leading up to December 2025, with periods of both outperformance against major indices and instances of being in negative territory. The overall industry trend for healthcare REITs was noted as "flat" in the week ending December 26, 2025. UHT's stock movements can be influenced by these general sentiments and the performance of its peer group.
Show moreStock Movement Drivers
Fundamental Drivers
The 2.5% change in UHT stock from 9/26/2025 to 12/26/2025 was primarily driven by a 2.4% change in the company's P/E Multiple.| 9262025 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 38.39 | 39.33 | 2.46% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 98.55 | 99.36 | 0.82% |
| Net Income Margin (%) | 18.19% | 18.06% | -0.71% |
| P/E Multiple | 29.58 | 30.31 | 2.45% |
| Shares Outstanding (Mil) | 13.81 | 13.83 | -0.09% |
| Cumulative Contribution | 2.46% |
Market Drivers
9/26/2025 to 12/26/2025| Return | Correlation | |
|---|---|---|
| UHT | 2.5% | |
| Market (SPY) | 4.3% | -13.6% |
| Sector (XLRE) | -3.2% | 37.4% |
Fundamental Drivers
The 2.0% change in UHT stock from 6/27/2025 to 12/26/2025 was primarily driven by a 6.5% change in the company's P/E Multiple.| 6272025 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 38.55 | 39.33 | 2.03% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 98.42 | 99.36 | 0.96% |
| Net Income Margin (%) | 19.01% | 18.06% | -5.00% |
| P/E Multiple | 28.45 | 30.31 | 6.52% |
| Shares Outstanding (Mil) | 13.81 | 13.83 | -0.13% |
| Cumulative Contribution | 2.03% |
Market Drivers
6/27/2025 to 12/26/2025| Return | Correlation | |
|---|---|---|
| UHT | 2.0% | |
| Market (SPY) | 12.6% | 0.6% |
| Sector (XLRE) | -0.7% | 43.4% |
Fundamental Drivers
The 12.9% change in UHT stock from 12/26/2024 to 12/26/2025 was primarily driven by a 14.5% change in the company's P/E Multiple.| 12262024 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 34.83 | 39.33 | 12.90% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 98.69 | 99.36 | 0.68% |
| Net Income Margin (%) | 18.41% | 18.06% | -1.88% |
| P/E Multiple | 26.48 | 30.31 | 14.46% |
| Shares Outstanding (Mil) | 13.81 | 13.83 | -0.15% |
| Cumulative Contribution | 12.90% |
Market Drivers
12/26/2024 to 12/26/2025| Return | Correlation | |
|---|---|---|
| UHT | 12.9% | |
| Market (SPY) | 15.8% | 24.9% |
| Sector (XLRE) | 1.4% | 60.1% |
Fundamental Drivers
The 0.8% change in UHT stock from 12/27/2022 to 12/26/2025 was primarily driven by a 503.8% change in the company's P/E Multiple.| 12272022 | 12262025 | Change | |
|---|---|---|---|
| Stock Price ($) | 39.02 | 39.33 | 0.81% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 87.91 | 99.36 | 13.03% |
| Net Income Margin (%) | 121.82% | 18.06% | -85.17% |
| P/E Multiple | 5.02 | 30.31 | 503.79% |
| Shares Outstanding (Mil) | 13.78 | 13.83 | -0.38% |
| Cumulative Contribution | 0.80% |
Market Drivers
12/27/2023 to 12/26/2025| Return | Correlation | |
|---|---|---|
| UHT | 3.1% | |
| Market (SPY) | 48.0% | 24.8% |
| Sector (XLRE) | 6.6% | 56.5% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| UHT Return | -43% | -3% | -15% | -4% | -7% | 15% | -52% |
| Peers Return | 16% | 38% | -12% | 21% | 26% | 16% | 150% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 114% |
Monthly Win Rates [3] | |||||||
| UHT Win Rate | 33% | 42% | 50% | 50% | 50% | 58% | |
| Peers Win Rate | 52% | 65% | 42% | 68% | 57% | 52% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| UHT Max Drawdown | -54% | -11% | -28% | -18% | -24% | -6% | |
| Peers Max Drawdown | -34% | -5% | -26% | -7% | -9% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)
How Low Can It Go
| Event | UHT | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -49.8% | -25.4% |
| % Gain to Breakeven | 99.0% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -59.7% | -33.9% |
| % Gain to Breakeven | 148.3% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -34.3% | -19.8% |
| % Gain to Breakeven | 52.1% | 24.7% |
| Time to Breakeven | 432 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -40.5% | -56.8% |
| % Gain to Breakeven | 68.2% | 131.3% |
| Time to Breakeven | 830 days | 1,480 days |
Compare to HPQ, HPE, IBM, CSCO, AAPL
In The Past
Universal Health Realty Income Trust's stock fell -49.8% during the 2022 Inflation Shock from a high on 3/15/2021. A -49.8% loss requires a 99.0% gain to breakeven.
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AI Analysis | Feedback
1. UHT is like Realty Income (O), but instead of owning and leasing retail properties, it owns and leases hospitals and medical facilities.
2. Similar to Simon Property Group (SPG), but UHT focuses on owning and leasing hospitals and medical office buildings rather than malls.
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- Leasing of Acute Care Hospitals: Providing real estate facilities for short-term medical and surgical care.
- Leasing of Behavioral Health Facilities: Offering specialized properties for mental health and substance abuse treatment.
- Leasing of Medical Office Buildings: Supplying modern office spaces for physicians' practices, outpatient clinics, and other healthcare services.
- Leasing of Rehabilitation Facilities: Providing properties equipped for physical, occupational, and speech therapy services.
- Leasing of Child Care Centers: Offering facilities for early childhood education and care.
AI Analysis | Feedback
Universal Health Realty Income Trust (UHT) operates as a Real Estate Investment Trust (REIT) that owns and leases healthcare facilities.
The company sells primarily to other companies, specifically healthcare operators who lease its properties.
Its major customer is:
- Universal Health Services, Inc. (UHS) - Symbol: UHS
Universal Health Services, Inc. is a leading provider of hospital and healthcare services, and a significant portion of UHT's properties are leased to UHS and its subsidiaries. While UHT does have other tenants, UHS represents the overwhelming majority of its rental income and is its foundational customer due to their historical and ongoing relationship.
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- Universal Health Services, Inc. (NYSE: UHS)
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Alan B. Miller, Chairman of the Board of Trustees, Chief Executive Officer and President
Mr. Miller has been the Chairman of the Board and Chief Executive Officer of Universal Health Realty Income Trust (UHT) since its inception in 1986. He is also the Founder and Executive Chairman of Universal Health Services, Inc. (UHS), a Fortune 300 company and one of the largest providers of hospital and healthcare services in the nation, which he founded in 1978. Prior to founding UHS, Mr. Miller was Chairman and CEO of American Medicorp Inc., a pioneering hospital management company.
Charles F. Boyle, Senior Vice President and Chief Financial Officer
Mr. Boyle was appointed Vice President and Chief Financial Officer of the Trust in February 2003, having previously served as its Vice President and Controller since June 1991. He also holds the position of Senior Vice President and Controller of Universal Health Services, Inc. (UHS) since 2016, and was Vice President and Controller of UHS since 2003. His tenure with UHS began in 1989 as Director of Corporate Accounting.
Cheryl K. Ramagano, Senior Vice President - Operations, Treasurer and Secretary
Ms. Ramagano was promoted to Senior Vice President - Operations in June 2022. She was elected Vice President and Treasurer of the Trust in September 1992 and appointed Corporate Secretary in 2003. Ms. Ramagano has also served as Senior Vice President and Treasurer of Universal Health Services, Inc. (UHS) since 2016, and Vice President and Treasurer since 2003.
Jennifer J. Diasio, Vice President and Controller
Ms. Diasio was promoted to Vice President and Controller in June 2025. She previously served as Universal Health Services' (UHS) Corporate Director of Internal Audit and held various other internal audit positions since 2010. In June 2025, she was also promoted to Associate Vice President of Accounting of UHS.
Karla J. Peterson, Vice President, Acquisitions and Development
Ms. Peterson was elected Vice President, Acquisitions and Development of the Trust in August 2022.
AI Analysis | Feedback
The key risks to Universal Health Realty Income Trust (UHT) are:
- Tenant Concentration Risk: Universal Health Realty Income Trust has a significant revenue exposure to its largest tenant and advisor, Universal Health Services (UHS), accounting for approximately 40-41% of its Q1 2025 revenues. This high concentration means that UHT's financial health is closely tied to the performance and stability of UHS. There are specific concerns regarding expiring contracts for certain facilities with UHS in 2026, which include purchase options and cross-default clauses, introducing long-term uncertainty about asset retention and cash flow predictability.
- Interest Rate Risk: A substantial portion of UHT's debt is exposed to variable interest rates, specifically SOFR-based rates. As of the first quarter of 2025, approximately $185 million of its revolving credit facility was unhedged, leaving it vulnerable to future interest rate increases. Should interest rates continue to rise or swap settlements become less favorable, UHT's interest expenses could escalate, leading to a compression of earnings and a reduction in funds available for dividends or reinvestment. Slower than anticipated interest rate cuts by the Federal Reserve could also delay expected improvements in Funds From Operations (FFO).
- Weakening Profitability and Macroeconomic Headwinds: UHT has experienced declining net income and Funds From Operations (FFO) in the first and second quarters of 2025. This decline is attributed to factors such as weaker revenues, higher interest expenses, lower tenant reimbursements, and reduced property-level income. The company's management has also voiced concerns about broader macroeconomic pressures impacting its healthcare-related tenants, including wage inflation, staff shortages, and potential changes in Medicaid funding, which directly affect rental revenues and long-term lease stability.
AI Analysis | Feedback
nullAI Analysis | Feedback
Universal Health Realty Income Trust (UHT) is a real estate investment trust (REIT) that invests in a variety of healthcare and human-service related facilities, primarily within the United States. Its main products and services involve owning and leasing properties such as acute care hospitals, behavioral health facilities, medical office buildings (MOBs), specialty facilities, free-standing emergency departments, and childcare centers. The addressable markets for UHT's main products or services in the U.S. region are: * **U.S. Healthcare Real Estate Market:** The U.S. healthcare real estate market was estimated at USD 1,324.52 billion in 2024 and is projected to reach USD 1,876.77 billion by 2030, with a compound annual growth rate (CAGR) of 6.2% from 2025 to 2030. * **U.S. Acute Hospital Care Market:** The U.S. acute hospital care market was valued at USD 1.27 trillion in 2024 and is projected to reach approximately USD 2.43 trillion by 2034, growing at a CAGR of 6.70% from 2025 to 2034. Another estimate places the market size at USD 1,480.9 billion in 2021, expected to grow to USD 2,635.6 billion by 2030 at a CAGR of 6.6% from 2022 to 2030. * **U.S. Medical Office Buildings (MOBs) Market:** The U.S. medical office buildings market is predicted to reach USD 79.16 billion by 2034, increasing from USD 42.17 billion in 2024, reflecting a CAGR of over 6.5% from 2025 to 2034. The projected revenue for 2025 is USD 44.69 billion. The global medical office buildings market was estimated at USD 39.79 billion in 2023 and is projected to reach USD 62.18 billion by 2030, with North America holding a significant share. * **U.S. Behavioral Health Market:** The U.S. behavioral health market size was calculated at USD 92.2 billion in 2024, is expected to reach USD 96.9 billion in 2025, and is projected to be worth USD 151.62 billion by 2034, expanding at a CAGR of 5.1% from 2024 to 2034. Other estimates indicate the market was valued at USD 94.68 billion in 2024 and is expected to reach USD 141.17 billion in 2032, growing at a CAGR of 5.2% during the forecast period 2025-2032. It is not possible to size the markets for "specialty facilities," "free-standing emergency departments" specifically as distinct addressable markets outside of the broader "healthcare real estate" or "acute hospital care" categories, nor for "childcare centers" within the context of healthcare real estate.AI Analysis | Feedback
Universal Health Realty Income Trust (UHT) is poised for future revenue growth over the next two to three years, driven by several key factors:
- New Property Developments and Acquisitions: UHT is actively pursuing new property investments, such as the planned medical office building (MOB) in Palm Beach for its main tenant, Universal Health Services (UHS), estimated to be completed in the third quarter of next year with a significant construction cost of $34 million. The company's portfolio predominantly consists of medical office buildings (71%) and acute care hospitals (17%), and new developments and acquisitions in these areas are expected to contribute to revenue expansion.
- Rent Escalations in Existing Leases: A direct driver of revenue growth for UHT comes from built-in rent escalators within its existing lease agreements, which are projected to be in the range of 2-5% annually. This provides a consistent and predictable stream of increasing rental income.
- Growing Demand for Healthcare Facilities, Especially Outpatient and Medical Office Buildings: The healthcare sector is experiencing a shift in services from inpatient to outpatient settings, which is expected to fuel demand for medical office buildings. UHT's significant focus on MOBs positions it well to capitalize on this market trend. Its primary tenant, UHS, is also expanding its outpatient behavioral health services, further supporting this driver.
- Strong Financial Performance and Growth of Universal Health Services (UHS): Universal Health Services (UHS), which accounts for 40% of UHT's revenue, serves as both its main tenant and manager. UHS has demonstrated strong financial health, with consistent revenue growth and raised earnings guidance for 2025. The continued success and expansion of UHS are expected to provide a stable and growing revenue base for UHT.
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Outbound Investments
- In 2023, Universal Health Realty Income Trust acquired the McAllen Doctor's Center, a 79,500 rentable square foot medical office building in McAllen, Texas.
- In March 2023, the construction of Sierra Medical Plaza I, an 86,000 square foot multi-tenant medical office building located in Reno, Nevada, was substantially completed.
- During 2021, the company acquired a 44,400 rentable square foot office building in Las Vegas, Nevada, and a 20,100 square foot multi-tenant medical office building in Frederick, Maryland.
Capital Expenditures
- Universal Health Realty Income Trust's capital expenditures increased significantly to $23.20 million in 2023.
- The company's capital reinvestment projects are focused on promoting energy efficiency, reducing waste, and protecting the environment through features like updated building automation systems and LED lighting.
- Demolition expenses for a former specialty hospital in Chicago amounted to approximately $1.5 million in 2023, with $1.1 million incurred in the first two quarters of 2023 and $332,000 in the fourth quarter of 2022.
Latest Trefis Analyses
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Trade Ideas
Select ideas related to UHT. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 10312025 | MPW | Medical Properties Trust | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | -0.1% | -0.1% | -5.8% |
| 02292020 | UHT | Universal Health Realty Income Trust | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | -34.8% | -40.4% | -50.0% |
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Peer Comparisons for Universal Health Realty Income Trust
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 58.74 |
| Mkt Cap | 158.8 |
| Rev LTM | 56,496 |
| Op Inc LTM | 7,584 |
| FCF LTM | 7,327 |
| FCF 3Y Avg | 7,366 |
| CFO LTM | 8,590 |
| CFO 3Y Avg | 8,697 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.2% |
| Rev Chg 3Y Avg | 3.2% |
| Rev Chg Q | 8.3% |
| QoQ Delta Rev Chg LTM | 2.0% |
| Op Mgn LTM | 20.1% |
| Op Mgn 3Y Avg | 20.3% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 22.2% |
| CFO/Rev 3Y Avg | 23.8% |
| FCF/Rev LTM | 20.1% |
| FCF/Rev 3Y Avg | 21.6% |
Segment Financials
Revenue by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Investing in and leasing healthcare and human service facilities through direct ownership or through | 96 | ||||
| Interest income on financing leases - Universal Health Services, Inc. (UHS) facilities | 5 | ||||
| Lease revenue - Universal Health Services, Inc. (UHS) facilities | 30 | 30 | 25 | 23 | |
| Lease revenue- Non-related parties | 52 | 52 | 52 | 52 | |
| Other revenue - Non-related parties | 2 | 1 | 1 | 1 | |
| Other revenue - Universal Health Services, Inc. (UHS) facilities | 1 | 1 | 1 | 1 | |
| Total | 96 | 91 | 84 | 78 | 77 |
Price Behavior
| Market Price | $39.33 | |
| Market Cap ($ Bil) | 0.5 | |
| First Trading Date | 11/05/1987 | |
| Distance from 52W High | -7.6% | |
| 50 Days | 200 Days | |
| DMA Price | $38.83 | $38.21 |
| DMA Trend | up | up |
| Distance from DMA | 1.3% | 2.9% |
| 3M | 1YR | |
| Volatility | 23.5% | 22.9% |
| Downside Capture | -56.33 | 21.68 |
| Upside Capture | -32.88 | 30.40 |
| Correlation (SPY) | -13.4% | 24.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.17 | -0.09 | -0.05 | 0.22 | 0.33 | 0.51 |
| Up Beta | -0.27 | -0.07 | 0.28 | 0.68 | 0.37 | 0.48 |
| Down Beta | -0.35 | -0.06 | -0.22 | -0.27 | 0.26 | 0.39 |
| Up Capture | 99% | 4% | -0% | 25% | 22% | 21% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 14 | 25 | 37 | 74 | 131 | 387 |
| Down Capture | -1% | -25% | -14% | 26% | 44% | 87% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 5 | 16 | 25 | 50 | 116 | 358 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of UHT With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| UHT | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 13.8% | 2.7% | 17.8% | 72.1% | 8.6% | 4.4% | -8.3% |
| Annualized Volatility | 22.8% | 16.8% | 19.4% | 19.3% | 15.2% | 17.0% | 35.0% |
| Sharpe Ratio | 0.49 | -0.01 | 0.72 | 2.70 | 0.34 | 0.09 | -0.08 |
| Correlation With Other Assets | 60.0% | 24.9% | 2.6% | 5.1% | 62.8% | 2.5% | |
ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Comparison of UHT With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| UHT | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -5.8% | 5.3% | 14.7% | 18.7% | 11.5% | 4.6% | 30.8% |
| Annualized Volatility | 25.9% | 19.1% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | -0.23 | 0.19 | 0.70 | 0.97 | 0.50 | 0.16 | 0.57 |
| Correlation With Other Assets | 57.7% | 36.0% | 12.0% | 11.9% | 61.8% | 15.3% | |
ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of UHT With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| UHT | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 2.5% | 6.3% | 14.8% | 15.3% | 7.0% | 5.3% | 69.2% |
| Annualized Volatility | 33.6% | 20.6% | 18.0% | 14.7% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.16 | 0.27 | 0.71 | 0.86 | 0.32 | 0.22 | 0.90 |
| Correlation With Other Assets | 67.7% | 51.4% | 6.7% | 19.7% | 73.3% | 12.3% | |
ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/27/2025 | 2.1% | 4.9% | 12.5% |
| 7/28/2025 | -1.9% | -4.2% | -1.3% |
| 2/26/2025 | 0.8% | 4.0% | 3.4% |
| 10/24/2024 | -2.2% | -4.1% | -1.5% |
| 7/24/2024 | 3.2% | 2.1% | 3.5% |
| 2/27/2024 | -2.9% | -7.8% | -10.9% |
| 10/25/2023 | -0.4% | 0.7% | 1.8% |
| 7/25/2023 | -1.6% | -1.5% | -3.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 7 | 10 | 10 |
| # Negative | 11 | 8 | 8 |
| Median Positive | 0.8% | 3.0% | 3.9% |
| Median Negative | -1.9% | -4.2% | -3.3% |
| Max Positive | 3.2% | 6.3% | 13.2% |
| Max Negative | -6.7% | -7.8% | -17.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 11072025 | 10-Q 9/30/2025 |
| 6302025 | 8082025 | 10-Q 6/30/2025 |
| 3312025 | 5082025 | 10-Q 3/31/2025 |
| 12312024 | 2262025 | 10-K 12/31/2024 |
| 9302024 | 11082024 | 10-Q 9/30/2024 |
| 6302024 | 8082024 | 10-Q 6/30/2024 |
| 3312024 | 5082024 | 10-Q 3/31/2024 |
| 12312023 | 2272024 | 10-K 12/31/2023 |
| 9302023 | 11082023 | 10-Q 9/30/2023 |
| 6302023 | 8082023 | 10-Q 6/30/2023 |
| 3312023 | 5092023 | 10-Q 3/31/2023 |
| 12312022 | 2272023 | 10-K 12/31/2022 |
| 9302022 | 11082022 | 10-Q 9/30/2022 |
| 6302022 | 8082022 | 10-Q 6/30/2022 |
| 3312022 | 5062022 | 10-Q 3/31/2022 |
| 12312021 | 2242022 | 10-K 12/31/2021 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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