Performance analysis of Universal Health Realty Income Trust (UHT)
Annual Return
Over the past 3 years, UHT has had an average annual return of +3.49%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, UHT has had an average annual return of -4.51%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, UHT has had an average annual return of +2.06%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, UHT has had an average annual return of +10.46%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.44% | +13.38% | -7.35% | -3.54% | -15.15% | -3.27% | -43.08% | +97.05% | -14.90% | +18.80% | +37.21% | +9.50% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +27.17% | -16.41% | +37.42% | +13.80% | +22.38% | +5.07% | -0.33% | -2.89% | +32.53% | +4.21% | +15.78% | +25.39% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +22.74% | +31.36% | +56.26% | -9.77% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.33% | +9.79% | -5.52% | +0.57% | +1.84% | -2.05% | +5.44% | ||||||
| 2025 | +4.92% | +2.25% | +4.47% | -6.71% | +3.93% | +2.47% | -2.95% | +4.64% | -1.67% | -2.43% | +6.36% | -1.73% | +13.38% |
| 2024 | -7.95% | -2.59% | -3.40% | -1.85% | +4.30% | +6.15% | +9.22% | +5.03% | +3.52% | -13.53% | +6.65% | -10.12% | -7.35% |
| 2023 | +14.83% | -3.27% | -7.92% | -9.58% | +0.41% | +10.55% | +0.31% | -2.30% | -11.86% | -4.92% | +3.72% | +10.30% | -3.54% |
| 2022 | -1.97% | -2.04% | +3.45% | -14.01% | +6.93% | +0.57% | +1.30% | -5.58% | -13.82% | +12.64% | +7.85% | -7.75% | -15.15% |
| 2021 | -7.14% | +3.80% | +10.49% | -1.22% | +3.36% | -10.16% | -2.92% | -0.87% | -5.52% | +3.08% | -2.28% | +8.13% | -3.27% |
| 2020 | +5.10% | -12.67% | -5.40% | +6.10% | -12.69% | -14.24% | -12.47% | -4.11% | -13.68% | -6.18% | +13.02% | +7.41% | -43.08% |
| 2019 | +13.61% | +6.81% | +2.60% | +7.01% | +1.17% | +4.43% | +8.51% | +4.92% | +7.06% | +15.98% | -0.02% | -0.95% | +97.05% |
| 2018 | -11.40% | -16.81% | +9.82% | -0.28% | +3.74% | +3.96% | +5.20% | +13.28% | -1.55% | -13.86% | +9.53% | -11.68% | -14.90% |
| 2017 | -5.29% | +3.32% | +1.58% | +8.14% | +2.85% | +11.83% | -2.59% | -2.28% | +0.60% | -3.02% | +2.25% | +1.20% | +18.80% |
Drawdown analysis of Universal Health Realty Income Trust (UHT)
The maximum drawdown for the UHT was -69.01%, occurring on Apr 17, 2024. This drawdown has not yet recovered.
The current UHT drawdown is -55.07%.
Since Nov 1, 1999 UHT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 9 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.01% | Feb 13, 2020 | 1050 | Apr 17, 2024 | Ongoing | Ongoing | Ongoing |
| -40.55% | Sep 18, 2008 | 45 | Nov 20, 2008 | 325 | Mar 10, 2010 | 370 |
| -33.64% | Apr 12, 2013 | 89 | Aug 19, 2013 | 359 | Jan 22, 2015 | 448 |
| -33.12% | Jul 19, 2017 | 154 | Feb 28, 2018 | 277 | Apr 5, 2019 | 431 |
| -28.18% | Feb 7, 2007 | 123 | Aug 3, 2007 | 282 | Sep 16, 2008 | 405 |
| -27.00% | Apr 1, 2004 | 25 | May 7, 2004 | 132 | Nov 15, 2004 | 157 |
| -23.77% | Jul 25, 2011 | 49 | Oct 3, 2011 | 186 | Jun 28, 2012 | 235 |
| -22.55% | Jul 11, 2005 | 218 | May 22, 2006 | 102 | Oct 16, 2006 | 320 |
| -22.40% | Mar 24, 2015 | 116 | Sep 8, 2015 | 132 | Mar 17, 2016 | 248 |
| -17.81% | Dec 13, 2004 | 75 | Apr 1, 2005 | 22 | May 3, 2005 | 97 |
| -16.25% | May 15, 2001 | 22 | Jun 15, 2001 | 58 | Sep 7, 2001 | 80 |
| -15.30% | Mar 24, 2010 | 51 | Jun 7, 2010 | 84 | Oct 5, 2010 | 135 |
| -15.09% | Jul 19, 2002 | 3 | Jul 24, 2002 | 166 | Mar 21, 2003 | 169 |
| -13.88% | Sep 28, 2016 | 36 | Nov 17, 2016 | 14 | Dec 8, 2016 | 50 |
| -12.40% | Jan 10, 2000 | 39 | Mar 7, 2000 | 18 | Mar 31, 2000 | 57 |
| -12.04% | Nov 17, 1999 | 29 | Dec 30, 1999 | 7 | Jan 10, 2000 | 36 |
| -11.97% | Jul 5, 2000 | 17 | Jul 28, 2000 | 105 | Dec 27, 2000 | 122 |
| -9.99% | Oct 15, 2001 | 58 | Jan 8, 2002 | 66 | Apr 15, 2002 | 124 |
| -9.78% | Jun 20, 2019 | 4 | Jun 26, 2019 | 9 | Jul 10, 2019 | 13 |
| -9.71% | Jan 4, 2017 | 44 | Mar 9, 2017 | 20 | Apr 6, 2017 | 64 |
| -9.65% | May 9, 2016 | 10 | May 23, 2016 | 29 | Jul 5, 2016 | 39 |
| -9.46% | Jan 29, 2015 | 25 | Mar 6, 2015 | 9 | Mar 19, 2015 | 34 |
| -9.28% | Sep 7, 2016 | 4 | Sep 13, 2016 | 8 | Sep 23, 2016 | 12 |
| -8.75% | Apr 28, 2011 | 40 | Jun 24, 2011 | 20 | Jul 25, 2011 | 60 |
| -8.67% | Nov 5, 2010 | 16 | Nov 30, 2010 | 56 | Feb 18, 2011 | 72 |