Universal Health Realty Income Trust (UHT) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$8,046
Total Return
-19.54%
CAGR
-4.25%
Dividends
$2,343.37
Yield on Cost
23.43%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.14% |
| Median | +0.00% |
| Best | +19.51% |
| Worst | -20.27% |
| % of Windows Positive | 50.0% |
1-Year (252 Trading Days)
| Average | -4.16% |
| Median | -5.88% |
| Best | +26.71% |
| Worst | -28.97% |
| % of Windows Positive | 33.9% |
3-Year (756 Trading Days)
| Average | -14.36% |
| Median | -12.96% |
| Best | +10.20% |
| Worst | -47.10% |
| % of Windows Positive | 6.8% |
Risk Metrics
| Maximum Drawdown | -49.46% |
| Average Drawdown | -29.28% |
| Drawdown Duration | 1217 Trading Days (Unrecovered) |
| Sortino Ratio | -0.08 |
| Calmar Ratio | -0.09 |
| CVaR (5%) | -3.49% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +11.55% (+46.82% ann.) | +$1155.48 | $190.00 | $38.00 | $0.30 |
| 2025 | +11.73% | +$1173.33 | $813.12 | $162.62 | $1.30 |
| 2024 | -8.72% | $871.54 | $690.96 | $138.19 | $1.11 |
| 2023 | -4.74% | $474.33 | $614.43 | $122.89 | $0.98 |
| 2022 | -16.09% | $1609.09 | $485.28 | $97.06 | $0.78 |
| 2021 | -4.13% | $412.84 | $441.12 | $88.22 | $0.71 |
| 2020 | -43.52% | $4351.73 | $237.93 | $47.59 | $0.38 |
| 2019 | +95.87% | +$9586.72 | $447.71 | $89.54 | $0.72 |
| 2018 | -15.59% | $1558.91 | $361.39 | $72.28 | $0.58 |
| 2017 | +17.93% | +$1792.61 | $407.23 | $81.45 | $0.65 |
| 2016 | +35.97% | +$3597.14 | $527.29 | $105.46 | $0.84 |
| 2015 | +8.36% | +$836.00 | $540.37 | $108.07 | $0.86 |
| 2014 | +25.73% | +$2572.51 | $640.19 | $128.04 | $1.02 |
| 2013 | -17.30% | $1730.16 | $500.45 | $100.09 | $0.80 |
| 2012 | +35.22% | +$3522.45 | $639.48 | $127.90 | $1.02 |
| 2011 | +12.87% | +$1287.37 | $676.49 | $135.30 | $1.08 |
| 2010 | +20.67% | +$2066.73 | $770.22 | $154.04 | $1.23 |
| 2009 | +3.47% | +$347.20 | $740.64 | $148.13 | $1.18 |
| 2008 | -1.73% | $172.95 | $674.09 | $134.82 | $1.08 |
| 2007 | -4.72% | $472.31 | $598.32 | $119.66 | $0.96 |
| 2006 | +31.63% | +$3162.70 | $735.44 | $147.09 | $1.18 |
| 2005 | +2.84% | +$284.03 | $690.90 | $138.18 | $1.11 |
| 2004 | +12.50% | +$1249.61 | $678.07 | $135.61 | $1.08 |
| 2003 | +21.37% | +$2136.98 | $763.29 | $152.66 | $1.22 |
| 2002 | +18.57% | +$1856.84 | $836.20 | $167.24 | $1.34 |
| 2001 | +26.39% | +$2639.28 | $968.85 | $193.77 | $1.55 |
| 2000 | +48.21% | +$4820.84 | $1302.21 | $260.44 | $2.08 |
| 1999 | -19.28% | $1928.20 | $948.61 | $189.72 | $1.52 |
| 1998 | -3.68% | $368.48 | $823.45 | $164.69 | $1.32 |
| 1997 | +13.99% | +$1399.41 | $850.10 | $170.02 | $1.36 |
| 1996 | +23.07% | +$2306.65 | $974.14 | $194.83 | $1.56 |
| 1995 | +18.35% | +$1834.68 | $1057.99 | $211.60 | $1.69 |
| 1994 | +6.56% | +$655.81 | $1031.18 | $206.24 | $1.65 |
| 1993 | +17.79% | +$1779.15 | $1120.57 | $224.11 | $1.79 |
| 1992 | -8.40% | $840.28 | $931.37 | $186.27 | $1.49 |
| 1991 | +78.96% | +$7895.80 | $1460.78 | $292.15 | $2.34 |
| 1990 | -4.84% | $483.55 | $1215.43 | $243.08 | $1.94 |
| 1989 | +16.28% | +$1627.55 | $1271.95 | $254.38 | $2.03 |
| 1988 | +37.49% | +$3749.00 | $1506.56 | $301.33 | $2.41 |
| 1987 | +0.28% | +$27.52 | $1315.47 | $263.10 | $2.11 |
| 1986 partial | -2.33% (-82.07% ann.) | $232.56 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +24.97% | +4.98% | +$2496.68 | $5582.05 | $1116.41 | $8.93 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +97.93% | +30.38% | +$9792.61 | $3867.08 | $773.42 | $6.19 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +106.92% | +15.67% | +$10691.80 | $4974.18 | $994.83 | $7.96 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -29.76% | -22.12% | $2975.64 | $782.83 | $156.57 | $1.25 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +94.46% | +21.78% | +$9446.30 | $3460.79 | $692.16 | $5.54 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +285.90% | +19.54% | +$28590.18 | $5282.20 | $1056.44 | $8.45 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -49.19% | -99.96% | $4919.20 | $54.75 | $10.95 | $0.09 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -24.17% | -35.93% | $2416.78 | $197.03 | $39.41 | $0.32 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -0.20% | -0.19% | $19.71 | $486.46 | $97.29 | $0.78 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -10.04% | -10.62% | $1003.82 | $516.07 | $103.21 | $0.83 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +2.50% | +1.34% | +$249.59 | $1207.58 | $241.52 | $1.93 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +1.59% | +1.01% | +$159.19 | $994.35 | $198.87 | $1.59 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-03-10 | $0.3300 | 2.97% |
| 1987-06-09 | $0.3300 | 3.18% |
| 1987-09-09 | $0.3300 | 3.26% |
| 1987-12-11 | $0.3400 | 3.36% |
| 1988-03-09 | $0.3400 | 3.02% |
| 1988-06-09 | $0.3400 | 2.89% |
| 1988-09-09 | $0.3500 | 2.89% |
| 1988-12-09 | $0.3500 | 2.95% |
| 1989-03-09 | $0.3600 | 2.88% |
| 1989-06-09 | $0.3600 | 2.69% |
| 1989-09-11 | $0.3700 | 2.53% |
| 1989-12-11 | $0.3700 | 2.96% |
| 1990-03-09 | $0.3700 | 2.74% |
| 1990-06-11 | $0.3700 | 3.08% |
| 1990-09-10 | $0.3700 | 3.33% |
| 1990-12-10 | $0.3700 | 3.15% |
| 1991-03-11 | $0.3750 | 2.54% |
| 1991-06-10 | $0.3800 | 2.41% |
| 1991-09-10 | $0.3900 | 2.35% |
| 1991-12-10 | $0.3950 | 2.29% |
| 1992-03-10 | $0.4000 | 2.22% |
| 1992-06-09 | $0.4100 | 2.33% |
| 1992-09-15 | $0.4100 | 2.47% |
| 1992-12-14 | $0.4100 | 2.65% |
| 1993-03-09 | $0.4150 | 2.26% |
| 1993-06-09 | $0.4150 | 2.48% |
| 1993-09-09 | $0.4150 | 2.44% |
| 1993-12-09 | $0.4150 | 2.39% |
| 1994-03-09 | $0.4150 | 2.39% |
| 1994-06-09 | $0.4150 | 2.34% |
| 1994-09-09 | $0.4150 | 2.39% |
| 1994-12-09 | $0.4200 | 2.55% |
| 1995-03-09 | $0.4200 | 2.51% |
| 1995-06-13 | $0.4200 | 2.53% |
| 1995-09-13 | $0.4200 | 2.49% |
| 1995-12-13 | $0.4200 | 2.45% |
| 1996-03-13 | $0.4200 | 2.15% |
| 1996-06-12 | $0.4250 | 2.25% |
| 1996-09-12 | $0.4250 | 2.22% |
| 1996-12-12 | $0.4250 | 2.10% |
| 1997-03-13 | $0.4250 | 1.91% |
| 1997-06-12 | $0.4250 | 2.14% |
| 1997-09-11 | $0.4250 | 2.05% |
| 1997-12-15 | $0.4250 | 1.99% |
| 1998-03-12 | $0.4350 | 1.98% |
| 1998-06-11 | $0.4350 | 2.17% |
| 1998-09-14 | $0.4400 | 2.38% |
| 1998-12-14 | $0.4450 | 2.21% |
| 1999-03-11 | $0.4500 | 2.24% |
| 1999-06-11 | $0.4500 | 2.26% |
| 1999-09-13 | $0.4550 | 2.43% |
| 1999-12-14 | $0.4550 | 2.84% |
| 2000-03-15 | $0.4550 | 3.06% |
| 2000-06-13 | $0.4600 | 2.49% |
| 2000-09-15 | $0.4600 | 2.58% |
| 2000-12-13 | $0.4650 | 2.51% |
| 2001-03-14 | $0.4650 | 2.21% |
| 2001-06-13 | $0.4650 | 2.18% |
| 2001-09-17 | $0.4700 | 1.96% |
| 2001-12-13 | $0.4750 | 1.92% |
| 2002-03-14 | $0.4750 | 1.96% |
| 2002-06-12 | $0.4800 | 1.94% |
| 2002-09-12 | $0.4800 | 1.73% |
| 2002-12-13 | $0.4850 | 1.81% |
| 2003-03-13 | $0.4850 | 1.83% |
| 2003-06-12 | $0.4900 | 1.77% |
| 2003-09-12 | $0.4900 | 1.81% |
| 2003-12-15 | $0.4950 | 1.65% |
| 2004-03-17 | $0.4950 | 1.56% |
| 2004-06-14 | $0.5000 | 1.82% |
| 2004-09-13 | $0.5000 | 1.62% |
| 2004-12-14 | $0.5050 | 1.46% |
| 2005-03-14 | $0.5050 | 1.67% |
| 2005-05-12 | $0.5550 | 1.62% |
| 2005-09-13 | $0.5550 | 1.58% |
| 2005-12-14 | $0.5600 | 1.67% |
| 2006-03-14 | $0.5600 | 1.51% |
| 2006-06-13 | $0.5650 | 1.77% |
| 2006-09-13 | $0.5650 | 1.54% |
| 2006-12-13 | $0.5700 | 1.44% |
| 2007-03-14 | $0.5700 | 1.63% |
| 2007-06-13 | $0.5750 | 1.69% |
| 2007-09-13 | $0.5750 | 1.69% |
| 2007-12-13 | $0.5800 | 1.62% |
| 2008-03-13 | $0.5800 | 1.75% |
| 2008-06-12 | $0.5850 | 1.71% |
| 2008-09-11 | $0.5850 | 1.60% |
| 2008-12-11 | $0.5900 | 1.77% |
| 2009-03-13 | $0.5900 | 2.09% |
| 2009-06-12 | $0.5950 | 1.83% |
| 2009-09-14 | $0.5950 | 1.80% |
| 2009-12-14 | $0.6000 | 1.92% |
| 2010-03-17 | $0.6000 | 1.64% |
| 2010-06-14 | $0.6050 | 1.85% |
| 2010-09-14 | $0.6050 | 1.83% |
| 2010-12-14 | $0.6050 | 1.65% |
| 2011-03-14 | $0.6050 | 1.52% |
| 2011-06-14 | $0.6050 | 1.52% |
| 2011-09-15 | $0.6050 | 1.69% |
| 2011-12-15 | $0.6100 | 1.66% |
| 2012-03-13 | $0.6100 | 1.56% |
| 2012-06-14 | $0.6150 | 1.56% |
| 2012-09-13 | $0.6150 | 1.36% |
| 2012-12-13 | $0.6200 | 1.27% |
| 2013-03-14 | $0.6200 | 1.07% |
| 2013-06-13 | $0.6250 | 1.40% |
| 2013-09-12 | $0.6250 | 1.49% |
| 2013-12-17 | $0.6250 | 1.50% |
| 2014-03-13 | $0.6250 | 1.43% |
| 2014-06-19 | $0.6300 | 1.45% |
| 2014-09-12 | $0.6300 | 1.41% |
| 2014-12-15 | $0.6350 | 1.31% |
| 2015-03-13 | $0.6350 | 1.21% |
| 2015-06-15 | $0.6400 | 1.33% |
| 2015-09-17 | $0.6400 | 1.40% |
| 2015-12-17 | $0.6450 | 1.27% |
| 2016-03-14 | $0.6450 | 1.19% |
| 2016-06-16 | $0.6500 | 1.14% |
| 2016-09-15 | $0.6500 | 1.11% |
| 2016-12-14 | $0.6550 | 1.02% |
| 2017-03-16 | $0.6550 | 1.07% |
| 2017-06-15 | $0.6600 | 0.86% |
| 2017-09-15 | $0.6600 | 0.89% |
| 2017-12-15 | $0.6650 | 0.87% |
| 2018-03-23 | $0.6650 | 1.12% |
| 2018-06-22 | $0.6700 | 1.00% |
| 2018-09-14 | $0.6700 | 0.88% |
| 2018-12-18 | $0.6750 | 1.06% |
| 2019-03-18 | $0.6750 | 0.91% |
| 2019-06-21 | $0.6800 | 0.74% |
| 2019-09-13 | $0.6800 | 0.69% |
| 2019-12-17 | $0.6850 | 0.59% |
| 2020-03-16 | $0.6850 | 0.81% |
| 2020-06-15 | $0.6900 | 0.76% |
| 2020-09-15 | $0.6900 | 1.03% |
| 2020-12-16 | $0.6950 | 0.97% |
| 2021-03-16 | $0.6950 | 0.93% |
| 2021-06-15 | $0.7000 | 0.99% |
| 2021-09-17 | $0.7000 | 1.22% |
| 2021-12-14 | $0.7050 | 1.19% |
| 2022-03-18 | $0.7050 | 1.19% |
| 2022-06-16 | $0.7100 | 1.37% |
| 2022-09-16 | $0.7100 | 1.46% |
| 2022-12-15 | $0.7150 | 1.39% |
| 2023-03-17 | $0.7150 | 1.44% |
| 2023-06-16 | $0.7200 | 1.46% |
| 2023-09-18 | $0.7200 | 1.60% |
| 2023-12-18 | $0.7250 | 1.61% |
| 2024-03-15 | $0.7250 | 1.95% |
| 2024-06-17 | $0.7300 | 1.89% |
| 2024-09-16 | $0.7300 | 1.57% |
| 2024-12-16 | $0.7350 | 1.83% |
| 2025-03-24 | $0.7350 | 1.80% |
| 2025-06-23 | $0.7400 | 1.78% |
| 2025-09-22 | $0.7400 | 1.79% |
| 2025-12-22 | $0.7450 | 1.80% |
| 2026-03-23 | $0.7450 | 1.84% |
| Total | 157 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-15 | $101.30 | $20.26 | $0.16 | 1.1681 |
| 2021-09-17 | $102.12 | $20.42 | $0.16 | 1.4492 |
| 2021-12-14 | $103.87 | $20.77 | $0.17 | 1.4380 |
| 2022-03-18 | $104.89 | $20.98 | $0.17 | 1.4448 |
| 2022-06-16 | $106.65 | $21.33 | $0.17 | 1.7265 |
| 2022-09-16 | $107.88 | $21.58 | $0.17 | 1.8125 |
| 2022-12-15 | $109.94 | $21.99 | $0.18 | 1.7822 |
| 2023-03-17 | $111.21 | $22.24 | $0.18 | 1.8338 |
| 2023-06-16 | $113.31 | $22.66 | $0.18 | 1.8664 |
| 2023-09-18 | $114.65 | $22.93 | $0.18 | 2.1000 |
| 2023-12-18 | $116.97 | $23.39 | $0.19 | 2.1693 |
| 2024-03-15 | $118.54 | $23.71 | $0.19 | 2.6781 |
| 2024-06-17 | $121.32 | $24.26 | $0.19 | 2.5442 |
| 2024-09-16 | $123.17 | $24.63 | $0.20 | 2.1472 |
| 2024-12-16 | $125.60 | $25.12 | $0.20 | 2.6079 |
| 2025-03-24 | $127.51 | $25.50 | $0.20 | 2.5187 |
| 2025-06-23 | $130.24 | $26.05 | $0.21 | 2.5363 |
| 2025-09-22 | $132.12 | $26.42 | $0.21 | 2.7006 |
| 2025-12-22 | $135.03 | $27.01 | $0.22 | 2.7127 |
| 2026-03-23 | $137.05 | $27.41 | $0.22 | 2.6910 |
| Total | $2343.37 | $468.67 | $3.75 | 41.9278 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.