American Healthcare REIT, Inc.

10-Year Study

AHR.US · Real Estate · US · Common Stock

Executive Summary: American Healthcare REIT, Inc. has compounded at 90.0% annually over the last 10 years, with a maximum drawdown of 9.7% and an annualized volatility of 140.8%.

1Y CAGR
+52.7%
3Y CAGR
+90.0%
5Y CAGR
+90.0%
10Y CAGR
+90.0%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
9.7%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
2.97
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
7.24
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
31.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +70.0%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · 7.5%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
100%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-0.311.4-9.77.3————————7.5%
2025-0.55.32.66.58.25.95.210.7-1.27.912.0-6.870.0%
2024——9.8-6.96.81.49.131.325.91.912.1-3.8119.2%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 140.8%. The dominant macroeconomic risk driver is SHV.US, accounting for 84.2% of variance. Idiosyncratic stock-specific factors contribute 0.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2024-02-0110000
2024-03-0110979.477390278098
2024-04-0110220.196275673063
2024-05-0110912.468020055288
2024-06-0111060.664866020865
2024-07-0112067.62718711139
2024-08-0115845.339838892365
2024-09-0119955.723122985164
2024-10-0120337.97752097013
2024-11-0122792.29471449731
2024-12-0121922.994669349155
2025-01-0121822.71823589516
2025-02-0122979.778377993047
2025-03-0123566.862836730004
2025-04-0125106.811035160117
2025-05-0127175.70553896603
2025-06-0128775.21762203864
2025-07-0130263.28504328679
2025-08-0133513.63553556012
2025-09-0133100.727915026415
2025-10-0135708.78646505771
2025-11-0140010.851399196836
2025-12-0137274.95227760573
2026-01-0137156.14133749436
2026-02-0141377.89007611821
2026-03-0137354.1595710133
2026-04-0140063.04900555243
Annual Return Matrix
YearAnnual Return
20250.7002673603584075
20260.07479813004674885
Total Factor Risk
1.4084850307537042
VTI.US Exposure
0.060942092007360275
VEA.US Exposure
0.009356084610920122
VWO.US Exposure
-0.00016336234753768286
QQQ.US Exposure
-0.004284025402883065
VTV.US Exposure
-0.007864304237536614
IJR.US Exposure
-0.0032296858257464273
QUAL.US Exposure
-0.007991973561241376
SHV.US Exposure
0.8416439856216421
TLT.US Exposure
-0.0015604404767929616
LQD.US Exposure
0.004762038618590813
HYG.US Exposure
0.02600311820634948
GLD.US Exposure
-0.0002650712898543581
USO.US Exposure
0.00021709776628880644
VNQ.US Exposure
0.02197254768715503
BTC-USD.CC Exposure
-0.0016843123688400482
CPER.US Exposure
-0.0008180101772755956
VIX.INDX Exposure
0.0006625852646845826
UUP.US Exposure
-0.0007140332650182819
TIP.US Exposure
0.05475634466398483
Idiosyncratic Exposure
0.008259324505750426
Value Score
4.2
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
25.2
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
140.8%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →114.5x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →2.10%
Market Cap$9.0B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$198
Avg Yield on Cost
1.98%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$198.021.98%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+0.4%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+11.7%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
4.9% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.18
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is American Healthcare REIT, Inc. a high-risk investment?

American Healthcare REIT, Inc. (AHR.US) has an annualized volatility of 140.8% and experienced a maximum drawdown of 9.7% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of AHR.US?

Over the past 10 years, AHR.US has generated a Compound Annual Growth Rate (CAGR) of 90.0%. It has had a positive return in 100% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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