CTRE vs UMBF
Comparison between CareTrust REIT Inc (CTRE, Company) and UMB Financial Corp (UMBF, Company).
CTRE is from the Real Estate sector, while UMBF is from the Financial Services sector.
5-Year PerformanceCTRE has outperformed UMBF, delivering a return of +18.8% compared to +6.8%
CTRE vs UMBF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CTRE vs UMBF - Historical Returns
Returns include dividend reinvestment.
CTRE vs UMBF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CTRE | UMBF |
|---|---|---|
| 2026 | +16.76% | +9.64% |
| 2025 | +42.11% | +4.43% |
| 2024 | +26.40% | +36.78% |
| 2023 | +26.17% | +3.42% |
| 2022 | -14.82% | -20.94% |
| 2021 | +11.71% | +56.84% |
| 2020 | +16.14% | +2.31% |
| 2019 | +19.96% | +12.96% |
| 2018 | +14.63% | -14.08% |
| 2017 | +14.34% | -4.73% |
| 2016 | +50.29% | +72.72% |
| 2015 | -3.79% | -15.46% |
| 2014 | +5.55% | -8.37% |
| 2013 | N/A | +45.29% |
| 2012 | N/A | +16.28% |
| 2011 | N/A | -10.95% |
| 2010 | N/A | +7.25% |
| 2009 | N/A | -18.23% |
| 2008 | N/A | +33.58% |
| 2007 | N/A | +5.13% |
| 2006 | N/A | +13.65% |
| 2005 | N/A | +15.86% |
| 2004 | N/A | +20.02% |
| 2003 | N/A | +25.51% |
| 2002 | N/A | -4.66% |
| 2001 | N/A | +17.31% |
| 2000 | N/A | +4.09% |
| 1999 | N/A | -9.66% |
CTRE vs UMBF Drawdown Comparison
The maximum drawdown for CTRE was -67.44%, occurring on Mar 18, 2020. Recovery took 428 trading sessions.
The maximum drawdown for UMBF was -52.70%, occurring on Oct 3, 2011. Recovery took 1303 trading sessions.
The current CTRE drawdown is -1.15%. The current UMBF drawdown is -5.02%.
| Rank | CTRE | UMBF |
|---|---|---|
| #1 | -67.44% May 21, 2019 - Feb 1, 2021 | -52.70% Sep 19, 2008 - Nov 21, 2013 |
| #2 | -37.82% Jun 2, 2014 - Feb 3, 2015 | -50.23% Jan 14, 2022 - Sep 19, 2024 |
| #3 | -32.71% Nov 7, 2017 - Nov 6, 2018 | -45.00% Jun 8, 2018 - Jan 7, 2021 |
| #4 | -30.99% Jul 21, 2021 - Oct 11, 2023 | -37.76% Jan 22, 2014 - Nov 9, 2016 |
| #5 | -30.86% Feb 3, 2015 - Jun 8, 2016 | -31.80% Nov 25, 2024 - Jan 21, 2026 |
| #6 | -23.20% Oct 30, 2024 - Jul 31, 2025 | -29.26% Nov 3, 1999 - Jun 28, 2001 |
| #7 | -15.91% Sep 7, 2016 - Jan 4, 2017 | -27.59% May 15, 2002 - Sep 16, 2003 |
| #8 | -12.25% Feb 26, 2026 - May 8, 2026 | -22.52% Sep 19, 2007 - Apr 24, 2008 |
| #9 | -11.69% Dec 14, 2018 - Jan 15, 2019 | -21.27% Mar 1, 2017 - Jun 7, 2018 |
| #10 | -10.63% Dec 13, 2023 - Feb 12, 2024 | -18.57% Feb 6, 2026 - May 6, 2026 |
| #11 | -9.40% Apr 26, 2021 - Jul 21, 2021 | -16.25% Aug 21, 2001 - Apr 1, 2002 |
| #12 | -7.63% Jun 23, 2017 - Sep 8, 2017 | -16.10% Jun 20, 2008 - Jul 22, 2008 |
| #13 | -7.30% Oct 3, 2025 - Oct 27, 2025 | -14.40% May 14, 2021 - Oct 1, 2021 |
| #14 | -7.27% Apr 27, 2017 - May 16, 2017 | -12.75% Aug 11, 2008 - Sep 18, 2008 |
| #15 | -6.16% Feb 4, 2021 - Mar 12, 2021 | -10.65% Dec 9, 2016 - Feb 21, 2017 |
Correlation
Correlation between CTRE and UMBF is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
CTRE vs UMBF dividend yield comparison.
| Year | CTRE | UMBF |
|---|---|---|
| 2026 | 0.93% | 0.34% |
| 2025 | 3.71% | 1.42% |
| 2024 | 4.29% | 1.39% |
| 2023 | 5.00% | 1.83% |
| 2022 | 5.92% | 1.78% |
| 2021 | 4.64% | 1.30% |
| 2020 | 4.51% | 1.81% |
| 2019 | 4.36% | 1.76% |
| 2018 | 4.44% | 1.92% |
| 2017 | 4.42% | 1.45% |
| 2016 | 4.44% | 1.28% |
| 2015 | 5.84% | 2.04% |
| 2014 | 48.73% | 1.60% |
| 2013 | 0.00% | 1.35% |
| 2012 | 0.00% | 1.89% |
| 2011 | 0.00% | 2.12% |
| 2010 | 0.00% | 1.81% |
| 2009 | 0.00% | 1.80% |
| 2008 | 0.00% | 1.67% |
| 2007 | 0.00% | 1.49% |
| 2006 | 0.00% | 1.41% |
| 2005 | 0.00% | 1.42% |
| 2004 | 0.00% | 1.50% |
| 2003 | 0.00% | 1.70% |
| 2002 | 0.00% | 2.09% |
| 2001 | 0.00% | 1.45% |
| 2000 | 0.00% | 2.14% |
| 1999 | 0.00% | 0.50% |
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