HR vs MORN
Comparison between Healthcare Realty Trust Inc (HR, Company) and Morningstar Inc (MORN, Company).
HR is from the Real Estate sector, while MORN is from the Financial Services sector.
5-Year PerformanceHR has outperformed MORN, delivering a return of +1.7% compared to -5.6%
HR vs MORN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HR vs MORN - Historical Returns
Returns include dividend reinvestment.
HR vs MORN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HR | MORN |
|---|---|---|
| 2026 | +24.04% | -17.48% |
| 2025 | +10.01% | -34.19% |
| 2024 | +5.61% | +21.97% |
| 2023 | -5.95% | +32.17% |
| 2022 | -23.46% | -35.18% |
| 2021 | +18.37% | +48.27% |
| 2020 | -2.76% | +54.23% |
| 2019 | +29.96% | +40.51% |
| 2018 | -7.28% | +14.36% |
| 2017 | +10.63% | +32.26% |
| 2016 | +12.91% | -6.83% |
| 2015 | +6.98% | +24.65% |
| 2014 | +35.27% | -16.52% |
| 2013 | -8.19% | +23.36% |
| 2012 | +32.78% | +6.51% |
| 2011 | -8.83% | +11.00% |
| 2010 | +3.93% | +9.95% |
| 2009 | +6.42% | +30.79% |
| 2008 | -0.69% | -53.19% |
| 2007 | -22.23% | +72.97% |
| 2006 | +27.55% | +30.96% |
| 2005 | -10.35% | +72.77% |
| 2004 | +23.20% | N/A |
| 2003 | +32.76% | N/A |
| 2002 | +13.01% | N/A |
| 2001 | +42.74% | N/A |
| 2000 | +50.85% | N/A |
| 1999 | -17.29% | N/A |
HR vs MORN Drawdown Comparison
The maximum drawdown for HR was -61.46%, occurring on Mar 6, 2009. Recovery took 1510 trading sessions.
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The current HR drawdown is -2.81%. The current MORN drawdown is -51.17%.
| Rank | HR | MORN |
|---|---|---|
| #1 | -61.46% Feb 20, 2007 - Feb 19, 2013 | -67.92% Dec 11, 2007 - Oct 25, 2013 |
| #2 | -47.04% Aug 15, 2022 - Mar 14, 2024 | -56.69% Dec 12, 2024 - Feb 12, 2026 |
| #3 | -34.81% Mar 6, 2020 - Oct 20, 2021 | -49.91% Dec 27, 2021 - Oct 14, 2024 |
| #4 | -28.79% May 17, 2013 - Jan 6, 2015 | -35.42% Feb 19, 2020 - Jul 30, 2020 |
| #5 | -26.00% Jan 27, 2015 - Jan 22, 2016 | -28.34% May 19, 2006 - Nov 20, 2006 |
| #6 | -24.38% Jun 26, 2017 - Jun 19, 2019 | -26.97% Nov 22, 2013 - Jul 24, 2015 |
| #7 | -23.35% Aug 1, 2016 - Jun 13, 2017 | -25.71% Aug 31, 2018 - Apr 24, 2019 |
| #8 | -23.28% Apr 2, 2004 - Dec 1, 2004 | -24.04% Aug 11, 2005 - Nov 3, 2005 |
| #9 | -23.25% Nov 2, 1999 - Apr 27, 2000 | -23.03% Apr 1, 2016 - Oct 26, 2017 |
| #10 | -23.03% Oct 28, 2021 - Aug 12, 2022 | -20.92% Nov 11, 2005 - Jan 10, 2006 |
| #11 | -20.83% Aug 26, 2002 - Jun 9, 2003 | -13.66% Apr 23, 2007 - Aug 2, 2007 |
| #12 | -18.47% Aug 3, 2005 - Sep 20, 2006 | -12.90% Apr 29, 2021 - Aug 4, 2021 |
| #13 | -16.70% Sep 28, 2000 - Dec 28, 2000 | -12.53% Aug 5, 2015 - Mar 28, 2016 |
| #14 | -14.58% Aug 15, 2019 - Aug 19, 2019 | -11.85% Feb 16, 2021 - Apr 26, 2021 |
| #15 | -14.50% Dec 6, 2004 - Jul 12, 2005 | -11.46% Aug 8, 2007 - Oct 2, 2007 |
Correlation
Correlation between HR and MORN is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
HR vs MORN dividend yield comparison.
| Year | HR | MORN |
|---|---|---|
| 2026 | 2.34% | 0.58% |
| 2025 | 6.49% | 0.84% |
| 2024 | 7.32% | 0.48% |
| 2023 | 7.20% | 0.52% |
| 2022 | 34.01% | 0.66% |
| 2021 | 7.89% | 0.28% |
| 2020 | 7.26% | 0.65% |
| 2019 | 7.34% | 0.74% |
| 2018 | 4.22% | 0.91% |
| 2017 | 3.74% | 0.95% |
| 2016 | 3.96% | 1.20% |
| 2015 | 4.24% | 0.95% |
| 2014 | 4.39% | 1.05% |
| 2013 | 5.63% | 0.48% |
| 2012 | 5.00% | 0.84% |
| 2011 | 6.46% | 0.25% |
| 2010 | 5.67% | 0.09% |
| 2009 | 7.18% | 0.00% |
| 2008 | 6.56% | 0.00% |
| 2007 | 26.94% | 0.00% |
| 2006 | 6.68% | 0.00% |
| 2005 | 7.89% | 0.00% |
| 2004 | 6.27% | 0.00% |
| 2003 | 6.91% | 0.00% |
| 2002 | 8.17% | 0.00% |
| 2001 | 8.25% | 0.00% |
| 2000 | 10.49% | 0.00% |
| 1999 | 3.49% | 0.00% |
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