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