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Welltower Inc. (WELL)

Equity · Currency in USD · Last updated Aug 11, 2022

Company Info

ISINUS95040Q1040
CUSIP95040Q104
SectorReal Estate
IndustryREIT—Healthcare Facilities

Trading Data

Previous Close$83.31
Year Range$77.45 - $97.63
EMA (50)$83.68
EMA (200)$84.63
Average Volume$2.34M
Market Capitalization$37.52B

WELLShare Price Chart


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WELLPerformance

The chart shows the growth of $10,000 invested in Welltower Inc. in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $34,654 for a total return of roughly 246.54%. All prices are adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%MarchAprilMayJuneJulyAugust
6.06%
-4.35%
WELL (Welltower Inc.)
Benchmark (^GSPC)

WELLReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M1.46%7.97%
6M5.64%-6.88%
YTD-1.48%-11.66%
1Y0.19%-5.01%
5Y7.74%11.56%
10Y8.17%11.62%

WELLMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20221.00%-3.15%15.43%-5.54%-1.21%-7.57%4.85%-3.51%
2021-6.22%13.06%5.49%4.75%0.47%11.14%4.52%1.50%-5.86%-2.43%-0.26%7.72%
20203.83%-11.00%-38.81%11.90%0.41%2.13%3.50%8.56%-4.22%-2.40%18.43%2.60%
201911.64%-2.99%4.43%-3.96%10.21%0.38%1.95%8.83%1.22%0.04%-5.76%-3.30%
2018-5.96%-11.06%3.68%-1.82%9.57%8.74%-0.14%8.03%-3.58%2.72%10.87%-4.04%
2017-0.94%7.56%0.63%0.88%2.82%3.18%-1.95%0.97%-4.02%-4.72%2.05%-5.47%
2016-8.54%3.91%8.72%0.12%0.44%10.54%4.15%-2.17%-2.58%-8.35%-7.18%6.61%
20158.30%-4.95%0.32%-6.90%-1.30%-6.59%5.70%-7.56%6.90%-4.21%-1.34%7.66%
20148.12%2.85%1.46%5.86%1.49%-0.89%1.53%7.54%-7.71%14.01%4.75%2.73%
20132.53%3.33%5.88%10.40%-8.33%-1.47%-3.79%-3.57%1.53%3.96%-12.61%-4.32%
20124.91%-3.60%0.96%3.16%-0.87%5.10%6.74%-4.96%-1.20%2.93%0.34%4.08%
20113.02%7.91%0.42%2.54%0.28%-1.43%0.67%-1.97%-8.16%12.59%-3.48%8.69%
2010-2.36%0.10%6.77%-0.66%-2.60%-2.23%7.57%2.91%3.07%7.94%-8.17%2.94%

WELLSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Welltower Inc. Sharpe ratio is 0.03. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-0.500.000.501.001.50MarchAprilMayJuneJulyAugust
0.03
-0.25
WELL (Welltower Inc.)
Benchmark (^GSPC)

WELLDividend History

Welltower Inc. granted a 2.93% dividend yield in the last twelve months. The annual payout for that period amounted to $2.44 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$2.44$2.44$2.70$3.48$3.48$3.48$3.44$3.30$3.18$3.06$2.96$2.84$2.74

Dividend yield

2.93%2.89%4.37%4.67%5.74%6.62%6.56%6.51%5.91%8.44%7.48%8.47%9.92%

WELLDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-14.67%
-12.22%
WELL (Welltower Inc.)
Benchmark (^GSPC)

WELLWorst Drawdowns

The table below shows the maximum drawdowns of the Welltower Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Welltower Inc. is 63.33%, recorded on Mar 18, 2020. It took 330 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-63.33%Sep 5, 2019135Mar 18, 2020330Jul 9, 2021465
-32.93%Jun 27, 2017210Apr 26, 2018152Nov 30, 2018362
-32.37%Jan 20, 2015269Feb 11, 2016112Jul 22, 2016381
-31.79%May 22, 2013148Dec 19, 2013237Nov 28, 2014385
-23.27%Jul 25, 201111Aug 8, 201196Dec 22, 2011107
-21.65%Aug 11, 201665Nov 10, 2016150Jun 19, 2017215
-20.67%Mar 30, 202253Jun 14, 2022
-13.3%Nov 5, 201028Dec 15, 201049Feb 25, 201177
-12.25%Mar 25, 201040May 20, 201045Jul 26, 201085
-11.08%Dec 7, 201812Dec 24, 201821Jan 25, 201933

WELLVolatility Chart

Current Welltower Inc. volatility is 22.21%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%MarchAprilMayJuneJulyAugust
22.21%
16.23%
WELL (Welltower Inc.)
Benchmark (^GSPC)