PortfoliosLab logo

Welltower Inc.

WELL
Equity · Currency in USD
Sector
Real Estate
Industry
REIT—Healthcare Facilities
ISIN
US95040Q1040
CUSIP
95040Q104

WELLPrice Chart


Chart placeholderClick Calculate to get results

WELLPerformance

The chart shows the growth of $10,000 invested in Welltower Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $32,997 for a total return of roughly 229.97%. All prices are adjusted for splits and dividends.


WELL (Welltower Inc.)
Benchmark (S&P 500)

WELLReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-5.70%
6M8.82%
YTD28.51%
1Y56.33%
5Y7.80%
10Y9.94%

WELLMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

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 1.48. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


WELL (Welltower Inc.)
Benchmark (S&P 500)

WELLDividends

Welltower Inc. granted a 3.01% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $2.44 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$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

3.01%4.18%4.26%5.01%5.46%5.14%4.85%4.20%5.71%4.83%5.20%5.75%

WELLDrawdowns Chart

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


WELL (Welltower Inc.)
Benchmark (S&P 500)

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
-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
-9.95%Jan 20, 201014Feb 8, 201023Mar 12, 201037

WELLVolatility Chart

Current Welltower Inc. volatility is 19.29%. 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.


WELL (Welltower Inc.)
Benchmark (S&P 500)

Portfolios with Welltower Inc.


Loading data...

More Tools for Welltower Inc.