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Welltower Inc.

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

WELLPrice Chart


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WELLPerformance

The chart shows the growth of $10,000 invested in WELL on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $29,734 for a total return of roughly 197.34%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%20122014201620182020
197.34%
259.57%
S&P 500

WELLReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.26%
YTD15.80%
6M34.37%
1Y37.19%
5Y6.45%
10Y8.93%

WELLMonthly Returns Heatmap


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

The chart below displays rolling 12-month Sharpe Ratio.


-2.00-1.000.001.002.003.004.0020122014201620182020
1.89

WELLDividends

Welltower Inc. granted a 3.29% dividend yield in the last twelve months, as of Apr 7, 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
3.29%4.18%4.26%5.01%5.46%5.14%4.85%4.20%5.71%4.83%5.20%5.75%

WELLDrawdowns Chart


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
-14.28%

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 {{portfolioName}} is 63.33%, recorded on Mar 18, 2020. The portfolio has not recovered from it yet.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-63.33%Sep 5, 2019135Mar 18, 2020
-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 29.73%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%200.00%250.00%20122014201620182020
29.73%

Portfolios with Welltower Inc.


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