Welltower Inc. (WELL)

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Welltower Inc. (WELL) is up 14.7% since the beginning of the year. At $211 per share, WELL is trading 4.6% below its 52-week high of $222. Investors who bought $1,000 worth of WELL shares 5 years ago would now be looking at an investment worth $2,865.

Welltower Inc. (WELL) has returned 14.72% so far this year and 41.96% over the past 12 months. Looking at the last ten years, WELL has achieved an annualized return of 15.42%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Jan 2, 2001, WELL's average daily return is +0.08%, while the average monthly return is +1.53%. At this rate, an investment would double in approximately 3.8 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +18.4%, while the worst month was Mar 2020 at -38.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, WELL closed higher 54% of trading days. The best single day was Mar 19, 2020 with a return of +23.2%, while the worst single day was Mar 16, 2020 at -24.4%.

Welltower Inc. has an annualized alpha of 13.48%, beta of 0.83, and R2 of 0.29 versus S&P 500 Index. Calculated based on daily prices since January 02, 2001.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (97.67%) than losses (53.02%) - typical of diversified or defensive assets.
• R2 of 0.29 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WELL ranks 85 for risk / return — in the top 85% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Welltower Inc. provided a 1.40% dividend yield over the last twelve months, with an annual payout of $2.96 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Welltower Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Welltower Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Welltower Inc. was 63.33%, occurring on Mar 18, 2020. Recovery took 330 trading sessions.

The current Welltower Inc. drawdown is 3.95%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Welltower Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Welltower Inc. is priced in the market compared to other companies in the REIT - Healthcare Facilities industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.