BOTJ vs. WELL
BOTJ (Bank of the James Financial Group, Inc.) and WELL (Welltower Inc.) are both stocks. BOTJ operates in Banks - Regional (Financial Services), while WELL operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, BOTJ returned 11.09%/yr vs 15.79%/yr for WELL. Their 0.03 correlation means their historical movements had little consistent relationship.
Performance
BOTJ vs. WELL - Performance Comparison
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Returns By Period
In the year-to-date period, BOTJ achieves a 46.88% return, which is significantly higher than WELL's 27.19% return. Over the past 10 years, BOTJ has underperformed WELL with an annualized return of 11.09%, while WELL has yielded a comparatively higher 15.79% annualized return.
BOTJ
- 1D
- -2.06%
- 1M
- 5.54%
- 6M
- 44.39%
- YTD
- 46.88%
- 1Y
- 101.69%
- 3Y*
- 39.79%
- 5Y*
- 14.06%
- 10Y*
- 11.09%
- ALL TIME*
- 8.81%
WELL
- 1D
- -0.51%
- 1M
- -0.69%
- 6M
- 25.33%
- YTD
- 27.19%
- 1Y
- 43.19%
- 3Y*
- 43.40%
- 5Y*
- 25.01%
- 10Y*
- 15.79%
- ALL TIME*
- 17.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $696.17K | $688.25K | $558.52K | |
WELL Welltower Inc. | $732.91M | $699.76M | $765.75M |
BOTJ vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOTJ Bank of the James Financial Group, Inc. | 46.88% | 20.31% | 34.15% | 5.77% | -21.22% | 42.81% | -18.68% | 19.79% | -11.49% | -0.02% |
WELL Welltower Inc. | 27.19% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Correlation
The correlation between BOTJ and WELL is 0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.06 |
Correlation (3Y) Balances recent behavior with more history. | 0.06 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.04 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.06 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.03 |
Fundamentals
BOTJ:
$122.85M
WELL:
$168.93B
BOTJ:
$1.61
WELL:
$2.17
BOTJ:
16.83
WELL:
107.87
BOTJ:
2.72
WELL:
2.39
BOTJ:
1.64
WELL:
13.21
BOTJ:
$56.20M
WELL:
$12.66B
BOTJ:
$24.76M
WELL:
$2.25B
BOTJ:
$6.16M
WELL:
$3.08B
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Return for Risk
BOTJ vs. WELL — Risk / Return Rank
BOTJ
WELL
BOTJ vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of the James Financial Group, Inc. (BOTJ) and Welltower Inc. (WELL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BOTJ | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.11 | ||
| Sortino ratioReturn per unit of downside risk | +2.70 | ||
| Omega ratioGain probability vs. loss probability | 1.74 | 1.33 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 11.60 | 3.52 | +8.07 |
| Martin ratioReturn relative to average drawdown | 51.16 | 8.52 | +42.64 |
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Drawdowns
BOTJ vs. WELL - Drawdown Comparison
The maximum BOTJ drawdown since its inception was -76.96%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for BOTJ and WELL.
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Drawdown Indicators
| BOTJ | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.96% | -63.33% | -13.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.82% | -12.61% | +3.79% |
Max Drawdown (3Y)Largest decline over 3 years | -27.84% | -12.99% | -14.85% |
Max Drawdown (5Y)Largest decline over 5 years | -45.68% | -40.78% | -4.90% |
Max Drawdown (10Y)Largest decline over 10 years | -50.28% | -63.33% | +13.05% |
Current DrawdownCurrent decline from peak | -2.70% | -6.99% | +4.29% |
Average DrawdownAverage peak-to-trough decline | -26.53% | -10.27% | -16.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 5.20% | -3.21% |
Volatility
BOTJ vs. WELL - Volatility Comparison
The current volatility for Bank of the James Financial Group, Inc. (BOTJ) is 5.50%, while Welltower Inc. (WELL) has a volatility of 7.23%. This indicates that BOTJ experiences smaller price fluctuations and is considered to be less risky than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOTJ | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.50% | 7.23% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 18.35% | 18.35% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.95% | 22.30% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.39% | 23.79% | +8.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.80% | 31.99% | +0.81% |
Dividends
BOTJ vs. WELL - Dividend Comparison
BOTJ's dividend yield for the trailing twelve months is around 1.48%, more than WELL's 1.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOTJ Bank of the James Financial Group, Inc. | 1.48% | 2.15% | 2.52% | 2.62% | 2.43% | 1.73% | 2.31% | 1.83% | 1.85% | 1.61% | 1.58% | 1.70% |
WELL Welltower Inc. | 1.26% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
BOTJ vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Bank of the James Financial Group, Inc. and Welltower Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BOTJ vs. WELL - Profitability Comparison
BOTJ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Bank of the James Financial Group, Inc. reported a gross profit of -8.73M and revenue of 12.29M. Therefore, the gross margin over that period was -71.1%.
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Welltower Inc. reported a gross profit of -1.25B and revenue of 3.59B. Therefore, the gross margin over that period was -34.8%.
BOTJ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Bank of the James Financial Group, Inc. reported an operating income of 485.00K and revenue of 12.29M, resulting in an operating margin of 4.0%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Welltower Inc. reported an operating income of 656.88M and revenue of 3.59B, resulting in an operating margin of 18.3%.
BOTJ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Bank of the James Financial Group, Inc. reported a net income of -2.77M and revenue of 12.29M, resulting in a net margin of -22.6%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Welltower Inc. reported a net income of 445.00M and revenue of 3.59B, resulting in a net margin of 12.4%.
Frequently Asked Questions
BOTJ and WELL have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WELL has higher volatility (7.23%) compared to BOTJ (5.50%). In terms of maximum drawdown, BOTJ dropped -76.96% vs WELL's -63.33%.
BOTJ currently has the higher Sharpe Ratio (4.10 vs 1.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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