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 10.98%/yr vs 15.99%/yr for WELL. At a 0.03 correlation, their price movements are largely independent.
Performance
BOTJ vs. WELL - Performance Comparison
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Returns By Period
In the year-to-date period, BOTJ achieves a 41.83% return, which is significantly higher than WELL's 27.25% return. Over the past 10 years, BOTJ has underperformed WELL with an annualized return of 10.98%, while WELL has yielded a comparatively higher 15.99% annualized return.
BOTJ
- 1D
- 2.35%
- 1M
- 5.45%
- 6M
- 45.59%
- YTD
- 41.83%
- 1Y
- 89.91%
- 3Y*
- 44.99%
- 5Y*
- 13.03%
- 10Y*
- 10.98%
WELL
- 1D
- 1.28%
- 1M
- 9.49%
- 6M
- 26.52%
- YTD
- 27.25%
- 1Y
- 53.49%
- 3Y*
- 46.13%
- 5Y*
- 24.64%
- 10Y*
- 15.99%
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. | 41.83% | 20.31% | 34.15% | 5.77% | -21.22% | 42.81% | -18.68% | 19.79% | -11.49% | -0.02% |
WELL Welltower Inc. | 27.25% | 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 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.03 |
Fundamentals
BOTJ:
$118.63M
WELL:
$165.57B
BOTJ:
$2.41
WELL:
$1.99
BOTJ:
10.83
WELL:
117.86
BOTJ:
1.75
WELL:
2.61
BOTJ:
2.50
WELL:
14.26
BOTJ:
1.46
WELL:
3.89
BOTJ:
$47.51M
WELL:
$11.63B
BOTJ:
$37.35M
WELL:
$3.25B
BOTJ:
$10.97M
WELL:
$3.00B
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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 | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.67 | 1.40 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 10.25 | 4.26 | +5.99 |
| Martin ratioReturn relative to average drawdown | 41.26 | 10.40 | +30.85 |
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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 | -46.25% | -40.78% | -5.47% |
Max Drawdown (10Y)Largest decline over 10 years | -50.28% | -63.33% | +13.05% |
Current DrawdownCurrent decline from peak | 0.00% | -1.28% | +1.28% |
Average DrawdownAverage peak-to-trough decline | -26.59% | -10.29% | -16.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 5.16% | -2.97% |
Volatility
BOTJ vs. WELL - Volatility Comparison
The current volatility for Bank of the James Financial Group, Inc. (BOTJ) is 5.47%, while Welltower Inc. (WELL) has a volatility of 7.18%. 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 | 5.47% | 7.18% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 18.04% | 17.86% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.95% | 22.32% | +2.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.71% | 23.91% | +8.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.82% | 31.96% | +0.86% |
Dividends
BOTJ vs. WELL - Dividend Comparison
BOTJ's dividend yield for the trailing twelve months is around 1.53%, 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. | 1.53% | 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
Frequently Asked Questions
BOTJ and WELL have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WELL has higher volatility (7.18%) compared to BOTJ (5.47%). In terms of maximum drawdown, BOTJ dropped -76.96% vs WELL's -63.33%.
BOTJ currently has the higher Sharpe Ratio (3.63 vs 2.41), 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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