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LTC vs. WPC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

LTC vs. WPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LTC Properties, Inc. (LTC) and W. P. Carey Inc. (WPC). The values are adjusted to include any dividend payments, if applicable.

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LTC vs. WPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LTC
LTC Properties, Inc.
9.74%6.17%14.94%-3.25%10.52%-6.77%-7.56%12.79%1.12%-2.74%
WPC
W. P. Carey Inc.
7.06%24.99%-10.59%-7.93%0.47%22.88%-5.99%28.84%1.08%25.68%

Fundamentals

Market Cap

LTC:

$1.73B

WPC:

$15.03B

EPS

LTC:

$2.55

WPC:

$2.11

PE Ratio

LTC:

14.56

WPC:

32.21

PEG Ratio

LTC:

0.71

WPC:

17.22

PS Ratio

LTC:

6.54

WPC:

7.73

PB Ratio

LTC:

1.61

WPC:

1.85

Total Revenue (TTM)

LTC:

$262.85M

WPC:

$1.94B

Gross Profit (TTM)

LTC:

$208.65M

WPC:

$1.47B

EBITDA (TTM)

LTC:

$190.97M

WPC:

$1.39B

Returns By Period

In the year-to-date period, LTC achieves a 9.74% return, which is significantly higher than WPC's 7.06% return. Over the past 10 years, LTC has underperformed WPC with an annualized return of 3.87%, while WPC has yielded a comparatively higher 7.68% annualized return.


LTC

1D
-0.43%
1M
-5.86%
YTD
9.74%
6M
4.03%
1Y
11.70%
3Y*
8.85%
5Y*
3.50%
10Y*
3.87%

WPC

1D
1.46%
1M
-7.70%
YTD
7.06%
6M
3.43%
1Y
13.87%
3Y*
3.12%
5Y*
5.50%
10Y*
7.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

LTC vs. WPC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LTC
LTC Risk / Return Rank: 6363
Overall Rank
LTC Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
LTC Sortino Ratio Rank: 5656
Sortino Ratio Rank
LTC Omega Ratio Rank: 5454
Omega Ratio Rank
LTC Calmar Ratio Rank: 6969
Calmar Ratio Rank
LTC Martin Ratio Rank: 7272
Martin Ratio Rank

WPC
WPC Risk / Return Rank: 6767
Overall Rank
WPC Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
WPC Sortino Ratio Rank: 6060
Sortino Ratio Rank
WPC Omega Ratio Rank: 5858
Omega Ratio Rank
WPC Calmar Ratio Rank: 7171
Calmar Ratio Rank
WPC Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LTC vs. WPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LTC Properties, Inc. (LTC) and W. P. Carey Inc. (WPC). 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.


LTCWPCDifference

Sharpe ratio

Return per unit of total volatility

0.65

0.75

-0.11

Sortino ratio

Return per unit of downside risk

0.98

1.15

-0.16

Omega ratio

Gain probability vs. loss probability

1.12

1.14

-0.02

Calmar ratio

Return relative to maximum drawdown

1.30

1.47

-0.17

Martin ratio

Return relative to average drawdown

3.60

4.60

-1.01

LTC vs. WPC - Sharpe Ratio Comparison

The current LTC Sharpe Ratio is 0.65, which is comparable to the WPC Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of LTC and WPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LTCWPCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

0.75

-0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

0.27

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.14

0.30

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.45

-0.09

Correlation

The correlation between LTC and WPC is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

LTC vs. WPC - Dividend Comparison

LTC's dividend yield for the trailing twelve months is around 6.14%, more than WPC's 5.39% yield.


TTM20252024202320222021202020192018201720162015
LTC
LTC Properties, Inc.
6.14%6.63%6.60%7.10%6.42%6.68%5.86%5.09%5.47%5.24%4.66%4.80%
WPC
W. P. Carey Inc.
5.39%5.62%6.41%7.93%5.43%5.12%5.91%5.17%6.26%7.26%6.65%6.48%

Drawdowns

LTC vs. WPC - Drawdown Comparison

The maximum LTC drawdown since its inception was -80.13%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for LTC and WPC.


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Drawdown Indicators


LTCWPCDifference

Max Drawdown

Largest peak-to-trough decline

-80.13%

-52.45%

-27.68%

Max Drawdown (1Y)

Largest decline over 1 year

-9.46%

-10.96%

+1.50%

Max Drawdown (5Y)

Largest decline over 5 years

-27.80%

-36.81%

+9.01%

Max Drawdown (10Y)

Largest decline over 10 years

-51.41%

-52.45%

+1.04%

Current Drawdown

Current decline from peak

-7.45%

-7.70%

+0.25%

Average Drawdown

Average peak-to-trough decline

-16.03%

-10.33%

-5.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.43%

3.53%

-0.10%

Volatility

LTC vs. WPC - Volatility Comparison

LTC Properties, Inc. (LTC) has a higher volatility of 6.29% compared to W. P. Carey Inc. (WPC) at 4.32%. This indicates that LTC's price experiences larger fluctuations and is considered to be riskier than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LTCWPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.29%

4.32%

+1.97%

Volatility (6M)

Calculated over the trailing 6-month period

13.27%

11.85%

+1.42%

Volatility (1Y)

Calculated over the trailing 1-year period

18.12%

18.57%

-0.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.88%

20.71%

+0.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.01%

25.81%

+1.20%

Financials

LTC vs. WPC - Financials Comparison

This section allows you to compare key financial metrics between LTC Properties, Inc. and W. P. Carey 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M500.00M600.00M700.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
84.29M
444.55M
(LTC) Total Revenue
(WPC) Total Revenue
Values in USD except per share items