LTC vs. WPC
LTC (LTC Properties, Inc.) and WPC (W. P. Carey Inc.) are both stocks. Both are in the Real Estate sector — LTC in REIT - Healthcare Facilities, WPC in REIT - Diversified. Over the past 10 years, LTC returned 2.89%/yr vs 7.88%/yr for WPC. At a 0.37 correlation, their price movements are largely independent.
Performance
LTC vs. WPC - Performance Comparison
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Returns By Period
In the year-to-date period, LTC achieves a 4.55% return, which is significantly lower than WPC's 15.91% return. Over the past 10 years, LTC has underperformed WPC with an annualized return of 2.89%, while WPC has yielded a comparatively higher 7.88% annualized return.
LTC
- 1D
- -2.45%
- 1M
- -7.84%
- YTD
- 4.55%
- 6M
- 1.42%
- 1Y
- 6.43%
- 3Y*
- 8.96%
- 5Y*
- 4.44%
- 10Y*
- 2.89%
WPC
- 1D
- -0.28%
- 1M
- 1.59%
- YTD
- 15.91%
- 6M
- 13.63%
- 1Y
- 25.09%
- 3Y*
- 9.20%
- 5Y*
- 5.56%
- 10Y*
- 7.88%
LTC vs. WPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTC LTC Properties, Inc. | 4.55% | 6.17% | 14.94% | -3.25% | 10.52% | -6.77% | -7.56% | 12.79% | 1.12% | -2.74% |
WPC W. P. Carey Inc. | 15.91% | 24.99% | -10.59% | -7.93% | 0.47% | 22.88% | -5.99% | 28.84% | 1.08% | 25.68% |
Correlation
The correlation between LTC and WPC is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Jan 22, 1998 | 0.37 |
The correlation between LTC and WPC shifts across timeframes, from 0.37 (all time) to 0.60 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
LTC:
$1.72B
WPC:
$16.31B
LTC:
$2.58
WPC:
$2.34
LTC:
13.61
WPC:
31.49
LTC:
0.66
WPC:
16.83
LTC:
5.32
WPC:
10.62
LTC:
1.55
WPC:
1.95
LTC:
$309.23M
WPC:
$1.53B
LTC:
$246.28M
WPC:
$942.27M
LTC:
$204.19M
WPC:
$1.21B
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Return for Risk
LTC vs. WPC — Risk / Return Rank
LTC
WPC
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.
| LTC | WPC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.58 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.27 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 2.60 | -2.05 |
| Martin ratioReturn relative to average drawdown | 1.75 | 7.92 | -6.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LTC | WPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 1.57 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.27 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.31 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.46 | -0.10 |
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
| LTC | WPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.13% | -52.45% | -27.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -9.71% | -2.11% |
Max Drawdown (3Y)Largest decline over 3 years | -14.50% | -27.07% | +12.57% |
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 DrawdownCurrent decline from peak | -11.82% | -1.91% | -9.91% |
Average DrawdownAverage peak-to-trough decline | -15.97% | -10.27% | -5.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.17% | +0.51% |
Volatility
LTC vs. WPC - Volatility Comparison
LTC Properties, Inc. (LTC) has a higher volatility of 5.54% compared to W. P. Carey Inc. (WPC) at 4.03%. 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
| LTC | WPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 4.03% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 14.04% | 12.06% | +1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.64% | 16.08% | +1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.86% | 20.63% | +0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.07% | 25.79% | +1.28% |
Dividends
LTC vs. WPC - Dividend Comparison
LTC's dividend yield for the trailing twelve months is around 6.50%, more than WPC's 4.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTC LTC Properties, Inc. | 6.50% | 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. | 4.97% | 5.62% | 6.41% | 7.93% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 7.26% | 6.65% | 6.48% |
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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
LTC and WPC have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LTC has higher volatility (5.54%) compared to WPC (4.03%). In terms of maximum drawdown, LTC dropped -80.13% vs WPC's -52.45%.
WPC currently has the higher Sharpe Ratio (1.57 vs 0.37), 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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