QREARX vs. WELL
QREARX (TIAA Real Estate Account) is REIT fund actively managed by TIAA, while WELL (Welltower Inc.) is a stock. Over the past year, QREARX returned 4.33% vs 43.19% for WELL. Their -0.04 correlation means they have often moved in opposite directions in the past.
Performance
QREARX vs. WELL - Performance Comparison
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Returns By Period
In the year-to-date period, QREARX achieves a 2.46% return, which is significantly lower than WELL's 27.19% return.
QREARX
- 1D
- 0.02%
- 1M
- 0.32%
- 6M
- 2.31%
- YTD
- 2.46%
- 1Y
- 4.33%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.09%
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) |
|---|---|---|---|
QREARX TIAA Real Estate Account | $0.00 | $0.00 | $0.00 |
WELL Welltower Inc. | $732.91M | $699.76M | $765.75M |
QREARX vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
QREARX TIAA Real Estate Account | 2.46% | 3.93% |
WELL Welltower Inc. | 27.19% | 51.43% |
Correlation
The correlation between QREARX and WELL is -0.08, 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. | -0.08 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2025 | -0.04 |
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Return for Risk
QREARX vs. WELL — Risk / Return Rank
QREARX
WELL
QREARX vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA Real Estate Account (QREARX) 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.
| QREARX | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.42 | ||
| Sortino ratioReturn per unit of downside risk | +8.85 | ||
| Omega ratioGain probability vs. loss probability | 3.33 | 1.33 | +2.00 |
| Calmar ratioReturn relative to maximum drawdown | 14.94 | 3.52 | +11.42 |
| Martin ratioReturn relative to average drawdown | 61.13 | 8.52 | +52.61 |
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Drawdowns
QREARX vs. WELL - Drawdown Comparison
The maximum QREARX drawdown since its inception was -1.45%, smaller than the maximum WELL drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for QREARX and WELL.
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Drawdown Indicators
| QREARX | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.45% | -63.33% | +61.88% |
Max Drawdown (1Y)Largest decline over 1 year | -0.29% | -12.61% | +12.32% |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.99% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -63.33% | — |
Current DrawdownCurrent decline from peak | -0.02% | -6.99% | +6.97% |
Average DrawdownAverage peak-to-trough decline | -0.05% | -10.27% | +10.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.07% | 5.20% | -5.13% |
Volatility
QREARX vs. WELL - Volatility Comparison
The current volatility for TIAA Real Estate Account (QREARX) is 0.10%, while Welltower Inc. (WELL) has a volatility of 7.23%. This indicates that QREARX 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
| QREARX | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.10% | 7.23% | -7.13% |
Volatility (6M)Calculated over the trailing 6-month period | 0.86% | 18.35% | -17.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.99% | 22.30% | -21.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.69% | 23.79% | -22.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.69% | 31.99% | -30.30% |
Dividends
QREARX vs. WELL - Dividend Comparison
QREARX has not paid dividends to shareholders, while WELL's dividend yield for the trailing twelve months is around 1.26%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QREARX TIAA Real Estate Account | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Frequently Asked Questions
QREARX and WELL have a correlation of -0.08, 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 QREARX (0.10%). In terms of maximum drawdown, QREARX dropped -1.45% vs WELL's -63.33%.
QREARX currently has the higher Sharpe Ratio (4.42 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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