SGP.AX vs. WELL
SGP.AX (Stockland) and WELL (Welltower Inc.) are both stocks. Both are in the Real Estate sector — SGP.AX in REIT - Diversified, WELL in REIT - Healthcare Facilities. Over the past 10 years, SGP.AX returned 4.81%/yr vs 15.98%/yr for WELL. At a 0.04 correlation, their price movements are largely independent.
Performance
SGP.AX vs. WELL - Performance Comparison
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Different Trading Currencies
SGP.AX is traded in AUD, while WELL is traded in USD. To make them comparable, the WELL values have been converted to AUD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SGP.AX achieves a -26.18% return, which is significantly lower than WELL's 10.09% return. Over the past 10 years, SGP.AX has underperformed WELL with an annualized return of 4.81%, while WELL has yielded a comparatively higher 15.98% annualized return.
SGP.AX
- 1D
- 3.17%
- 1M
- 6.55%
- YTD
- -26.18%
- 6M
- -26.43%
- 1Y
- -20.97%
- 3Y*
- 5.92%
- 5Y*
- 2.85%
- 10Y*
- 4.81%
WELL
- 1D
- 1.74%
- 1M
- 1.73%
- YTD
- 10.09%
- 6M
- 9.10%
- 1Y
- 31.46%
- 3Y*
- 38.76%
- 5Y*
- 27.17%
- 10Y*
- 15.98%
SGP.AX vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGP.AX Stockland | -26.18% | 25.12% | 12.09% | 29.32% | -8.20% | 7.26% | -4.31% | 39.46% | -15.68% | 3.51% |
WELL Welltower Inc. | 10.09% | 38.98% | 57.46% | 41.90% | -15.97% | 45.01% | -24.46% | 23.61% | 27.67% | -7.41% |
Correlation
The correlation between SGP.AX and WELL is 0.06, 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 | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jul 12, 2007 | 0.04 |
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Return for Risk
SGP.AX vs. WELL — Risk / Return Rank
SGP.AX
WELL
SGP.AX vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Stockland (SGP.AX) 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.
| SGP.AX | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.37 | ||
| Sortino ratioReturn per unit of downside risk | -3.37 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.26 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.49 | 1.85 | -2.33 |
| Martin ratioReturn relative to average drawdown | -0.98 | 4.61 | -5.59 |
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Drawdowns
SGP.AX vs. WELL - Drawdown Comparison
The maximum SGP.AX drawdown since its inception was -73.77%, which is greater than WELL's maximum drawdown of -56.93%. Use the drawdown chart below to compare losses from any high point for SGP.AX and WELL.
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Drawdown Indicators
| SGP.AX | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.77% | -56.93% | -16.84% |
Max Drawdown (1Y)Largest decline over 1 year | -43.86% | -17.80% | -26.06% |
Max Drawdown (3Y)Largest decline over 3 years | -43.86% | -17.80% | -26.06% |
Max Drawdown (5Y)Largest decline over 5 years | -43.86% | -31.26% | -12.60% |
Max Drawdown (10Y)Largest decline over 10 years | -66.79% | -56.93% | -9.86% |
Current DrawdownCurrent decline from peak | -36.16% | -3.66% | -32.50% |
Average DrawdownAverage peak-to-trough decline | -22.86% | -13.13% | -9.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.98% | 7.13% | +14.85% |
Volatility
SGP.AX vs. WELL - Volatility Comparison
Stockland (SGP.AX) and Welltower Inc. (WELL) have volatilities of 10.68% and 10.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGP.AX | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.68% | 10.53% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 17.89% | 17.89% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.96% | 22.75% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.24% | 22.82% | +0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.02% | 30.64% | -2.62% |
Dividends
SGP.AX vs. WELL - Dividend Comparison
SGP.AX's dividend yield for the trailing twelve months is around 6.19%, more than WELL's 1.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGP.AX Stockland | 6.19% | 4.57% | 3.46% | 5.03% | 7.27% | 5.97% | 5.24% | 5.97% | 7.67% | 5.78% | 5.44% | 5.90% |
WELL Welltower Inc. | 1.38% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
SGP.AX vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Stockland 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
SGP.AX 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.
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