WEC vs. AHR
WEC (WEC Energy Group, Inc.) and AHR (American Healthcare REIT, Inc.) are both stocks. WEC operates in Utilities - Regulated Electric (Utilities), while AHR operates in REIT - Healthcare Facilities (Real Estate). Over the past year, WEC returned 10.16% vs 34.24% for AHR. At a 0.28 correlation, their price movements are largely independent.
Performance
WEC vs. AHR - Performance Comparison
Loading charts...
Returns By Period
WEC
- 1D
- 0.33%
- 1M
- 1.97%
- YTD
- 9.40%
- 6M
- 11.07%
- 1Y
- 10.16%
- 3Y*
- 11.85%
- 5Y*
- 7.65%
- 10Y*
- 9.51%
AHR
- 1D
- 0.56%
- 1M
- -9.30%
- YTD
- 0.00%
- 6M
- 0.12%
- 1Y
- 34.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WEC vs. AHR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WEC WEC Energy Group, Inc. | 9.40% | 15.96% | 24.75% |
AHR American Healthcare REIT, Inc. | 0.00% | 70.03% | 133.22% |
Correlation
The correlation between WEC and AHR is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Feb 7, 2024 | 0.28 |
Fundamentals
WEC:
$37.24B
AHR:
$8.80B
WEC:
$5.03
AHR:
$140.17
WEC:
22.54
AHR:
0.33
WEC:
5.04
AHR:
0.00
WEC:
3.66
AHR:
0.01
WEC:
2.64
AHR:
0.00
WEC:
$10.08B
AHR:
$652.49B
WEC:
$5.62B
AHR:
$637.91B
WEC:
$4.04B
AHR:
$72.76B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WEC vs. AHR — Risk / Return Rank
WEC
AHR
WEC vs. AHR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WEC Energy Group, Inc. (WEC) and American Healthcare REIT, Inc. (AHR). 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.
| WEC | AHR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.77 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.26 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.91 | 2.53 | -1.62 |
| Martin ratioReturn relative to average drawdown | 2.26 | 7.06 | -4.80 |
Loading charts...
Drawdowns
WEC vs. AHR - Drawdown Comparison
The maximum WEC drawdown since its inception was -45.06%, which is greater than AHR's maximum drawdown of -13.62%. Use the drawdown chart below to compare losses from any high point for WEC and AHR.
Loading charts...
Drawdown Indicators
| WEC | AHR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.06% | -13.62% | -31.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.22% | -13.62% | +2.40% |
Max Drawdown (3Y)Largest decline over 3 years | -16.01% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.02% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | — | — |
Current DrawdownCurrent decline from peak | -3.68% | -11.52% | +7.84% |
Average DrawdownAverage peak-to-trough decline | -8.32% | -3.04% | -5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 4.86% | -0.32% |
Volatility
WEC vs. AHR - Volatility Comparison
The current volatility for WEC Energy Group, Inc. (WEC) is 5.72%, while American Healthcare REIT, Inc. (AHR) has a volatility of 8.92%. This indicates that WEC experiences smaller price fluctuations and is considered to be less risky than AHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WEC | AHR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.72% | 8.92% | -3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.26% | 18.98% | -7.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 23.90% | -8.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.02% | 26.81% | -7.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.60% | 26.81% | -5.21% |
Dividends
WEC vs. AHR - Dividend Comparison
WEC's dividend yield for the trailing twelve months is around 3.25%, more than AHR's 2.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHR American Healthcare REIT, Inc. | 2.14% | 2.12% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WEC WEC Energy Group, Inc. | 3.25% | 3.39% | 3.55% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.81% |
Financials
WEC vs. AHR - Financials Comparison
This section allows you to compare key financial metrics between WEC Energy Group, Inc. and American Healthcare REIT, 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
WEC vs. AHR - Profitability Comparison
WEC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, WEC Energy Group, Inc. reported a gross profit of 2.04B and revenue of 3.43B. Therefore, the gross margin over that period was 59.5%.
AHR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a gross profit of 637.67B and revenue of 650.77B. Therefore, the gross margin over that period was 98.0%.
WEC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, WEC Energy Group, Inc. reported an operating income of 980.00M and revenue of 3.43B, resulting in an operating margin of 28.5%.
AHR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported an operating income of 138.60B and revenue of 650.77B, resulting in an operating margin of 21.3%.
WEC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, WEC Energy Group, Inc. reported a net income of 804.70M and revenue of 3.43B, resulting in a net margin of 23.4%.
AHR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Healthcare REIT, Inc. reported a net income of 23.71B and revenue of 650.77B, resulting in a net margin of 3.6%.
Frequently Asked Questions
WEC and AHR have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AHR has higher volatility (8.92%) compared to WEC (5.72%). In terms of maximum drawdown, WEC dropped -45.06% vs AHR's -13.62%.
AHR currently has the higher Sharpe Ratio (1.44 vs 0.67), 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.
Find the right allocation for WEC and AHR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer