WELL vs. AOO.F
WELL (Welltower Inc.) and AOO.F (Aedifica NV/SA) are both stocks. Both operate in the REIT - Healthcare Facilities industry within the Real Estate sector. Over the past 10 years, WELL returned 14.83%/yr vs 6.86%/yr for AOO.F. At a 0.19 correlation, their price movements are largely independent.
Performance
WELL vs. AOO.F - Performance Comparison
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Different Trading Currencies
WELL is traded in USD, while AOO.F is traded in EUR. To make them comparable, the AOO.F values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, WELL achieves a 8.50% return, which is significantly higher than AOO.F's 5.03% return. Over the past 10 years, WELL has outperformed AOO.F with an annualized return of 14.83%, while AOO.F has yielded a comparatively lower 6.86% annualized return.
WELL
- 1D
- -3.35%
- 1M
- -6.50%
- YTD
- 8.50%
- 6M
- 0.26%
- 1Y
- 31.48%
- 3Y*
- 37.93%
- 5Y*
- 23.47%
- 10Y*
- 14.83%
AOO.F
- 1D
- 0.03%
- 1M
- -2.58%
- YTD
- 5.03%
- 6M
- 8.91%
- 1Y
- 9.62%
- 3Y*
- 10.77%
- 5Y*
- -4.37%
- 10Y*
- 6.86%
WELL vs. AOO.F - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 8.50% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
AOO.F Aedifica NV/SA | 5.03% | 43.64% | -15.95% | -5.31% | -35.33% | 10.54% | 2.05% | 57.97% | 2.36% | 33.22% |
Correlation
The correlation between WELL and AOO.F is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since May 30, 2007 | 0.19 |
The correlation between WELL and AOO.F shifts across timeframes, from 0.08 (1 year) to 0.24 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
WELL vs. AOO.F — Risk / Return Rank
WELL
AOO.F
WELL vs. AOO.F - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Aedifica NV/SA (AOO.F). 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.
| WELL | AOO.F | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.08 | ||
| Sortino ratioReturn per unit of downside risk | +1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.08 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 0.54 | +1.97 |
| Martin ratioReturn relative to average drawdown | 6.21 | 1.37 | +4.84 |
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
| WELL | AOO.F | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.40 | +1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.99 | -0.16 | +1.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.26 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.18 | +0.37 |
Drawdowns
WELL vs. AOO.F - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, roughly equal to the maximum AOO.F drawdown of -61.81%. Use the drawdown chart below to compare losses from any high point for WELL and AOO.F.
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Drawdown Indicators
| WELL | AOO.F | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -61.81% | -1.52% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -15.32% | +2.71% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -29.79% | +16.80% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -61.81% | +21.03% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -61.81% | -1.52% |
Current DrawdownCurrent decline from peak | -9.15% | -31.97% | +22.82% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -20.31% | +9.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 5.99% | -0.89% |
Volatility
WELL vs. AOO.F - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 8.63% compared to Aedifica NV/SA (AOO.F) at 7.17%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than AOO.F based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | AOO.F | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.63% | 7.17% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 17.08% | 16.45% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.48% | 21.38% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.76% | 27.08% | -3.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.88% | 26.12% | +5.76% |
Dividends
WELL vs. AOO.F - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.48%, less than AOO.F's 5.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOO.F Aedifica NV/SA | 5.97% | 5.83% | 3.38% | 5.76% | 4.82% | 1.82% | 4.01% | 5.07% | 6.70% | 2.81% | 2.95% | 6.91% |
WELL Welltower Inc. | 1.48% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
WELL vs. AOO.F - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Aedifica NV/SA. 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
WELL and AOO.F 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.
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