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WELL vs. BKD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WELL and BKD is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

WELL vs. BKD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Welltower Inc. (WELL) and Brookdale Senior Living Inc. (BKD). The values are adjusted to include any dividend payments, if applicable.

0.00%200.00%400.00%600.00%800.00%1,000.00%NovemberDecember2025FebruaryMarchApril
984.55%
-71.78%
WELL
BKD

Key characteristics

Sharpe Ratio

WELL:

2.94

BKD:

-0.21

Sortino Ratio

WELL:

3.77

BKD:

-0.01

Omega Ratio

WELL:

1.50

BKD:

1.00

Calmar Ratio

WELL:

4.74

BKD:

-0.10

Martin Ratio

WELL:

14.72

BKD:

-0.38

Ulcer Index

WELL:

4.18%

BKD:

24.02%

Daily Std Dev

WELL:

20.95%

BKD:

43.46%

Max Drawdown

WELL:

-63.33%

BKD:

-96.29%

Current Drawdown

WELL:

-6.31%

BKD:

-86.58%

Fundamentals

Market Cap

WELL:

$96.26B

BKD:

$1.25B

EPS

WELL:

$1.59

BKD:

-$0.89

PEG Ratio

WELL:

3.34

BKD:

-0.75

PS Ratio

WELL:

12.05

BKD:

0.42

PB Ratio

WELL:

3.01

BKD:

5.85

Total Revenue (TTM)

WELL:

$6.05B

BKD:

$2.34B

Gross Profit (TTM)

WELL:

$1.95B

BKD:

$990.12M

EBITDA (TTM)

WELL:

$2.15B

BKD:

$291.16M

Returns By Period

In the year-to-date period, WELL achieves a 17.13% return, which is significantly lower than BKD's 25.25% return. Over the past 10 years, WELL has outperformed BKD with an annualized return of 11.32%, while BKD has yielded a comparatively lower -16.23% annualized return.


WELL

YTD

17.13%

1M

-1.93%

6M

13.94%

1Y

59.70%

5Y*

31.40%

10Y*

11.32%

BKD

YTD

25.25%

1M

6.96%

6M

2.94%

1Y

-8.16%

5Y*

14.19%

10Y*

-16.23%

*Annualized

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Risk-Adjusted Performance

WELL vs. BKD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WELL
The Risk-Adjusted Performance Rank of WELL is 9898
Overall Rank
The Sharpe Ratio Rank of WELL is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of WELL is 9797
Sortino Ratio Rank
The Omega Ratio Rank of WELL is 9696
Omega Ratio Rank
The Calmar Ratio Rank of WELL is 9999
Calmar Ratio Rank
The Martin Ratio Rank of WELL is 9797
Martin Ratio Rank

BKD
The Risk-Adjusted Performance Rank of BKD is 4141
Overall Rank
The Sharpe Ratio Rank of BKD is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of BKD is 3737
Sortino Ratio Rank
The Omega Ratio Rank of BKD is 3737
Omega Ratio Rank
The Calmar Ratio Rank of BKD is 4646
Calmar Ratio Rank
The Martin Ratio Rank of BKD is 4444
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WELL vs. BKD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Brookdale Senior Living Inc. (BKD). 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.


The chart of Sharpe ratio for WELL, currently valued at 2.94, compared to the broader market-2.00-1.000.001.002.003.00
WELL: 2.94
BKD: -0.21
The chart of Sortino ratio for WELL, currently valued at 3.77, compared to the broader market-6.00-4.00-2.000.002.004.00
WELL: 3.77
BKD: -0.01
The chart of Omega ratio for WELL, currently valued at 1.50, compared to the broader market0.501.001.502.00
WELL: 1.50
BKD: 1.00
The chart of Calmar ratio for WELL, currently valued at 4.74, compared to the broader market0.001.002.003.004.005.00
WELL: 4.74
BKD: -0.10
The chart of Martin ratio for WELL, currently valued at 14.72, compared to the broader market-5.000.005.0010.0015.0020.00
WELL: 14.72
BKD: -0.38

The current WELL Sharpe Ratio is 2.94, which is higher than the BKD Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of WELL and BKD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
2.94
-0.21
WELL
BKD

Dividends

WELL vs. BKD - Dividend Comparison

WELL's dividend yield for the trailing twelve months is around 1.78%, while BKD has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
WELL
Welltower Inc.
1.78%2.03%2.71%3.72%2.84%4.18%4.26%5.01%5.46%5.14%4.85%4.20%
BKD
Brookdale Senior Living Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

WELL vs. BKD - Drawdown Comparison

The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum BKD drawdown of -96.29%. Use the drawdown chart below to compare losses from any high point for WELL and BKD. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-6.31%
-86.58%
WELL
BKD

Volatility

WELL vs. BKD - Volatility Comparison

The current volatility for Welltower Inc. (WELL) is 9.70%, while Brookdale Senior Living Inc. (BKD) has a volatility of 23.24%. This indicates that WELL experiences smaller price fluctuations and is considered to be less risky than BKD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
9.70%
23.24%
WELL
BKD

Financials

WELL vs. BKD - Financials Comparison

This section allows you to compare key financial metrics between Welltower Inc. and Brookdale Senior Living 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items