WELL vs. BOTJ
WELL (Welltower Inc.) and BOTJ (Bank of the James Financial Group, Inc.) are both stocks. WELL operates in REIT - Healthcare Facilities (Real Estate), while BOTJ operates in Banks - Regional (Financial Services). Over the past 10 years, WELL returned 16.15%/yr vs 10.96%/yr for BOTJ. At a 0.03 correlation, their price movements are largely independent.
Performance
WELL vs. BOTJ - Performance Comparison
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Returns By Period
In the year-to-date period, WELL achieves a 32.83% return, which is significantly lower than BOTJ's 45.09% return. Over the past 10 years, WELL has outperformed BOTJ with an annualized return of 16.15%, while BOTJ has yielded a comparatively lower 10.96% annualized return.
WELL
- 1D
- 0.65%
- 1M
- 18.48%
- 6M
- 28.83%
- YTD
- 32.83%
- 1Y
- 56.31%
- 3Y*
- 46.82%
- 5Y*
- 25.77%
- 10Y*
- 16.15%
- ALL TIME*
- 17.22%
BOTJ
- 1D
- 0.04%
- 1M
- 8.80%
- 6M
- 46.91%
- YTD
- 45.09%
- 1Y
- 93.17%
- 3Y*
- 40.54%
- 5Y*
- 13.72%
- 10Y*
- 10.96%
- ALL TIME*
- 8.77%
WELL vs. BOTJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 32.83% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
BOTJ Bank of the James Financial Group, Inc. | 45.09% | 20.31% | 34.15% | 5.77% | -21.22% | 42.81% | -18.68% | 19.79% | -11.49% | -0.02% |
Correlation
The correlation between WELL and BOTJ is 0.04, 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 | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.03 |
Fundamentals
WELL:
$172.86B
BOTJ:
$121.35M
WELL:
$1.99
BOTJ:
$2.41
WELL:
123.03
BOTJ:
11.08
WELL:
2.72
BOTJ:
1.79
WELL:
14.89
BOTJ:
2.55
WELL:
4.06
BOTJ:
1.49
WELL:
$11.63B
BOTJ:
$47.51M
WELL:
$3.25B
BOTJ:
$37.35M
WELL:
$3.00B
BOTJ:
$10.97M
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Return for Risk
WELL vs. BOTJ — Risk / Return Rank
WELL
BOTJ
WELL vs. BOTJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Bank of the James Financial Group, Inc. (BOTJ). 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.
| WELL | BOTJ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.26 | ||
| Sortino ratioReturn per unit of downside risk | -1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.70 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 4.49 | 10.62 | -6.14 |
| Martin ratioReturn relative to average drawdown | 10.95 | 46.60 | -35.65 |
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Drawdowns
WELL vs. BOTJ - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum BOTJ drawdown of -76.96%. Use the drawdown chart below to compare losses from any high point for WELL and BOTJ.
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Drawdown Indicators
| WELL | BOTJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -76.96% | +13.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -8.82% | -3.79% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -27.84% | +14.85% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -46.25% | +5.47% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -50.28% | -13.05% |
Current DrawdownCurrent decline from peak | 0.00% | -0.56% | +0.56% |
Average DrawdownAverage peak-to-trough decline | -10.28% | -26.57% | +16.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.16% | 2.07% | +3.09% |
Volatility
WELL vs. BOTJ - Volatility Comparison
Welltower Inc. (WELL) has a higher volatility of 6.53% compared to Bank of the James Financial Group, Inc. (BOTJ) at 5.43%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than BOTJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | BOTJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 5.43% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 18.20% | 18.08% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.52% | 24.83% | -2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.74% | 32.50% | -8.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.98% | 32.83% | -0.85% |
Dividends
WELL vs. BOTJ - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.21%, less than BOTJ's 1.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOTJ Bank of the James Financial Group, Inc. | 1.50% | 2.15% | 2.52% | 2.62% | 2.43% | 1.73% | 2.31% | 1.83% | 1.85% | 1.61% | 1.58% | 1.70% |
WELL Welltower Inc. | 1.21% | 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. BOTJ - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Bank of the James Financial Group, 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
WELL and BOTJ have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WELL has higher volatility (6.53%) compared to BOTJ (5.43%). In terms of maximum drawdown, WELL dropped -63.33% vs BOTJ's -76.96%.
BOTJ currently has the higher Sharpe Ratio (3.78 vs 2.52), 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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