WELL vs. FIVE
WELL (Welltower Inc.) and FIVE (Five Below, Inc.) are both stocks. WELL operates in REIT - Healthcare Facilities (Real Estate), while FIVE operates in Specialty Retail (Consumer Cyclical). Over the past 10 years, WELL returned 15.02%/yr vs 15.49%/yr for FIVE. At a 0.18 correlation, their price movements are largely independent.
Performance
WELL vs. FIVE - Performance Comparison
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Returns By Period
In the year-to-date period, WELL achieves a 12.11% return, which is significantly higher than FIVE's 3.03% return. Both investments have delivered pretty close results over the past 10 years, with WELL having a 15.02% annualized return and FIVE not far ahead at 15.49%.
WELL
- 1D
- 0.05%
- 1M
- -4.40%
- YTD
- 12.11%
- 6M
- 11.87%
- 1Y
- 38.74%
- 3Y*
- 39.84%
- 5Y*
- 24.38%
- 10Y*
- 15.02%
FIVE
- 1D
- 1.46%
- 1M
- -11.59%
- YTD
- 3.03%
- 6M
- 6.59%
- 1Y
- 57.32%
- 3Y*
- 0.63%
- 5Y*
- 1.16%
- 10Y*
- 15.49%
WELL vs. FIVE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WELL Welltower Inc. | 12.11% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
FIVE Five Below, Inc. | 3.03% | 79.46% | -50.76% | 20.52% | -14.51% | 18.24% | 36.85% | 24.96% | 54.28% | 65.97% |
Correlation
The correlation between WELL and FIVE is 0.10, 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 | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jul 19, 2012 | 0.18 |
The correlation between WELL and FIVE shifts across timeframes, from 0.10 (1 year) to 0.20 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
WELL:
$150.08B
FIVE:
$10.79B
WELL:
$2.02
FIVE:
$7.93
WELL:
102.40
FIVE:
24.47
WELL:
2.27
FIVE:
2.72
WELL:
12.39
FIVE:
2.12
WELL:
3.43
FIVE:
4.67
WELL:
$11.63B
FIVE:
$5.08B
WELL:
$3.25B
FIVE:
$1.77B
WELL:
$3.00B
FIVE:
$757.48M
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Return for Risk
WELL vs. FIVE — Risk / Return Rank
WELL
FIVE
WELL vs. FIVE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Five Below, Inc. (FIVE). 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 | FIVE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.27 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 2.34 | +0.61 |
| Martin ratioReturn relative to average drawdown | 7.20 | 8.63 | -1.43 |
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Drawdowns
WELL vs. FIVE - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum FIVE drawdown of -76.40%. Use the drawdown chart below to compare losses from any high point for WELL and FIVE.
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Drawdown Indicators
| WELL | FIVE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -76.40% | +13.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -24.71% | +12.10% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -74.13% | +61.14% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -76.40% | +35.62% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -76.40% | +13.07% |
Current DrawdownCurrent decline from peak | -6.13% | -21.66% | +15.53% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -23.19% | +12.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 6.69% | -1.54% |
Volatility
WELL vs. FIVE - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 9.50%, while Five Below, Inc. (FIVE) has a volatility of 17.67%. This indicates that WELL experiences smaller price fluctuations and is considered to be less risky than FIVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | FIVE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.50% | 17.67% | -8.17% |
Volatility (6M)Calculated over the trailing 6-month period | 17.05% | 29.67% | -12.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.86% | 38.96% | -17.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.84% | 47.99% | -24.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.91% | 46.14% | -14.23% |
Dividends
WELL vs. FIVE - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.43%, while FIVE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIVE Five Below, 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% |
WELL Welltower Inc. | 1.43% | 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. FIVE - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Five Below, 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
WELL vs. FIVE - Profitability Comparison
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported a gross profit of 0.00 and revenue of 3.35B. Therefore, the gross margin over that period was 0.0%.
FIVE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Five Below, Inc. reported a gross profit of 427.52M and revenue of 1.29B. Therefore, the gross margin over that period was 33.3%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported an operating income of 752.32M and revenue of 3.35B, resulting in an operating margin of 22.4%.
FIVE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Five Below, Inc. reported an operating income of 154.24M and revenue of 1.29B, resulting in an operating margin of 12.0%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported a net income of 728.67M and revenue of 3.35B, resulting in a net margin of 21.7%.
FIVE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Five Below, Inc. reported a net income of 123.06M and revenue of 1.29B, resulting in a net margin of 9.6%.
Frequently Asked Questions
WELL and FIVE have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIVE has higher volatility (17.67%) compared to WELL (9.50%). In terms of maximum drawdown, WELL dropped -63.33% vs FIVE's -76.40%.
WELL currently has the higher Sharpe Ratio (1.70 vs 1.48), 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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