WELL vs. LUG.TO
WELL (Welltower Inc.) and LUG.TO (Lundin Gold Inc.) are both stocks. WELL operates in REIT - Healthcare Facilities (Real Estate), while LUG.TO operates in Gold (Basic Materials). Over the past 10 years, WELL returned 14.83%/yr vs 31.76%/yr for LUG.TO. At a 0.08 correlation, their price movements are largely independent.
Performance
WELL vs. LUG.TO - Performance Comparison
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Different Trading Currencies
WELL is traded in USD, while LUG.TO is traded in CAD. To make them comparable, the LUG.TO 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 LUG.TO's -27.87% return. Over the past 10 years, WELL has underperformed LUG.TO with an annualized return of 14.83%, while LUG.TO has yielded a comparatively higher 31.76% 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%
LUG.TO
- 1D
- 0.15%
- 1M
- -15.65%
- YTD
- -27.87%
- 6M
- -24.20%
- 1Y
- 17.78%
- 3Y*
- 76.39%
- 5Y*
- 49.60%
- 10Y*
- 31.76%
WELL vs. LUG.TO - 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% |
LUG.TO Lundin Gold Inc. | -27.87% | 309.94% | 76.65% | 32.70% | 22.82% | -4.62% | 34.40% | 74.11% | 1.61% | -7.62% |
Correlation
The correlation between WELL and LUG.TO is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2006 | 0.08 |
Fundamentals
WELL:
$145.25B
LUG.TO:
CA$19.02B
WELL:
$2.02
LUG.TO:
CA$3.77
WELL:
99.11
LUG.TO:
20.77
WELL:
2.19
LUG.TO:
0.28
WELL:
11.99
LUG.TO:
9.50
WELL:
3.32
LUG.TO:
13.96
WELL:
$11.63B
LUG.TO:
CA$2.00B
WELL:
$3.25B
LUG.TO:
CA$1.41B
WELL:
$3.00B
LUG.TO:
CA$1.43B
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Return for Risk
WELL vs. LUG.TO — Risk / Return Rank
WELL
LUG.TO
WELL vs. LUG.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Lundin Gold Inc. (LUG.TO). 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 | LUG.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.16 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.10 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 0.49 | +2.01 |
| Martin ratioReturn relative to average drawdown | 6.21 | 1.31 | +4.90 |
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 | LUG.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.32 | +1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.99 | 1.07 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.73 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.10 | +0.46 |
Drawdowns
WELL vs. LUG.TO - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum LUG.TO drawdown of -95.13%. Use the drawdown chart below to compare losses from any high point for WELL and LUG.TO.
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Drawdown Indicators
| WELL | LUG.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -95.13% | +31.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -36.21% | +23.60% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -36.21% | +23.22% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -43.37% | +2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -46.50% | -16.83% |
Current DrawdownCurrent decline from peak | -9.15% | -36.12% | +26.97% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -71.96% | +61.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 13.66% | -8.56% |
Volatility
WELL vs. LUG.TO - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 8.63%, while Lundin Gold Inc. (LUG.TO) has a volatility of 17.81%. This indicates that WELL experiences smaller price fluctuations and is considered to be less risky than LUG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL | LUG.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.63% | 17.81% | -9.18% |
Volatility (6M)Calculated over the trailing 6-month period | 17.08% | 41.78% | -24.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.48% | 56.18% | -34.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.76% | 46.83% | -23.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.88% | 43.76% | -11.88% |
Dividends
WELL vs. LUG.TO - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.48%, less than LUG.TO's 5.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUG.TO Lundin Gold Inc. | 5.30% | 3.35% | 2.69% | 3.26% | 1.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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. LUG.TO - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Lundin Gold 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. LUG.TO - 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%.
LUG.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lundin Gold Inc. reported a gross profit of 420.70M and revenue of 567.38M. Therefore, the gross margin over that period was 74.2%.
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%.
LUG.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lundin Gold Inc. reported an operating income of 391.03M and revenue of 567.38M, resulting in an operating margin of 68.9%.
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%.
LUG.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lundin Gold Inc. reported a net income of 273.33M and revenue of 567.38M, resulting in a net margin of 48.2%.
Frequently Asked Questions
WELL and LUG.TO have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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