WELL vs. PSIX
WELL (Welltower Inc.) and PSIX (Power Solutions International, Inc.) are both stocks. WELL operates in REIT - Healthcare Facilities (Real Estate), while PSIX operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, WELL returned 14.83%/yr vs 9.24%/yr for PSIX. At a 0.01 correlation, their price movements are largely independent.
Performance
WELL vs. PSIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WELL achieves a 8.50% return, which is significantly higher than PSIX's -30.26% return. Over the past 10 years, WELL has outperformed PSIX with an annualized return of 14.83%, while PSIX has yielded a comparatively lower 9.24% 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%
PSIX
- 1D
- 5.96%
- 1M
- -47.50%
- YTD
- -30.26%
- 6M
- -33.00%
- 1Y
- -16.09%
- 3Y*
- 158.76%
- 5Y*
- 56.83%
- 10Y*
- 9.24%
WELL vs. PSIX - 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% |
PSIX Power Solutions International, Inc. | -30.26% | 92.07% | 1,351.22% | -31.67% | 0.00% | -9.09% | -58.23% | -14.59% | 23.33% | 0.00% |
Correlation
The correlation between WELL and PSIX is 0.02, 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 | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Apr 17, 2012 | 0.01 |
Fundamentals
WELL:
$145.25B
PSIX:
$919.06M
WELL:
$2.02
PSIX:
$4.43
WELL:
99.11
PSIX:
8.99
WELL:
2.19
PSIX:
0.09
WELL:
11.99
PSIX:
1.57
WELL:
3.32
PSIX:
4.95
WELL:
$11.63B
PSIX:
$586.96M
WELL:
$3.25B
PSIX:
$172.81M
WELL:
$3.00B
PSIX:
$102.78M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WELL vs. PSIX — Risk / Return Rank
WELL
PSIX
WELL vs. PSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and Power Solutions International, Inc. (PSIX). 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 | PSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.63 | ||
| Sortino ratioReturn per unit of downside risk | +1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.07 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | -0.24 | +2.74 |
| Martin ratioReturn relative to average drawdown | 6.21 | -0.45 | +6.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| WELL | PSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | -0.16 | +1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.99 | 0.50 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.09 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.06 | +0.50 |
Drawdowns
WELL vs. PSIX - Drawdown Comparison
The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum PSIX drawdown of -98.55%. Use the drawdown chart below to compare losses from any high point for WELL and PSIX.
Loading charts...
Drawdown Indicators
| WELL | PSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -98.55% | +35.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.61% | -68.60% | +55.99% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -68.60% | +55.61% |
Max Drawdown (5Y)Largest decline over 5 years | -40.78% | -84.37% | +43.59% |
Max Drawdown (10Y)Largest decline over 10 years | -63.33% | -93.77% | +30.44% |
Current DrawdownCurrent decline from peak | -9.15% | -65.58% | +56.43% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -68.23% | +57.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 36.00% | -30.90% |
Volatility
WELL vs. PSIX - Volatility Comparison
The current volatility for Welltower Inc. (WELL) is 8.63%, while Power Solutions International, Inc. (PSIX) has a volatility of 60.17%. This indicates that WELL experiences smaller price fluctuations and is considered to be less risky than PSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WELL | PSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.63% | 60.17% | -51.54% |
Volatility (6M)Calculated over the trailing 6-month period | 17.08% | 89.62% | -72.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.48% | 103.20% | -81.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.76% | 113.43% | -89.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.88% | 105.98% | -74.10% |
Dividends
WELL vs. PSIX - Dividend Comparison
WELL's dividend yield for the trailing twelve months is around 1.48%, while PSIX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSIX Power Solutions International, 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. | 1.48% | 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. PSIX - Financials Comparison
This section allows you to compare key financial metrics between Welltower Inc. and Power Solutions International, 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 PSIX have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSIX has higher volatility (60.17%) compared to WELL (8.63%). In terms of maximum drawdown, WELL dropped -63.33% vs PSIX's -98.55%.
WELL currently has the higher Sharpe Ratio (1.48 vs -0.16), 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.
Find the right allocation for WELL and PSIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer