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WELL vs. UOLGY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

WELL vs. UOLGY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Welltower Inc. (WELL) and UOL Group Ltd ADR (UOLGY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with WELL having a 16.22% return and UOLGY slightly higher at 17.01%. Over the past 10 years, WELL has outperformed UOLGY with an annualized return of 15.50%, while UOLGY has yielded a comparatively lower 10.11% annualized return.


WELL

1D
1.69%
1M
-2.68%
YTD
16.22%
6M
15.53%
1Y
43.19%
3Y*
40.64%
5Y*
24.91%
10Y*
15.50%

UOLGY

1D
-0.13%
1M
-4.60%
YTD
17.01%
6M
21.15%
1Y
62.24%
3Y*
19.35%
5Y*
9.98%
10Y*
10.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WELL vs. UOLGY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WELL
Welltower Inc.
16.22%49.86%43.07%41.79%-21.18%36.98%-17.19%23.04%15.31%0.22%
UOLGY
UOL Group Ltd ADR
17.01%75.21%-15.82%-1.76%-1.65%-9.12%3.94%34.82%-30.00%65.77%

Correlation

The correlation between WELL and UOLGY is -0.06, 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

-0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.10

Correlation (5Y)
Calculated over the trailing 5-year period

0.10

Correlation (10Y)
Calculated over the trailing 10-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Jul 25, 2007

0.05

The correlation between WELL and UOLGY shifts across timeframes, from -0.06 (1 year) to 0.10 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

WELL:

$155.59B

UOLGY:

$6.57B

EPS

WELL:

$2.02

UOLGY:

SGD 3.97

PE Ratio

WELL:

106.16

UOLGY:

10.06

PEG Ratio

WELL:

2.35

UOLGY:

0.48

PS Ratio

WELL:

12.85

UOLGY:

1.40

PB Ratio

WELL:

3.55

UOLGY:

0.72

Total Revenue (TTM)

WELL:

$11.63B

UOLGY:

SGD 6.02B

Gross Profit (TTM)

WELL:

$3.25B

UOLGY:

SGD 2.39B

EBITDA (TTM)

WELL:

$3.00B

UOLGY:

SGD 1.75B

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Return for Risk

WELL vs. UOLGY — Risk / Return Rank

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

WELL
WELL Risk / Return Rank: 8787
Overall Rank
WELL Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
WELL Sortino Ratio Rank: 8686
Sortino Ratio Rank
WELL Omega Ratio Rank: 8686
Omega Ratio Rank
WELL Calmar Ratio Rank: 8787
Calmar Ratio Rank
WELL Martin Ratio Rank: 8686
Martin Ratio Rank

UOLGY
UOLGY Risk / Return Rank: 8787
Overall Rank
UOLGY Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
UOLGY Sortino Ratio Rank: 8686
Sortino Ratio Rank
UOLGY Omega Ratio Rank: 8686
Omega Ratio Rank
UOLGY Calmar Ratio Rank: 8787
Calmar Ratio Rank
UOLGY Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WELL vs. UOLGY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Welltower Inc. (WELL) and UOL Group Ltd ADR (UOLGY). 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.


WELLUOLGYDifference
Sharpe ratioReturn per unit of total volatility

-0.03

Sortino ratioReturn per unit of downside risk

-0.04

Omega ratioGain probability vs. loss probability

1.34

1.35

0.00

Calmar ratioReturn relative to maximum drawdown

3.44

3.61

-0.17

Martin ratioReturn relative to average drawdown

8.47

10.14

-1.67

WELL vs. UOLGY - Sharpe Ratio Comparison

The current WELL Sharpe Ratio is 2.01, which is comparable to the UOLGY Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of WELL and UOLGY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

WELL vs. UOLGY - Drawdown Comparison

The maximum WELL drawdown since its inception was -63.33%, smaller than the maximum UOLGY drawdown of -74.06%. Use the drawdown chart below to compare losses from any high point for WELL and UOLGY.


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Drawdown Indicators


WELLUOLGYDifference

Max Drawdown

Largest peak-to-trough decline

-63.33%

-74.06%

+10.73%

Max Drawdown (1Y)

Largest decline over 1 year

-12.61%

-17.34%

+4.73%

Max Drawdown (3Y)

Largest decline over 3 years

-12.99%

-30.30%

+17.31%

Max Drawdown (5Y)

Largest decline over 5 years

-40.78%

-30.33%

-10.45%

Max Drawdown (10Y)

Largest decline over 10 years

-63.33%

-42.09%

-21.24%

Current Drawdown

Current decline from peak

-2.68%

-11.76%

+9.08%

Average Drawdown

Average peak-to-trough decline

-10.31%

-19.28%

+8.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.11%

6.17%

-1.06%

Volatility

WELL vs. UOLGY - Volatility Comparison

Welltower Inc. (WELL) has a higher volatility of 9.54% compared to UOL Group Ltd ADR (UOLGY) at 5.08%. This indicates that WELL's price experiences larger fluctuations and is considered to be riskier than UOLGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WELLUOLGYDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.54%

5.08%

+4.46%

Volatility (6M)

Calculated over the trailing 6-month period

17.14%

22.30%

-5.16%

Volatility (1Y)

Calculated over the trailing 1-year period

21.65%

30.70%

-9.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.82%

28.86%

-5.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.90%

29.42%

+2.48%

Dividends

WELL vs. UOLGY - Dividend Comparison

WELL's dividend yield for the trailing twelve months is around 1.38%, less than UOLGY's 2.50% yield.


PositionTTM20252024202320222021202020192018201720162015
UOLGY
UOL Group Ltd ADR
2.50%1.96%3.72%2.74%2.15%2.12%1.98%2.11%2.88%3.39%5.17%0.00%
WELL
Welltower Inc.
1.38%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. UOLGY - Financials Comparison

This section allows you to compare key financial metrics between Welltower Inc. and UOL Group Ltd ADR. 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


1.00B1.50B2.00B2.50B3.00B20222023202420252026
3.35B
1.68B
(WELL) Total Revenue
(UOLGY) Total Revenue
Please note, different currencies. WELL values in USD, UOLGY values in SGD

WELL vs. UOLGY - Profitability Comparison

The chart below illustrates the profitability comparison between Welltower Inc. and UOL Group Ltd ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%202220232024202520260
39.7%
Portfolio components
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%.

UOLGY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UOL Group Ltd ADR reported a gross profit of 667.37M and revenue of 1.68B. Therefore, the gross margin over that period was 39.7%.

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%.

UOLGY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UOL Group Ltd ADR reported an operating income of 423.47M and revenue of 1.68B, resulting in an operating margin of 25.2%.

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%.

UOLGY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UOL Group Ltd ADR reported a net income of 275.28M and revenue of 1.68B, resulting in a net margin of 16.4%.


Frequently Asked Questions


WELL and UOLGY have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WELL has higher volatility (9.54%) compared to UOLGY (5.08%). In terms of maximum drawdown, WELL dropped -63.33% vs UOLGY's -74.06%.

UOLGY currently has the higher Sharpe Ratio (2.04 vs 2.01), 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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