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WPC vs. LTC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

WPC vs. LTC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in W. P. Carey Inc. (WPC) and LTC Properties, Inc. (LTC). The values are adjusted to include any dividend payments, if applicable.

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WPC vs. LTC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WPC
W. P. Carey Inc.
7.06%24.99%-10.59%-7.93%0.47%22.88%-5.99%28.84%1.08%25.68%
LTC
LTC Properties, Inc.
9.74%6.17%14.94%-3.25%10.52%-6.77%-7.56%12.79%1.12%-2.74%

Fundamentals

Market Cap

WPC:

$15.03B

LTC:

$1.73B

EPS

WPC:

$2.11

LTC:

$2.55

PE Ratio

WPC:

32.21

LTC:

14.56

PEG Ratio

WPC:

17.22

LTC:

0.71

PS Ratio

WPC:

7.73

LTC:

6.54

PB Ratio

WPC:

1.85

LTC:

1.61

Total Revenue (TTM)

WPC:

$1.94B

LTC:

$262.85M

Gross Profit (TTM)

WPC:

$1.47B

LTC:

$208.65M

EBITDA (TTM)

WPC:

$1.39B

LTC:

$190.97M

Returns By Period

In the year-to-date period, WPC achieves a 7.06% return, which is significantly lower than LTC's 9.74% return. Over the past 10 years, WPC has outperformed LTC with an annualized return of 7.68%, while LTC has yielded a comparatively lower 3.87% annualized return.


WPC

1D
1.46%
1M
-7.70%
YTD
7.06%
6M
3.43%
1Y
13.87%
3Y*
3.12%
5Y*
5.50%
10Y*
7.68%

LTC

1D
-0.43%
1M
-5.86%
YTD
9.74%
6M
4.03%
1Y
11.70%
3Y*
8.85%
5Y*
3.50%
10Y*
3.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

WPC vs. LTC — Risk / Return Rank

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

WPC
WPC Risk / Return Rank: 6767
Overall Rank
WPC Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
WPC Sortino Ratio Rank: 6060
Sortino Ratio Rank
WPC Omega Ratio Rank: 5858
Omega Ratio Rank
WPC Calmar Ratio Rank: 7171
Calmar Ratio Rank
WPC Martin Ratio Rank: 7676
Martin Ratio Rank

LTC
LTC Risk / Return Rank: 6363
Overall Rank
LTC Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
LTC Sortino Ratio Rank: 5656
Sortino Ratio Rank
LTC Omega Ratio Rank: 5454
Omega Ratio Rank
LTC Calmar Ratio Rank: 6969
Calmar Ratio Rank
LTC Martin Ratio Rank: 7272
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.

WPC vs. LTC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for W. P. Carey Inc. (WPC) and LTC Properties, Inc. (LTC). 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.


WPCLTCDifference

Sharpe ratio

Return per unit of total volatility

0.75

0.65

+0.11

Sortino ratio

Return per unit of downside risk

1.15

0.98

+0.16

Omega ratio

Gain probability vs. loss probability

1.14

1.12

+0.02

Calmar ratio

Return relative to maximum drawdown

1.47

1.30

+0.17

Martin ratio

Return relative to average drawdown

4.60

3.60

+1.01

WPC vs. LTC - Sharpe Ratio Comparison

The current WPC Sharpe Ratio is 0.75, which is comparable to the LTC Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of WPC and LTC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WPCLTCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.75

0.65

+0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.17

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

0.14

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.36

+0.09

Correlation

The correlation between WPC and LTC is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

WPC vs. LTC - Dividend Comparison

WPC's dividend yield for the trailing twelve months is around 5.39%, less than LTC's 6.14% yield.


TTM20252024202320222021202020192018201720162015
WPC
W. P. Carey Inc.
5.39%5.62%6.41%7.93%5.43%5.12%5.91%5.17%6.26%7.26%6.65%6.48%
LTC
LTC Properties, Inc.
6.14%6.63%6.60%7.10%6.42%6.68%5.86%5.09%5.47%5.24%4.66%4.80%

Drawdowns

WPC vs. LTC - Drawdown Comparison

The maximum WPC drawdown since its inception was -52.45%, smaller than the maximum LTC drawdown of -80.13%. Use the drawdown chart below to compare losses from any high point for WPC and LTC.


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Drawdown Indicators


WPCLTCDifference

Max Drawdown

Largest peak-to-trough decline

-52.45%

-80.13%

+27.68%

Max Drawdown (1Y)

Largest decline over 1 year

-10.96%

-9.46%

-1.50%

Max Drawdown (5Y)

Largest decline over 5 years

-36.81%

-27.80%

-9.01%

Max Drawdown (10Y)

Largest decline over 10 years

-52.45%

-51.41%

-1.04%

Current Drawdown

Current decline from peak

-7.70%

-7.45%

-0.25%

Average Drawdown

Average peak-to-trough decline

-10.33%

-16.03%

+5.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.53%

3.43%

+0.10%

Volatility

WPC vs. LTC - Volatility Comparison

The current volatility for W. P. Carey Inc. (WPC) is 4.32%, while LTC Properties, Inc. (LTC) has a volatility of 6.29%. This indicates that WPC experiences smaller price fluctuations and is considered to be less risky than LTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WPCLTCDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.32%

6.29%

-1.97%

Volatility (6M)

Calculated over the trailing 6-month period

11.85%

13.27%

-1.42%

Volatility (1Y)

Calculated over the trailing 1-year period

18.57%

18.12%

+0.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.71%

20.88%

-0.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.81%

27.01%

-1.20%

Financials

WPC vs. LTC - Financials Comparison

This section allows you to compare key financial metrics between W. P. Carey Inc. and LTC Properties, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M500.00M600.00M700.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
444.55M
84.29M
(WPC) Total Revenue
(LTC) Total Revenue
Values in USD except per share items