WPC vs. LTC
WPC (W. P. Carey Inc.) and LTC (LTC Properties, Inc.) are both stocks. Both are in the Real Estate sector — WPC in REIT - Diversified, LTC in REIT - Healthcare Facilities. Over the past 10 years, WPC returned 7.19%/yr vs 2.98%/yr for LTC. At a 0.37 correlation, their price movements are largely independent.
Performance
WPC vs. LTC - Performance Comparison
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Returns By Period
In the year-to-date period, WPC achieves a 13.90% return, which is significantly higher than LTC's 11.67% return. Over the past 10 years, WPC has outperformed LTC with an annualized return of 7.19%, while LTC has yielded a comparatively lower 2.98% annualized return.
WPC
- 1D
- 1.22%
- 1M
- -2.93%
- YTD
- 13.90%
- 6M
- 15.87%
- 1Y
- 18.48%
- 3Y*
- 10.87%
- 5Y*
- 5.43%
- 10Y*
- 7.19%
LTC
- 1D
- 2.03%
- 1M
- -2.69%
- YTD
- 11.67%
- 6M
- 12.78%
- 1Y
- 11.94%
- 3Y*
- 11.95%
- 5Y*
- 5.69%
- 10Y*
- 2.98%
WPC vs. LTC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPC W. P. Carey Inc. | 13.90% | 24.99% | -10.59% | -7.93% | 0.47% | 22.88% | -5.99% | 28.84% | 1.08% | 25.68% |
LTC LTC Properties, Inc. | 11.67% | 6.17% | 14.94% | -3.25% | 10.52% | -6.77% | -7.56% | 12.79% | 1.12% | -2.74% |
Correlation
The correlation between WPC and LTC is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 1998 | 0.37 |
The correlation between WPC and LTC shifts across timeframes, from 0.37 (all time) to 0.60 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
WPC:
$16.02B
LTC:
$1.82B
WPC:
$2.34
LTC:
$2.58
WPC:
30.94
LTC:
14.46
WPC:
16.54
LTC:
0.70
WPC:
10.44
LTC:
5.65
WPC:
1.92
LTC:
1.64
WPC:
$1.53B
LTC:
$309.23M
WPC:
$942.27M
LTC:
$246.28M
WPC:
$1.21B
LTC:
$204.19M
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Return for Risk
WPC vs. LTC — Risk / Return Rank
WPC
LTC
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.
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.
| WPC | LTC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.12 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 0.97 | +0.94 |
| Martin ratioReturn relative to average drawdown | 5.66 | 2.89 | +2.77 |
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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
| WPC | LTC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.45% | -80.13% | +27.68% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -12.32% | +2.61% |
Max Drawdown (3Y)Largest decline over 3 years | -27.07% | -14.50% | -12.57% |
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 DrawdownCurrent decline from peak | -5.75% | -5.82% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -10.26% | -15.96% | +5.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 4.14% | -0.86% |
Volatility
WPC vs. LTC - Volatility Comparison
The current volatility for W. P. Carey Inc. (WPC) is 7.24%, while LTC Properties, Inc. (LTC) has a volatility of 7.88%. 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
| WPC | LTC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.24% | 7.88% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 13.25% | 15.02% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.22% | 18.51% | -1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.78% | 20.95% | -0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.86% | 27.14% | -1.28% |
Dividends
WPC vs. LTC - Dividend Comparison
WPC's dividend yield for the trailing twelve months is around 5.06%, less than LTC's 6.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTC LTC Properties, Inc. | 6.12% | 6.63% | 6.60% | 7.10% | 6.42% | 6.68% | 5.86% | 5.09% | 5.47% | 5.24% | 4.66% | 4.80% |
WPC W. P. Carey Inc. | 5.06% | 5.62% | 6.41% | 7.93% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 7.26% | 6.65% | 6.48% |
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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
WPC and LTC have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LTC has higher volatility (7.88%) compared to WPC (7.24%). In terms of maximum drawdown, WPC dropped -52.45% vs LTC's -80.13%.
WPC currently has the higher Sharpe Ratio (1.08 vs 0.65), 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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