Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCN (Welltower Inc) | NA | -20.20% | -7.30% | 0.71% | 8.16% | 11.38% | NA | … | … |
Data as of 03/02/2018, Common starting date is 12/31/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCN (Welltower Inc) | 12/31/1999 | 03/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.72 | -20.20 | -7.30 | 0.71 | 8.16 | 11.38 | NA | … | … | -15.68 | 0.22 | 3.38 | -5.80 | 48.54 | -8.42 | 18.23 | 21.13 | 14.22 | 12.64 | 0.22 | 9.67 | 36.98 | -4.70 | 13.50 | 44.08 | 20.73 | 65.91 | 23.21 | 0.00 | -0.42 | 24.26 | 47.33 | -0.66 | -5.36 | 15.84 | 8.69 |
| Sharpe Ratio | NA | -1.27 | -0.36 | 0.04 | 0.26 | NA | NA | … | … | -2.63 | -0.03 | 0.12 | -0.28 | 3.23 | -0.42 | 1.21 | 0.73 | 0.63 | 0.23 | -0.01 | 0.29 | 2.05 | -0.36 | 0.49 | 2.71 | 0.94 | 2.62 | 0.79 | -1.53 | -0.14 | -2.08 | 2.74 | -0.18 | -0.56 | 0.65 | 0.46 |
| Standard Deviation(%) | NA | 16.49 | 21.28 | 20.26 | 30.89 | NA | NA | … | … | 24.77 | 14.65 | 26.00 | 21.14 | 15.03 | 20.03 | 15.17 | 28.78 | 22.52 | 55.00 | 55.34 | 22.80 | 16.48 | 19.03 | 25.46 | 15.99 | 20.98 | 24.75 | 24.14 | 0.00 | 26.89 | 14.80 | 15.86 | 24.49 | 14.90 | 21.11 | 19.10 |
| Draw Down(%) | NA | 29.97 | 29.97 | 32.37 | 47.49 | NA | NA | … | … | 17.29 | 16.48 | 22.36 | 27.66 | 8.81 | 31.79 | 8.65 | 23.27 | 13.30 | 34.17 | 40.81 | 24.36 | 12.99 | 15.42 | 27.44 | 8.18 | 18.14 | 11.05 | 17.32 | 0.00 | 22.27 | 11.33 | 8.53 | 30.03 | 16.77 | 15.55 | 9.56 |
| Yield(%) | 0.00 | 4.99 | 4.42 | 5.05 | 7.32 | 11.24 | 16.68 | … | … | 1.35 | 5.28 | 5.04 | 4.22 | 5.96 | 5.00 | 5.39 | 5.73 | 6.13 | 6.66 | 5.92 | 5.31 | 8.33 | 6.59 | 6.61 | 8.66 | 9.56 | 14.61 | 15.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/02/2018, Common starting date is 12/31/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCN (Welltower Inc) |
-7.44%
Feb 2015 – Feb 2018 |
0.95%
Feb 2013 – Feb 2018 |
8.17%
Feb 2008 – Feb 2018 |
11.22%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCN (Welltower Inc) |
42.37%
Dec 2000 – Dec 2003 |
29.17%
Mar 2000 – Mar 2005 |
21.58%
Mar 2000 – Mar 2010 |
20.12%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart