Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WELL (Welltower Inc.) | 8.97% | 34.13% | 41.09% | 24.34% | 15.25% | 14.10% | 14.27% | … | … |
Data as of 06/04/2026, Common starting date is 03/19/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WELL (Welltower Inc.) | 03/19/1980 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.49 | 34.13 | 41.09 | 24.34 | 15.25 | 14.10 | 14.27 | … | … | 8.97 | 49.86 | 43.07 | 41.79 | -21.18 | 36.98 | -17.19 | 23.04 | 15.31 | 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 | 23.26 | -41.55 | -8.00 | 14.80 | 36.11 | -10.00 | -12.57 | 7.02 | 2.40 | 56.07 | -8.55 | 23.16 | -20.83 | -9.09 | 12.82 | 12.50 | 21.87 | 19.63 | 16.30 | 0.00 | 17.95 |
| Sharpe Ratio | NA | 1.63 | 1.94 | 0.97 | 0.44 | NA | NA | … | … | 1.21 | 2.16 | 2.16 | 1.59 | -0.81 | 1.36 | -0.23 | 1.19 | 0.59 | -0.03 | 0.12 | -0.28 | 3.23 | -0.42 | 1.21 | 0.73 | 0.63 | 0.23 | -0.01 | 0.29 | 2.05 | -0.37 | 0.49 | 2.71 | 0.93 | 2.62 | 0.79 | -1.74 | -0.42 | 0.72 | 1.86 | -0.55 | -1.00 | 0.23 | 0.00 | 2.21 | -0.54 | 0.63 | -0.90 | -0.44 | 0.30 | 0.26 | 0.86 | 0.71 | 0.45 | -0.62 | 0.75 |
| Standard Deviation(%) | NA | 20.60 | 20.90 | 23.63 | 31.97 | NA | NA | … | … | 22.88 | 21.81 | 18.30 | 24.27 | 28.16 | 27.11 | 75.47 | 18.13 | 23.72 | 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 | 25.80 | 27.36 | 15.47 | 17.26 | 25.26 | 15.68 | 21.09 | 20.54 | 23.45 | 25.88 | 27.52 | 28.36 | 30.30 | 28.13 | 26.55 | 17.25 | 18.73 | 18.58 | 16.89 | 20.26 |
| Draw Down(%) | NA | 12.61 | 12.99 | 40.78 | 63.33 | NA | NA | … | … | 9.18 | 12.99 | 11.14 | 15.05 | 40.78 | 10.23 | 62.65 | 15.40 | 20.79 | 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 | 44.47 | 26.29 | 11.33 | 10.33 | 32.07 | 20.79 | 17.21 | 17.49 | 8.33 | 24.19 | 12.00 | 40.82 | 21.92 | 17.88 | 24.27 | 10.61 | 11.97 | 9.57 | 15.69 | 17.65 |
| Yield(%) | 0.00 | 1.95 | 3.54 | 3.39 | 4.16 | 5.82 | 8.27 | … | … | 0.79 | 2.26 | 2.84 | 3.64 | 2.85 | 3.96 | 3.37 | 5.17 | 5.43 | 5.26 | 5.03 | 4.29 | 5.94 | 5.01 | 5.37 | 5.85 | 6.22 | 6.84 | 5.99 | 5.29 | 8.34 | 6.62 | 6.64 | 8.63 | 9.47 | 14.57 | 15.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/19/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELL (Welltower Inc.) |
-15.17%
Mar 1997 – Mar 2000 |
-7.90%
Mar 1995 – Mar 2000 |
-0.39%
Sep 1985 – Sep 1995 |
0.15%
Mar 1985 – Mar 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELL (Welltower Inc.) |
47.37%
Oct 2022 – Oct 2025 |
32.20%
Dec 1999 – Dec 2004 |
21.58%
Mar 2000 – Mar 2010 |
20.12%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart