(WELL) Welltower - Performance 70.1% in 12m
Compare WELL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
90.29%
#2 in Group
Rel. Strength
94.05%
#459 in Universe
Total Return 12m
70.13%
#2 in Group
Total Return 5y
362.39%
#1 in Group
12m Total Return: WELL (70.1%) vs XLRE (11.5%)
5y Drawdown (Underwater) Chart
Top Performers in Health Care REITs
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| OHI NYSE Omega Healthcare Investors |
3.37% | 28.8% | 140% | 24.5 | 10.1 | 1.13 | -14.7% | -12.7% |
| CTRE NYSE CareTrust REIT |
11.8% | 23.2% | 179% | 35.7 | 13 | 1.26 | 20.3% | 12.8% |
| VTR NYSE Ventas |
0.09% | 65.4% | 259% | 362 | 185 | 1.88 | -8.70% | - |
| NHI NYSE National Health Investors |
3.06% | 24.2% | 147% | 23.9 | 12.8 | 1.99 | 29.4% | 5.05% |
Performance Comparison: WELL vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for WELL
| Total Return (including Dividends) | WELL | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -0.20% | -2.39% | -5.57% |
| 3 Months | 22.11% | 3.56% | -4.27% |
| 12 Months | 70.13% | 11.49% | 8.49% |
| 5 Years | 362.39% | 67.43% | 138.91% |
| Trend Score (consistency of price movement) | WELL | XLRE | S&P 500 |
| 1 Month | 2.10% | -45.2% | -26.8% |
| 3 Months | 84.2% | 59.9% | -52.6% |
| 12 Months | 94.3% | 60.9% | 85.4% |
| 5 Years | 84.8% | 44.8% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #15 | 2.25% | 5.69% |
| 3 Month | #3 | 17.9% | 27.6% |
| 12 Month | #3 | 52.6% | 56.8% |
| 5 Years | #1 | 176% | 93.6% |
FAQs
Does WELL Welltower outperforms the market?
Yes,
over the last 12 months WELL made 70.13%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 11.49%.
Over the last 3 months WELL made 22.11%, while XLRE made 3.56%.
Over the last 3 months WELL made 22.11%, while XLRE made 3.56%.
Performance Comparison WELL vs Indeces and Sectors
WELL vs. Indices WELL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.81% | 5.37% | 22.7% | 61.6% |
| US NASDAQ 100 | QQQ | 6.68% | 7.39% | 24.4% | 64.1% |
| US Dow Jones Industrial 30 | DIA | 3.57% | 3.83% | 20.8% | 62.2% |
| German DAX 40 | DAX | 5.22% | 1.53% | 6.26% | 49.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.22% | -0.20% | 26.8% | 60.6% |
| Hongkong Hang Seng | HSI | 3.55% | 0.25% | 25.0% | 53.5% |
| India NIFTY 50 | INDA | 3.48% | -7.23% | 32.2% | 69.4% |
| Brasil Bovespa | EWZ | 3.55% | -7.42% | 29.1% | 82.4% |
WELL vs. Sectors WELL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.52% | 4.96% | 13.5% | 51.6% |
| Consumer Discretionary | XLY | 5.59% | 8.11% | 21.8% | 61.0% |
| Consumer Staples | XLP | -0.61% | 0.98% | 21.1% | 59.5% |
| Energy | XLE | 1.60% | -3.69% | 12.6% | 68.6% |
| Financial | XLF | 2.93% | 4.0% | 10.0% | 49.4% |
| Health Care | XLV | 3.02% | 1.38% | 25.2% | 68.8% |
| Industrial | XLI | 4.65% | 3.36% | 23.2% | 63.7% |
| Materials | XLB | 2.90% | 2.47% | 30.7% | 75.6% |
| Real Estate | XLRE | 2.18% | 2.19% | 25.5% | 58.6% |
| Technology | XLK | 7.37% | 8.09% | 29.0% | 70.6% |
| Utilities | XLU | 1.38% | -0.44% | 21.7% | 45.6% |
| Aerospace & Defense | XAR | 7.14% | 3.04% | 18.2% | 53.8% |
| Biotech | XBI | 10.9% | 8.37% | 38.7% | 83.6% |
| Homebuilder | XHB | 5.53% | 3.92% | 42.6% | 81.5% |
| Retail | XRT | 5.20% | 6.37% | 31.0% | 80.6% |