(WELL) Welltower - Performance 60.3% in 12m
Compare WELL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
88.19%
#1 in Group
Rel. Strength
91.52%
#676 in Universe
Total Return 12m
60.25%
#2 in Group
Total Return 5y
265.16%
#2 in Group
P/E 94.0
75th Percentile in Group
P/E Forward 93.5
87th Percentile in Group
PEG 3.43
64th Percentile in Group
FCF Yield 1.70%
41th Percentile in Group
12m Total Return: WELL (60.3%) vs XLRE (18.1%)
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 |
|---|---|---|---|---|---|---|---|---|
| CTRE NYSE CareTrust REIT |
-0.04% | 17.8% | 134% | 35.5 | 13 | 1.26 | 47.6% | 34.7% |
| VTR NYSE Ventas |
-4.08% | 48.5% | 165% | 361 | 185 | 1.86 | 2.60% | -5.76% |
| OHI NYSE Omega Healthcare Investors |
-2.27% | 24.7% | 102% | 24.7 | 10.1 | 1.13 | -1.10% | -9.82% |
| NHI NYSE National Health Investors |
2.85% | 23.7% | 98.4% | 24.2 | 12.8 | 1.99 | 60.0% | 10.5% |
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 | -1.54% | -0.36% | 0.40% |
| 3 Months | 7.85% | 2.05% | -4.90% |
| 12 Months | 60.25% | 18.12% | 13.65% |
| 5 Years | 265.16% | 50.85% | 114.96% |
| Trend Score (consistency of price movement) | WELL | XLRE | S&P 500 |
| 1 Month | 68.8% | 78.4% | 74.8% |
| 3 Months | 6.50% | -59.7% | -84.7% |
| 12 Months | 93.1% | 36% | 53.5% |
| 5 Years | 84.8% | 42.5% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #10 | -1.19% | -1.93% |
| 3 Month | #9 | 5.68% | 13.4% |
| 12 Month | #2 | 35.7% | 41.0% |
| 5 Years | #1 | 142% | 69.9% |
FAQs
Does WELL Welltower outperforms the market?
Yes,
over the last 12 months WELL made 60.25%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 18.12%.
Over the last 3 months WELL made 7.85%, while XLRE made 2.05%.
Over the last 3 months WELL made 7.85%, while XLRE made 2.05%.
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 | -0.37% | -1.94% | 13.2% | 46.6% |
| US NASDAQ 100 | QQQ | -0.88% | -4.20% | 12.4% | 45.0% |
| US Dow Jones Industrial 30 | DIA | -0.44% | 0.54% | 13.7% | 50.4% |
| German DAX 40 | DAX | -1.15% | -4.57% | -7.02% | 31.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.79% | -1.31% | 17.2% | 54.9% |
| Hongkong Hang Seng | HSI | -1.05% | -1.60% | 12.8% | 49.7% |
| India NIFTY 50 | INDA | 0.55% | -6.10% | 13.3% | 57.8% |
| Brasil Bovespa | EWZ | 1.89% | -5.29% | 11.2% | 68.0% |
WELL vs. Sectors WELL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.68% | -2.13% | 6.90% | 36.1% |
| Consumer Discretionary | XLY | 0.62% | -0.62% | 11.8% | 45.3% |
| Consumer Staples | XLP | 1.67% | -1.55% | 10.5% | 49.6% |
| Energy | XLE | 3.06% | 11.4% | 20.3% | 68.8% |
| Financial | XLF | -1.06% | -0.74% | 4.91% | 35.4% |
| Health Care | XLV | 2.21% | 2.46% | 18.1% | 60.1% |
| Industrial | XLI | -1.76% | -2.69% | 11.9% | 48.2% |
| Materials | XLB | -0.24% | 0.85% | 21.6% | 62.6% |
| Real Estate | XLRE | -0.89% | -1.18% | 14.6% | 42.1% |
| Technology | XLK | -1.34% | -4.92% | 16.1% | 49.6% |
| Utilities | XLU | 0.59% | -1.96% | 8.38% | 39.2% |
| Aerospace & Defense | XAR | -1.83% | -9.22% | -1.34% | 31.3% |
| Biotech | XBI | -1.49% | -5.15% | 29.1% | 65.6% |
| Homebuilder | XHB | -1.32% | 0.06% | 28.9% | 65.6% |
| Retail | XRT | -0.51% | -0.35% | 19.7% | 61.3% |