WELL
Welltower Inc.
Stock
$230.24−2.66 (−1.14%)Close Sep 30, 2026
Mar 19, 1980 – Sep 30, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $5,737,882 | 14.63% | −63.33% | 0.65 |
| $10,000 became | $5,737,882 |
|---|---|
| CAGR | 14.63% |
| Max drawdown | −63.33% |
| Sharpe ratio | 0.65 |
Loading the growth chart…
Growth of $10,000
- WELL
Trailing returns
| Period | WELL |
|---|---|
| 1M | −3.29% |
| 3M | +1.82% |
| 6M | +18.74% |
| YTD | +25.38% |
| 1Y | +31.15% |
| 3Y | +43.90% |
| 5Y | +25.79% |
| 10Y | +15.96% |
| 15Y | +15.75% |
| 20Y | +14.23% |
| 25Y | +15.03% |
| 30Y | +14.61% |
| Since 1980 | +14.63% |
Metrics
| Return | WELL |
|---|---|
| Final balance | $5,737,882 |
| Total return | 57,278.82% |
| CAGR | 14.63% |
| Calendar years | WELL |
| Best year | 74.00% |
| Worst year | −35.20% |
| Positive years | 35 of 45 |
| Risk | WELL |
| Max drawdown | −63.33% |
| Longest drawdown | 2.5 years |
| Volatility (annualized) | 26.70% |
| Risk-adjusted | WELL |
| Sharpe ratio | 0.65 |
| Sortino ratio | 0.93 |
| Calmar ratio | 0.23 |
| Return | WELL |
|---|---|
| Final balance | $5,737,882 |
| Total return | 57,278.82% |
| CAGR | 14.63% |
| Calendar years | WELL |
| Best year | 74.00% |
| Worst year | −35.20% |
| Positive years | 35 of 45 |
| Risk | WELL |
|---|---|
| Max drawdown | −63.33% |
| Longest drawdown | 2.5 years |
| Volatility (annualized) | 26.70% |
| Risk-adjusted | WELL |
| Sharpe ratio | 0.65 |
| Sortino ratio | 0.93 |
| Calmar ratio | 0.23 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −63.3% | Sep 2019 | Mar 2020 | Jul 2021 |
| −47.5% | Aug 2008 | Mar 2009 | Sep 2010 |
| −40.8% | Mar 2022 | Oct 2022 | Feb 2024 |
| −40.7% | Sep 1998 | Apr 2000 | Mar 2001 |
| −36.5% | Apr 1988 | Dec 1988 | Jan 1990 |
Annual returns
| Year | WELL |
|---|---|
| 1980from Mar 19 | +17.95% |
| 1981 | 0.00% |
| 1982 | +16.30% |
| 1983 | +19.63% |
| 1984 | +21.87% |
| 1985 | +12.50% |
| 1986 | +12.82% |
| 1987 | +0.38% |
| 1988 | −11.86% |
| 1989 | +38.47% |
| 1990 | +3.92% |
| 1991 | +74.00% |
| 1992 | +11.94% |
| 1993 | +16.14% |
| 1994 | −4.93% |
| 1995 | −0.32% |
| 1996 | +49.38% |
| 1997 | +24.85% |
| 1998 | +0.07% |
| 1999 | −35.20% |
| 2000 | +23.21% |
| 2001 | +65.91% |
| 2002 | +20.73% |
| 2003 | +44.08% |
| 2004 | +13.50% |
| 2005 | −4.70% |
| 2006 | +36.98% |
| 2007 | +9.67% |
| 2008 | +0.22% |
| 2009 | +12.64% |
| 2010 | +14.22% |
| 2011 | +21.13% |
| 2012 | +18.23% |
| 2013 | −8.42% |
| 2014 | +48.54% |
| 2015 | −5.80% |
| 2016 | +3.38% |
| 2017 | +0.22% |
| 2018 | +15.31% |
| 2019 | +23.04% |
| 2020 | −17.19% |
| 2021 | +36.98% |
| 2022 | −21.18% |
| 2023 | +41.79% |
| 2024 | +43.07% |
| 2025 | +49.86% |
| 2026to Sep 30 | +25.38% |