Ventas (VTR): analysis and statistics
Return, volatility, Sharpe ratio and risk for Ventas, a component of the S&P 500 in the Real Estate. Data as of 2026-10-29.
| Last close price | $81.07 |
| Sector (GICS) | Real Estate |
| Annualized return (3.0 yr) | +28.52% |
| Total return over period | +111.45% |
| Annualized volatility | 22.45% |
| Period volatility | 38.78% |
| Period T-bill | 12.40% |
| Sharpe ratio | 2.55 |
| Sortino ratio | 3.74 |
| Max drawdown | -20.38% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.24% |
| Correlation with the S&P 500 | 0.15 |
| Period range | $38.25 – $100.53 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Ventas (VTR) has posted an annualized return of +28.52% with annual volatility of 22.45%, a Sharpe ratio of 2.55. Its worst stretch (max drawdown from a peak) was -20.38%. Its correlation with the S&P 500 is 0.15, which means it moves fairly independently of the index, useful for diversification.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how VTR would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, Ventas (VTR) is of the S&P 500.
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