Welltower (WELL): analysis and statistics
Return, volatility, Sharpe ratio and risk for Welltower, a component of the S&P 500 in the Real Estate. Data as of 2026-10-29.
| Last close price | $227.20 |
| Sector (GICS) | Real Estate |
| Annualized return (3.0 yr) | +43.70% |
| Total return over period | +195.02% |
| Annualized volatility | 21.28% |
| Period volatility | 36.76% |
| Period T-bill | 12.40% |
| Sharpe ratio | 4.97 |
| Sortino ratio | 7.49 |
| Max drawdown | -12.99% |
| CVaR 95% (avg. loss, worst 5% of days) | -2.85% |
| Correlation with the S&P 500 | 0.19 |
| Period range | $77.51 – $252.07 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Welltower (WELL) has posted an annualized return of +43.70% with annual volatility of 21.28%, a Sharpe ratio of 4.97. Its worst stretch (max drawdown from a peak) was -12.99%. Its correlation with the S&P 500 is 0.19, 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 WELL 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, Welltower (WELL) is of the S&P 500.
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