Welltower (WELL): analysis and statistics
Return, volatility, Sharpe ratio and risk for Welltower, an S&P 500 component in the Real Estate sector. Data as of 2026-07-30.
| Last close price | $235.50 |
| Sector (GICS) | Real Estate |
| Annualized return (3.0 yr) | +45.31% |
| Total return over period | +205.02% |
| Annualized volatility | 21.34% |
| Sharpe ratio | 1.95 |
| Sortino ratio | 2.99 |
| Max drawdown | -12.99% |
| CVaR 95% (avg. loss, worst 5% of days) | -2.75% |
| Correlation with the S&P 500 | 0.23 |
| Period range | $75.08 – $252.07 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Welltower (WELL) has posted an annualized return of +45.31% with annual volatility of 21.34%, a Sharpe ratio of 1.95. Its worst stretch (max drawdown from a peak) was -12.99%. Its correlation with the S&P 500 is 0.23, 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 S&P 500 stocks, try the optimizer.
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