Performance analysis of Welltower (WELL)
Annual Return
Over the past 3 years, WELL has had an average annual return of +46.97%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, WELL has had an average annual return of +25.99%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, WELL has had an average annual return of +16.12%, outperforming the benchmark SPY, which returned +14.95% annual.
Since Jan 2, 2001, WELL has had an average annual return of +17.26%, outperforming the benchmark SPY, which returned +9.03% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +32.82% | +49.86% | +43.07% | +41.76% | -21.17% | +36.98% | -17.49% | +23.03% | +15.30% | +0.20% | +3.37% | -5.72% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +48.51% | -8.42% | +18.21% | +21.27% | +14.33% | +12.86% | +0.30% | +9.66% | +34.73% | -4.67% | +13.54% | +43.98% |
| 2002 | 2001 | ||||||||||
| +20.64% | +67.80% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.48% | +10.35% | -4.54% | +9.93% | -5.21% | +10.54% | +7.87% | +32.82% | |||||
| 2025 | +8.29% | +12.97% | -0.20% | -0.40% | +1.58% | -0.36% | +7.38% | +2.40% | +5.86% | +1.63% | +15.46% | -10.86% | +49.86% |
| 2024 | -4.06% | +7.22% | +1.39% | +1.97% | +9.48% | +0.56% | +6.71% | +9.10% | +6.09% | +5.35% | +2.96% | -8.79% | +43.07% |
| 2023 | +14.48% | -0.41% | -3.28% | +10.50% | -5.10% | +8.42% | +1.56% | +1.62% | -1.16% | +2.06% | +7.33% | +1.20% | +41.76% |
| 2022 | +1% | -3.15% | +15.43% | -5.54% | -1.21% | -7.57% | +4.85% | -10.54% | -16.09% | -5.10% | +17.43% | -7.72% | -21.17% |
| 2021 | -6.22% | +13.05% | +5.49% | +4.75% | +0.47% | +11.14% | +4.52% | +1.50% | -5.86% | -2.43% | -0.25% | +7.72% | +36.98% |
| 2020 | +3.83% | -11.00% | -38.81% | +11.91% | +0.24% | +2.13% | +3.50% | +8.56% | -4.22% | -2.40% | +18.20% | +2.60% | -17.49% |
| 2019 | +11.64% | -2.98% | +4.43% | -3.96% | +10.20% | +0.38% | +1.95% | +8.83% | +1.22% | +0.04% | -5.76% | -3.30% | +23.03% |
| 2018 | -5.96% | -11.05% | +3.68% | -1.82% | +9.56% | +8.74% | -0.14% | +8.03% | -3.58% | +2.72% | +10.86% | -4.04% | +15.30% |
| 2017 | -0.94% | +7.57% | +0.62% | +0.88% | +2.81% | +3.18% | -1.95% | +0.98% | -4.02% | -4.72% | +2.04% | -5.47% | +0.20% |
Drawdown analysis of Welltower (WELL)
The maximum drawdown for the WELL was -63.33%, occurring on Mar 18, 2020. Recovery took 330 trading sessions.
Since Jan 2, 2001 WELL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 6 times
- 20% or more: 10 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.33% | Sep 4, 2019 | 135 | Mar 18, 2020 | 330 | Jul 9, 2021 | 465 |
| -47.44% | Aug 11, 2008 | 143 | Mar 6, 2009 | 377 | Sep 2, 2010 | 520 |
| -40.78% | Mar 29, 2022 | 134 | Oct 10, 2022 | 338 | Feb 14, 2024 | 472 |
| -32.93% | Jun 26, 2017 | 210 | Apr 26, 2018 | 152 | Nov 30, 2018 | 362 |
| -32.32% | Jan 16, 2015 | 269 | Feb 11, 2016 | 112 | Jul 22, 2016 | 381 |
| -31.78% | May 21, 2013 | 148 | Dec 19, 2013 | 237 | Nov 28, 2014 | 385 |
| -27.43% | Apr 1, 2004 | 26 | May 10, 2004 | 276 | Jun 14, 2005 | 302 |
| -24.35% | Feb 7, 2007 | 115 | Jul 27, 2007 | 162 | Mar 20, 2008 | 277 |
| -23.25% | Jul 22, 2011 | 11 | Aug 8, 2011 | 96 | Dec 22, 2011 | 107 |
| -21.65% | Aug 10, 2016 | 65 | Nov 10, 2016 | 150 | Jun 19, 2017 | 215 |
| -18.18% | Apr 12, 2002 | 125 | Oct 9, 2002 | 134 | Apr 23, 2003 | 259 |
| -13.57% | May 12, 2008 | 38 | Jul 7, 2008 | 18 | Jul 31, 2008 | 56 |
| -13.30% | Nov 4, 2010 | 28 | Dec 15, 2010 | 49 | Feb 25, 2011 | 77 |
| -13.04% | Aug 2, 2005 | 89 | Dec 7, 2005 | 68 | Mar 20, 2006 | 157 |
| -12.99% | Mar 3, 2025 | 26 | Apr 8, 2025 | 65 | Jul 14, 2025 | 91 |
| -12.98% | Mar 20, 2006 | 42 | May 23, 2006 | 50 | Aug 4, 2006 | 92 |
| -12.61% | Nov 28, 2025 | 36 | Jan 22, 2026 | 16 | Feb 13, 2026 | 52 |
| -11.26% | May 13, 2026 | 13 | Jun 2, 2026 | 15 | Jun 24, 2026 | 28 |
| -11.14% | Nov 27, 2024 | 15 | Dec 19, 2024 | 28 | Feb 3, 2025 | 43 |
| -11.08% | Dec 6, 2018 | 12 | Dec 24, 2018 | 21 | Jan 25, 2019 | 33 |
| -11.05% | Aug 22, 2001 | 13 | Sep 17, 2001 | 17 | Oct 10, 2001 | 30 |
| -10.22% | Jul 16, 2021 | 96 | Dec 1, 2021 | 66 | Mar 8, 2022 | 162 |
| -9.18% | Feb 17, 2026 | 24 | Mar 23, 2026 | 27 | Apr 30, 2026 | 51 |
| -8.84% | Mar 26, 2019 | 18 | Apr 22, 2019 | 16 | May 14, 2019 | 34 |
| -8.81% | Jun 13, 2001 | 2 | Jun 15, 2001 | 11 | Jul 2, 2001 | 13 |