REITs Performance Guide: Compare Returns of S&P 500 and Welltower, Inc. (WELL)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and WELL | ||
|---|---|---|
| S&P 500 | WELL | |
| Start Date | May-01-2014 | May-30-2014 |
| Start Price | $2,476.46 | $41.52 |
| End Date | May-01-2024 | May-17-2024 |
| End Price | $5,018.39 | $101.29 |
| Number Monthly Prices | 121 | 121 |
| Min Date | May-01-2014 | Mar-31-2020 |
| Min Price | $2,476.46 | $39.85 |
| Max Date | Apr-01-2024 | May-17-2024 |
| Max Price | $5,243.77 | $101.29 |
| Total Return | 102.64% | 143.94% |
| Annualized Return | 7.26% | 9.25% |
| Current Value of $1,000 Purchase | $2,026 | $2,439 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.31% | 28.69% |
| Minimum Return | -25.54% | -48.48% |
| Maximum Return | 111.74% | 154.15% |
| Number Profitable Returns | 6,506 | 5,857 |
| Percent Profitable Returns | 89.61% | 80.67% |
| Number Unprofitable Returns | 754 | 1,403 |
| Percent Unprofitable Returns | 10.39% | 19.33% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 4.17 |
WELL Performance Table and Chart
WELL Dividend Chart
WELL Dollar-cost Average
WELL Trendline Chart
WELL Moving Average Chart
WELL Stock Return Map - See Patterns of Gains and Losses
WELL Stock Returns/Purchase Dates