In the past 12 months (February 24, 2025 to February 24, 2026), WELL returned 41.38% versus 16.44% for the S&P 500 (SPY) and 17.52% for Nasdaq 100 (QQQ).
In the past 5 years (February 25, 2021 to February 24, 2026), WELL returned 237.20% versus 92.58% for the S&P 500 (SPY) and 100.23% for Nasdaq 100 (QQQ). $1 invested in WELL in 2021 became $3.37 in 2026.
In the past 10 years (February 29, 2016 to February 24, 2026), WELL had an annualized return of 16.85% versus 15.41% for the S&P 500 (SPY) and 20.38% for Nasdaq 100 (QQQ). $1 invested in WELL in 2016 became $4.74 in 2026.
Since April 2006 (April 10, 2006 to February 24, 2026) WELL had an annualized return of 14.62% versus 10.76% for the S&P 500 (SPY) and 15.23% for Nasdaq 100 (QQQ). $1 invested in WELL in 2006 became $15.10 in 2026.
Ticker
Company Name
Total Returns
$1 turns into
Annualized Returns
Annualized Volatility
Sharpe Ratio
WELL
Welltower Inc.
1410.10%
$15.10
14.62%
31.57%
0.46
SPY
SPDR S&P 500 ETF Trust
664.15%
$7.64
10.76%
19.44%
0.55
QQQ
Invesco QQQ Trust, Series 1
1575.96%
$16.76
15.23%
22.02%
0.69
Returns adjusted for splits and dividends.
Period start date is the earliest common trading day in the selected time period across all tickers.