Welltower Inc. (WELL) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$31,124
Total Return
211.24%
CAGR
25.50%
Dividends
$1,808.95
Yield on Cost
18.09%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.12% |
| Median | +1.93% |
| Best | +21.64% |
| Worst | -26.06% |
| % of Windows Positive | 62.4% |
1-Year (252 Trading Days)
| Average | +26.26% |
| Median | +33.52% |
| Best | +76.23% |
| Worst | -29.48% |
| % of Windows Positive | 75.1% |
3-Year (756 Trading Days)
| Average | +106.84% |
| Median | +80.53% |
| Best | +251.01% |
| Worst | +26.39% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -40.96% |
| Average Drawdown | -8.62% |
| Drawdown Duration | 476 Trading Days |
| Sortino Ratio | 1.60 |
| Calmar Ratio | 0.62 |
| CVaR (5%) | -3.22% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +14.00% (+58.42% ann.) | +$1399.63 | $39.87 | $7.97 | $0.06 |
| 2025 | +49.34% | +$4933.72 | $225.01 | $45.00 | $0.36 |
| 2024 | +42.40% | +$4239.71 | $286.11 | $57.22 | $0.46 |
| 2023 | +40.91% | +$4090.60 | $375.75 | $75.15 | $0.60 |
| 2022 | -21.66% | $2165.75 | $286.97 | $57.39 | $0.46 |
| 2021 | +36.11% | +$3611.42 | $381.41 | $76.28 | $0.61 |
| 2020 | -18.20% | $1819.98 | $334.22 | $66.84 | $0.53 |
| 2019 | +21.97% | +$2196.80 | $508.16 | $101.63 | $0.81 |
| 2018 | +13.98% | +$1397.79 | $555.93 | $111.19 | $0.89 |
| 2017 | -0.81% | $80.83 | $527.98 | $105.60 | $0.84 |
| 2016 | +2.35% | +$235.15 | $513.33 | $102.67 | $0.82 |
| 2015 | -6.62% | $661.87 | $441.98 | $88.40 | $0.71 |
| 2014 | +47.03% | +$4702.69 | $603.12 | $120.62 | $0.97 |
| 2013 | -9.27% | $927.04 | $506.21 | $101.24 | $0.81 |
| 2012 | +17.02% | +$1702.39 | $551.27 | $110.25 | $0.88 |
| 2011 | +19.87% | +$1987.28 | $605.52 | $121.10 | $0.97 |
| 2010 | +12.93% | +$1292.88 | $630.62 | $126.12 | $1.01 |
| 2009 | +11.24% | +$1124.31 | $659.64 | $131.93 | $1.06 |
| 2008 | -0.91% | $90.66 | $614.90 | $122.98 | $0.98 |
| 2007 | +8.47% | +$847.23 | $538.07 | $107.61 | $0.86 |
| 2006 | +34.91% | +$3490.73 | $871.57 | $174.31 | $1.39 |
| 2005 | -6.01% | $600.53 | $658.91 | $131.78 | $1.05 |
| 2004 | +11.98% | +$1198.01 | $676.30 | $135.26 | $1.08 |
| 2003 | +41.78% | +$4178.19 | $887.56 | $177.51 | $1.42 |
| 2002 | +18.66% | +$1866.40 | $985.48 | $197.10 | $1.58 |
| 2001 | +62.52% | +$6251.82 | $1488.28 | $297.66 | $2.38 |
| 2000 | +19.82% | +$1982.07 | $1610.81 | $322.16 | $2.58 |
| 1999 | -36.51% | $3651.15 | $902.56 | $180.51 | $1.44 |
| 1998 | -1.56% | $155.81 | $797.49 | $159.50 | $1.28 |
| 1997 | +22.78% | +$2278.23 | $883.90 | $176.78 | $1.41 |
| 1996 | +46.79% | +$4679.16 | $1189.84 | $237.97 | $1.90 |
| 1995 | -2.29% | $229.27 | $1068.54 | $213.71 | $1.71 |
| 1994 | -6.48% | $647.69 | $900.42 | $180.09 | $1.44 |
| 1993 | +14.17% | +$1416.71 | $925.52 | $185.10 | $1.48 |
| 1992 | +9.96% | +$995.69 | $909.83 | $181.97 | $1.46 |
| 1991 | +70.16% | +$7016.03 | $1369.71 | $273.94 | $2.19 |
| 1990 | +1.34% | +$133.96 | $1220.74 | $244.15 | $1.95 |
| 1989 | +35.50% | +$3549.97 | $1417.56 | $283.51 | $2.26 |
| 1988 | -13.70% | $1369.95 | $1168.08 | $233.61 | $1.87 |
| 1987 | -1.60% | $160.07 | $1028.91 | $205.78 | $1.64 |
| 1986 | +12.82% | +$1282.05 | $0.00 | $0.00 | $0.00 |
| 1985 | +12.50% | +$1250.00 | $0.00 | $0.00 | $0.00 |
| 1984 | +21.87% | +$2187.50 | $0.00 | $0.00 | $0.00 |
| 1983 | +19.63% | +$1962.62 | $0.00 | $0.00 | $0.00 |
| 1982 | +16.30% | +$1630.44 | $0.00 | $0.00 | $0.00 |
| 1981 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +17.95% (+23.38% ann.) | +$1794.87 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +15.15% | +3.12% | +$1515.45 | $6128.05 | $1225.61 | $9.81 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +104.29% | +31.99% | +$10428.91 | $4316.04 | $863.21 | $6.90 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +140.04% | +19.15% | +$14003.96 | $5598.06 | $1119.61 | $8.96 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -34.20% | -25.64% | $3419.69 | $911.69 | $182.34 | $1.46 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +132.08% | +28.33% | +$13207.96 | $3206.82 | $641.36 | $5.13 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +93.10% | +9.09% | +$9310.30 | $4739.07 | $947.81 | $7.58 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -50.20% | -99.96% | $5019.68 | $98.84 | $19.77 | $0.16 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +24.72% | +42.69% | +$2472.34 | $270.35 | $54.07 | $0.43 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +26.21% | +24.71% | +$2621.04 | $460.58 | $92.12 | $0.74 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -15.00% | -15.85% | $1500.36 | $231.17 | $46.23 | $0.37 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +90.49% | +41.58% | +$9049.07 | $721.01 | $144.20 | $1.15 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +68.72% | +39.57% | +$6871.82 | $334.49 | $66.90 | $0.54 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-01-27 | $0.3900 | 2.24% |
| 1987-04-28 | $0.4200 | 2.37% |
| 1987-07-28 | $0.4200 | 2.40% |
| 1987-10-28 | $0.4200 | 2.78% |
| 1988-01-27 | $0.4400 | 2.61% |
| 1988-04-26 | $0.4400 | 2.39% |
| 1988-07-26 | $0.4400 | 2.61% |
| 1988-10-25 | $0.3800 | 2.98% |
| 1989-01-25 | $0.3800 | 3.13% |
| 1989-04-26 | $0.4000 | 2.86% |
| 1989-07-26 | $0.4200 | 2.71% |
| 1989-10-25 | $0.4200 | 2.85% |
| 1990-01-25 | $0.4300 | 2.87% |
| 1990-04-26 | $0.4300 | 3.16% |
| 1990-07-26 | $0.4300 | 3.25% |
| 1990-10-25 | $0.4300 | 3.31% |
| 1991-01-25 | $0.4350 | 3.08% |
| 1991-04-26 | $0.4400 | 2.53% |
| 1991-07-26 | $0.4450 | 2.54% |
| 1991-10-25 | $0.4500 | 2.57% |
| 1992-01-24 | $0.4550 | 1.99% |
| 1992-04-29 | $0.4600 | 2.30% |
| 1992-07-29 | $0.4650 | 2.23% |
| 1992-10-28 | $0.4700 | 2.29% |
| 1993-01-26 | $0.4750 | 2.12% |
| 1993-04-30 | $0.4800 | 1.95% |
| 1993-07-28 | $0.4850 | 2.03% |
| 1993-10-27 | $0.4900 | 1.99% |
| 1994-01-31 | $0.4950 | 1.96% |
| 1994-05-02 | $0.5000 | 2.00% |
| 1994-08-01 | $0.5050 | 2.05% |
| 1994-10-31 | $0.5100 | 2.28% |
| 1995-01-30 | $0.5150 | 2.35% |
| 1995-05-01 | $0.5200 | 2.39% |
| 1995-08-02 | $0.5200 | 2.57% |
| 1995-11-01 | $0.5200 | 2.77% |
| 1996-01-31 | $0.5200 | 2.38% |
| 1996-05-01 | $0.5200 | 2.26% |
| 1996-07-31 | $0.5200 | 2.39% |
| 1996-10-30 | $0.5200 | 2.17% |
| 1997-01-30 | $0.5200 | 2.08% |
| 1997-05-01 | $0.5250 | 2.18% |
| 1997-07-31 | $0.5300 | 2.03% |
| 1997-10-30 | $0.5350 | 2.02% |
| 1998-01-30 | $0.5400 | 1.86% |
| 1998-05-01 | $0.5450 | 1.96% |
| 1998-07-31 | $0.5500 | 2.13% |
| 1998-10-30 | $0.5550 | 2.37% |
| 1999-01-29 | $0.5600 | 2.17% |
| 1999-04-30 | $0.5650 | 2.32% |
| 1999-07-30 | $0.5700 | 2.54% |
| 1999-10-29 | $0.5750 | 3.14% |
| 2000-01-28 | $0.5800 | 3.41% |
| 2000-04-28 | $0.5850 | 3.53% |
| 2000-07-28 | $0.5850 | 3.21% |
| 2000-10-27 | $0.5850 | 3.32% |
| 2001-01-29 | $0.5850 | 3.03% |
| 2001-04-27 | $0.5850 | 2.46% |
| 2001-07-27 | $0.5850 | 2.31% |
| 2001-10-29 | $0.5850 | 2.25% |
| 2002-01-29 | $0.5850 | 2.12% |
| 2002-04-26 | $0.5850 | 2.05% |
| 2002-07-29 | $0.5850 | 2.02% |
| 2002-10-29 | $0.5850 | 2.05% |
| 2003-01-29 | $0.5850 | 2.26% |
| 2003-04-28 | $0.5850 | 2.00% |
| 2003-07-29 | $0.5850 | 1.85% |
| 2003-10-30 | $0.5850 | 1.74% |
| 2004-01-28 | $0.5850 | 1.52% |
| 2004-04-28 | $0.6000 | 1.80% |
| 2004-07-28 | $0.6000 | 1.85% |
| 2004-10-28 | $0.6000 | 1.63% |
| 2005-01-27 | $0.6000 | 1.76% |
| 2005-04-27 | $0.6200 | 1.83% |
| 2005-07-27 | $0.6200 | 1.60% |
| 2005-10-27 | $0.6200 | 1.74% |
| 2006-01-27 | $0.6200 | 1.66% |
| 2006-04-26 | $0.6400 | 1.83% |
| 2006-07-27 | $0.6400 | 1.74% |
| 2006-10-27 | $0.6400 | 1.52% |
| 2006-12-20 | $0.3410 | 0.83% |
| 2007-01-29 | $0.2990 | 0.64% |
| 2007-05-02 | $0.6600 | 1.48% |
| 2007-08-01 | $0.6600 | 1.80% |
| 2007-10-31 | $0.6600 | 1.47% |
| 2008-01-29 | $0.6600 | 1.49% |
| 2008-04-30 | $0.6800 | 1.37% |
| 2008-07-30 | $0.6800 | 1.37% |
| 2008-11-06 | $0.6800 | 1.67% |
| 2009-02-05 | $0.6800 | 1.84% |
| 2009-05-07 | $0.6800 | 1.99% |
| 2009-08-06 | $0.6800 | 1.55% |
| 2009-11-05 | $0.6800 | 1.55% |
| 2010-02-04 | $0.6800 | 1.59% |
| 2010-05-06 | $0.6800 | 1.56% |
| 2010-08-05 | $0.6900 | 1.50% |
| 2010-11-04 | $0.6900 | 1.37% |
| 2011-02-04 | $0.6900 | 1.40% |
| 2011-05-06 | $0.7150 | 1.36% |
| 2011-08-05 | $0.7150 | 1.51% |
| 2011-11-04 | $0.7150 | 1.35% |
| 2012-02-03 | $0.7400 | 1.29% |
| 2012-05-04 | $0.7400 | 1.30% |
| 2012-08-03 | $0.7400 | 1.19% |
| 2012-11-02 | $0.7400 | 1.25% |
| 2013-02-01 | $0.7650 | 1.22% |
| 2013-05-03 | $0.7650 | 1.01% |
| 2013-08-02 | $0.7650 | 1.20% |
| 2013-11-07 | $0.7650 | 1.21% |
| 2014-02-06 | $0.7950 | 1.40% |
| 2014-05-08 | $0.7950 | 1.25% |
| 2014-08-07 | $0.7950 | 1.24% |
| 2014-11-06 | $0.7950 | 1.11% |
| 2015-02-06 | $0.8250 | 1.01% |
| 2015-05-08 | $0.8250 | 1.15% |
| 2015-08-07 | $0.8250 | 1.20% |
| 2015-11-06 | $0.8250 | 1.27% |
| 2016-02-05 | $0.8600 | 1.35% |
| 2016-05-06 | $0.8600 | 1.17% |
| 2016-08-05 | $0.8600 | 1.11% |
| 2016-11-04 | $0.8600 | 1.30% |
| 2017-02-03 | $0.8700 | 1.31% |
| 2017-05-05 | $0.8700 | 1.25% |
| 2017-08-04 | $0.8700 | 1.19% |
| 2017-11-06 | $0.8700 | 1.28% |
| 2018-02-12 | $0.8700 | 1.57% |
| 2018-05-07 | $0.8700 | 1.55% |
| 2018-08-06 | $0.8700 | 1.35% |
| 2018-11-08 | $0.8700 | 1.26% |
| 2019-02-21 | $0.8700 | 1.15% |
| 2019-05-13 | $0.8700 | 1.12% |
| 2019-08-14 | $0.8700 | 0.99% |
| 2019-11-12 | $0.8700 | 1.05% |
| 2020-02-21 | $0.8700 | 0.99% |
| 2020-05-18 | $0.6100 | 1.50% |
| 2020-08-17 | $0.6100 | 1.07% |
| 2020-11-09 | $0.6100 | 1.10% |
| 2021-02-19 | $0.6100 | 0.89% |
| 2021-05-10 | $0.6100 | 0.82% |
| 2021-08-11 | $0.6100 | 0.72% |
| 2021-11-15 | $0.6100 | 0.71% |
| 2022-02-28 | $0.6100 | 0.72% |
| 2022-05-23 | $0.6100 | 0.69% |
| 2022-08-22 | $0.6100 | 0.77% |
| 2022-11-17 | $0.6100 | 0.89% |
| 2023-02-27 | $0.6100 | 0.81% |
| 2023-05-15 | $0.6100 | 0.77% |
| 2023-08-14 | $0.6100 | 0.72% |
| 2023-11-13 | $0.6100 | 0.71% |
| 2024-02-22 | $0.6100 | 0.65% |
| 2024-05-10 | $0.6100 | 0.62% |
| 2024-08-12 | $0.6700 | 0.57% |
| 2024-11-13 | $0.6700 | 0.49% |
| 2025-02-25 | $0.6700 | 0.44% |
| 2025-05-14 | $0.6700 | 0.46% |
| 2025-08-12 | $0.7400 | 0.44% |
| 2025-11-10 | $0.7400 | 0.39% |
| 2026-02-25 | $0.7400 | 0.35% |
| Total | 158 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-10 | $81.24 | $16.25 | $0.13 | 0.8728 |
| 2021-08-11 | $81.77 | $16.35 | $0.13 | 0.7777 |
| 2021-11-15 | $82.24 | $16.45 | $0.13 | 0.7796 |
| 2022-02-28 | $82.72 | $16.54 | $0.13 | 0.7929 |
| 2022-05-23 | $83.20 | $16.64 | $0.13 | 0.7574 |
| 2022-08-22 | $83.66 | $16.73 | $0.13 | 0.8440 |
| 2022-11-17 | $84.18 | $16.84 | $0.13 | 1.0073 |
| 2023-02-27 | $84.79 | $16.96 | $0.14 | 0.9115 |
| 2023-05-15 | $85.35 | $17.07 | $0.14 | 0.8504 |
| 2023-08-14 | $85.87 | $17.17 | $0.14 | 0.8134 |
| 2023-11-13 | $86.36 | $17.27 | $0.14 | 0.8068 |
| 2024-02-22 | $86.86 | $17.37 | $0.14 | 0.7391 |
| 2024-05-10 | $87.31 | $17.46 | $0.14 | 0.7053 |
| 2024-08-12 | $96.37 | $19.27 | $0.15 | 0.6597 |
| 2024-11-13 | $96.81 | $19.36 | $0.15 | 0.5727 |
| 2025-02-25 | $97.19 | $19.44 | $0.16 | 0.5114 |
| 2025-05-14 | $97.54 | $19.51 | $0.16 | 0.5430 |
| 2025-08-12 | $108.13 | $21.63 | $0.17 | 0.5239 |
| 2025-11-10 | $108.52 | $21.70 | $0.17 | 0.4535 |
| 2026-02-25 | $108.85 | $21.77 | $0.17 | 0.4173 |
| Total | $1808.95 | $361.79 | $2.89 | 14.3398 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.