Welltower Performance

WELL -- USA Stock  

Fiscal Quarter End: December 31, 2019  

The firm maintains market beta of -0.1784 which attests that as returns on market increase, returns on owning Welltower are expected to decrease at a much smaller rate. During bear market, Welltower is likely to outperform the market. Even though it is essential to pay attention to Welltower historical price patterns, it is always good to be careful when utilizing equity current price history. Macroaxis philosophy towards determining future performance of any stock is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Welltower exposes twenty-seven different technical indicators which can help you to evaluate its performance. Welltower has expected return of -0.1576%. Please be advised to check out Welltower Maximum Drawdown as well as the relationship between Expected Short fall and Rate Of Daily Change to decide if Welltower past performance will be repeated at some point in the near future.
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Risk-Adjusted Performance

Over the last 30 days Welltower has generated negative risk-adjusted returns adding no value to investors with long positions. Even with latest weak performance, the Stock's technical indicators remain steady and the new chaos on Wall Street may also be a sign of medium term gains for the business stakeholders.
Quick Ratio1.28
Fifty Two Week Low65.94
Target High Price99.00
Payout Ratio114.85%
Fifty Two Week High93.17
Target Low Price84.00
Trailing Annual Dividend Yield4.15%
Horizon     30 Days    Login   to change

Welltower Relative Risk vs. Return Landscape

If you would invest  8,693  in Welltower on November 13, 2019 and sell it today you would lose (869.00)  from holding Welltower or give up 10.0% of portfolio value over 30 days. Welltower is currently does not generate positive expected returns and assumes 1.1754% risk (volatility on return distribution) over the 30 days horizon. In different words, 10% of equities are less volatile than Welltower and 99% of traded equity instruments are projected to make higher returns than the company over the 30 days investment horizon.
 Daily Expected Return (%) 
      Risk (%) 
Given the investment horizon of 30 days, Welltower is expected to under-perform the market. In addition to that, the company is 1.93 times more volatile than its market benchmark. It trades about -0.13 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.1 per unit of volatility.

Welltower Market Risk Analysis

Sharpe Ratio = -0.1341
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Welltower Relative Performance Indicators

Estimated Market Risk
 1.18
  actual daily
 
 10 %
of total potential
 
1010
Expected Return
 -0.16
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.13
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 0 %
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Based on monthly moving average Welltower is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Welltower by adding it to a well-diversified portfolio.

Welltower Alerts

Equity Alerts and Improvement Suggestions

Welltower generates negative expected return over the last 30 days
Welltower has high likelihood to experience some financial distress in the next 2 years
Welltower has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
Over 87.0% of the company outstanding shares are owned by institutional investors
Latest headline from MacroaxisInsider: Exercise or conversion by Grua Peter J of 571 shares of Welltower subject to Rule 16b-3

Welltower Dividends

Welltower Dividends Analysis

Check Welltower dividend payout schedule and payment analysis over time. Analyze past dividends calendar and estimate annual dividend income
Check Dividends  
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