Over the latest trailing 12-month period, total return cagr is +42.93%. The comparable SPY value is +19.98%. Year-to-date total return is +28.59%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WELL
$636,655
(63.7x return)
Invested on Sep 4, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 4, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+28.6%
1-Year Total Return
+42.9%
Current Dividend Yield
1.30%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +40.9% | +42.9% | +2.0% |
| 3 Years | +41.8% | +44.5% | +2.8% |
| 5 Years | +22.2% | +25.1% | +2.9% |
| 10 Years | +11.9% | +15.9% | +4.0% |
| 15 Years | +11.0% | +15.5% | +4.5% |
| 20 Years |
| +9.3% |
| +14.4% |
| +5.1% |
