Ventas, Inc. (VTR) Total Return:35.94%(TTM)
Over the latest trailing 12-month period, Ventas, Inc. (VTR)'s total return cagr is +35.94%. The comparable SPY value is +24.09%. Year-to-date total return is +9.10%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VTR
$276,259
(27.6x return)
Invested on Jun 12, 1996
Growth of $10,000 in SPY (S&P 500)
$184,570
(18.5x return)
Invested on Jun 12, 1996
Hypothetical Growth of $10,000
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.
Recent Performance Indicators
YTD Total Return
+9.1%
1-Year Total Return
+35.9%
Current Dividend Yield
2.34%
Price CAGR vs. Total Return CAGR
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 | +32.3% | +35.9% | +3.6% |
| 3 Years | +22.4% | +26.4% | +4.0% |
| 5 Years | +7.6% | +11.3% | +3.7% |
| 10 Years | +2.0% | +6.4% | +4.3% |
| 15 Years | +4.3% | +9.2% | +4.9% |
| 20 Years | +5.6% | +11.1% | +5.5% |
About Ventas, Inc.
As an S&P 500 company, Ventas operates strategically at the nexus of the dynamic healthcare and real estate industries. We stand as one of the world's foremost Real Estate Investment Trusts (REITs), utilizing financial capital to unlock property value. Our partnerships extend to leading care providers, developers, research and medical institutions, innovators, and healthcare organizations, all of whom benefit from the significant demographic trend of an aging population. For over two decades, Ventas has pursued a steadfast and effective strategy: maintaining a high-quality, diverse portfolio of assets and varied capital streams to skillfully navigate market fluctuations. A dedicated and experienced team collaborates with industry-leading partners to generate consistent, increasing cash flows and superior returns on a strong balance sheet, ultimately enriching Ventas's shareholders. As of September 30, 2020, Ventas either owned outright or managed through unconsolidated joint ventures approximately 1,200 properties.
- Sector
- Real Estate
- Industry
- REIT - Healthcare Facilities
- CEO
- Debra A. Cafaro