Ventas owns a diversified healthcare portfolio of almost 1,400 in-place properties spread across the senior housing, medical office, hospital, life science, and skilled nursing/post-acute care. The portfolio includes almost 100 properties in Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to the United States. The firm also owns mortgages and other loans, contributing about 1% of net operating income.
The chart shows the growth of an initial investment of $10,000 in Ventas, Inc., comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
Ventas, Inc. (VTR) has returned 7.63% so far this year and 31.99% over the past 12 months. Looking at the last ten years, VTR has achieved an annualized return of 2.76%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
VTR
1M-3.16%
6M19.86%
YTD7.63%
1Y31.99%
5Y8.70%
10Y2.76%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Ventas, Inc. (VTR) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
0.39%
10.70%
-5.53%
0.77%
2025
2.91%
14.92%
-0.85%
1.55%
-6.37%
-1.16%
6.38%
0.49%
3.17%
5.41%
10.36%
-3.55%
2024
-7.11%
-8.54%
2.93%
1.33%
14.12%
2.19%
7.44%
13.01%
3.84%
2.09%
-2.06%
-7.43%
2023
12.39%
-5.77%
-10.30%
10.59%
-9.69%
9.35%
2.88%
-9.88%
-4.05%
1.29%
7.61%
8.56%
2022
3.27%
2.86%
14.31%
-10.78%
1.59%
-8.81%
4.90%
-10.71%
-15.41%
-4.21%
19.61%
-3.41%
2021
-5.94%
13.76%
-0.84%
3.97%
-0.41%
2.38%
5.32%
-6.80%
-1.90%
-4.08%
-11.89%
7.12%
2020
-0.24%
-7.07%
-50.37%
33.68%
12.06%
4.39%
4.87%
9.54%
2.97%
-6.31%
20.32%
1.07%
2019
11.15%
-2.79%
1.80%
-3.87%
5.00%
5.82%
-1.90%
9.00%
-0.19%
-10.63%
-10.46%
-0.79%
2018
-6.84%
-13.61%
2.80%
3.52%
6.14%
4.17%
-0.93%
6.97%
-9.14%
6.89%
9.15%
-7.70%
2017
-1.00%
5.58%
0.65%
-1.63%
3.52%
4.40%
-3.33%
1.21%
-4.88%
-3.86%
1.83%
-6.54%
2016
-0.97%
6.20%
9.97%
4.33%
-4.19%
-2.99%
-3.45%
-10.59%
4.44%
Performance Indicators
The charts below present risk-adjusted performance metrics for Ventas, Inc. (VTR) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of VTR compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Ventas, Inc. volatility is 1.21%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2009
Liabilities And Equity (USD)
27.59B
26.19B
24.73B
24.16B
24.72B
23.93B
24.69B
22.58B
23.95B
23.17B
22.26B
21.23B
19.73B
18.98B
17.27B
5.62B
Temporary Equity (USD)
375.15M
310.23M
302.64M
264.65M
280.28M
235.49M
273.68M
188.14M
158.49M
200.73M
196.53M
172.02M
156.66M
174.56M
-
-
Equity Attributable To Parent (USD)
12.53B
10.77B
9.49B
10.15B
10.85B
10.18B
10.45B
10.22B
10.87B
10.46B
9.56B
8.68B
8.82B
9.02B
9.27B
2.47B
Equity Attributable To Noncontrolling Interest (USD)
Land & Buildings Investment Management acquired 229,146 additional shares of Centerspace, increasing its stake to 9.19% of the fund's assets. The position is valued at $55.27 million following the $14.4 million purchase. Centerspace, a Midwest and Mountain West apartment REIT, offers stable rental income through its regional focus on affordability and consistent occupancy rather than aggressive rent growth.
The Motley Fool•Eric Trie
AI Insight
Listed as fourth-largest holding of Land & Buildings fund ($39.09 million, 6.5% of AUM) but no specific news or transaction activity mentioned in the article.
Realty Income, the largest net lease REIT with 15,500 properties, faces growth challenges due to its massive size. The company is diversifying by expanding into Europe and Mexico, and building a new institutional asset management business to create a new growth engine. The success of this institutional business will become clearer within a year and could be crucial for long-term shareholder returns.
The Motley Fool•Reuben Gregg Brewer
AI Insight
Referenced as a peer REIT that successfully developed a growth engine in its healthcare-focused business. Serves as a comparable example but receives no specific analysis or sentiment commentary.
The article critiques Morningstar's view on REITs, arguing that despite increased correlation with stock markets, REITs still offer valuable dividend yields and potential investment opportunities, particularly through the Nuveen Real Estate Fund.
Investing.com•Michael Foster
AI Insight
Mentioned as a top holding in the Nuveen Real Estate Fund, no specific performance commentary
The article discusses the significant rise in US housing market value and suggests investing in Real Estate Investment Trusts (REITs) as a hedge against potential market volatility, specifically recommending the Nuveen Real Estate Fund (JRS) with an 8.4% dividend yield.
Investing.com•Michael Foster
AI Insight
Mentioned as a senior-care REIT in the JRS fund portfolio with no specific evaluation
The article discusses the author's investment strategy focusing on well-run companies with reliable dividends, specifically highlighting PepsiCo and Realty Income as attractive investments during market downturns.
The Motley Fool•Reuben Gregg Brewer
AI Insight
The author sold the stock due to material business changes, indicating a shift away from the original investment thesis
SRI Management has added Anthem Lakes Waterview Senior Living to its portfolio, expanding its relationship with Ventas, Inc. The new community features assisted living and memory care units in a serene, lakefront setting. This addition marks a significant step in SRI Management's continued growth.
GlobeNewswire Inc.•Globe Newswire
AI Insight
The article emphasizes the strengthening relationship between SRI Management and Ventas, Inc., a leading real estate investment trust and owner of senior housing. This partnership is described as a 'shared commitment to raising the bar in senior living', indicating a positive sentiment towards Ventas.
CNBC's 'Final Trades' featured recommendations on Nasdaq, Ventas, Hilton Worldwide, and Energy Transfer. Analysts discussed the companies' upcoming earnings reports and recent developments.
Benzinga•Avi Kapoor
AI Insight
Analyst Jenny Van Leeuwen Harrington of Gilman Hill Asset Management recommended Ventas, which recently declared a Q2 2024 dividend.
Ventas (VTR) is poised to gain from a favorable demand in senior housing, backed by an expected rise in senior citizens' population despite the high interest rates environment.
