VTR vs MSCI
Comparison between Ventas Inc (VTR, Company) and MSCI Inc (MSCI, Company).
VTR is from the Real Estate sector, while MSCI is from the Financial Services sector.
5-Year PerformanceVTR has outperformed MSCI, delivering a return of +13.5% compared to +5.1%
VTR vs MSCI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VTR vs MSCI - Historical Returns
Returns include dividend reinvestment.
VTR vs MSCI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VTR | MSCI |
|---|---|---|
| 2026 | +13.56% | +3.97% |
| 2025 | +37.23% | -2.69% |
| 2024 | +20.45% | +9.21% |
| 2023 | +14.27% | +23.97% |
| 2022 | -9.97% | -21.13% |
| 2021 | +12.72% | +40.95% |
| 2020 | -7.55% | +69.23% |
| 2019 | +6.46% | +77.76% |
| 2018 | +3.84% | +16.88% |
| 2017 | +1.31% | +62.75% |
| 2016 | +15.51% | +12.99% |
| 2015 | -7.59% | +53.19% |
| 2014 | +31.98% | +10.40% |
| 2013 | -8.26% | +36.07% |
| 2012 | +21.30% | -5.55% |
| 2011 | +7.02% | -16.53% |
| 2010 | +26.54% | +21.83% |
| 2009 | +46.10% | +70.51% |
| 2008 | -20.28% | -47.53% |
| 2007 | +13.16% | +47.13% |
| 2006 | +34.99% | N/A |
| 2005 | +24.19% | N/A |
| 2004 | +29.52% | N/A |
| 2003 | +106.66% | N/A |
| 2002 | +4.13% | N/A |
| 2001 | +118.55% | N/A |
| 2000 | +66.92% | N/A |
| 1999 | -19.28% | N/A |
VTR vs MSCI Drawdown Comparison
The maximum drawdown for VTR was -76.93%, occurring on Mar 18, 2020. Recovery took 1232 trading sessions.
The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.
The current VTR drawdown is -0.86%. The current MSCI drawdown is -8.97%.
| Rank | VTR | MSCI |
|---|---|---|
| #1 | -76.93% Oct 4, 2019 - Aug 28, 2024 | -69.06% Dec 31, 2007 - Dec 21, 2010 |
| #2 | -64.16% Sep 19, 2008 - Mar 16, 2010 | -43.74% Nov 16, 2021 - May 9, 2022 |
| #3 | -45.78% Nov 1, 1999 - Aug 1, 2000 | -36.06% Dec 27, 2010 - Sep 16, 2013 |
| #4 | -33.09% Aug 1, 2016 - Jun 14, 2019 | -32.21% Feb 19, 2020 - Apr 27, 2020 |
| #5 | -32.37% Feb 7, 2007 - Dec 6, 2007 | -25.58% Sep 4, 2018 - Feb 28, 2019 |
| #6 | -31.13% May 21, 2013 - Jan 12, 2015 | -14.93% Jul 31, 2015 - Nov 2, 2015 |
| #7 | -28.37% Jan 29, 2015 - May 10, 2016 | -14.85% Jul 18, 2019 - Nov 1, 2019 |
| #8 | -26.13% Oct 1, 2002 - May 5, 2003 | -14.11% Aug 31, 2016 - Feb 3, 2017 |
| #9 | -23.74% Apr 2, 2004 - Aug 31, 2004 | -13.71% Jul 27, 2020 - Nov 4, 2020 |
| #10 | -21.52% Apr 28, 2011 - Oct 28, 2011 | -13.50% May 18, 2020 - Jul 6, 2020 |
| #11 | -19.49% Apr 25, 2008 - Sep 18, 2008 | -13.49% Sep 18, 2014 - Nov 24, 2014 |
| #12 | -17.32% Aug 21, 2001 - Oct 5, 2001 | -13.30% Dec 29, 2015 - Feb 22, 2016 |
| #13 | -15.30% Aug 1, 2000 - Sep 8, 2000 | -13.21% Jan 12, 2021 - Apr 12, 2021 |
| #14 | -14.22% Nov 15, 2004 - May 31, 2005 | -12.38% Mar 12, 2014 - Jul 1, 2014 |
| #15 | -14.04% Dec 10, 2007 - Mar 20, 2008 | -11.20% Sep 24, 2021 - Oct 29, 2021 |
Correlation
Correlation between VTR and MSCI is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
VTR vs MSCI dividend yield comparison.
| Year | VTR | MSCI |
|---|---|---|
| 2026 | 0.60% | 0.35% |
| 2025 | 2.48% | 1.25% |
| 2024 | 3.06% | 1.07% |
| 2023 | 3.61% | 0.98% |
| 2022 | 4.00% | 0.98% |
| 2021 | 3.52% | 0.59% |
| 2020 | 4.37% | 0.65% |
| 2019 | 5.49% | 0.98% |
| 2018 | 5.40% | 1.30% |
| 2017 | 5.19% | 1.04% |
| 2016 | 4.74% | 1.27% |
| 2015 | 20.47% | 1.11% |
| 2014 | 4.14% | 0.38% |
| 2013 | 4.77% | 0.00% |
| 2012 | 3.83% | 0.00% |
| 2011 | 4.17% | 0.00% |
| 2010 | 4.08% | 0.00% |
| 2009 | 4.69% | 0.00% |
| 2008 | 6.11% | 0.00% |
| 2007 | 4.20% | 0.00% |
| 2006 | 3.73% | 0.00% |
| 2005 | 4.50% | 0.00% |
| 2004 | 4.74% | 0.00% |
| 2003 | 4.86% | 0.00% |
| 2002 | 8.30% | 0.00% |
| 2001 | 9.91% | 0.00% |
| 2000 | 16.18% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks