Future Health
Expense Ratio
- 0.00%
Dividend Yield
- 1.39%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
MASI Masimo Corporation | Healthcare | 16.67% |
IRTC iRhythm Technologies, Inc. | Healthcare | 16.67% |
CHNG Change Healthcare Inc. | Healthcare | 16.67% |
RMD ResMed Inc. | Healthcare | 16.67% |
OMCL Omnicell, Inc. | Healthcare | 16.67% |
EHTH eHealth, Inc. | Financial Services | 16.67% |
Performance
The chart shows the growth of $10,000 invested in Future Health in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $13,799 for a total return of roughly 37.99%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 23, 2023, the Future Health returned 21.74% Year-To-Date and 9.11% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -3.20% | 2.84% | 4.19% | -12.48% | 8.37% | 8.37% |
| Future Health | -0.69% | 21.34% | 8.62% | -9.94% | 9.01% | 9.01% |
| Portfolio components: | ||||||
MASI Masimo Corporation | 5.87% | 17.89% | 17.72% | 9.09% | 4.93% | 4.93% |
IRTC iRhythm Technologies, Inc. | 5.77% | 27.29% | -9.97% | -18.04% | 12.36% | 12.36% |
CHNG Change Healthcare Inc. | 0.00% | 0.00% | 9.02% | 35.03% | 20.02% | 20.02% |
RMD ResMed Inc. | -2.57% | 1.38% | -2.83% | -16.76% | 17.07% | 17.07% |
OMCL Omnicell, Inc. | 3.72% | 11.11% | -38.32% | -59.03% | -10.91% | -10.91% |
EHTH eHealth, Inc. | -14.33% | 63.02% | 44.51% | -39.72% | -46.61% | -46.61% |
| Returns over 1 year are annualized | ||||||
Dividends
Future Health granted a 1.38% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.38% | 1.35% | 0.10% | 0.12% | 0.17% | 0.22% | 0.28% | 0.36% | 0.39% | 0.35% | 0.34% | 0.95% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Future Health. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Future Health is 48.23%, recorded on Nov 3, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.23% | Jan 27, 2021 | 448 | Nov 3, 2022 | — | — | — |
| -29.87% | Mar 5, 2020 | 12 | Mar 20, 2020 | 35 | May 11, 2020 | 47 |
| -17.76% | Jul 31, 2019 | 49 | Oct 8, 2019 | 52 | Dec 20, 2019 | 101 |
| -10.87% | May 12, 2020 | 23 | Jun 12, 2020 | 28 | Jul 23, 2020 | 51 |
| -10.14% | Feb 20, 2020 | 6 | Feb 27, 2020 | 4 | Mar 4, 2020 | 10 |
| -7.6% | Jul 24, 2020 | 6 | Jul 31, 2020 | 3 | Aug 5, 2020 | 9 |
| -5.78% | Sep 21, 2020 | 3 | Sep 23, 2020 | 5 | Sep 30, 2020 | 8 |
| -5.76% | Oct 12, 2020 | 15 | Oct 30, 2020 | 3 | Nov 4, 2020 | 18 |
| -5.35% | Jul 11, 2019 | 7 | Jul 19, 2019 | 5 | Jul 26, 2019 | 12 |
| -4.94% | Sep 3, 2020 | 3 | Sep 8, 2020 | 4 | Sep 14, 2020 | 7 |
Volatility Chart
Current Future Health volatility is 0.00%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.