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Future Health

Last updated Mar 18, 2023

Expense Ratio

0.00%

Dividend Yield

1.10%

Asset Allocation


AZN 3.33%LLY 3.33%NBIX 3.33%BSX 3.33%ISRG 3.33%EW 3.33%PODD 3.33%HALO 3.33%DXCM 3.33%BMY 3.33%GILD 3.33%BIIB 3.33%VRTX 3.33%RMD 3.33%TMO 3.33%SRPT 3.33%WAT 3.33%ALNY 3.33%UNH 3.33%BMRN 3.33%COO 3.33%IQV 3.33%REGN 3.33%ABC 3.33%ECL 3.33%A 3.33%MDT 3.33%ANTM 3.33%SAN.PA 3.33%MRK 3.33%EquityEquity

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 $61,341 for a total return of roughly 513.41%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


0.00%5.00%10.00%15.00%NovemberDecember2023FebruaryMarch
7.40%
6.48%
Future Health
Benchmark (^GSPC)
Portfolio components

Returns

As of Mar 18, 2023, the Future Health returned -5.66% Year-To-Date and 19.67% of annualized return in the last 10 years.


1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark-5.31%2.01%0.39%-10.12%7.12%9.09%
Future Health-5.62%-5.66%4.64%7.11%15.61%19.67%
AZN
AstraZeneca PLC
-5.37%-1.83%14.49%8.19%16.36%13.61%
LLY
Eli Lilly and Company
-5.29%-9.73%7.00%20.58%33.95%22.31%
NBIX
Neurocrine Biosciences, Inc.
-8.42%-21.09%-11.86%2.27%1.36%23.00%
BSX
Boston Scientific Corporation
1.42%3.63%13.63%9.37%11.11%18.96%
ISRG
Intuitive Surgical, Inc.
-1.36%-10.38%13.44%-14.41%10.08%15.35%
EW
Edwards Lifesciences Corporation
5.42%8.22%-14.90%-26.46%10.92%21.68%
PODD
Insulet Corporation
5.42%4.99%19.28%29.52%28.54%26.79%
HALO
Halozyme Therapeutics, Inc.
-32.23%-41.86%-21.85%-8.29%9.65%18.39%
DXCM
DexCom, Inc.
-3.90%0.61%25.23%4.21%45.91%36.58%
BMY
Bristol-Myers Squibb Company
-7.92%-6.80%-5.85%-1.47%3.11%8.16%
GILD
Gilead Sciences, Inc.
-8.91%-9.09%21.07%39.00%3.30%6.64%
BIIB
Biogen Inc.
-8.97%-4.97%27.30%29.13%-1.72%3.13%
VRTX
Vertex Pharmaceuticals Incorporated
-1.49%2.42%2.82%19.01%10.69%14.28%
RMD
ResMed Inc.
-3.19%-0.30%-7.97%-18.24%16.76%16.75%
TMO
Thermo Fisher Scientific Inc.
-4.16%-0.54%-0.72%-2.48%20.76%20.87%
SRPT
Sarepta Therapeutics, Inc.
1.94%-5.32%10.85%60.38%8.45%13.85%
WAT
Waters Corporation
-11.89%-12.73%1.09%-8.58%6.81%11.85%
ALNY
Alnylam Pharmaceuticals, Inc.
-17.54%-21.97%-11.05%16.66%4.90%22.05%
UNH
UnitedHealth Group Incorporated
-4.39%-11.13%-9.62%-4.51%16.79%24.06%
BMRN
BioMarin Pharmaceutical Inc.
-15.70%-11.42%4.06%13.57%1.69%3.24%
COO
The Cooper Companies, Inc.
1.16%3.28%13.86%-16.10%7.51%11.37%
IQV
IQVIA Holdings Inc.
-15.93%-6.83%-7.95%-13.34%12.21%16.14%
REGN
Regeneron Pharmaceuticals, Inc.
-0.87%3.63%5.92%10.28%16.38%10.94%
ABC
AmerisourceBergen Corporation
-3.39%-7.98%9.40%2.26%10.97%12.34%
ECL
Ecolab Inc.
-2.41%6.20%-3.80%-8.53%3.29%7.04%
A
Agilent Technologies, Inc.
-12.98%-11.01%0.34%-0.70%14.23%16.55%
MDT
Medtronic plc
-6.13%0.73%-12.14%-24.78%1.58%7.02%
ANTM
Anthem, Inc.
0.00%0.00%0.00%2.76%16.88%21.78%
SAN.PA
Sanofi
1.92%-0.04%10.05%-0.69%10.38%4.25%
MRK
Merck & Co., Inc.
-3.60%-5.52%21.63%37.28%17.48%12.49%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Future Health Sharpe ratio is 0.20. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00NovemberDecember2023FebruaryMarch
0.20
-0.62
Future Health
Benchmark (^GSPC)
Portfolio components

Dividends

Future Health granted a 1.07% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

Dividend yield

1.07%0.85%0.87%1.01%0.95%1.09%1.13%1.24%1.13%1.06%1.24%1.48%

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2023FebruaryMarch
-8.49%
-18.34%
Future Health
Benchmark (^GSPC)
Portfolio components

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 25.98%, recorded on Mar 23, 2020. It took 33 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.98%Feb 24, 202021Mar 23, 202033May 8, 202054
-24.32%Jul 21, 2015143Feb 8, 2016128Aug 5, 2016271
-17.73%Oct 1, 201861Dec 24, 201847Mar 1, 2019108
-16.58%Apr 11, 202248Jun 16, 202297Oct 31, 2022145
-15.91%Sep 23, 201630Nov 3, 201685Mar 3, 2017115
-12.84%Mar 6, 201427Apr 11, 201490Aug 18, 2014117
-12.26%Sep 3, 2021105Jan 27, 202250Apr 7, 2022155
-10.62%Jan 29, 20189Feb 8, 201883Jun 6, 201892
-9.43%Mar 4, 201934Apr 18, 201944Jun 20, 201978
-8.97%Jul 21, 202074Oct 30, 202010Nov 13, 202084

Volatility Chart

Current Future Health volatility is 30.63%. 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.


10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2023FebruaryMarch
19.81%
21.17%
Future Health
Benchmark (^GSPC)
Portfolio components