Future Health
Expense Ratio
- 0.00%
Dividend Yield
- 1.10%
Asset Allocation
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
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 month | Year-To-Date | 6 months | 1 year | 5 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% |
| Portfolio components: | ||||||
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% |
| Returns over 1 year are annualized | ||||||
Dividends
Future Health granted a 1.07% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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, 2020 | 21 | Mar 23, 2020 | 33 | May 8, 2020 | 54 |
| -24.32% | Jul 21, 2015 | 143 | Feb 8, 2016 | 128 | Aug 5, 2016 | 271 |
| -17.73% | Oct 1, 2018 | 61 | Dec 24, 2018 | 47 | Mar 1, 2019 | 108 |
| -16.58% | Apr 11, 2022 | 48 | Jun 16, 2022 | 97 | Oct 31, 2022 | 145 |
| -15.91% | Sep 23, 2016 | 30 | Nov 3, 2016 | 85 | Mar 3, 2017 | 115 |
| -12.84% | Mar 6, 2014 | 27 | Apr 11, 2014 | 90 | Aug 18, 2014 | 117 |
| -12.26% | Sep 3, 2021 | 105 | Jan 27, 2022 | 50 | Apr 7, 2022 | 155 |
| -10.62% | Jan 29, 2018 | 9 | Feb 8, 2018 | 83 | Jun 6, 2018 | 92 |
| -9.43% | Mar 4, 2019 | 34 | Apr 18, 2019 | 44 | Jun 20, 2019 | 78 |
| -8.97% | Jul 21, 2020 | 74 | Oct 30, 2020 | 10 | Nov 13, 2020 | 84 |
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.