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Annexon, Inc. (ANNX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US03589W1027

CUSIP

03589W102

IPO Date

Jul 24, 2020

Highlights

Market Cap

$216.14M

EPS (TTM)

-$1.01

Gross Profit (TTM)

-$856.00K

EBITDA (TTM)

-$123.89M

Year Range

$1.29 - $7.85

Target Price

$13.33

Short %

9.85%

Short Ratio

3.64

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Annexon, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-100.00%-50.00%0.00%50.00%100.00%December2025FebruaryMarchAprilMay
-90.43%
76.14%
ANNX (Annexon, Inc.)
Benchmark (^GSPC)

Returns By Period

Annexon, Inc. (ANNX) returned -66.86% year-to-date (YTD) and -65.09% over the past 12 months.


ANNX

YTD

-66.86%

1M

10.39%

6M

-76.90%

1Y

-65.09%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

Monthly Returns

The table below presents the monthly returns of ANNX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-25.15%-31.25%-26.89%-3.63%-8.60%-66.86%
2024-8.48%34.06%28.73%-36.54%6.15%1.45%30.82%-11.08%3.86%23.65%-26.37%-4.82%13.00%
202338.10%-25.35%-27.77%37.79%-43.64%17.73%-1.99%-20.29%-14.18%-3.81%9.69%82.33%-12.19%
2022-34.73%-35.27%-43.77%-6.59%23.14%20.06%32.89%17.37%5.10%-22.65%13.81%-4.96%-55.00%
2021-12.11%32.32%-4.36%-28.41%5.97%6.58%-6.44%-22.36%13.82%-12.36%-0.12%-29.47%-54.10%
20202.65%35.33%22.54%-31.16%16.29%3.43%40.93%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ANNX is 9, meaning it’s performing worse than 91% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ANNX is 99
Overall Rank
The Sharpe Ratio Rank of ANNX is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of ANNX is 99
Sortino Ratio Rank
The Omega Ratio Rank of ANNX is 1212
Omega Ratio Rank
The Calmar Ratio Rank of ANNX is 1111
Calmar Ratio Rank
The Martin Ratio Rank of ANNX is 55
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Annexon, Inc. (ANNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Annexon, Inc. Sharpe ratio is -0.80. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Annexon, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.80
0.48
ANNX (Annexon, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Annexon, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%December2025FebruaryMarchAprilMay
-95.14%
-7.82%
ANNX (Annexon, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Annexon, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Annexon, Inc. was 96.06%, occurring on Apr 10, 2025. The portfolio has not yet recovered.

The current Annexon, Inc. drawdown is 95.14%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-96.06%Mar 17, 20211023Apr 10, 2025
-31.37%Oct 19, 202010Oct 30, 202037Dec 23, 202047
-27.99%Dec 24, 202024Jan 29, 202115Feb 22, 202139
-25.64%Aug 13, 202025Sep 17, 20209Sep 30, 202034
-13.04%Feb 23, 202110Mar 8, 20213Mar 11, 202113

Volatility

Volatility Chart

The current Annexon, Inc. volatility is 26.36%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%December2025FebruaryMarchAprilMay
26.36%
11.21%
ANNX (Annexon, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Annexon, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Annexon, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -12.5%.


-30.00-25.00-20.00-15.00-10.00-5.000.0020212022202320242025
-0.33
-0.34
Actual
Estimate

Valuation

The Valuation section provides an overview of how Annexon, Inc. is priced in the market compared to other companies in the Biotechnology industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ANNX relative to other companies in the Biotechnology industry. Currently, ANNX has a P/S ratio of 0.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for ANNX in comparison with other companies in the Biotechnology industry. Currently, ANNX has a P/B value of 0.7. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items