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

Company Info

ISIN

US03589W1027

CUSIP

03589W102

Sector

Healthcare

IPO Date

Jul 24, 2020

Highlights

Market Cap

$520.18M

EPS (TTM)

-$1.03

Total Revenue (TTM)

$4.87M

Gross Profit (TTM)

$2.33M

EBITDA (TTM)

-$129.45M

Year Range

$3.27 - $8.40

Target Price

$15.17

Short %

8.80%

Short Ratio

6.77

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
ANNX vs. CRT
Popular comparisons:
ANNX vs. CRT

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.


-50.00%0.00%50.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
-70.55%
84.44%
ANNX (Annexon, Inc.)
Benchmark (^GSPC)

Returns By Period

Annexon, Inc. had a return of 15.20% year-to-date (YTD) and 40.21% in the last 12 months.


ANNX

YTD

15.20%

1M

1.36%

6M

5.02%

1Y

40.21%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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
2024-8.48%34.06%28.73%-36.54%6.15%1.45%30.82%-11.08%3.86%23.65%-26.37%15.20%
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

With an overall rank of 78, ANNX is among the top 22% of 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 7878
Overall Rank
The Sharpe Ratio Rank of ANNX is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of ANNX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of ANNX is 7676
Omega Ratio Rank
The Calmar Ratio Rank of ANNX is 8080
Calmar Ratio Rank
The Martin Ratio Rank of ANNX is 7575
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.


Sharpe ratio
The chart of Sharpe ratio for ANNX, currently valued at 0.89, compared to the broader market-4.00-2.000.002.000.892.10
The chart of Sortino ratio for ANNX, currently valued at 1.99, compared to the broader market-4.00-2.000.002.004.001.992.80
The chart of Omega ratio for ANNX, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.39
The chart of Calmar ratio for ANNX, currently valued at 0.91, compared to the broader market0.002.004.006.000.913.09
The chart of Martin ratio for ANNX, currently valued at 3.28, compared to the broader market-5.000.005.0010.0015.0020.0025.003.2813.49
ANNX
^GSPC

The current Annexon, Inc. Sharpe ratio is 0.89. 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.89
2.10
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.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-85.06%
-2.62%
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 95.34%, occurring on Oct 13, 2023. The portfolio has not yet recovered.

The current Annexon, Inc. drawdown is 85.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-95.34%Mar 17, 2021650Oct 13, 2023
-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 19.32%, 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%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
19.32%
3.79%
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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Annexon, Inc..


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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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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