The Biotech Growth Trust plc (BIOG.L)
The Biotech Growth Trust plc is a closed ended equity mutual fund launched by Frostrow Capital LLP. It is co-managed by OrbiMed Capital LLC. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the biotechnology sector. The fund invests in stocks of companies across all market capitalizations. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against the NASDAQ Biotechnology Index. It was previously known as Finsbury Emerging Biotechnology Trust plc. The Biotech Growth Trust plc was formed on May 20, 1997 and is domiciled in the United Kingdom.
Company Info
Highlights
£242.54M
£2.68
3.14
£101.17M
£97.94M
-£165.50K
£821.00 - £1,068.36
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in The Biotech Growth Trust plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
The Biotech Growth Trust plc had a return of -1.52% year-to-date (YTD) and -11.92% in the last 12 months. Over the past 10 years, The Biotech Growth Trust plc had an annualized return of 1.33%, while the S&P 500 had an annualized return of 11.31%, indicating that The Biotech Growth Trust plc did not perform as well as the benchmark.
BIOG.L
-1.52%
1.20%
-16.63%
-11.92%
-3.26%
1.33%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of BIOG.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.03% | -1.52% | |||||||||||
| 2024 | 3.02% | 7.60% | 0.40% | -4.12% | -1.05% | 4.34% | 4.37% | -1.56% | 1.38% | -1.95% | -4.08% | -11.40% | -4.36% |
| 2023 | 2.81% | -4.41% | -13.96% | 0.51% | 4.96% | -2.54% | -0.87% | -1.63% | -1.15% | -7.47% | 6.69% | 16.71% | -3.46% |
| 2022 | -21.80% | 0.22% | -3.54% | -5.79% | -4.26% | -0.74% | 5.72% | 14.00% | 2.58% | -2.62% | -2.58% | -1.80% | -22.05% |
| 2021 | -0.13% | -3.68% | -5.94% | 1.54% | -6.91% | 4.45% | -12.93% | 2.77% | -4.29% | -0.17% | -3.65% | 2.41% | -24.62% |
| 2020 | -3.62% | -1.10% | -9.15% | 24.82% | 16.34% | 5.25% | -2.09% | 1.97% | 9.18% | 0.44% | 8.08% | 7.07% | 67.66% |
| 2019 | 10.58% | 3.43% | 1.38% | -5.72% | 1.45% | 8.55% | 5.51% | -3.73% | -9.82% | 2.29% | 17.93% | 11.64% | 48.50% |
| 2018 | 1.27% | -7.50% | -5.14% | 0.57% | 4.53% | 4.88% | 3.88% | 4.73% | -1.66% | -16.91% | 4.94% | -12.33% | -19.87% |
| 2017 | -1.31% | 8.52% | -0.93% | -3.07% | -2.72% | 8.47% | 4.38% | 4.38% | -1.02% | -3.64% | -2.01% | 1.41% | 12.06% |
| 2016 | -18.58% | 0.25% | -3.15% | 2.48% | 5.42% | -3.88% | 17.61% | -3.08% | 2.82% | -7.44% | 12.44% | -4.86% | -4.73% |
| 2015 | 14.01% | -3.62% | 6.51% | -6.11% | 9.66% | -3.43% | 6.02% | -5.56% | -18.99% | 4.06% | 7.36% | 3.50% | 9.14% |
| 2014 | 8.33% | 8.68% | -15.25% | -4.93% | 3.83% | 7.27% | -3.74% | 15.76% | 2.90% | 8.02% | 14.69% | -3.49% | 44.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BIOG.L is 20, meaning it’s performing worse than 80% 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for The Biotech Growth Trust plc (BIOG.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the The Biotech Growth Trust plc. 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 The Biotech Growth Trust plc was 85.07%, occurring on Mar 17, 2003. Recovery took 2188 trading sessions.
The current The Biotech Growth Trust plc drawdown is 51.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.07% | Mar 7, 2000 | 744 | Mar 17, 2003 | 2188 | Jun 27, 2012 | 2932 |
| -58.64% | Feb 10, 2021 | 686 | Oct 31, 2023 | — | — | — |
| -39.69% | Jul 24, 2015 | 141 | Feb 11, 2016 | 973 | Dec 16, 2019 | 1114 |
| -29.7% | Feb 20, 2020 | 20 | Mar 18, 2020 | 21 | Apr 20, 2020 | 41 |
| -26.56% | Feb 28, 2014 | 33 | Apr 15, 2014 | 94 | Sep 1, 2014 | 127 |
Volatility
Volatility Chart
The current The Biotech Growth Trust plc volatility is 6.03%, 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.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for The Biotech Growth Trust plc.
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