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ALPS Medical Breakthroughs ETF (SBIO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US00162Q5936

CUSIP

00162Q593

Issuer

SS&C

Inception Date

Dec 31, 2014

Region

North America (U.S.)

Leveraged

1x

Index Tracked

S-Network Medical Breakthroughs Index

Asset Class

Equity

Asset Class Size

Small-Cap

Asset Class Style

Growth

Expense Ratio

SBIO features an expense ratio of 0.50%, falling within the medium range.


Expense ratio chart for SBIO: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Share Price Chart


Loading data...

Compare to other instruments

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


Popular comparisons:
SBIO vs. BBP SBIO vs. IBBQ SBIO vs. XBI SBIO vs. ARKG SBIO vs. GERM SBIO vs. PBE SBIO vs. BBC SBIO vs. SPY
Popular comparisons:
SBIO vs. BBP SBIO vs. IBBQ SBIO vs. XBI SBIO vs. ARKG SBIO vs. GERM SBIO vs. PBE SBIO vs. BBC SBIO vs. SPY

Performance

Performance Chart

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


-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
5.08%
8.53%
SBIO (ALPS Medical Breakthroughs ETF)
Benchmark (^GSPC)

Returns By Period

ALPS Medical Breakthroughs ETF had a return of 6.29% year-to-date (YTD) and 13.27% in the last 12 months.


SBIO

YTD

6.29%

1M

-5.78%

6M

5.08%

1Y

13.27%

5Y*

-3.88%

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 SBIO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.75%11.64%-3.51%-8.28%2.65%-0.23%11.52%-0.10%-0.22%1.13%2.94%6.29%
20237.24%-7.04%-10.24%10.25%5.47%-0.19%1.44%-7.07%-8.47%-9.81%7.25%25.40%8.68%
2022-17.59%-3.45%0.09%-15.34%-9.83%7.83%7.76%6.11%-4.84%1.96%1.73%-2.78%-28.08%
20219.38%-1.54%-8.88%-0.30%-7.00%4.96%-10.02%6.59%-3.01%1.23%-6.88%-1.54%-17.55%
2020-5.96%-3.19%-17.64%20.28%8.84%0.80%-4.49%3.65%-0.68%6.15%12.44%4.36%21.17%
201913.89%7.58%4.93%-5.58%-5.56%11.97%-2.33%-2.49%-8.26%10.55%13.36%6.94%50.31%
20188.87%-3.61%-0.52%-0.76%12.60%-2.56%0.64%3.17%1.73%-14.40%-0.42%-13.83%-11.81%
20172.36%11.47%-1.49%3.34%-8.08%13.85%1.80%8.91%0.94%-2.60%4.28%5.42%45.66%
2016-28.15%-7.98%4.38%7.35%7.87%-10.80%10.95%-4.06%8.30%-16.36%10.63%-5.09%-27.83%
20157.89%8.99%2.27%-5.34%19.87%4.81%6.67%-13.06%-15.39%6.64%8.48%-1.52%27.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SBIO is 29, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SBIO is 2929
Overall Rank
The Sharpe Ratio Rank of SBIO is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of SBIO is 3333
Sortino Ratio Rank
The Omega Ratio Rank of SBIO is 3030
Omega Ratio Rank
The Calmar Ratio Rank of SBIO is 2424
Calmar Ratio Rank
The Martin Ratio Rank of SBIO is 2828
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 ALPS Medical Breakthroughs ETF (SBIO) 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 SBIO, currently valued at 0.52, compared to the broader market0.002.004.000.522.10
The chart of Sortino ratio for SBIO, currently valued at 0.91, compared to the broader market-2.000.002.004.006.008.0010.000.912.80
The chart of Omega ratio for SBIO, currently valued at 1.10, compared to the broader market0.501.001.502.002.503.001.101.39
The chart of Calmar ratio for SBIO, currently valued at 0.30, compared to the broader market0.005.0010.0015.000.303.09
The chart of Martin ratio for SBIO, currently valued at 1.68, compared to the broader market0.0020.0040.0060.0080.00100.001.6813.49
SBIO
^GSPC

The current ALPS Medical Breakthroughs ETF Sharpe ratio is 0.52. 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 ALPS Medical Breakthroughs ETF 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 Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.52
2.10
SBIO (ALPS Medical Breakthroughs ETF)
Benchmark (^GSPC)

Dividends

Dividend History

ALPS Medical Breakthroughs ETF provided a 3.47% dividend yield over the last twelve months, with an annual payout of $1.17 per share.


0.00%0.50%1.00%1.50%2.00%2.50%$0.00$0.20$0.40$0.60$0.802017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017
Dividend$1.17$0.07$0.00$0.00$0.00$0.02$0.78$0.58

Dividend yield

3.47%0.22%0.00%0.00%0.00%0.04%2.79%1.77%

Monthly Dividends

The table displays the monthly dividend distributions for ALPS Medical Breakthroughs ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.17$1.17
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.07$0.07
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.02
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.78$0.78
2017$0.58$0.58

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-44.84%
-2.62%
SBIO (ALPS Medical Breakthroughs ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the ALPS Medical Breakthroughs ETF. 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 ALPS Medical Breakthroughs ETF was 63.06%, occurring on Oct 27, 2023. The portfolio has not yet recovered.

The current ALPS Medical Breakthroughs ETF drawdown is 44.84%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-63.06%Feb 9, 2021685Oct 27, 2023
-49.68%Jul 20, 2015329Nov 3, 2016398Jun 6, 2018727
-39.3%Dec 26, 201955Mar 16, 202069Jun 23, 2020124
-32.5%Oct 1, 201859Dec 24, 2018232Nov 25, 2019291
-13.78%Apr 24, 20155Apr 30, 201514May 20, 201519

Volatility

Volatility Chart

The current ALPS Medical Breakthroughs ETF volatility is 9.71%, 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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
9.71%
3.79%
SBIO (ALPS Medical Breakthroughs ETF)
Benchmark (^GSPC)
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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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