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

ETF Info

ISINUS00162Q5936
CUSIP00162Q593
IssuerSS&C
Inception DateDec 31, 2014
RegionNorth America (U.S.)
CategoryHealth & Biotech Equities
Index TrackedS-Network Medical Breakthroughs Index
Asset ClassEquity

Asset Class Size

Small-Cap

Asset Class Style

Growth

Expense Ratio

The ALPS Medical Breakthroughs ETF has a high expense ratio of 0.50%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.50%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with SBIO

ALPS Medical Breakthroughs ETF

Popular comparisons: SBIO vs. IBBQ, SBIO vs. BBP, SBIO vs. ARKG, SBIO vs. XBI

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.


0.00%50.00%100.00%150.00%OctoberNovemberDecember2024FebruaryMarch
51.01%
155.20%
SBIO (ALPS Medical Breakthroughs ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

ALPS Medical Breakthroughs ETF had a return of 8.53% year-to-date (YTD) and 30.92% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date8.53%10.16%
1 month-7.59%3.47%
6 months30.20%22.20%
1 year30.92%30.45%
5 years (annualized)-0.19%13.16%
10 years (annualized)N/A10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.75%11.64%
2023-7.07%-8.47%-9.81%7.26%25.40%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for ALPS Medical Breakthroughs ETF (SBIO) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
SBIO
ALPS Medical Breakthroughs ETF
1.15
^GSPC
S&P 500
2.79

Sharpe Ratio

The current ALPS Medical Breakthroughs ETF Sharpe ratio is 1.15. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
1.15
2.79
SBIO (ALPS Medical Breakthroughs ETF)
Benchmark (^GSPC)

Dividends

Dividend History

ALPS Medical Breakthroughs ETF granted a 0.20% dividend yield in the last twelve months. The annual payout for that period amounted to $0.07 per share.


PeriodTTM2023202220212020201920182017
Dividend$0.07$0.07$0.00$0.00$0.00$0.02$0.78$0.58

Dividend yield

0.20%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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
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
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
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
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
2017$0.58

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-43.68%
0
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 43.68%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-63.06%Feb 9, 2021685Oct 27, 2023
-49.69%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 7.91%, 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%12.00%OctoberNovemberDecember2024FebruaryMarch
7.91%
2.80%
SBIO (ALPS Medical Breakthroughs ETF)
Benchmark (^GSPC)