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FATE vs. BFLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FATE vs. BFLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fate Therapeutics, Inc. (FATE) and Butterfly Network, Inc. (BFLY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FATE achieves a 125.93% return, which is significantly higher than BFLY's 15.53% return.


FATE

1D
-13.62%
1M
23.33%
YTD
125.93%
6M
105.56%
1Y
63.24%
3Y*
-24.94%
5Y*
-50.24%
10Y*
3.20%

BFLY

1D
-4.15%
1M
-9.48%
YTD
15.53%
6M
47.81%
1Y
86.02%
3Y*
22.30%
5Y*
-19.84%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FATE vs. BFLY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
FATE
Fate Therapeutics, Inc.
125.93%-40.45%-55.88%-62.93%-82.76%-35.65%173.80%
BFLY
Butterfly Network, Inc.
15.53%21.79%188.89%-56.10%-63.23%-66.20%99.90%

Correlation

The correlation between FATE and BFLY is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.37

Correlation (3Y)
Calculated over the trailing 3-year period

0.36

Correlation (5Y)
Calculated over the trailing 5-year period

0.45

Correlation (All Time)
Calculated using the full available price history since Jul 14, 2020

0.43

Fundamentals

Market Cap

FATE:

$266.47M

BFLY:

$1.13B

EPS

FATE:

-$1.09

BFLY:

-$0.30

PS Ratio

FATE:

41.86

BFLY:

10.70

PB Ratio

FATE:

1.48

BFLY:

5.89

Total Revenue (TTM)

FATE:

$6.32M

BFLY:

$102.92M

Gross Profit (TTM)

FATE:

-$7.88M

BFLY:

$50.64M

EBITDA (TTM)

FATE:

-$135.03M

BFLY:

-$70.00M

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Return for Risk

FATE vs. BFLY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FATE
FATE Risk / Return Rank: 6565
Overall Rank
FATE Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FATE Sortino Ratio Rank: 6969
Sortino Ratio Rank
FATE Omega Ratio Rank: 6363
Omega Ratio Rank
FATE Calmar Ratio Rank: 6868
Calmar Ratio Rank
FATE Martin Ratio Rank: 6161
Martin Ratio Rank

BFLY
BFLY Risk / Return Rank: 7070
Overall Rank
BFLY Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
BFLY Sortino Ratio Rank: 7575
Sortino Ratio Rank
BFLY Omega Ratio Rank: 7171
Omega Ratio Rank
BFLY Calmar Ratio Rank: 7171
Calmar Ratio Rank
BFLY Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FATE vs. BFLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fate Therapeutics, Inc. (FATE) and Butterfly Network, Inc. (BFLY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FATEBFLYDifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

-0.32

Omega ratioGain probability vs. loss probability

1.18

1.24

-0.05

Calmar ratioReturn relative to maximum drawdown

1.42

1.76

-0.35

Martin ratioReturn relative to average drawdown

2.15

3.56

-1.40

FATE vs. BFLY - Sharpe Ratio Comparison

The current FATE Sharpe Ratio is 0.65, which is comparable to the BFLY Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of FATE and BFLY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FATEBFLYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

0.81

-0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.54

-0.20

-0.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.10

-0.14

+0.04

Drawdowns

FATE vs. BFLY - Drawdown Comparison

The maximum FATE drawdown since its inception was -99.42%, roughly equal to the maximum BFLY drawdown of -97.40%. Use the drawdown chart below to compare losses from any high point for FATE and BFLY.


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Drawdown Indicators


FATEBFLYDifference

Max Drawdown

Largest peak-to-trough decline

-99.42%

-97.40%

-2.02%

Max Drawdown (1Y)

Largest decline over 1 year

-44.83%

-49.04%

+4.21%

Max Drawdown (3Y)

Largest decline over 3 years

-91.86%

-73.20%

-18.66%

Max Drawdown (5Y)

Largest decline over 5 years

-99.29%

-95.23%

-4.06%

Max Drawdown (10Y)

Largest decline over 10 years

-99.42%

Current Drawdown

Current decline from peak

-98.11%

-83.82%

-14.29%

Average Drawdown

Average peak-to-trough decline

-58.49%

-75.95%

+17.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

29.47%

24.27%

+5.20%

Volatility

FATE vs. BFLY - Volatility Comparison

Fate Therapeutics, Inc. (FATE) has a higher volatility of 45.15% compared to Butterfly Network, Inc. (BFLY) at 18.18%. This indicates that FATE's price experiences larger fluctuations and is considered to be riskier than BFLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FATEBFLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

45.15%

18.18%

+26.97%

Volatility (6M)

Calculated over the trailing 6-month period

68.08%

68.93%

-0.85%

Volatility (1Y)

Calculated over the trailing 1-year period

97.27%

106.48%

-9.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

93.40%

97.56%

-4.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

86.51%

94.70%

-8.19%

Dividends

FATE vs. BFLY - Dividend Comparison

Neither FATE nor BFLY has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

FATE vs. BFLY - Financials Comparison

This section allows you to compare key financial metrics between Fate Therapeutics, Inc. and Butterfly Network, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00M20.00M30.00M40.00M50.00M60.00M20222023202420252026
1.30M
26.53M
(FATE) Total Revenue
(BFLY) Total Revenue
Values in USD except per share items

Frequently Asked Questions


FATE and BFLY have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FATE has higher volatility (45.15%) compared to BFLY (18.18%). In terms of maximum drawdown, FATE dropped -99.42% vs BFLY's -97.40%.

BFLY currently has the higher Sharpe Ratio (0.81 vs 0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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