HORIZON KINETICS MEDICAL ETF
Symbol: MEDX
Exchange: NASDAQ
Sector: Healthcare
Category: Health
Inception date: 30/09/1999
Latest date: 15/10/2026
Current price: $36.07
Expense ratio: 0.85%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
3.17%
Ann. -43.96% (Sharpe / Sortino numerator)
Volatility
21.22%
Sharpe ratio
-2.242
VaR 95%
-2.01%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
3.09%
Ann. 1.32% (Sharpe / Sortino numerator)
Volatility
20.83%
Sharpe ratio
-0.111
VaR 95%
-1.88%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
8.51%
Ann. 14.39% (Sharpe / Sortino numerator)
Volatility
17.54%
Sharpe ratio
0.613
VaR 95%
-1.63%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
15.44%
Ann. 24.81% (Sharpe / Sortino numerator)
Volatility
21.30%
Sharpe ratio
0.994
VaR 95%
-1.80%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
20.59%
Ann. 8.72% (Sharpe / Sortino numerator)
Volatility
18.23%
Sharpe ratio
0.279
VaR 95%
-1.69%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
31.89%
Ann. 6.75% (Sharpe / Sortino numerator)
Volatility
17.10%
Sharpe ratio
0.183
VaR 95%
-1.63%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 15/10/2025 - 15/10/2026.
Average daily return
0.064%
Best day
3.746%
Worst day
-3.461%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $36.07 | $36.07 | $36.07 | $36.07 | 100 |
| 14/10/2026 | $35.34 | $35.38 | $35.34 | $35.38 | 200 |
| 13/10/2026 | $34.67 | $34.67 | $34.62 | $34.62 | 200 |
| 12/10/2026 | $35.17 | $35.25 | $35.17 | $35.25 | 800 |
| 09/10/2026 | $35.23 | $35.29 | $35.23 | $35.29 | 100 |
| 08/10/2026 | $34.34 | $34.70 | $34.34 | $34.70 | 300 |
| 07/10/2026 | $34.99 | $34.99 | $34.99 | $34.99 | 100 |
| 06/10/2026 | $34.73 | $34.73 | $34.73 | $34.73 | 200 |
| 05/10/2026 | $34.63 | $34.71 | $34.58 | $34.58 | 1,100 |
| 02/10/2026 | $34.66 | $34.66 | $34.66 | $34.66 | 200 |