HORIZON KINETICS MEDICAL ETF
Symbol: MEDX
Exchange: NASDAQ
Sector: Healthcare
Category: Health
Inception date: 30/09/1999
Latest date: 16/07/2026
Current price: $35.38
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
3.47%
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
7.30%
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
7.03%
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
28.56%
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
17.02%
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
28.08%
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: 16/07/2025 - 16/07/2026.
Average daily return
0.107%
Best day
5.603%
Worst day
-2.53%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 16/07/2026 | $35.32 | $35.38 | $35.28 | $35.38 | 4,800 |
| 15/07/2026 | $34.83 | $34.99 | $34.83 | $34.99 | 16,200 |
| 14/07/2026 | $35.40 | $35.40 | $34.80 | $34.89 | 2,700 |
| 13/07/2026 | $35.33 | $35.50 | $35.33 | $35.50 | 13,100 |
| 10/07/2026 | $36.26 | $36.26 | $35.69 | $35.69 | 200 |
| 09/07/2026 | $36.45 | $36.45 | $36.37 | $36.37 | 500 |
| 08/07/2026 | $37.38 | $37.42 | $37.18 | $37.23 | 7,900 |
| 07/07/2026 | $37.67 | $37.79 | $37.67 | $37.69 | 300 |
| 06/07/2026 | $37.07 | $37.23 | $37.07 | $37.23 | 2,900 |
| 02/07/2026 | $36.73 | $37.55 | $36.73 | $37.55 | 1,000 |