HORIZON KINETICS MEDICAL ETF

Symbol: MEDX

Exchange: NASDAQ

Sector: Healthcare

Category: Health

Inception Date: 30/09/1999

Latest Date: 02/04/2026

Current Price: $33.30

Expense Ratio: 0.85%

Assets Under Management
$20.2M
0.17% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-5.15%

Volatility

21.22%

Sharpe Ratio

-2.242

VaR 95%

-2.01%

CVaR 95%: -2.30%
Max Drawdown: -8.17%
Sortino Ratio: -3.955
Calmar Ratio: -5.38
Return

0.32%

Volatility

20.83%

Sharpe Ratio

-0.111

VaR 95%

-1.88%

CVaR 95%: -2.16%
Max Drawdown: -9.98%
Sortino Ratio: -0.216
Calmar Ratio: 0.13
Return

6.90%

Volatility

17.54%

Sharpe Ratio

0.613

VaR 95%

-1.63%

CVaR 95%: -1.95%
Max Drawdown: -9.98%
Sortino Ratio: 1.178
Calmar Ratio: 1.44
Return

24.70%

Volatility

21.30%

Sharpe Ratio

0.994

VaR 95%

-1.80%

CVaR 95%: -2.89%
Max Drawdown: -10.06%
Sortino Ratio: 1.434
Calmar Ratio: 2.46
Return

18.13%

Volatility

18.23%

Sharpe Ratio

0.279

VaR 95%

-1.69%

CVaR 95%: -2.61%
Max Drawdown: -23.10%
Sortino Ratio: 0.391
Calmar Ratio: 0.38
Return

21.57%

Volatility

17.10%

Sharpe Ratio

0.183

VaR 95%

-1.63%

CVaR 95%: -2.46%
Max Drawdown: -23.10%
Sortino Ratio: 0.258
Calmar Ratio: 0.29

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.097%

Best Day

5.603%

01/10/2025
Worst Day

-6.308%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $33.24 $33.30 $33.24 $33.30 3,600
01/04/2026 $33.59 $33.80 $33.59 $33.71 3,100
31/03/2026 $33.18 $33.31 $33.00 $33.31 4,400
30/03/2026 $32.37 $32.48 $32.35 $32.36 4,400
27/03/2026 $32.42 $32.42 $32.12 $32.12 1,000
26/03/2026 $32.75 $32.75 $32.62 $32.62 500
25/03/2026 $32.63 $32.64 $32.63 $32.64 600
24/03/2026 $31.82 $32.02 $31.82 $32.02 200
23/03/2026 $32.10 $32.10 $32.08 $32.08 800
20/03/2026 $31.84 $31.91 $31.84 $31.91 2,000