Performance analysis of MEDX (HORIZON KINETICS MEDICAL ETF)
Annual Return
Over the past 3 years, MEDX has had an average annual return of +7.02%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Jan 31, 2023, MEDX has had an average annual return of +5.84%, underperforming the benchmark SPY, which returned +20.77% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.92% | +28.62% | -4.68% | -6.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.92% | +5.69% | -5.95% | -1.85% | +4.92% | +7.03% | -4.21% | +5.92% | |||||
| 2025 | +4.60% | +5.02% | -3.60% | -1.87% | -3.96% | +2.20% | +2.74% | +4.41% | +4.57% | +4.48% | +8.64% | -0.96% | +28.62% |
| 2024 | +0.94% | +6.16% | -0.59% | -6.36% | +2.35% | +4.59% | +2.57% | +4.35% | -4.26% | -4.33% | -2.69% | -6.43% | -4.68% |
| 2023 | +0% | -5.69% | +1.53% | +1.95% | -1.22% | +1.36% | -1.34% | +0.85% | -3.75% | -6.45% | +4.79% | +2.19% | -6.24% |
Drawdown analysis of MEDX (HORIZON KINETICS MEDICAL ETF)
The maximum drawdown for the MEDX was -23.10%, occurring on Apr 10, 2025. Recovery took 119 trading sessions.
The current MEDX drawdown is -6.70%.
Since Jan 31, 2023 MEDX has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.10% | Aug 30, 2024 | 152 | Apr 10, 2025 | 119 | Oct 1, 2025 | 271 |
| -15.48% | May 10, 2023 | 118 | Oct 27, 2023 | 175 | Jul 11, 2024 | 293 |
| -10.54% | Feb 24, 2026 | 45 | Apr 29, 2026 | 39 | Jun 25, 2026 | 84 |
| -9.31% | Feb 13, 2023 | 18 | Mar 10, 2023 | 39 | May 5, 2023 | 57 |
| -7.82% | Jul 7, 2026 | 9 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -5.24% | Jul 16, 2024 | 16 | Aug 7, 2024 | 8 | Aug 19, 2024 | 24 |
| -3.98% | Jan 7, 2026 | 8 | Jan 20, 2026 | 11 | Feb 4, 2026 | 19 |
| -3.88% | Nov 26, 2025 | 8 | Dec 9, 2025 | 19 | Jan 7, 2026 | 27 |
| -3.26% | Oct 20, 2025 | 7 | Oct 29, 2025 | 9 | Nov 11, 2025 | 16 |
| -2.11% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |
| -1.83% | Jun 29, 2026 | 2 | Jul 1, 2026 | 1 | Jul 2, 2026 | 3 |
| -1.62% | Oct 9, 2025 | 2 | Oct 13, 2025 | 5 | Oct 20, 2025 | 7 |
| -1.60% | Nov 18, 2025 | 2 | Nov 20, 2025 | 2 | Nov 24, 2025 | 4 |
| -1.48% | Jan 31, 2023 | 7 | Feb 9, 2023 | 2 | Feb 13, 2023 | 9 |
| -1.44% | Feb 6, 2026 | 2 | Feb 10, 2026 | 4 | Feb 17, 2026 | 6 |
| -1.07% | Feb 17, 2026 | 3 | Feb 20, 2026 | 1 | Feb 23, 2026 | 4 |
| -0.85% | Jul 2, 2026 | 1 | Jul 6, 2026 | 1 | Jul 7, 2026 | 2 |
| -0.63% | Nov 12, 2025 | 2 | Nov 14, 2025 | 1 | Nov 17, 2025 | 3 |
| -0.60% | Oct 3, 2025 | 1 | Oct 6, 2025 | 2 | Oct 8, 2025 | 3 |
| -0.40% | Jul 12, 2024 | 1 | Jul 15, 2024 | 1 | Jul 16, 2024 | 2 |
| -0.25% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.13% | Oct 1, 2025 | 1 | Oct 2, 2025 | 1 | Oct 3, 2025 | 2 |
| -0.01% | Aug 28, 2024 | 1 | Aug 29, 2024 | 1 | Aug 30, 2024 | 2 |