Above Food Ingredients (ABVE)
Market Price (2/6/2026): $1.95 | Market Cap: $50.4 MilSector: Consumer Staples | Industry: Packaged Foods & Meats
Above Food Ingredients (ABVE)
Market Price (2/6/2026): $1.95Market Cap: $50.4 MilSector: Consumer StaplesIndustry: Packaged Foods & Meats
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Megatrend and thematic driversMegatrends include Vegan & Alternative Foods, and Health & Wellness Trends. Themes include Vegan Products, Organic & Natural Products, Show more. | Weak multi-year price returns2Y Excs Rtn is -98%, 3Y Excs Rtn is -127% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 231% |
| Stock price has recently run up significantly12M Rtn12 month market price return is 266% | ||
| High stock price volatilityVol 12M is 414% | ||
| Key risksABVE key risks include [1] severe financial instability characterized by ongoing losses and substantial debt, Show more. |
| Megatrend and thematic driversMegatrends include Vegan & Alternative Foods, and Health & Wellness Trends. Themes include Vegan Products, Organic & Natural Products, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -98%, 3Y Excs Rtn is -127% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 231% |
| Stock price has recently run up significantly12M Rtn12 month market price return is 266% |
| High stock price volatilityVol 12M is 414% |
| Key risksABVE key risks include [1] severe financial instability characterized by ongoing losses and substantial debt, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Above Food Ingredients (ABVE) stock has lost about 45% since 10/31/2025 because of the following key factors:
1. Audit Delay and Nasdaq Non-Compliance. On December 12, 2025, Above Food Ingredients Inc. announced a delay in filing its fiscal year 2025 audit (which ended January 31, 2025), attributing it to "illness-related resourcing challenges" experienced by the audit team. The company subsequently applied for a 180-day extension from Nasdaq. This news led to a significant 35% plunge in the stock on the day of the announcement, reflecting considerable investor concern and uncertainty regarding the company's financial reporting and compliance.
2. Market Skepticism Overshadowing Positive Guidance. Despite the audit delay, Above Food also announced on December 12, 2025, an increase in its fiscal year 2026 profit guidance to over $40 million, up from a previous expectation of $30 million. However, this positive financial outlook was largely ignored by the market, as the stock still experienced a substantial decline. This indicates that the uncertainty and perceived risk associated with the audit delay and Nasdaq extension outweighed the improved profit projections, suggesting a lack of confidence in the reported figures without completed audited statements.
Show more
1. Audit Delay and Nasdaq Non-Compliance. On December 12, 2025, Above Food Ingredients Inc. announced a delay in filing its fiscal year 2025 audit (which ended January 31, 2025), attributing it to "illness-related resourcing challenges" experienced by the audit team. The company subsequently applied for a 180-day extension from Nasdaq. This news led to a significant 35% plunge in the stock on the day of the announcement, reflecting considerable investor concern and uncertainty regarding the company's financial reporting and compliance.
2. Market Skepticism Overshadowing Positive Guidance. Despite the audit delay, Above Food also announced on December 12, 2025, an increase in its fiscal year 2026 profit guidance to over $40 million, up from a previous expectation of $30 million. However, this positive financial outlook was largely ignored by the market, as the stock still experienced a substantial decline. This indicates that the uncertainty and perceived risk associated with the audit delay and Nasdaq extension outweighed the improved profit projections, suggesting a lack of confidence in the reported figures without completed audited statements.
Show more
Stock Movement Drivers
Fundamental Drivers
The -45.8% change in ABVE stock from 10/31/2025 to 2/6/2026 was primarily driven by a 0.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 10312025 | 2062026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.60 | 1.95 | -45.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | � | 0.0% |
| Net Income Margin (%) | � | � | 0.0% |
| P/E Multiple | � | � | 0.0% |
| Shares Outstanding (Mil) | 26 | 26 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
10/31/2025 to 2/6/2026| Return | Correlation | |
|---|---|---|
| ABVE | -45.8% | |
| Market (SPY) | 1.3% | 25.5% |
| Sector (XLP) | 15.3% | -9.0% |
Fundamental Drivers
The 16.1% change in ABVE stock from 7/31/2025 to 2/6/2026 was primarily driven by a 0.0% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2062026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.68 | 1.95 | 16.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | � | 0.0% |
| Net Income Margin (%) | � | � | 0.0% |
| P/E Multiple | � | � | 0.0% |
| Shares Outstanding (Mil) | 26 | 26 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
7/31/2025 to 2/6/2026| Return | Correlation | |
|---|---|---|
| ABVE | 16.1% | |
| Market (SPY) | 9.6% | 24.4% |
| Sector (XLP) | 11.0% | -5.6% |
Fundamental Drivers
The 314.9% change in ABVE stock from 1/31/2025 to 2/6/2026 was primarily driven by a 0.0% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2062026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.47 | 1.95 | 314.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | � | 0.0% |
| Net Income Margin (%) | � | � | 0.0% |
| P/E Multiple | � | � | 0.0% |
| Shares Outstanding (Mil) | 26 | 26 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
1/31/2025 to 2/6/2026| Return | Correlation | |
|---|---|---|
| ABVE | 314.9% | |
| Market (SPY) | 15.8% | 10.0% |
| Sector (XLP) | 13.5% | 4.3% |
Fundamental Drivers
nullnull
Market Drivers
1/31/2023 to 2/6/2026| Return | Correlation | |
|---|---|---|
| ABVE | ||
| Market (SPY) | 76.2% | 7.9% |
| Sector (XLP) | 28.3% | 3.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ABVE Return | - | - | - | -89% | 202% | 20% | -58% |
| Peers Return | 19% | 20% | -11% | 8% | -3% | 17% | 57% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -1% | 81% |
Monthly Win Rates [3] | |||||||
| ABVE Win Rate | - | - | - | 17% | 42% | 50% | |
| Peers Win Rate | 58% | 62% | 43% | 45% | 47% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ABVE Max Drawdown | - | - | - | -92% | -42% | 0% | |
| Peers Max Drawdown | -12% | -13% | -26% | -14% | -21% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ADM, BG, INGR, CTVA, STKL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/6/2026 (YTD)
How Low Can It Go
ABVE has limited trading history. Below is the Consumer Staples sector ETF (XLP) in its place.
| Event | XLP | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -17.5% | -25.4% |
| % Gain to Breakeven | 21.2% | 34.1% |
| Time to Breakeven | 682 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -24.9% | -33.9% |
| % Gain to Breakeven | 33.2% | 51.3% |
| Time to Breakeven | 154 days | 148 days |
| 2018 Correction | ||
| % Loss | -16.6% | -19.8% |
| % Gain to Breakeven | 19.9% | 24.7% |
| Time to Breakeven | 404 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -33.4% | -56.8% |
| % Gain to Breakeven | 50.2% | 131.3% |
| Time to Breakeven | 605 days | 1,480 days |
Compare to ADM, BG, INGR, CTVA, STKL
In The Past
SPDR Select Sector Fund's stock fell -17.5% during the 2022 Inflation Shock from a high on 4/20/2022. A -17.5% loss requires a 21.2% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Above Food Ingredients (ABVE)
Above Food is a B2B plant-based protein company specializing in the development of whole food products. The company is based in Regina, Saskatchewan, Canada.
AI Analysis | Feedback
Here are a few brief analogies for Above Food Ingredients (ABVE):
- Like an Archer Daniels Midland (ADM) for plant-based foods, that also owns and sells its own popular plant-based consumer brands (similar to Oatly or Beyond Meat).
- Imagine Beyond Meat or Oatly, but fully vertically integrated from the farm (growing its own plant ingredients) to the grocery shelf.
AI Analysis | Feedback
- Plant-Based Proteins & Ingredients: Offers a range of plant-based protein isolates, flours, and ancient grain ingredients for food manufacturers.
- Plant-Based Dairy Alternatives: Produces and sells oat-based milk, creamers, and other dairy alternative products.
- Plant-Based Meat Alternatives: Develops and markets various plant-based meat substitutes and ready-to-eat meals.
AI Analysis | Feedback
Above Food Ingredients (symbol: ABVE) primarily sells its products and ingredients to other companies, operating on a business-to-business (B2B) model. The company's financial filings indicate that no single customer accounted for more than 10% of its total revenues in recent periods. Due to competitive reasons and this lack of concentration, Above Food Ingredients does not publicly disclose the names of its specific major customer companies. However, based on the company's business model and public statements, its major customers are generally categorized into the following types of companies:- Food Processors and Manufacturers: These companies purchase Above Food Ingredients' specialized plant-based ingredients (such as pulse protein isolates, flours, starches, and gluten-free oat ingredients) to incorporate into their own branded food and beverage products.
- Retail Grocery Chains: For its branded consumer products (e.g., Only Oats, Lentil Up, Farmer Direct Organic, Veggie Valley), Above Food Ingredients sells to grocery retailers who then stock these items on their shelves for end consumers.
- Foodservice Distributors: These distributors serve the institutional and commercial foodservice sectors (restaurants, cafeterias, etc.), potentially purchasing Above Food Ingredients' products or ingredients for their client base.
AI Analysis | Feedback
null
AI Analysis | Feedback
Lionel Kambeitz, Founder, President, Chief Executive Officer and Executive Chairman
Mr. Kambeitz is a Co-Founder of Above Food Ingredients and has served as its Chief Executive Officer and a board member since September 2020. He also founded KF Farms and served as its Executive Chairman from January 2013 to January 2023. Mr. Kambeitz is the Chairman of the board of Carbon RX Inc. and a director on the board of Regenera Insights Inc. He has over three decades of experience in agriculture, manufacturing, energy, and process design, and has served as a director for HTC Purenergy Inc. since 1996 and Kingsland Energy Corp. since 1995.
Jason Zhao, Executive Vice President, Chief Financial Officer and Director
Mr. Zhao has served as Above Food's Chief Financial Officer since October 2021.
Tyler West, Co-Founder, Vice President Disruptive Ag
Mr. West is a Co-Founder of Above Food and, since 2016, also a Founder, President, and Chief Executive Officer of Purely Canada Foods Corp. (PCFC), which is now a wholly owned subsidiary of Above Food. He has served as a member of the PCFC board of directors since October 2016 and as President and Chief Executive Officer of PCFC since October 2017.
Martin Williams, Co-Founder, Vice President Consumer Products
Mr. Williams is a Co-Founder of Above Food.
AI Analysis | Feedback
The key risks to Above Food Ingredients (ABVE) business are:
- Severe Financial Instability and Lack of Profitability: Above Food Ingredients faces significant financial challenges, characterized by ongoing operational losses and negative profitability. The company reported a negative pre-tax profit margin of -12.2% and a net loss of $53 million for the fiscal year ending January 2024. This is further underscored by negative shareholders' equity, a negative book value per share, and substantial debt, with a long-term debt-to-capital ratio of 4.67. Poor capital management and liquidity issues, including a working capital deficit, also contribute to its precarious financial position.
- High Uncertainty and Speculative Nature of Strategic Pivot to Decentralized Finance and Merger: A significant risk stems from Above Food Ingredients' strategic pivot towards decentralized finance (DeFi) and tokenization through a proposed merger with Palm Global Technologies. The company's stock has seen a substantial surge, driven largely by this speculative activity, but the details surrounding the merger remain opaque, and its completion is uncertain. This move represents a considerable departure from its traditional plant-based food business, introducing a high degree of speculation and risk for investors.
- Audit Delays and Potential Regulatory/Transparency Concerns: Above Food Ingredients has experienced delays in completing its audit for the fiscal year ended January 31, 2025, citing staffing challenges and the holiday season as reasons. The company has sought a 180-day extension from Nasdaq to accommodate this delay. This follows a previous instance in July 2024 where the company's attempt to register its common stock with the SEC was abandoned due to a failure to respond to the commission, raising concerns about financial reporting transparency and regulatory compliance.
AI Analysis | Feedback
The rapid advancement and scaling of precision fermentation technology for producing functional food proteins. Companies leveraging precision fermentation (e.g., Perfect Day, Motif FoodWorks) are creating proteins (such as dairy proteins and heme) with functionalities that are often superior or identical to traditional animal-derived proteins, and potentially at lower costs and with a smaller environmental footprint than plant-based alternatives. These innovations directly compete with the types of plant-based proteins and ingredients that Above Food Ingredients supplies, by offering food manufacturers alternative, potentially more efficient or cost-effective sources for functional ingredients. If precision fermentation achieves widespread commercial viability and cost-effectiveness, it could significantly disrupt the market for traditional plant-based proteins derived from crops, challenging Above Food Ingredients' core business model for ingredient supply.
AI Analysis | Feedback
The addressable markets for Above Food Ingredients (ABVE), a company focused on regenerative ingredients and plant-based and gluten-free products, are significant and span several global sectors.
Plant-Based Market
- Global Plant-Based Food Market: This market was valued at USD 28.38 billion in 2024 and is projected to reach USD 176.90 billion by 2032, exhibiting a compound annual growth rate (CAGR) of 25.70% from 2025 to 2032.
- Global Plant-Based Food Ingredients Market: The market for plant-based food ingredients was valued at USD 16.03 billion in 2023 and is anticipated to reach USD 40.2 billion by 2035, with a CAGR of approximately 7.96% from 2025 to 2035. Another estimate places the market at USD 10.87 billion in 2025, expecting it to reach USD 26.42 billion by 2033 with a CAGR of 11.75% from 2026-2033. North America is a prominent player in this market, valued at USD 5.0 billion in 2024 and projected to reach USD 12.0 billion by 2035.
- Global Plant-Based Protein Market: This market was valued at USD 24.08 billion in 2024 and is estimated to grow to USD 78.94 billion by 2033, with a CAGR of 14.1% from 2025 to 2033. North America led the global plant-based protein market in 2024, accounting for a 38.3% share.
- Global Plant-Based Protein Supplements Market: This market was estimated at USD 2,839.7 million in 2024 and is projected to reach USD 5,939.4 million by 2033, growing at a CAGR of 8.6% from 2025 to 2033. North America dominated this market in 2024 with a revenue share of 41.0%.
- Global Plant-Based Pet Food Market: This market is projected to grow at a 9% compound annual growth rate.
Gluten-Free Market
- Global Gluten-Free Products Market: This market was valued at USD 7.23 billion in 2024 and is expected to reach USD 11.91 billion by 2032, with a CAGR of 6.44%. Another report estimates the market size at USD 7.75 billion in 2024, projected to reach USD 13.67 billion by 2030, growing at a CAGR of 10.0% from 2025 to 2030. North America dominates the gluten-free products market, holding the largest revenue share of 35.06% in 2024.
- Global Gluten-Free Food Market: This market was valued at USD 7,430.40 million in 2024 and is projected to grow to USD 15,447.46 million by 2032, exhibiting a CAGR of 9.62% during the forecast period. North America was the largest regional market in 2024, valued at USD 3.84 billion.
AI Analysis | Feedback
Here are the expected drivers of future revenue growth for Above Food Ingredients (symbol: ABVE) over the next 2-3 years:- Strategic Partnerships and Expansion into Financial Technology: Above Food Ingredients' merger with Palm Global Technologies marks a significant strategic pivot, transforming the company into a financial technology powerhouse. This includes gaining access to over $1.5 trillion of sovereign-owned assets for tokenization and stablecoin issuance, along with Palm Global's 30% stake in Palm Promax Investments, valued at $350 billion in gold-based assets. This new direction is expected to drive substantial revenue growth in new financial technology markets.
- Innovation and Growth in Plant-Based Specialty Ingredients: The company continues to focus on its roots in regenerative ingredients and plant-based food solutions. Expediting growth opportunities for its Montana-based specialty ingredient subsidiary, Stricks Ag LLC, is a key focus for optimizing margins and driving profitability. Innovations in plant-based food solutions are highlighted as core drivers for future growth, aligning with broader consumer trends towards sustainable and plant-centric foods.
- Expansion into New Geographic Markets: Plans to expand into Asian markets are anticipated to create new prospects and contribute to future revenue growth.
- Development of AI-Driven Genomics and "Grow-to-Order" Initiatives: A strategic investment in developing an AI-driven genomics division and implementing a "Grow-to-Order" initiative, generating new business opportunities through Palm Global, is expected to introduce new products and services, thereby enhancing revenue streams.
- Leveraging Vertically Integrated Supply Chain and Increased Asset Utilization: Above Food emphasizes its "Seed-to-Fork" platform and vertically integrated supply chain, aiming to drive momentum in its specialty ingredients business by improving margins and leveraging existing asset utilization to increase revenues in the coming years. The company's production facilities in the Disruptive Agriculture segment alone are capable of generating significantly more revenue than current levels.
AI Analysis | Feedback
Share Repurchases
- Above Food Ingredients has not made any significant share repurchases in the last 12 months.
- There is no significant history of share buybacks indicated for the past five years.
Share Issuance
- Above Food Ingredients' common stock began trading under the symbol ABVE on June 25, 2024, following its merger agreement with Bite Acquisition Corp.
- The company reported 51.19 million shares outstanding.
Inbound Investments
- On September 4, 2025, Above Food Ingredients secured a $20 million strategic investment through a convertible note from Web3 Powerhouse Aqua 1 Foundation.
- The company completed a merger with Palm Global Technologies, which involved a joint venture to utilize tokenization technologies for the mineral wealth of Burkina Faso.
Outbound Investments
- Above Food Ingredients announced the acquisition of Palm Global Technologies, a strategic move intended to enhance its product offerings and market presence.
Capital Expenditures
- Above Food Ingredients reported capital expenditures of -$2.21 million over the last 12 months.
- The company's free cash flow for the last 12 months was -$8.59 million.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 69.50 |
| Mkt Cap | 15.4 |
| Rev LTM | 17,469 |
| Op Inc LTM | 1,519 |
| FCF LTM | 546 |
| FCF 3Y Avg | 697 |
| CFO LTM | 975 |
| CFO 3Y Avg | 1,396 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.0% |
| Rev Chg 3Y Avg | -1.8% |
| Rev Chg Q | 12.6% |
| QoQ Delta Rev Chg LTM | 1.7% |
| Op Mgn LTM | 4.2% |
| Op Mgn 3Y Avg | 3.5% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 8.5% |
| CFO/Rev 3Y Avg | 5.9% |
| FCF/Rev LTM | 5.7% |
| FCF/Rev 3Y Avg | 3.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 15.4 |
| P/S | 1.0 |
| P/EBIT | 14.8 |
| P/E | 27.0 |
| P/CFO | 11.3 |
| Total Yield | 5.2% |
| Dividend Yield | 0.5% |
| FCF Yield 3Y Avg | 3.3% |
| D/E | 0.4 |
| Net D/E | 0.4 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 11.6% |
| 3M Rtn | 15.5% |
| 6M Rtn | 4.2% |
| 12M Rtn | 34.5% |
| 3Y Rtn | 6.1% |
| 1M Excs Rtn | 11.5% |
| 3M Excs Rtn | 14.6% |
| 6M Excs Rtn | -0.1% |
| 12M Excs Rtn | 17.3% |
| 3Y Excs Rtn | -66.2% |
Segment Financials
Revenue by Segment| $ Mil | 2024 | 2023 |
|---|---|---|
| Disruptive Agriculture & Rudimentary Ingredients | 392 | 199 |
| Consumer-packaged goods (CPG) | 10 | 0 |
| Corporate and Other | 0 | 0 |
| Inter-segment Eliminations | -6 | |
| Total | 396 | 199 |
| $ Mil | 2024 | 2023 |
|---|---|---|
| Inter-segment Eliminations | 0 | |
| Corporate and Other | -15 | -3 |
| Consumer-packaged goods (CPG) | -15 | -1 |
| Disruptive Agriculture & Rudimentary Ingredients | -16 | -2 |
| Total | -45 | -6 |
| $ Mil | 2024 | 2023 |
|---|---|---|
| Disruptive Agriculture & Rudimentary Ingredients | 149 | 156 |
| Consumer-packaged goods (CPG) | 23 | 4 |
| Corporate and Other | 14 | 11 |
| Inter-segment Eliminations | -6 | |
| Total | 181 | 171 |
Price Behavior
Price Behavior
| Market Price | $1.95 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 07/01/2024 | |
| Distance from 52W High | -63.1% | |
| 50 Days | 200 Days | |
| DMA Price | $2.16 | $1.75 |
| DMA Trend | up | down |
| Distance from DMA | -9.6% | 11.4% |
| 3M | 1YR | |
| Volatility | 168.7% | 415.9% |
| Downside Capture | 631.52 | 423.84 |
| Upside Capture | 367.32 | 507.70 |
| Correlation (SPY) | 27.1% | 10.1% |
ABVE Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.79 | 3.55 | 4.78 | 4.25 | 2.21 | -0.28 |
| Up Beta | 0.05 | 0.25 | 5.33 | 0.66 | -0.63 | -1.42 |
| Down Beta | -3.53 | 0.80 | 3.84 | 6.50 | 1.49 | 2.38 |
| Up Capture | 412% | 497% | 409% | 765% | 12949% | 238% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 9 | 19 | 27 | 54 | 109 | 171 |
| Down Capture | -37% | 680% | 472% | 311% | 173% | 112% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 10 | 21 | 33 | 69 | 136 | 219 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ABVE | |
|---|---|---|---|---|
| ABVE | 349.3% | 415.3% | 1.45 | - |
| Sector ETF (XLP) | 13.3% | 14.0% | 0.66 | 4.2% |
| Equity (SPY) | 15.4% | 19.4% | 0.61 | 9.7% |
| Gold (GLD) | 73.9% | 24.8% | 2.19 | -2.6% |
| Commodities (DBC) | 8.9% | 16.6% | 0.34 | 5.1% |
| Real Estate (VNQ) | 4.6% | 16.5% | 0.10 | 5.0% |
| Bitcoin (BTCUSD) | -33.5% | 42.9% | -0.83 | 16.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ABVE | |
|---|---|---|---|---|
| ABVE | -12.6% | 340.9% | 0.82 | - |
| Sector ETF (XLP) | 9.2% | 13.1% | 0.48 | 3.7% |
| Equity (SPY) | 14.4% | 17.0% | 0.68 | 7.7% |
| Gold (GLD) | 21.4% | 16.9% | 1.03 | -2.6% |
| Commodities (DBC) | 11.5% | 18.9% | 0.49 | 3.1% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 4.0% |
| Bitcoin (BTCUSD) | 13.9% | 57.8% | 0.46 | 10.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ABVE | |
|---|---|---|---|---|
| ABVE | -6.5% | 340.9% | 0.82 | - |
| Sector ETF (XLP) | 8.4% | 14.6% | 0.44 | 3.7% |
| Equity (SPY) | 15.4% | 17.9% | 0.74 | 7.7% |
| Gold (GLD) | 15.7% | 15.5% | 0.84 | -2.6% |
| Commodities (DBC) | 8.0% | 17.6% | 0.37 | 3.1% |
| Real Estate (VNQ) | 6.0% | 20.7% | 0.25 | 4.0% |
| Bitcoin (BTCUSD) | 67.1% | 66.6% | 1.07 | 10.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.