Tearsheet

Autonomix Medical (AMIX)


Market Price (6/20/2026): $0.315 | Market Cap: $3.6 MilSector: Health Care | Industry: Life Sciences Tools & Services

Autonomix Medical (AMIX)


Market Price (6/20/2026): $0.315
Market Cap: $3.6 Mil
Sector: Health Care
Industry: Life Sciences Tools & Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -171%

Megatrend and thematic drivers
Megatrends include Biotechnology & Genomics, Precision Medicine, and Aging Population & Chronic Disease. Themes include Advanced Diagnostics, Show more.

Weak multi-year price returns
2Y Excs Rtn is -137%, 3Y Excs Rtn is -171%

Penny stock
Mkt Price is 0.4

Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is 0

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -17 Mil

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -411%

High stock price volatility
Vol 12M is 122%

Key risks
AMIX key risks include [1] substantial doubt about its ability to continue as a going concern due to a significant need for additional financing, Show more.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -171%
1 Megatrend and thematic drivers
Megatrends include Biotechnology & Genomics, Precision Medicine, and Aging Population & Chronic Disease. Themes include Advanced Diagnostics, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -137%, 3Y Excs Rtn is -171%
3 Penny stock
Mkt Price is 0.4
4 Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is 0
5 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -17 Mil
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -411%
7 High stock price volatility
Vol 12M is 122%
8 Key risks
AMIX key risks include [1] substantial doubt about its ability to continue as a going concern due to a significant need for additional financing, Show more.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/18/2026

Autonomix Medical (AMIX) stock has lost about 15% since 2/28/2026 because of the following key factors:

1. Mounting Losses and Urgent Need for Capital. Autonomix Medical reported increased net losses, with Q3 fiscal 2026 (ended December 31, 2025, reported February 11, 2026) indicating a limited cash runway and a need for significant new capital for commercialization. This trend continued into Q4 fiscal 2026 (ended March 31, 2026, reported May 27, 2026), where the net loss rose to USD 16.72 million, further highlighting an urgent requirement for new capital to sustain operations, especially as the company has not yet generated revenue.

2. Reverse Stock Split Announcement. On June 18, 2026, Autonomix Medical announced a 1-for-21 reverse stock split, set to take effect on June 24, 2026. This strategic move, often indicative of a distressed valuation, aims to boost the stock price and improve market standing to meet Nasdaq listing requirements. Such actions are frequently perceived negatively by investors, contributing to downward pressure on the stock.

Show more
Updated on 6/18/2026

Autonomix Medical (AMIX) stock has lost about 15% since 2/28/2026 because of the following key factors:

1. Mounting Losses and Urgent Need for Capital. Autonomix Medical reported increased net losses, with Q3 fiscal 2026 (ended December 31, 2025, reported February 11, 2026) indicating a limited cash runway and a need for significant new capital for commercialization. This trend continued into Q4 fiscal 2026 (ended March 31, 2026, reported May 27, 2026), where the net loss rose to USD 16.72 million, further highlighting an urgent requirement for new capital to sustain operations, especially as the company has not yet generated revenue.

2. Reverse Stock Split Announcement. On June 18, 2026, Autonomix Medical announced a 1-for-21 reverse stock split, set to take effect on June 24, 2026. This strategic move, often indicative of a distressed valuation, aims to boost the stock price and improve market standing to meet Nasdaq listing requirements. Such actions are frequently perceived negatively by investors, contributing to downward pressure on the stock.

3. Negative Market Reaction to Clinical Progress. Throughout the period, Autonomix Medical released several positive updates regarding its clinical trials, including compelling long-term data for pancreatic cancer pain mitigation presented at various medical conferences in Q1 and Q2 fiscal 2026. However, these favorable clinical developments frequently resulted in mixed-to-negative price reactions, with several announcements being followed by share price declines, averaging approximately -8.58% for clinical trial news. This pattern suggests that, despite promising scientific advancements, investor sentiment remained cautious, likely overshadowed by financial concerns.

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Stock Movement Drivers

Fundamental Drivers

The -28.2% change in AMIX stock from 2/28/2026 to 6/20/2026 was primarily driven by a -21.5% change in the company's Shares Outstanding (Mil).
(LTM values as of)22820266202026Change
Stock Price ($)0.440.32-28.2%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple0.0%
Shares Outstanding (Mil)911-21.5%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/20/2026
ReturnCorrelation
AMIX-17.0% 
Market (SPY)9.2%16.5%
Sector (XLV)-6.4%11.4%

Fundamental Drivers

The -70.6% change in AMIX stock from 11/30/2025 to 6/20/2026 was primarily driven by a -52.6% change in the company's Shares Outstanding (Mil).
(LTM values as of)113020256202026Change
Stock Price ($)1.070.32-70.6%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple0.0%
Shares Outstanding (Mil)511-52.6%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/20/2026
ReturnCorrelation
AMIX-66.0% 
Market (SPY)9.9%22.4%
Sector (XLV)-4.4%8.8%

Fundamental Drivers

The -80.6% change in AMIX stock from 5/31/2025 to 6/20/2026 was primarily driven by a -78.1% change in the company's Shares Outstanding (Mil).
(LTM values as of)53120256202026Change
Stock Price ($)1.620.32-80.6%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple0.0%
Shares Outstanding (Mil)211-78.1%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/20/2026
ReturnCorrelation
AMIX-77.6% 
Market (SPY)28.1%14.4%
Sector (XLV)14.6%0.1%

Fundamental Drivers

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Market Drivers

5/31/2023 to 6/20/2026
ReturnCorrelation
AMIX  
Market (SPY)85.7%7.3%
Sector (XLV)22.9%0.3%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
AMIX Return----96%-85%-29%-100%
Peers Return15%-13%2%8%24%-23%5%
S&P 500 Return27%-19%24%23%16%8%98%

Monthly Win Rates [3]
AMIX Win Rate---33%17%33% 
Peers Win Rate53%48%52%57%63%23% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
AMIX Max Drawdown-----86%-48% 
Peers Max Drawdown-20%-31%-23%-20%-17%-33% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: MDT, BSX, ABT, JNJ, ATRC.
[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 6/18/2026 (YTD)

About Autonomix Medical (AMIX)

Autonomix Medical (AMIX) is a medical device development company focused on advancing innovative technologies for sensing and treating disorders related to the nervous system. The company's foundational technology is a catheter-based, microchip-enabled array engineered to detect and differentiate neural signals with an extremely high degree of sensitivity. This proprietary system is calculated to be 3,000 times more sensitive than the nearest device on the market, enabling unparalleled precision in identifying specific nerve activity.

The company's development strategy encompasses two key areas: sensing and treatment. Its sensing catheter has already demonstrated success in animal models, effectively identifying nerve signals before treatment and confirming their termination afterward. Autonomix is currently preparing for its first-in-human clinical demonstration, focusing on transvascular ablation to relieve pain associated with pancreatic cancer. The ultimate goal is to integrate these sensing and treatment capabilities into a combined platform for commercial launch, offering a novel method for targeted intervention.

Autonomix Medical is initially targeting patients suffering from the debilitating pain caused by pancreatic cancer and pancreatitis, addressing significant unmet medical needs in these conditions. Looking ahead, the company believes its technology constitutes a versatile platform with broad potential across numerous indications, including chronic pain management from various causes, hypertension, cardiovascular disease, and a wide array of other nerve-related disorders, positioning it for extensive future market reach.

AI Analysis | Feedback

Here are a few brief analogies for Autonomix Medical (AMIX):

  • A significantly more precise **Boston Scientific** or **Medtronic** for neural sensing and treatment.

  • The **Intuitive Surgical** of ultra-precise nerve mapping and intervention.

AI Analysis | Feedback

  • Catheter-based Neural Sensing System: A microchip-enabled catheter array designed for highly sensitive detection and differentiation of neural signals.
  • Transvascular Ablation Treatment System: A medical device intended for targeted nerve ablation to treat conditions such as pain associated with pancreatic cancer.
  • Integrated Neurological Sensing and Treatment Platform: A comprehensive technology platform combining high-sensitivity neural sensing with targeted treatment capabilities for various nerve-related disorders.

AI Analysis | Feedback

Autonomix Medical (AMIX) is a development stage medical device company. Based on the provided description, the company is still in the process of developing and testing its technology. It has not yet assembled or tested a commercial version of its proposed device and is preparing for clinical trials. Therefore, **Autonomix Medical does not currently have any commercial products or major customers.**

AI Analysis | Feedback

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AI Analysis | Feedback

Brad Hauser President and Chief Executive Officer

Mr. Hauser was appointed President and Chief Executive Officer in June 2024. He is a globally renowned medical technology innovation leader with over 20 years of experience. Mr. Hauser previously served as Chief Operating Officer at Beauty Health and as President and Chief Executive Officer at Soliton, where he led the RESONIC brand from early commercial launch through its acquisition by Allergan Aesthetics, an AbbVie company, for $550 million in 2021. His career highlights include pivotal roles in companies such as Soliton, Inc., ZELTIQ Aesthetics, and Reliant Technologies, contributing to their successful acquisitions. He has also been an officer of four public companies.

Trent N. Smith Chief Financial Officer

Mr. Smith joined Autonomix Medical as Chief Financial Officer in July 2023. He is a seasoned Life Sciences and MedTech financial executive with extensive experience in providing financial and business leadership to private and public companies. Prior to joining Autonomix, from June 2018 to September 2022, Mr. Smith served as the Corporate Controller and Vice-President of Soliton, Inc., a medical device company that was acquired by AbbVie, Inc. in December 2021 for approximately $550 Million. Mr. Smith is a Certified Public Accountant (CPA).

Walter V. Klemp Executive Chairman

Mr. Klemp serves as the Executive Chairman of Autonomix Medical. He provides high-level strategic guidance and leadership to the Board of Directors and the executive management team. The company's leadership team indicates that the Resonic cellulite treatment was launched by their CEO, CFO, and Executive Chairman and purchased by AbbVie in 2021.

Dr. Robert Schwartz Chief Medical Officer

Dr. Schwartz is a Co-Founder of Autonomix Medical and has served as Chief Medical Officer since June 2023, and previously as Chief Executive Officer from February 2022 until June 2023. He is a serial medical device inventor and developer of the Watchman™ cardiology device, a left atrial appendage closure device that was sold to Boston Scientific in 2011 and has generated over $1 Billion in revenue.

Landy Toth Chief Technology Officer

Mr. Toth is a Co-Founder of Autonomix, co-founding the company in August 2014 and serving as Chief Technology Officer since that time. He is a mechanical engineer and medical device expert, and a key inventor responsible for Autonomix's development efforts to date. He founded Tricord Holdings, LLC in 2012 and founded and served as Chief Technology Officer of LifeLens Technologies, Inc. since September 2016. Over the past 20 years, Mr. Toth has successfully commercialized medical device technologies within startup environments.

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Key Risks for Autonomix Medical (AMIX):

  1. Clinical Trial and Regulatory Approval Risk: As a development stage company, there is no guarantee that Autonomix Medical's clinical trials will produce positive results or support their claims. The ability to successfully recreate promising animal study results in human clinical trials and subsequently obtain the necessary regulatory clearance for commercial use is a fundamental risk to the business.
  2. Manufacturing and Commercial Scale-Up Risk: Autonomix Medical faces a significant challenge in scaling up from its existing hand-built prototype to a robust commercial version of its sensing device. The company has not yet assembled or tested the commercial version, and there is no assurance that they will be able to successfully build the device on a commercial scale, even if it is cleared for commercial use.

AI Analysis | Feedback

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AI Analysis | Feedback

Autonomix Medical (AMIX) operates in several addressable markets related to sensing and treating disorders of the nervous system. The company's technology has potential applications in various areas, with the following estimated market sizes:

  • Pancreatic Cancer Pain Management: The global pancreatic cancer treatment market, which includes pain management, was estimated at approximately USD 2.92 billion in 2024 and is projected to reach USD 5.84 billion by 2030, growing at a CAGR of 12.3% from 2025 to 2030. Another estimate values the global market at USD 3.82 billion in 2025, with a projected growth to USD 14.43 billion by 2034. North America dominated this market, holding a global share of 39.27% in 2024.
  • Pancreatitis Pain Management: The global chronic pancreatitis pain market was approximately USD 9.67 billion in 2023 and is predicted to reach about USD 16.05 billion by 2032. North America was the leading segment for chronic pancreatitis pain in 2023. For acute pancreatitis, the global market size was valued at USD 6.14 billion in 2024 and is poised to grow to USD 10.29 billion by 2033. North America held the largest global market share of 42.7% in 2024 for acute pancreatitis.
  • Chronic Pain Management (all causes): The global chronic pain treatment market was valued at USD 78.0 billion in 2024 and is projected to reach USD 155.2 billion by 2035. Other estimates for the global chronic pain treatment market include USD 90.73 billion in 2024, anticipated to reach USD 152.42 billion by 2032. North America accounted for the largest market share, at 45% in 2024.
  • Hypertension Management: The global hypertension management devices market was valued at USD 4.34 billion in 2023 and is expected to reach nearly USD 13.22 billion by 2030. North America dominates the hypertension management devices market. The global blood pressure monitoring devices market size was estimated at USD 4.19 billion in 2025 and is expected to reach USD 8.56 billion by 2033.
  • Cardiovascular Disease Treatment: The global cardiovascular treatment market size was estimated at USD 241.18 billion in 2024 and is projected to reach USD 383.11 billion by 2033. North America held the largest revenue share in the global cardiovascular treatment market in 2024, at 35.95%. The global cardiovascular drugs market size is valued at USD 155.96 billion in 2025 and is expected to reach around USD 214.72 billion by 2034.

AI Analysis | Feedback

Here are the expected drivers of future revenue growth for Autonomix Medical (AMIX) over the next 2-3 years:

  1. Successful completion of pivotal clinical trials and regulatory approval: Autonomix Medical's primary driver of future revenue growth hinges on the successful completion of its ongoing and planned clinical trials, particularly the "POC 2" market expansion study, which is expected to begin in Q2 2025, and a planned multicenter U.S. clinical trial in 2026. These trials aim to validate the efficacy and safety of its nerve-targeted transvascular energy delivery technology, initially for pancreatic cancer pain management, leading to crucial regulatory approvals for commercialization.
  2. Commercial launch and market penetration for initial indications: Following regulatory clearance, the successful commercial launch and widespread adoption of their device for severe pancreatic cancer pain will be a significant revenue driver. The positive results from the "POC 1" trial, demonstrating rapid and sustained pain relief and opioid-free outcomes, support the potential for strong market acceptance upon availability.
  3. Expansion of approved indications to additional disease states: Beyond pancreatic cancer pain, Autonomix Medical's technology platform has broad potential to address dozens of indications. The company's "POC 2" trial is designed to expand beyond pancreatic cancer pain to include other visceral cancers such as gallbladder, liver, and bile duct cancers, as well as earlier-stage pancreatic cancers. Further expansion into chronic pain management, hypertension, and cardiovascular disease, as highlighted in their platform potential, will open up substantial new revenue streams.
  4. Scaling of manufacturing and distribution capabilities: As a development-stage company with a currently hand-built sensing prototype, scaling up to a robust commercial version is a critical driver for revenue growth. The ability to efficiently manufacture and distribute its catheter-based microchip-enabled array at commercial volumes will be essential to meet market demand and translate clinical success into significant sales.
  5. Strategic partnerships and collaborations for market acceleration: To expedite market entry and broaden reach, Autonomix Medical's ability to forge strategic partnerships and collaborations will be vital. These partnerships could provide necessary funding, expertise in large-scale manufacturing, and established distribution channels, accelerating the commercialization timeline and amplifying revenue generation. The company's engagement in investor conferences, such as LSI USA '26, facilitates such potential collaborations.

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Share Issuance

  • Autonomix Medical completed its initial public offering (IPO) on January 29, 2024, raising gross proceeds of $11.2 million and net proceeds of $9.8 million through the sale of 2,234,222 shares of common stock at $5.00 per share.
  • The company closed an equity offering in November 2024, which generated approximately $10.0 million in gross proceeds (about $9.0 million net cash proceeds).
  • Through an at-the-market (ATM) program, Autonomix Medical sold 1,304,260 shares for net proceeds of approximately $2.1 million through June 30, 2025.

Outbound Investments

  • On July 10, 2024, Autonomix Medical entered into a license agreement with RF Innovations, Inc. (RFI) to license products utilizing RFI's intellectual property related to its Apex 6 Radiofrequency Generator.

Capital Expenditures

  • In the last 12 months (as of March 06, 2026), Autonomix Medical's capital expenditures were -$11,000.
  • For Q4 2026, Autonomix Medical invested $7 in capital expenditures.
  • As of Q4 2026, the company reported $20,000 in Property, Plant & Equipment - Net.

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Autonomix Medical Earnings Notes12/16/2025
Title
0ARTICLES

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

AMIXMDTBSXABTJNJATRCMedian
NameAutonomi.MedtronicBoston S.Abbott L.Johnson .AtriCure  
Mkt Price0.3279.7245.4488.59228.4528.8262.58
Mkt Cap0.0102.167.5154.4550.31.484.8
Rev LTM036,36320,61545,13496,36255228,489
Op Inc LTM-176,8274,1067,70525,792-35,466
FCF LTM-125,4263,2987,37817,413484,362
FCF 3Y Avg-95,2702,5256,31918,074-33,898
CFO LTM-127,3304,3419,46422,870645,836
CFO 3Y Avg-97,0543,5438,51923,615255,298

Growth & Margins

AMIXMDTBSXABTJNJATRCMedian
NameAutonomi.MedtronicBoston S.Abbott L.Johnson .AtriCure  
Rev Chg LTM-8.4%17.4%6.6%7.9%15.0%8.4%
Rev Chg 3Y Avg-5.2%16.5%2.9%4.4%16.5%5.2%
Rev Chg Q-9.9%11.6%7.8%9.9%14.3%9.9%
QoQ Delta Rev Chg LTM-2.5%2.7%1.8%2.3%3.3%2.5%
Op Inc Chg LTM-47.0%4.4%26.6%8.0%20.7%91.5%14.3%
Op Inc Chg 3Y Avg-5.8%24.4%3.9%5.7%29.5%5.8%
Op Mgn LTM-18.8%19.9%17.1%26.8%-0.5%18.8%
Op Mgn 3Y Avg-18.4%18.5%16.6%25.6%-5.2%18.4%
QoQ Delta Op Mgn LTM-0.1%0.1%-1.1%-0.4%1.2%0.1%
CFO/Rev LTM-20.2%21.1%21.0%23.7%11.7%21.0%
CFO/Rev 3Y Avg-20.7%19.9%19.9%26.2%4.4%19.9%
FCF/Rev LTM-14.9%16.0%16.3%18.1%8.6%16.0%
FCF/Rev 3Y Avg-15.5%14.0%14.8%20.1%-1.6%14.8%

Valuation

AMIXMDTBSXABTJNJATRCMedian
NameAutonomi.MedtronicBoston S.Abbott L.Johnson .AtriCure  
Mkt Cap0.0102.167.5154.4550.31.484.8
P/S-2.83.33.45.72.53.3
P/Op Inc-0.215.016.420.021.3-469.415.7
P/EBIT-0.214.916.517.821.2548.117.1
P/E-0.221.318.924.626.2-303.220.1
P/CFO-0.313.915.516.324.121.615.9
Total Yield-407.0%8.3%5.3%6.8%6.1%-0.3%5.7%
Dividend Yield0.0%3.6%0.0%2.7%2.3%0.0%1.1%
FCF Yield 3Y Avg-159.0%4.6%2.3%3.2%4.1%-0.1%2.7%
D/E0.00.30.20.20.10.10.1
Net D/E-2.00.20.10.20.1-0.10.1

Returns

AMIXMDTBSXABTJNJATRCMedian
NameAutonomi.MedtronicBoston S.Abbott L.Johnson .AtriCure  
1M Rtn-21.1%2.0%-20.5%0.9%-0.8%-0.0%-0.4%
3M Rtn-31.4%-7.5%-34.6%-15.5%-2.4%-1.2%-11.5%
6M Rtn-49.6%-17.9%-52.5%-28.6%11.9%-29.6%-29.1%
12M Rtn-74.6%-4.7%-55.1%-32.0%56.3%-8.2%-20.1%
3Y Rtn-99.7%-0.5%-15.8%-11.5%52.2%-40.9%-13.6%
1M Excs Rtn9.3%-0.6%-22.0%-2.3%-2.1%-1.9%-2.0%
3M Excs Rtn-36.0%-21.1%-48.6%-30.4%-16.8%-14.3%-25.7%
6M Excs Rtn-59.1%-27.5%-61.4%-39.7%0.1%-40.2%-39.9%
12M Excs Rtn-96.1%-30.0%-80.8%-57.1%28.3%-37.0%-47.0%
3Y Excs Rtn-161.7%-69.5%-83.1%-79.5%-16.6%-111.9%-81.3%

Comparison Analyses

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Financials

Segment Financials

Assets by Segment
$ Mil2026202520242023
Advancing the development of innovative technologies for sensing and treating disorders relating to810  
Single Segment  91
Total81091


Price Behavior

Price Behavior
Market Price$0.36 
Market Cap ($ Bil)0.0 
First Trading Date01/29/2024 
Distance from 52W High-81.9% 
   50 Days200 Days
DMA Price$0.38$0.64
DMA Trenddowndown
Distance from DMA-3.6%-43.3%
 3M1YR
Volatility77.4%122.7%
Downside Capture339.02276.12
Upside Capture103.7656.94
Correlation (SPY)21.3%13.7%
AMIX Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta2.992.210.751.421.47-0.01
Up Beta-0.251.220.882.301.94-0.46
Down Beta0.45-1.17-2.99-1.19-0.05-0.15
Up Capture435%179%118%42%52%-5%
Bmk +ve Days13283667141432
Stock +ve Days8162851103240
Down Capture488%583%213%253%193%112%
Bmk -ve Days7132757109318
Stock -ve Days11243472133327

[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 AMIX
AMIX-68.0%122.3%-0.43-
Sector ETF (XLV)14.0%15.0%0.66-1.0%
Equity (SPY)26.5%12.4%1.6113.2%
Gold (GLD)24.2%27.5%0.771.7%
Commodities (DBC)19.8%18.8%0.83-5.3%
Real Estate (VNQ)11.0%13.7%0.52-2.9%
Bitcoin (BTCUSD)-40.0%42.5%-1.0815.0%

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 AMIX
AMIX-67.1%154.0%-0.88-
Sector ETF (XLV)5.4%14.7%0.190.2%
Equity (SPY)13.5%17.1%0.627.2%
Gold (GLD)17.1%18.3%0.760.2%
Commodities (DBC)7.5%19.4%0.29-5.3%
Real Estate (VNQ)1.9%18.9%0.005.3%
Bitcoin (BTCUSD)11.0%54.2%0.4016.6%

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 AMIX
AMIX-42.6%154.0%-0.88-
Sector ETF (XLV)9.4%16.6%0.460.2%
Equity (SPY)15.3%18.0%0.737.2%
Gold (GLD)12.3%16.1%0.630.2%
Commodities (DBC)5.9%18.0%0.26-5.3%
Real Estate (VNQ)5.3%20.7%0.225.3%
Bitcoin (BTCUSD)60.0%66.8%1.0016.6%

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Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity0.6 Mil
Short Interest: % Change Since 5152026230.7%
Average Daily Volume4.0 Mil
Days-to-Cover Short Interest1
Basic Shares Quantity11.4 Mil
Short % of Basic Shares5.7%

Earnings Returns History

Updated 6/2/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/13/20254.8%7.7%-32.0%
11/12/2024-0.5%16.3%-68.5%
8/13/20241.9%-0.0%35.9%
5/31/2024-10.5%-39.9%-58.8%
SUMMARY STATS   
# Positive221
# Negative223
Median Positive3.3%12.0%35.9%
Median Negative-5.5%-20.0%-58.8%
Max Positive4.8%16.3%35.9%
Max Negative-10.5%-39.9%-68.5%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/13/20254.8%7.7%-32.0%
11/12/2024-0.5%16.3%-68.5%
8/13/20241.9%-0.0%35.9%
5/31/2024-10.5%-39.9%-58.8%
SUMMARY STATS   
# Positive221
# Negative223
Median Positive3.3%12.0%35.9%
Median Negative-5.5%-20.0%-58.8%
Max Positive4.8%16.3%35.9%
Max Negative-10.5%-39.9%-68.5%

SEC Filings

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Report DateFiling DateFiling
03/31/202605/27/202610-K
12/31/202502/11/202610-Q
09/30/202511/12/202510-Q
06/30/202508/13/202510-Q
03/31/202505/29/202510-K
12/31/202402/13/202510-Q
09/30/202411/08/202410-Q
06/30/202408/13/202410-Q
03/31/202405/31/202410-K
12/31/202302/13/202410-Q
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Report DateFiling DateFiling
03/31/202605/27/202610-K
12/31/202502/11/202610-Q
09/30/202511/12/202510-Q
06/30/202508/13/202510-Q
03/31/202505/29/202510-K
12/31/202402/13/202510-Q
09/30/202411/08/202410-Q
06/30/202408/13/202410-Q
03/31/202405/31/202410-K
12/31/202302/13/202410-Q
Core Cache Last Updated: 6/20/2026