AZTAR CORP (AZR)
Market Price (11/6/2026): $3.71 | Market Cap: $9.7 MilSector: Health Care | Industry: Biotechnology
AZTAR CORP (AZR)
Market Price (11/6/2026): $3.71Market Cap: $9.7 MilSector: Health CareIndustry: Biotechnology
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -167% Megatrend and thematic driversMegatrends include Experience Economy & Premiumization. Themes include Travel & Leisure Tech, and Experiential Retail. | Weak multi-year price returns2Y Excs Rtn is -120%, 3Y Excs Rtn is -176% | Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -58 Mil Stock price has recently run up significantly6M Rtn6 month market price return is 161% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -343% High stock price volatilityVol 12M is 111% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -167% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization. Themes include Travel & Leisure Tech, and Experiential Retail. |
| Weak multi-year price returns2Y Excs Rtn is -120%, 3Y Excs Rtn is -176% |
| Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -58 Mil |
| Stock price has recently run up significantly6M Rtn6 month market price return is 161% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -343% |
| High stock price volatilityVol 12M is 111% |
Qualitative Assessment
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Updated on 11/1/2026
AZTAR CORP (AZR) stock has gained about 10% since 7/31/2026 because of the following key factors:
1. Strategic Acquisition of Azora Therapeutics and Pipeline Transformation.
Adial Pharmaceuticals, the entity that rebranded to Azora Therapeutics, Inc. (AZR), completed the acquisition of Azora Therapeutics on June 11, 2026. This acquisition marked a significant strategic pivot, shifting the company's primary focus from addiction treatment to inflammatory diseases with Azora's lead asset, AT177. AT177 is a novel, oral, colon-targeted aryl hydrocarbon receptor (AhR) agonist being developed for ulcerative colitis, an area with a substantial unmet medical need. This merger fundamentally repositioned the company's future prospects by introducing a promising clinical-stage program.
2. Substantial Financing to Fuel Clinical Development and Operations.
Concurrent with the June 2026 acquisition, the combined entity secured an initial upfront private placement financing of approximately $32 million in gross proceeds. This funding, which included the conversion of outstanding notes, significantly bolstered the company's financial runway. Management anticipates this capital, combined with a potential additional $32 million upon the initiation of a Phase 1 clinical study, will fund operations into fiscal Q4 2027 or Q1 2028. This financial strength provides a clear path to advance the AT177 program through key clinical milestones, including the planned Phase 1 trial in the first half of fiscal Q1 2027.
Show more
AZTAR CORP (AZR) stock has gained about 10% since 7/31/2026 because of the following key factors:
1. Strategic Acquisition of Azora Therapeutics and Pipeline Transformation.
Adial Pharmaceuticals, the entity that rebranded to Azora Therapeutics, Inc. (AZR), completed the acquisition of Azora Therapeutics on June 11, 2026. This acquisition marked a significant strategic pivot, shifting the company's primary focus from addiction treatment to inflammatory diseases with Azora's lead asset, AT177. AT177 is a novel, oral, colon-targeted aryl hydrocarbon receptor (AhR) agonist being developed for ulcerative colitis, an area with a substantial unmet medical need. This merger fundamentally repositioned the company's future prospects by introducing a promising clinical-stage program.
2. Substantial Financing to Fuel Clinical Development and Operations.
Concurrent with the June 2026 acquisition, the combined entity secured an initial upfront private placement financing of approximately $32 million in gross proceeds. This funding, which included the conversion of outstanding notes, significantly bolstered the company's financial runway. Management anticipates this capital, combined with a potential additional $32 million upon the initiation of a Phase 1 clinical study, will fund operations into fiscal Q4 2027 or Q1 2028. This financial strength provides a clear path to advance the AT177 program through key clinical milestones, including the planned Phase 1 trial in the first half of fiscal Q1 2027.
Show more
Updated on 11/1/2026
AZTAR CORP (AZR) stock has gained about 10% since 7/31/2026 because of the following key factors:
1. Strategic Acquisition of Azora Therapeutics and Pipeline Transformation.
Adial Pharmaceuticals, the entity that rebranded to Azora Therapeutics, Inc. (AZR), completed the acquisition of Azora Therapeutics on June 11, 2026. This acquisition marked a significant strategic pivot, shifting the company's primary focus from addiction treatment to inflammatory diseases with Azora's lead asset, AT177. AT177 is a novel, oral, colon-targeted aryl hydrocarbon receptor (AhR) agonist being developed for ulcerative colitis, an area with a substantial unmet medical need. This merger fundamentally repositioned the company's future prospects by introducing a promising clinical-stage program.
2. Substantial Financing to Fuel Clinical Development and Operations.
Concurrent with the June 2026 acquisition, the combined entity secured an initial upfront private placement financing of approximately $32 million in gross proceeds. This funding, which included the conversion of outstanding notes, significantly bolstered the company's financial runway. Management anticipates this capital, combined with a potential additional $32 million upon the initiation of a Phase 1 clinical study, will fund operations into fiscal Q4 2027 or Q1 2028. This financial strength provides a clear path to advance the AT177 program through key clinical milestones, including the planned Phase 1 trial in the first half of fiscal Q1 2027.
3. New Executive Leadership and Corporate Rebranding.
The company underwent a comprehensive leadership overhaul and corporate rebranding, culminating in the official name change to Azora Therapeutics, Inc., and the adoption of the new Nasdaq ticker symbol "AZR" effective October 29, 2026. The new executive team includes the co-founders of the original Azora Therapeutics, with Matt Davidson, Ph.D., appointed as President and Chief Executive Officer. This strategic leadership change and new corporate identity reinforced the company's commitment to its new biopharmaceutical direction and its lead asset, AT177.
4. Stockholder Approval of Preferred Stock Conversion.
On October 28, 2026, stockholders approved the conversion of Series A preferred stock into common stock. These preferred shares were originally issued in connection with the June 2026 acquisition of Azora Therapeutics. This approval was a critical step in streamlining the capital structure of the merged company, providing clarity and certainty to investors regarding the new corporate identity and facilitating the transition to the new AZR ticker symbol.
Show less
AZTAR CORP (AZR) stock has gained about 10% since 7/31/2026 because of the following key factors:
1. Strategic Acquisition of Azora Therapeutics and Pipeline Transformation.
Adial Pharmaceuticals, the entity that rebranded to Azora Therapeutics, Inc. (AZR), completed the acquisition of Azora Therapeutics on June 11, 2026. This acquisition marked a significant strategic pivot, shifting the company's primary focus from addiction treatment to inflammatory diseases with Azora's lead asset, AT177. AT177 is a novel, oral, colon-targeted aryl hydrocarbon receptor (AhR) agonist being developed for ulcerative colitis, an area with a substantial unmet medical need. This merger fundamentally repositioned the company's future prospects by introducing a promising clinical-stage program.
2. Substantial Financing to Fuel Clinical Development and Operations.
Concurrent with the June 2026 acquisition, the combined entity secured an initial upfront private placement financing of approximately $32 million in gross proceeds. This funding, which included the conversion of outstanding notes, significantly bolstered the company's financial runway. Management anticipates this capital, combined with a potential additional $32 million upon the initiation of a Phase 1 clinical study, will fund operations into fiscal Q4 2027 or Q1 2028. This financial strength provides a clear path to advance the AT177 program through key clinical milestones, including the planned Phase 1 trial in the first half of fiscal Q1 2027.
3. New Executive Leadership and Corporate Rebranding.
The company underwent a comprehensive leadership overhaul and corporate rebranding, culminating in the official name change to Azora Therapeutics, Inc., and the adoption of the new Nasdaq ticker symbol "AZR" effective October 29, 2026. The new executive team includes the co-founders of the original Azora Therapeutics, with Matt Davidson, Ph.D., appointed as President and Chief Executive Officer. This strategic leadership change and new corporate identity reinforced the company's commitment to its new biopharmaceutical direction and its lead asset, AT177.
4. Stockholder Approval of Preferred Stock Conversion.
On October 28, 2026, stockholders approved the conversion of Series A preferred stock into common stock. These preferred shares were originally issued in connection with the June 2026 acquisition of Azora Therapeutics. This approval was a critical step in streamlining the capital structure of the merged company, providing clarity and certainty to investors regarding the new corporate identity and facilitating the transition to the new AZR ticker symbol.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 11.1% change in AZR stock from 7/31/2026 to 11/5/2026 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312026 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.34 | 3.71 | 11.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 1 | 5 | -70.4% |
| Cumulative Contribution | 0.0% |
Market Drivers
7/31/2026 to 11/5/2026| Return | Correlation | |
|---|---|---|
| AZR | 11.1% | |
| Market (SPY) | -1.9% | 12.1% |
| Sector (XLV) | 13.8% | 10.9% |
Fundamental Drivers
The 140.9% change in AZR stock from 4/30/2026 to 11/5/2026 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302026 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.54 | 3.71 | 140.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 1 | 5 | -76.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
4/30/2026 to 11/5/2026| Return | Correlation | |
|---|---|---|
| AZR | 140.9% | |
| Market (SPY) | 2.3% | 13.9% |
| Sector (XLV) | 27.2% | 11.9% |
Fundamental Drivers
The -57.6% change in AZR stock from 10/31/2025 to 11/5/2026 was primarily driven by a -90.8% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 10312025 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.74 | 3.71 | -57.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 0 | 5 | -90.8% |
| Cumulative Contribution | 0.0% |
Market Drivers
10/31/2025 to 11/5/2026| Return | Correlation | |
|---|---|---|
| AZR | -57.6% | |
| Market (SPY) | 8.4% | 15.0% |
| Sector (XLV) | 29.8% | 7.8% |
Fundamental Drivers
The -92.3% change in AZR stock from 10/31/2023 to 11/5/2026 was primarily driven by a -99.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 10312023 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 48.25 | 3.71 | -92.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 0 | 5 | -99.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
10/31/2023 to 11/5/2026| Return | Correlation | |
|---|---|---|
| AZR | -92.3% | |
| Market (SPY) | 81.3% | 7.7% |
| Sector (XLV) | 55.5% | 3.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AZR Return | 59% | -92% | -65% | -46% | -78% | -33% | -100% |
| Peers Return | -7% | 32% | 41% | -1% | 13% | 0% | 93% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 105% |
Monthly Win Rates [3] | |||||||
| AZR Win Rate | 50% | 8% | 25% | 42% | 17% | 36% | |
| Peers Win Rate | 42% | 67% | 58% | 50% | 83% | 31% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 45% | |
Max Drawdowns [4] | |||||||
| AZR Max Drawdown | -47% | -93% | -88% | -71% | -80% | -79% | |
| Peers Max Drawdown | -27% | -19% | -12% | -23% | -29% | -15% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: VRTX, ASPE, ATYR, BBTX, CTY.
[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 11/5/2026 (YTD)
How Low Can It Go
| Event | AZR | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -15.1% | -7.8% |
| % Gain to Breakeven | 17.8% | 8.5% |
| Time to Breakeven | 78 days | 18 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -47.3% | -6.7% |
| % Gain to Breakeven | 89.8% | 7.1% |
| Time to Breakeven | 1 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -34.8% | -33.7% |
| % Gain to Breakeven | 53.4% | 50.9% |
| Time to Breakeven | 24 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -55.2% | -19.2% |
| % Gain to Breakeven | 123.1% | 23.8% |
| Time to Breakeven | 15 days | 105 days |
In The Past
AZTAR CORP's stock fell -15.1% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 17.8% gain to breakeven.
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Asset Allocation
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| Event | AZR | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -47.3% | -6.7% |
| % Gain to Breakeven | 89.8% | 7.1% |
| Time to Breakeven | 1 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -34.8% | -33.7% |
| % Gain to Breakeven | 53.4% | 50.9% |
| Time to Breakeven | 24 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -55.2% | -19.2% |
| % Gain to Breakeven | 123.1% | 23.8% |
| Time to Breakeven | 15 days | 105 days |
In The Past
AZTAR CORP's stock fell -15.1% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 17.8% 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 AZTAR CORP (AZR)
N/A
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Aztar Corp was like:
- A Caesars Entertainment for the Tropicana brand
- A regional MGM Resorts
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- Casino Operations: Providing gambling activities including slot machines, table games, and other gaming options.
- Hotel Accommodation: Offering lodging and guest services within its resort properties.
- Food and Beverage Services: Operating a variety of restaurants, bars, and catering facilities within its resorts.
- Entertainment: Hosting live shows, concerts, and events to attract and entertain resort visitors.
AI Analysis | Feedback
AZTAR CORP (AZR) primarily sells its services directly to individuals.
The company serves the following categories of customers:
- Leisure Travelers and Tourists: Individuals who visit for vacation, entertainment, gambling, dining, and accommodation services.
- Business Travelers and Convention Attendees: Individuals attending conferences, conventions, and corporate events hosted at AZTAR's properties.
- Local Residents: Patrons from the surrounding areas who frequent the casinos, restaurants, and entertainment venues.
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Aztar Corporation (symbol: AZR) was acquired by Columbia Sussex Corp. in January 2007 and subsequently became defunct as an independent public company. Therefore, it does not have a current management team.
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Peer Outperformance in Biotechnology
AZR has trailed 90% of its 363 Biotechnology peers over 5Y. Biotechnology ranks 9th of 10 industries in Health Care by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Biotechnology constituents that AZR has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
31%
of 452 industry peers · -55.4% return
3Y
17%
of 398 industry peers · -93.1% return
5Y
10%
of 363 industry peers · -99.8% return
No Biotechnology peer with a comparable growth profile has beaten AZR by more than 20pp over 5Y.
Median price return by industry across the Health Care sector, ranked by 5Y. Biotechnology is AZR's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Health Care Distributors | 6 | 7.6% | 56.6% | 93.6% | CAH 498% · MCK 396% · COR 181% |
| Health Care Services | 20 | 33.8% | 28.8% | 6.1% | HIMS 189% · RDNT 125% · DGX 100% |
| Health Care Facilities | 25 | 13.9% | 27.4% | -1.4% | THC 280% · NHC 210% · EHC 186% |
| Managed Health Care | 8 | 47.9% | 1.6% | -2.2% | OSCR 95% · HQY 52% · ELV 10% |
| Health Care Equipment | 50 | 11.0% | 17.8% | -17.6% | UFPT 355% · GKOS 286% · PLSE 127% |
| Pharmaceuticals | 61 | -12.9% | 10.6% | -37.3% | LQDA 977% · XERS 571% · KNSA 500% |
| Health Care Supplies | 11 | 23.9% | 17.0% | -40.1% | LNTH 248% · HAE 66% · MMSI 29% |
| Life Sciences Tools & Services | 108 | -8.1% | -18.9% | -74.5% | AXGN 255% · NTRA 214% · MEDP 181% |
| Biotechnology ← | 364 | -25.8% | -36.1% | -82.0% | ELVN 1073% · TRVI 995% · DNTH 956% |
| Health Care Technology | 21 | -21.4% | -50.4% | -82.8% | VEEV -3% · DOCS -51% |
Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 13.92 |
| Mkt Cap | 67.5 |
| Rev LTM | 0 |
| Op Inc LTM | -58 |
| FCF LTM | -11 |
| FCF 3Y Avg | -8 |
| CFO LTM | -11 |
| CFO 3Y Avg | -8 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 10.5% |
| Rev Chg 3Y Avg | 10.3% |
| Rev Chg Q | 11.8% |
| QoQ Delta Rev Chg LTM | 1.4% |
| Op Inc Chg LTM | 8.8% |
| Op Inc Chg 3Y Avg | -11.3% |
| Op Mgn LTM | -16,788.2% |
| Op Mgn 3Y Avg | 22.4% |
| QoQ Delta Op Mgn LTM | 2,479.7% |
| CFO/Rev LTM | -14,338.4% |
| CFO/Rev 3Y Avg | 17.4% |
| FCF/Rev LTM | -14,413.7% |
| FCF/Rev 3Y Avg | 13.5% |
Segment Financials
Operating Income by Segment| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Drug development for addiction and related disorders | -8 | -8 | -7 |
| Total | -8 | -8 | -7 |
| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Drug development for addiction and related disorders | -8 | -13 | -5 |
| Total | -8 | -13 | -5 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Drug development for addiction and related disorders | 5 | 5 | 6 | 7 | 5 |
| Total | 5 | 5 | 6 | 7 | 5 |
Price Behavior
Price Behavior
| Market Price | $3.71 | |
| Market Cap ($ Bil) | 0.0 | |
| Distance from 52W High | -55.4% | |
| 50 Days | 200 Days | |
| DMA Price | $4.54 | $3.19 |
| DMA Trend | down | down |
| Distance from DMA | -18.2% | 16.2% |
| 3M | 1YR | |
| Volatility | 139.2% | 110.6% |
| Downside Capture | 177.56 | 145.14 |
| Upside Capture | 199.18 | 41.05 |
| Correlation (S&P 500) | 5.0% | 12.8% |
AZR Betas & Captures as of 10/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 5.04 | 1.72 | 1.00 | 1.26 | 1.18 | 0.70 |
| Up Beta | -25.89 | -14.34 | -4.72 | 1.39 | 0.66 | 0.20 |
| Down Beta | 3.00 | 4.14 | 4.51 | 2.41 | 2.39 | 1.24 |
| Up Capture | 901% | 175% | 187% | 227% | 29% | 6% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 11 | 20 | 35 | 67 | 108 | 327 |
| Down Capture | 586% | 373% | 107% | -51% | 134% | 109% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 11 | 22 | 27 | 52 | 128 | 388 |
[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 AZR | |
|---|---|---|---|---|
| AZR | -54.5% | 110.6% | -0.22 | - |
| Sector ETF (XLV) | 29.2% | 16.9% | 1.33 | 7.9% |
| Equity (SPY) | 9.5% | 13.6% | 0.41 | 14.6% |
| Gold (GLD) | 3.6% | 28.7% | 0.11 | 7.2% |
| Commodities (DBC) | 37.7% | 21.2% | 1.40 | 1.9% |
| Real Estate (VNQ) | 12.0% | 14.2% | 0.55 | -5.7% |
| Bitcoin (BTCUSD) | -20.8% | 43.3% | -0.42 | 13.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AZR | |
|---|---|---|---|---|
| AZR | -71.8% | 134.7% | -0.39 | - |
| Sector ETF (XLV) | 8.6% | 15.4% | 0.36 | 3.9% |
| Equity (SPY) | 11.3% | 17.3% | 0.48 | 9.5% |
| Gold (GLD) | 17.5% | 19.1% | 0.74 | 3.5% |
| Commodities (DBC) | 8.0% | 19.6% | 0.29 | 2.4% |
| Real Estate (VNQ) | 1.2% | 18.9% | -0.05 | 3.9% |
| Bitcoin (BTCUSD) | 5.9% | 51.5% | 0.29 | 7.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AZR | |
|---|---|---|---|---|
| AZR | -47.9% | 140.5% | -0.01 | - |
| Sector ETF (XLV) | 12.2% | 16.8% | 0.60 | 7.2% |
| Equity (SPY) | 14.9% | 18.0% | 0.70 | 9.9% |
| Gold (GLD) | 12.0% | 16.5% | 0.59 | 2.9% |
| Commodities (DBC) | 7.6% | 18.1% | 0.33 | 5.3% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.23 | 6.6% |
| Bitcoin (BTCUSD) | 61.3% | 66.2% | 1.01 | 4.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/14/2026 | 10-Q |
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 03/05/2026 | 10-K |
| 09/30/2025 | 11/13/2025 | 10-Q |
| 06/30/2025 | 08/13/2025 | 10-Q |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 03/04/2025 | 10-K |
| 09/30/2024 | 11/13/2024 | 10-Q |
| 06/30/2024 | 08/13/2024 | 10-Q |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 04/01/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/21/2023 | 10-Q |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 03/30/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/14/2026 | 10-Q |
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 03/05/2026 | 10-K |
| 09/30/2025 | 11/13/2025 | 10-Q |
| 06/30/2025 | 08/13/2025 | 10-Q |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 03/04/2025 | 10-K |
| 09/30/2024 | 11/13/2024 | 10-Q |
| 06/30/2024 | 08/13/2024 | 10-Q |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 04/01/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/21/2023 | 10-Q |
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| 12/31/2021 | 03/28/2022 | 10-K |
| 09/30/2021 | 11/15/2021 | 10-Q |
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| 09/30/2020 | 11/13/2020 | 10-Q |
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