Citius Oncology (CTOR)
Market Price (5/12/2026): $0.8795 | Market Cap: $76.9 MilSector: Health Care | Industry: Pharmaceuticals
Citius Oncology (CTOR)
Market Price (5/12/2026): $0.8795Market Cap: $76.9 MilSector: Health CareIndustry: Pharmaceuticals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease, and Precision Medicine. Themes include Oncology Treatments, Targeted Therapies, Show more. | Weak multi-year price returns2Y Excs Rtn is -135%, 3Y Excs Rtn is -174% | Penny stockMkt Price is 0.9 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -22 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -553% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 265% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -326%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -437% 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 -34% High stock price volatilityVol 12M is 128% Key risksCTOR key risks include [1] its overwhelming dependence on the commercial success of a single product, Show more. |
| Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease, and Precision Medicine. Themes include Oncology Treatments, Targeted Therapies, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -135%, 3Y Excs Rtn is -174% |
| Penny stockMkt Price is 0.9 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -22 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -553% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 265% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -326%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -437% |
| 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 -34% |
| High stock price volatilityVol 12M is 128% |
| Key risksCTOR key risks include [1] its overwhelming dependence on the commercial success of a single product, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Citius Oncology (CTOR) stock has lost about 15% since 1/31/2026 because of the following key factors:
1. Citius Oncology reported first-quarter fiscal 2026 revenue of $3.94 million, falling short of analysts' expectations of $4.37 million. This revenue, generated from the initial U.S. commercial launch of LYMPHIR, marked the company's first product revenue but did not meet market projections.
2. The company received a notice of non-compliance from Nasdaq on April 22, 2026, due to its common stock trading below the minimum $1.00 bid price for 30 consecutive business days. This triggered concerns about potential delisting if compliance is not regained by October 19, 2026, impacting investor confidence and stock stability.
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1. Citius Oncology reported first-quarter fiscal 2026 revenue of $3.94 million, falling short of analysts' expectations of $4.37 million. This revenue, generated from the initial U.S. commercial launch of LYMPHIR, marked the company's first product revenue but did not meet market projections.
2. The company received a notice of non-compliance from Nasdaq on April 22, 2026, due to its common stock trading below the minimum $1.00 bid price for 30 consecutive business days. This triggered concerns about potential delisting if compliance is not regained by October 19, 2026, impacting investor confidence and stock stability.
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Stock Movement Drivers
Fundamental Drivers
The -14.7% change in CTOR stock from 1/31/2026 to 5/11/2026 was primarily driven by a null change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.06 | 0.90 | -14.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 4 | 9.2233720368547763E17% |
| P/S Multiple | ∞ | 20.0 | |
| Shares Outstanding (Mil) | 78 | 87 | -10.3% |
| Cumulative Contribution | 0.0% |
Market Drivers
1/31/2026 to 5/11/2026| Return | Correlation | |
|---|---|---|
| CTOR | -14.7% | |
| Market (SPY) | 3.6% | 46.8% |
| Sector (XLV) | -7.2% | 41.3% |
Fundamental Drivers
The -48.3% change in CTOR stock from 10/31/2025 to 5/11/2026 was primarily driven by a -18.5% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 10312025 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.75 | 0.90 | -48.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 4 | 0.0% |
| P/S Multiple | � | 20.0 | 0.0% |
| Shares Outstanding (Mil) | 71 | 87 | -18.5% |
| Cumulative Contribution | 0.0% |
Market Drivers
10/31/2025 to 5/11/2026| Return | Correlation | |
|---|---|---|
| CTOR | -48.3% | |
| Market (SPY) | 5.5% | 31.5% |
| Sector (XLV) | -0.0% | 21.6% |
Fundamental Drivers
The 4.1% change in CTOR stock from 4/30/2025 to 5/11/2026 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302025 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.87 | 0.90 | 4.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 4 | 0.0% |
| P/S Multiple | � | 20.0 | 0.0% |
| Shares Outstanding (Mil) | 71 | 87 | -18.5% |
| Cumulative Contribution | 0.0% |
Market Drivers
4/30/2025 to 5/11/2026| Return | Correlation | |
|---|---|---|
| CTOR | 4.1% | |
| Market (SPY) | 30.4% | 20.2% |
| Sector (XLV) | 3.6% | 12.4% |
Fundamental Drivers
nullnull
Market Drivers
4/30/2023 to 5/11/2026| Return | Correlation | |
|---|---|---|
| CTOR | -91.3% | |
| Market (SPY) | 78.7% | -1.7% |
| Sector (XLV) | 12.6% | -3.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CTOR Return | - | 1% | 8% | -89% | -13% | -9% | -91% |
| Peers Return | -39% | -50% | 8% | -13% | -1% | -24% | -78% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| CTOR Win Rate | - | 100% | 100% | 50% | 25% | 80% | |
| Peers Win Rate | 44% | 39% | 36% | 42% | 47% | 33% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| CTOR Max Drawdown | - | 0% | 0% | -92% | -50% | -51% | |
| Peers Max Drawdown | -43% | -69% | -50% | -60% | -30% | -42% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: TGTX, VSTM, SNGX.
[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 5/11/2026 (YTD)
How Low Can It Go
| Event | CTOR | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -52.4% | -18.8% |
| % Gain to Breakeven | 110.1% | 23.1% |
| Time to Breakeven | 83 days | 79 days |
In The Past
Citius Oncology's stock fell -52.4% during the 2025 US Tariff Shock. Such a loss loss requires a 110.1% gain to breakeven.
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| Event | CTOR | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -52.4% | -18.8% |
| % Gain to Breakeven | 110.1% | 23.1% |
| Time to Breakeven | 83 days | 79 days |
In The Past
Citius Oncology's stock fell -52.4% during the 2025 US Tariff Shock. Such a loss loss requires a 110.1% 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 Citius Oncology (CTOR)
Citius Oncology, Inc. (NASDAQ: CTOR) is a biopharmaceutical company focused on developing and commercializing innovative targeted oncology therapies. In August 2024, the U.S. Food and Drug Administration (FDA) approved LYMPHIR™ (denileukin diftitox-cxdl), our targeted immune therapy for patients with relapsed or refractory cutaneous T-cell lymphoma (CTCL).
Citius Oncology, Inc. is a majority-owned publicly-traded subsidiary of Citius Pharmaceuticals, Inc.
AI Analysis | Feedback
Here are 1-3 brief analogies for Citius Oncology (CTOR):
- Like a startup Genentech (pre-Roche) focused on targeted cancer therapies, with a newly FDA-approved drug.
- An emerging Bristol Myers Squibb (BMS is an oncology leader) that just launched its first targeted cancer therapy.
- Similar to Vertex Pharmaceuticals (known for successful targeted therapies) but focused on launching a niche oncology drug.
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- LYMPHIR™ (denileukin diftitox-cxdl): A targeted immune therapy approved for patients with relapsed or refractory cutaneous T-cell lymphoma (CTCL).
AI Analysis | Feedback
Citius Oncology (CTOR), as a biopharmaceutical company, sells its approved therapy, LYMPHIR™, through established pharmaceutical distribution channels. The company's primary customers are major pharmaceutical wholesale distributors, who then supply hospitals, specialty pharmacies, and other healthcare providers.
The major customer companies for Citius Oncology would typically include:
- McKesson Corporation (NYSE: MCK)
- Cardinal Health, Inc. (NYSE: CAH)
- AmerisourceBergen Corporation (NYSE: ABC)
AI Analysis | Feedback
Citius Oncology (CTOR) identifies Wacker Biotech GmbH as a major supplier for the active pharmaceutical ingredient (API) for LYMPHIR. Wacker Biotech GmbH is a subsidiary of Wacker Chemie AG, a public company.
- Wacker Chemie AG (XTRA: WCH)
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Leonard Mazur, Chief Executive Officer and Executive Chairman of the BoardMr. Mazur is an accomplished entrepreneur and pharmaceutical industry executive with over five decades of experience in founding and building healthcare companies. He is the co-founder and Chairman of Leonard-Meron Biosciences, Inc. prior to its merger with Citius in March 2016. He previously co-founded Akrimax Pharmaceuticals, LLC, and from 2005 to 2012, co-founded and served as Chief Operating Officer of Triax Pharmaceuticals LLC. As the founder and Chief Executive Officer of Genesis Pharmaceuticals, Inc., he successfully negotiated its sale to Pierre Fabre, a leading global pharmaceutical company, in 2003.
Jaime Bartushak, Chief Financial Officer and Treasurer
Mr. Bartushak is an experienced finance and operations professional for early-stage pharmaceutical companies, with over 20 years of expertise in corporate finance, business development, M&A, restructuring, capital formation, and strategic planning. He was a founder of Leonard-Meron Biosciences and, as CFO, was instrumental in obtaining initial investment capital for its start-up in 2014. Earlier in his career, Mr. Bartushak helped lead the sale of PreCision Dermatology, Inc. to Valeant Pharmaceuticals International, Inc., and prior to that, he led the financial efforts for the successful sale of Triax Pharmaceuticals to PreCision Dermatology.
Dr. Myron S. Czuczman, Chief Medical Officer and Executive Vice President
Dr. Czuczman is an experienced physician-scientist, academic oncologist, and pharma executive with decades of experience in the strategic design, implementation, and oversight of global development for novel therapeutics for hematologic malignancies. He joined Citius from Celgene, where he served as Vice President, Global Clinical Research and Development, Therapeutic Area Head of Lymphoma/CLL, managing a global team responsible for compound development from proof-of-principle to worldwide registration. Before his career in pharma, Dr. Czuczman practiced medicine for over two decades at Roswell Park Cancer Institute, an NCI-designated comprehensive cancer center, where he was chief of the Lymphoma/Myeloma Service and head of the Lymphoma Translational Research Laboratory.
Myron Holubiak, Executive Vice Chairman of the Board, Secretary, and Director
Mr. Holubiak has extensive experience in managing and leading both large and emerging pharmaceutical and life sciences companies. He was the co-founder, director, and CEO of Leonard-Meron Biosciences, Inc. prior to its merger with Citius in March 2016. From 1998 to 2001, Mr. Holubiak served as President of Roche Laboratories, Inc., where he helped transform Roche Labs into a leading antibiotic and biotechnology company. During his 19-year tenure at Roche Labs, he held multiple sales and marketing roles.
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Citius Oncology (NASDAQ: CTOR), a biopharmaceutical company focused on targeted oncology therapies with its FDA-approved drug LYMPHIR™ (denileukin diftitox-cxdl) for cutaneous T-cell lymphoma (CTCL), faces several key risks to its business operations and future prospects.
- Significant Financial Strain and Going Concern Risk
Citius Oncology is experiencing substantial financial challenges, characterized by a negative operating margin of -552.92% and a net margin of -599.32%. The company's current ratio of 0.83 indicates potential liquidity issues, and an Altman Z-Score of -0.56 places it in the "distress zone," suggesting a possibility of bankruptcy within the next two years. The commercialization of LYMPHIR™ has faced repeated delays and requires considerable upfront capital investment. The company has relied on warrant-based financing and requires substantial additional funds to sustain its operations. Even its parent company, Citius Pharmaceuticals, is reportedly experiencing negative cash flow and limited cash reserves. - Uncertainty in Commercialization and Market Adoption of LYMPHIR™
Despite the U.S. Food and Drug Administration (FDA) approval of LYMPHIR™ in August 2024 and its subsequent launch in December 2025, there is significant uncertainty regarding its ability to achieve sustainable commercial success. Citius Oncology must commit substantial capital before seeing tangible revenue, and the market adoption and return on investment for LYMPHIR™ are projected to be gradual and unpredictable. The company faces potential hurdles related to efficacy, safety, manufacturing, labeling, and market acceptance, which could limit approvals, restrict indications, or prevent commercialization entirely. Competition within the estimated $400-500 million CTCL market, along with delays in the drug's launch and a lack of clear commercial partnerships, further amplify this risk. - Single Product Reliance and Pipeline Development Risks
Citius Oncology's business is heavily reliant on the success of LYMPHIR™, which currently appears to be its primary, and potentially sole, FDA-approved commercial product. While the company aims to develop and commercialize other innovative targeted oncology therapies and is conducting investigator-initiated studies for LYMPHIR™ in combination with other drugs for different cancers (e.g., Phase 1 for gynecologic cancers), these are in early stages. Therefore, any challenges affecting LYMPHIR™'s market acceptance, reimbursement, or unforeseen post-marketing issues would significantly impact the company's financial performance and overall viability due to this concentrated product portfolio.
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Citius Oncology's main product, LYMPHIR™ (denileukin diftitox-cxdl), targets patients with relapsed or refractory cutaneous T-cell lymphoma (CTCL). The company estimates that LYMPHIR is entering a U.S. market valued at over $400 million. This estimate also suggests further growth opportunities through international expansion and potential label extensions. For broader context, the overall Cutaneous T-Cell Lymphoma market size in the 7MM (United States, EU4, UK, and Japan) was valued at approximately USD 1,042 million in 2025 and is projected to reach USD 1,622 million by 2034. Within the 7MM, the United States accounted for the largest share of the CTCL market, approximately 70% in 2024, generating an estimated revenue of USD 700 million in 2024.AI Analysis | Feedback
Citius Oncology (NASDAQ: CTOR) is anticipated to drive future revenue growth over the next two to three years through several key strategies, primarily centered around its recently launched targeted immune therapy, LYMPHIR™ (denileukin diftitox-cxdl).
Here are the expected drivers of future revenue growth:
- Commercialization and Market Penetration of LYMPHIR™ in Cutaneous T-Cell Lymphoma (CTCL): LYMPHIR™ was commercially launched in the U.S. in December 2025 for adults with relapsed or refractory Stage I–III CTCL. Management projects the initial market for LYMPHIR™ to exceed $400 million, noting it is growing and currently underserved by existing therapies. Citius Oncology is focused on accelerating physician adoption, expanding patient access, and utilizing an advanced AI-enabled commercial platform to drive efficient market penetration.
- Expansion of LYMPHIR™ into New Indications: Citius Oncology plans to explore the potential of LYMPHIR™ to treat larger patient populations by expanding its indications. The drug is already approved in Japan for both CTCL and Peripheral T-Cell Lymphoma (PTCL), suggesting a potential U.S. label expansion into PTCL. Furthermore, positive topline results from an investigator-initiated Phase 1 study evaluating LYMPHIR™ in combination with pembrolizumab in relapsed or refractory gynecologic cancers indicate potential for use in solid tumors. Additionally, a Phase 1 trial showed an 86% objective response rate when LYMPHIR™ was administered prior to CAR-T therapy in high-risk relapsed or refractory Diffuse Large B-cell Lymphoma (DLBCL) patients, pointing to another promising area for expansion.
- International Market Expansion for LYMPHIR™: Citius Oncology has initiated efforts to broaden access to LYMPHIR™ beyond the U.S. by establishing distribution partnerships for Named Patient Programs across 19 markets in Southern Europe and the Middle East. This strategic move aims to scale the therapy globally and contribute to future revenue.
- Strong Intellectual Property and Orphan Drug Exclusivity: LYMPHIR™ benefits from robust intellectual property protections, including orphan drug designation, complex technology, trade secrets, and pending patents for immuno-oncology applications, particularly as a combination therapy. As a new biologic approved by the FDA, LYMPHIR™ is also potentially eligible for 12 years of market exclusivity, providing a strong competitive advantage and a sustained revenue stream.
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```htmlCapital Allocation Decisions for Citius Oncology (CTOR) over the Last 3-5 Years
Share Issuance
- Citius Oncology became a publicly traded company on August 13, 2024, following a merger that resulted in its listing on the Nasdaq stock exchange under the symbol CTOR.
- In July 2025, Citius Oncology completed a public offering of common stock and warrants, generating approximately $9.0 million in gross proceeds.
- The company conducted additional financing activities in fiscal year 2025, including a $9 million concurrent registered direct offering and private placement in September 2025 and an $18 million concurrent registered direct offering and private placement in December 2025.
Inbound Investments
- Citius Pharmaceuticals, Inc. (CTXR) maintains a majority ownership, holding approximately 90% of Citius Oncology following the latter's public listing.
Capital Expenditures
- Citius Oncology has reported "N/A" for Capital Expenditures in its recent financial statements, suggesting a lack of significant traditional capital expenditures.
- The company's operating expenses, including research and development, have increased, reflecting its focus on advancing oncology therapies rather than significant physical asset acquisition.
- Research and Development expenses amounted to approximately $6.75 million over the last twelve months, indicating investment in drug development.
Trade Ideas
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 2.89 |
| Mkt Cap | 0.3 |
| Rev LTM | 27 |
| Op Inc LTM | -17 |
| FCF LTM | -16 |
| FCF 3Y Avg | -18 |
| CFO LTM | -13 |
| CFO 3Y Avg | -18 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 81.3% |
| Rev Chg 3Y Avg | 539.8% |
| Rev Chg Q | 69.6% |
| QoQ Delta Rev Chg LTM | 37.0% |
| Op Inc Chg LTM | -13.6% |
| Op Inc Chg 3Y Avg | -2.8% |
| Op Mgn LTM | -344.6% |
| Op Mgn 3Y Avg | 17.8% |
| QoQ Delta Op Mgn LTM | 103.6% |
| CFO/Rev LTM | -304.4% |
| CFO/Rev 3Y Avg | -3.6% |
| FCF/Rev LTM | -307.1% |
| FCF/Rev 3Y Avg | -3.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.3 |
| P/S | 9.7 |
| P/Op Inc | -1.5 |
| P/EBIT | -1.4 |
| P/E | -1.4 |
| P/CFO | -4.7 |
| Total Yield | -35.2% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -31.4% |
| D/E | 0.1 |
| Net D/E | -0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 9.9% |
| 3M Rtn | -22.6% |
| 6M Rtn | -38.8% |
| 12M Rtn | -12.9% |
| 3Y Rtn | -44.8% |
| 1M Excs Rtn | 1.2% |
| 3M Excs Rtn | -29.0% |
| 6M Excs Rtn | -48.1% |
| 12M Excs Rtn | -42.2% |
| 3Y Excs Rtn | -132.6% |
Price Behavior
Price Behavior
| Market Price | $0.90 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 12/08/2022 | |
| Distance from 52W High | -82.7% | |
| 50 Days | 200 Days | |
| DMA Price | $0.81 | $1.34 |
| DMA Trend | down | down |
| Distance from DMA | 11.0% | -32.7% |
| 3M | 1YR | |
| Volatility | 92.0% | 128.2% |
| Downside Capture | 1.42 | 0.52 |
| Upside Capture | 138.89 | 79.49 |
| Correlation (SPY) | 47.6% | 19.8% |
CTOR Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 4.04 | 3.95 | 2.84 | 2.29 | 2.06 | -0.17 |
| Up Beta | 5.35 | 5.62 | 4.90 | 5.60 | 3.53 | 0.01 |
| Down Beta | 9.57 | 3.71 | 3.11 | 1.85 | 2.99 | -1.04 |
| Up Capture | 426% | 226% | 135% | 11% | 83% | -5% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 13 | 15 | 25 | 46 | 114 | 269 |
| Down Capture | -696% | 360% | 218% | 170% | 121% | 80% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 9 | 28 | 37 | 72 | 123 | 260 |
[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 CTOR | |
|---|---|---|---|---|
| CTOR | 18.6% | 127.7% | 0.68 | - |
| Sector ETF (XLV) | 8.6% | 15.4% | 0.34 | 12.3% |
| Equity (SPY) | 28.1% | 12.5% | 1.78 | 19.4% |
| Gold (GLD) | 42.9% | 26.9% | 1.30 | 9.5% |
| Commodities (DBC) | 48.6% | 18.0% | 2.14 | 5.3% |
| Real Estate (VNQ) | 13.6% | 13.5% | 0.70 | 11.9% |
| Bitcoin (BTCUSD) | -22.4% | 41.7% | -0.50 | 4.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CTOR | |
|---|---|---|---|---|
| CTOR | 2.7% | 172.9% | 0.59 | - |
| Sector ETF (XLV) | 4.8% | 14.6% | 0.15 | -2.4% |
| Equity (SPY) | 12.9% | 17.1% | 0.59 | 0.3% |
| Gold (GLD) | 21.2% | 17.9% | 0.96 | -0.6% |
| Commodities (DBC) | 13.5% | 19.1% | 0.58 | 3.6% |
| Real Estate (VNQ) | 3.6% | 18.8% | 0.09 | -3.0% |
| Bitcoin (BTCUSD) | 8.5% | 56.0% | 0.36 | -9.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CTOR | |
|---|---|---|---|---|
| CTOR | 1.3% | 172.9% | 0.59 | - |
| Sector ETF (XLV) | 9.2% | 16.5% | 0.45 | -2.4% |
| Equity (SPY) | 15.0% | 17.9% | 0.72 | 0.3% |
| Gold (GLD) | 13.4% | 15.9% | 0.70 | -0.6% |
| Commodities (DBC) | 9.5% | 17.7% | 0.45 | 3.6% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.24 | -3.0% |
| Bitcoin (BTCUSD) | 68.1% | 66.9% | 1.07 | -9.3% |
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Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 12/23/2025 | -9.8% | -21.3% | -13.4% |
| 8/12/2025 | 5.9% | 0.6% | 11.8% |
| 5/14/2025 | -0.6% | -1.7% | 65.1% |
| 12/27/2024 | 7.7% | 48.1% | 21.2% |
| SUMMARY STATS | |||
| # Positive | 2 | 2 | 3 |
| # Negative | 2 | 2 | 1 |
| Median Positive | 6.8% | 24.3% | 21.2% |
| Median Negative | -5.2% | -11.5% | -13.4% |
| Max Positive | 7.7% | 48.1% | 65.1% |
| Max Negative | -9.8% | -21.3% | -13.4% |
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.