Healthy Choice Wellness (HCWC)
Market Price (3/30/2026): $0.248 | Market Cap: $4.5 MilSector: Consumer Staples | Industry: Packaged Foods & Meats
Healthy Choice Wellness (HCWC)
Market Price (3/30/2026): $0.248Market Cap: $4.5 MilSector: Consumer StaplesIndustry: Packaged Foods & Meats
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 13% | Weak multi-year price returns2Y Excs Rtn is -116%, 3Y Excs Rtn is -156% | Penny stockMkt Price is 0.2 |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -56% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -2.1 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -2.7% | |
| Attractive yieldFCF Yield is 15% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 331% | |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends. Themes include Nutritional Supplements, Organic & Natural Products, and Functional Foods & Beverages. | Weak revenue growthRev Chg QQuarterly Revenue Change % is -4.8% | |
| 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 -91% | ||
| High stock price volatilityVol 12M is 108% | ||
| Key risksHCWC key risks include [1] a highly dilutive equity plan and poor corporate governance, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 13% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -56% |
| Attractive yieldFCF Yield is 15% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends. Themes include Nutritional Supplements, Organic & Natural Products, and Functional Foods & Beverages. |
| Weak multi-year price returns2Y Excs Rtn is -116%, 3Y Excs Rtn is -156% |
| Penny stockMkt Price is 0.2 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -2.1 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -2.7% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 331% |
| Weak revenue growthRev Chg QQuarterly Revenue Change % is -4.8% |
| 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 -91% |
| High stock price volatilityVol 12M is 108% |
| Key risksHCWC key risks include [1] a highly dilutive equity plan and poor corporate governance, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Significant Dilution Risk from a $500 Million Securities Offering.
On November 4, 2025, Healthy Choice Wellness filed for a $500 million securities offering. This announcement, representing a substantial potential capital raise relative to the company's market capitalization of approximately $5 million, led to considerable investor concern regarding future shareholder dilution. This concern was a core factor in the stock's approximately 49% decline in the month leading up to December 15, 2025.
2. Debt-for-Equity Conversion Increasing Share Count.
In February 2026, Healthy Choice Wellness entered an agreement to convert outstanding debt principal into up to 4,000,000 shares of its Class A common stock at the prevailing market price. While intended to reduce the company's debt burden, this debt-for-equity swap further contributed to potential shareholder dilution, a factor identified by analysts as contributing to the stock's weak performance and high leverage.
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Stock Movement Drivers
Fundamental Drivers
The -59.8% change in HCWC stock from 11/30/2025 to 3/29/2026 was primarily driven by a -46.0% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.62 | 0.25 | -59.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 79 | 78 | -1.2% |
| P/S Multiple | 0.1 | 0.1 | -46.0% |
| Shares Outstanding (Mil) | 14 | 18 | -24.5% |
| Cumulative Contribution | -59.8% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| HCWC | -59.8% | |
| Market (SPY) | -5.3% | 27.9% |
| Sector (XLP) | 3.9% | -8.6% |
Fundamental Drivers
The -36.2% change in HCWC stock from 8/31/2025 to 3/29/2026 was primarily driven by a -33.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.39 | 0.25 | -36.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 78 | 78 | -0.2% |
| P/S Multiple | 0.1 | 0.1 | -4.7% |
| Shares Outstanding (Mil) | 12 | 18 | -33.0% |
| Cumulative Contribution | -36.2% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| HCWC | -36.2% | |
| Market (SPY) | 0.6% | 18.3% |
| Sector (XLP) | 2.8% | -2.3% |
Fundamental Drivers
The -58.7% change in HCWC stock from 2/28/2025 to 3/29/2026 was primarily driven by a -52.2% change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.60 | 0.25 | -58.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 46 | 78 | 70.1% |
| P/S Multiple | 0.1 | 0.1 | -52.2% |
| Shares Outstanding (Mil) | 9 | 18 | -49.2% |
| Cumulative Contribution | -58.7% |
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| HCWC | -58.7% | |
| Market (SPY) | 9.8% | 17.3% |
| Sector (XLP) | 1.1% | 4.4% |
Fundamental Drivers
nullnull
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| HCWC | ||
| Market (SPY) | 69.4% | 5.7% |
| Sector (XLP) | 23.1% | 1.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| HCWC Return | - | - | - | -72% | -79% | 6% | -94% |
| Peers Return | 45% | -17% | 3% | 76% | -37% | 13% | 56% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| HCWC Win Rate | - | - | - | 0% | 33% | 67% | |
| Peers Win Rate | 50% | 45% | 55% | 60% | 40% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| HCWC Max Drawdown | - | - | - | -81% | -79% | 0% | |
| Peers Max Drawdown | -18% | -38% | -37% | -22% | -48% | -15% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: SFM, NGVC, UNFI, HAIN, 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 3/27/2026 (YTD)
How Low Can It Go
HCWC 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 SFM, NGVC, UNFI, HAIN, 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.
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Asset Allocation
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About Healthy Choice Wellness (HCWC)
AI Analysis | Feedback
Analogy 1:
It's like a collection of regional natural and organic grocery stores, similar to a smaller, distributed version of Whole Foods Market.
Analogy 2:
Think of it as Whole Foods Market for regional natural groceries combined with an online The Vitamin Shoppe.
AI Analysis | Feedback
- Natural and Organic Groceries: Retail sale of fresh produce, packaged foods, meat, seafood, deli items, baked goods, and dairy products.
- Health and Wellness Products: Retail and online sale of vitamins, supplements, health and beauty products, and natural household items.
- Wellness Center Services: Provision of health and lifestyle services through dedicated wellness centers.
AI Analysis | Feedback
Healthy Choice Wellness Corp. (HCWC) primarily sells its products and services directly to **individuals** (B2C).
Based on the company description, its major customers can be categorized as follows:
- Shoppers of Natural and Organic Groceries: These are individual consumers who frequent the company's various natural and organic grocery stores, including Ada's Natural Market, Paradise Health & Nutrition, Mother Earth's Storehouse, Greens Natural Foods, Ellwood Thompson's, and GreenAcres Market. They purchase fresh produce, bulk foods, packaged groceries, meat, seafood, dairy products, baked goods, and natural household items.
- Purchasers of Vitamins, Supplements, and Health & Beauty Products: This category includes individuals who buy vitamins, supplements, and health, beauty, and personal care products from the company's physical stores or through its e-commerce website, www.TheVitaminStore.com. These customers are typically focused on maintaining or improving their health through nutritional support and natural personal care.
- Wellness Center Clients: Individuals who utilize the services provided at the Healthy Choice Wellness Centers in Kingston, NY, and Fort Lauderdale, FL. These customers are seeking personalized health, wellness, and lifestyle alternatives and support.
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Jeffrey Elliot Holman, Chief Executive Officer & Chairman
Jeffrey Elliot Holman serves as the Chief Executive Officer and Chairman of Healthy Choice Wellness Corp. He also holds the positions of Chairman and Chief Executive Officer of Healthy Choice Wellness LLC. Holman has been actively involved in the company's financial standing, including purchasing $100,000 worth of Class A Common Stock on September 17, 2024, bringing his total holdings to 279,852 shares of Class A Common Stock and 809,558 shares of Class B Common Stock. He indicated that 2025 was a "transformative year" for HCWC and that the company is focused on a "Buy and Build" strategy. Healthy Choice Wellness Corp. was spun off from Healthier Choices Management Corp. (HCMC), implying Holman's prior involvement with HCMC.
John A. Ollet, Chief Financial Officer, Corporate Secretary & Director
John A. Ollet is the Chief Financial Officer, Corporate Secretary, and a Director of Healthy Choice Wellness Corp. He also holds the title of Principal Accounting Officer. Demonstrating confidence in the company, Ollet purchased 10,000 shares of Class A Common Stock for $100,000 on September 17, 2024, increasing his direct ownership to 104,544 shares of Class A Common Stock. He also possesses 283,632 shares of Class B Common Stock, with a portion subject to a time-based restricted stock vesting schedule.
Christopher Santi, President & Chief Operating Officer
Christopher Santi serves as the President and Chief Operating Officer of Healthy Choice Wellness Corp. He participated in insider trading by purchasing company stock totaling $50,000 on September 17, 2024.
AI Analysis | Feedback
The key risks to Healthy Choice Wellness (HCWC) are primarily financial instability due to dilution, intense competition within the health and wellness retail sector, and operational complexities inherent in managing a chain of organic and natural grocery stores.- Significant Dilution and Financial Instability: Healthy Choice Wellness faces substantial risk from ongoing and potential dilution of its common stock. The company has engaged in debt-to-equity conversions and has convertible preferred stock, which can lead to immediate and substantial dilution for existing Class A common stock holders. Furthermore, the company operates with a concerning debt-to-equity ratio and exhibits potential liquidity challenges, with short-term obligations exceeding liquid assets. There is also a risk of a reverse stock split if the stock price remains below $1 for an extended period, which could further negatively impact investor confidence and stock value.
- Intense Competition and Shifting Consumer Preferences in the Health and Wellness Retail Market: The natural and organic food and wellness retail sector, where HCWC operates its various grocery banners and wellness centers, is highly competitive. The company must continually differentiate its offerings amidst diverse and evolving consumer preferences, which include demands for greater transparency, sustainability, and credible health claims. Remaining competitive requires agility and innovation to adapt to these shifts, as consumers are increasingly skeptical of health claims and have numerous options from various retailers.
- Operational Complexities and Cost Pressures in Organic and Natural Grocery Retail: Managing multiple natural and organic grocery stores across different states involves inherent operational challenges. These include potential supply chain disruptions and difficulties in attracting and retaining labor. Additionally, the organic food sector often entails higher sourcing, production, and labor costs compared to conventional retail, which can put pressure on profit margins. Maintaining stringent food safety and sanitation standards across numerous locations is also a constant operational imperative, with risks related to contamination and product loss.
AI Analysis | Feedback
Clear emerging threats for Healthy Choice Wellness (HCWC) include:
-
The aggressive expansion of large conventional grocery chains and e-commerce giants (such as Amazon/Whole Foods, Kroger, and Walmart) into the organic and natural food market. These large players leverage superior logistics, broader reach, and often more competitive pricing, combined with robust online ordering and delivery capabilities. This threatens to commoditize products and erode the unique niche, customer base, and competitive advantage of dedicated natural food stores like those operated by HCWC, effectively making specialized stores less necessary for many consumers seeking healthy options.
-
The rapid growth and adoption of telehealth services and digital wellness platforms. These online services, which include virtual nutritionists, fitness coaches, mental health apps, and AI-driven personalized wellness programs, offer consumers convenient, remote, and often more affordable alternatives to in-person wellness consultations and services. This trend directly threatens the demand for physical wellness centers like those operated by Healthy Choice Wellness.
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The addressable markets for Healthy Choice Wellness Corp.'s main products and services in the United States are substantial across its operational segments.
Natural and Organic Food Market
The U.S. organic food market was estimated to be around US$ 65.55 billion in 2024. This market is projected to grow significantly, reaching approximately US$ 159.04 billion by 2033, demonstrating a compound annual growth rate (CAGR) of 10.35% from 2025 to 2033. More recently, U.S. sales of certified organic products accelerated in 2025, reaching $76.6 billion, with organic food sales specifically totaling $70.1 billion in 2025. The broader natural and organic food market in North America was valued at US$ 279.3 billion in 2024 and is projected to reach US$ 459.4 billion by 2034.
Vitamins and Supplements Market
The U.S. dietary supplements market size was estimated at USD 68.74 billion in 2025 and is projected to reach USD 131.08 billion by 2033, growing at a CAGR of 8.5% from 2026 to 2033. Specifically, the U.S. vitamin supplements market was estimated at USD 14.11 billion in 2024 and is expected to be worth around USD 27.79 billion by 2034. Another estimate places the U.S. vitamin supplements market at approximately $40 billion, holding a 28.5% share in North America.
Wellness Services Market
The overall U.S. wellness market had a total value of approximately $2 trillion as of February 2026, representing about 33% of the global market. Similarly, in March 2025, the U.S. wellness industry was reported to be a $2 trillion market, making up nearly one-third (32%) of the entire global wellness economy. The U.S. leads the North American wellness services market, which was valued at USD 1.6 trillion in 2024 and is estimated to grow at a CAGR of over 7.5% from 2025 to 2034.
AI Analysis | Feedback
Here are 3-5 expected drivers of future revenue growth for Healthy Choice Wellness (HCWC) over the next 2-3 years:
- Acquisition-led Expansion: Healthy Choice Wellness Corp. is actively pursuing a "buy and build" acquisition strategy, aiming to capitalize on a pipeline of acquisition opportunities to expand its footprint across the United States. This approach involves acquiring additional natural and organic grocery locations, building on the 19 stores already operated across six states as of the end of 2025.
- New Revenue Streams: The company is focused on implementing new revenue streams, including the establishment of in-house baking commissaries and the launch of a wholesale business. These initiatives are expected to generate additional traffic and significant new revenue.
- Operational Efficiencies and Scale: Healthy Choice Wellness is driving growth through operational efficiencies and leveraging economies of scale. By optimizing operations, enhancing supply chain efficiencies, and strengthening relationships with brand partners, the company expects to improve scalability and profitability, which in turn supports revenue growth.
- Enhanced Customer Engagement and Loyalty: A key driver includes strategic investments in enhancing customer engagement and loyalty through unified rewards programs and targeted marketing initiatives. The company plans to expand seasonal and localized marketing campaigns and utilize data-driven insights to increase store traffic and improve promotional effectiveness, thereby fostering repeat business and attracting new customers.
- E-commerce Expansion: Healthy Choice Wellness is also focusing on e-commerce expansion as part of its multi-brand retail model, which aims to provide omnichannel convenience and meet rising demand for organic products.
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Share Issuance
- Healthy Choice Wellness Corp. became an independent, publicly traded company on September 14, 2024, through a spin-off from Healthier Choices Management Corp. (HCMC), where HCMC distributed HCWC shares to its stockholders.
- In August 2024, the company registered 2,626,968 shares of Class A common stock for issuance under its 2024 Equity Incentive Plan, primarily for employee compensation purposes.
- HCWC has executed debt-for-equity exchanges, including converting $1.0 million of outstanding debt into 2.5 million Class A common shares in July 2025, and an additional $2 million debt-for-equity exchange in October 2025.
Inbound Investments
- Healthier Choices Management Corp. (HCMC) secured binding commitments for $13.25 million in equity financing for HCWC from investors who also participated in HCMC's Series E Preferred Stock offering.
- As of June 30, 2025, the company's liquidity was bolstered by proceeds from an IPO, a $3.25 million closed Series A convertible preferred offering, and an additional $10.0 million in committed Series A proceeds from private lenders.
Outbound Investments
- In July 2024, Healthy Choice Wellness Corp. acquired GreenAcres Market, which was financed by a $7.5 million, three-year acquisition loan.
- The company's financial results for 2025 were driven by the integration of various acquisitions, including its portfolio of natural and organic grocery stores such as Ada's Natural Market, Paradise Health & Nutrition, Mother Earth's Storehouse, Greens Natural Foods, Ellwood Thompson's, and GreenAcres Market.
- HCWC plans to pursue a "buy-and-build" acquisition strategy in 2026.
Capital Expenditures
- Capital expenditures for a recent trailing twelve-month period consumed $252,000, contributing to a negative free cash flow of -$3.3 million.
- For the third quarter of 2025, capital expenditures were reported as $43,000.
Trade Ideas
Select ideas related to HCWC.
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| 02272026 | BRBR | BellRing Brands | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 0.0% | 0.0% | 0.0% |
| 02132026 | STZ | Constellation Brands | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.7% | 5.7% | 0.0% |
| 02132026 | KMB | Kimberly-Clark | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 1.9% | 1.9% | -1.7% |
| 02062026 | AVO | Mission Produce | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 1.1% | 1.1% | -2.7% |
| 01022026 | CALM | Cal-Maine Foods | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.0% | 12.0% | -7.7% |
Research & Analysis
Invest in Strategies
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 16.21 |
| Mkt Cap | 0.7 |
| Rev LTM | 1,421 |
| Op Inc LTM | 54 |
| FCF LTM | 31 |
| FCF 3Y Avg | 40 |
| CFO LTM | 62 |
| CFO 3Y Avg | 72 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.0% |
| Rev Chg 3Y Avg | 2.7% |
| Rev Chg Q | -0.5% |
| QoQ Delta Rev Chg LTM | -0.1% |
| Op Mgn LTM | 3.7% |
| Op Mgn 3Y Avg | 3.4% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 3.8% |
| CFO/Rev 3Y Avg | 4.9% |
| FCF/Rev LTM | 1.8% |
| FCF/Rev 3Y Avg | 1.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.7 |
| P/S | 0.3 |
| P/EBIT | 10.1 |
| P/E | 6.2 |
| P/CFO | 6.5 |
| Total Yield | -0.4% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 5.3% |
| D/E | 0.9 |
| Net D/E | 0.8 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -2.1% |
| 3M Rtn | -0.8% |
| 6M Rtn | -29.9% |
| 12M Rtn | -39.2% |
| 3Y Rtn | 32.2% |
| 1M Excs Rtn | 6.4% |
| 3M Excs Rtn | 6.5% |
| 6M Excs Rtn | -25.9% |
| 12M Excs Rtn | -50.9% |
| 3Y Excs Rtn | -19.1% |
Price Behavior
| Market Price | $0.25 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 09/16/2024 | |
| Distance from 52W High | -73.3% | |
| 50 Days | 200 Days | |
| DMA Price | $0.29 | $0.82 |
| DMA Trend | down | down |
| Distance from DMA | -13.9% | -69.6% |
| 3M | 1YR | |
| Volatility | 88.6% | 108.9% |
| Downside Capture | 2.10 | 1.43 |
| Upside Capture | 357.22 | 93.18 |
| Correlation (SPY) | 28.5% | 21.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.98 | 2.03 | 3.74 | 1.69 | 0.97 | -0.64 |
| Up Beta | 0.97 | 0.75 | 0.78 | 1.25 | 0.84 | 0.28 |
| Down Beta | -3.19 | -0.51 | 1.99 | 1.25 | 1.33 | 2.14 |
| Up Capture | 383% | 498% | 422% | 201% | 36% | -6% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 9 | 20 | 28 | 58 | 116 | 152 |
| Down Capture | 320% | 246% | 499% | 217% | 118% | 72% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 12 | 21 | 33 | 65 | 130 | 204 |
[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 HCWC | |
|---|---|---|---|---|
| HCWC | -51.4% | 108.6% | -0.14 | - |
| Sector ETF (XLP) | 4.6% | 13.9% | 0.09 | 7.4% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 21.4% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | 5.3% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 12.3% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | 14.7% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | 11.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HCWC | |
|---|---|---|---|---|
| HCWC | -42.7% | 135.7% | -0.74 | - |
| Sector ETF (XLP) | 6.8% | 13.2% | 0.30 | 1.2% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 5.6% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 6.2% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 13.8% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 3.6% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | -1.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HCWC | |
|---|---|---|---|---|
| HCWC | -24.3% | 135.7% | -0.74 | - |
| Sector ETF (XLP) | 7.3% | 14.7% | 0.37 | 1.2% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 5.6% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 6.2% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 13.8% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 3.6% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | -1.6% |
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 | |||
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