TAO Synergies (TAOX)
Market Price (2/27/2026): $4.17 | Market Cap: $10.6 MilSector: Information Technology | Industry: Systems Software
TAO Synergies (TAOX)
Market Price (2/27/2026): $4.17Market Cap: $10.6 MilSector: Information TechnologyIndustry: Systems Software
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 -14% | Weak multi-year price returns2Y Excs Rtn is -47%, 3Y Excs Rtn is -158% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -7.4 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -3561% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -98% | Expensive valuation multiplesP/SPrice/Sales ratio is 51x | |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 310% | ||
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2466%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -2466% | ||
| 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 -255% | ||
| High stock price volatilityVol 12M is 147% | ||
| Key risksTAOX key risks include [1] its almost total financial dependence on the highly volatile price of the single TAO token and [2] a lack of meaningful revenue, Show more. |
| 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 -14% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -98% |
| Weak multi-year price returns2Y Excs Rtn is -47%, 3Y Excs Rtn is -158% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -7.4 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -3561% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 51x |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 310% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2466%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -2466% |
| 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 -255% |
| High stock price volatilityVol 12M is 147% |
| Key risksTAOX key risks include [1] its almost total financial dependence on the highly volatile price of the single TAO token and [2] a lack of meaningful revenue, Show more. |
Qualitative Assessment
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TAO Synergies (TAOX) stock has lost about 50% since 10/31/2025 because of the following key factors:
1. Weak and deteriorating financial performance with significant losses. TAO Synergies reported a substantial decline in financial performance for Q3 2025, with net income dropping by 34.39% year-over-year to -$3,968,457 and earnings per share (EPS) decreasing by 65.94% year-over-year to -$1.56. The company has also demonstrated significant unprofitability, with an operating margin of -173,600% and a net margin of -710,500%. These figures highlight ongoing operational challenges and substantial losses.
2. Significant shareholder dilution through a private placement. The company's outstanding common stock shares increased from 4,527,412 as of September 30, 2025, to 7,128,912 as of November 11, 2025. This approximately 57% increase in shares followed an $11 million private placement announced in October 2025, where TAO Synergies sold Series E convertible preferred stock convertible at $8.00 per common share. This dilution potentially pressured the stock price downward.
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1. Weak and deteriorating financial performance with significant losses. TAO Synergies reported a substantial decline in financial performance for Q3 2025, with net income dropping by 34.39% year-over-year to -$3,968,457 and earnings per share (EPS) decreasing by 65.94% year-over-year to -$1.56. The company has also demonstrated significant unprofitability, with an operating margin of -173,600% and a net margin of -710,500%. These figures highlight ongoing operational challenges and substantial losses.
2. Significant shareholder dilution through a private placement. The company's outstanding common stock shares increased from 4,527,412 as of September 30, 2025, to 7,128,912 as of November 11, 2025. This approximately 57% increase in shares followed an $11 million private placement announced in October 2025, where TAO Synergies sold Series E convertible preferred stock convertible at $8.00 per common share. This dilution potentially pressured the stock price downward.
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Stock Movement Drivers
Fundamental Drivers
The -52.4% change in TAOX stock from 10/31/2025 to 2/26/2026 was primarily driven by a -98.5% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2262026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.76 | 4.17 | -52.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 5133.0% |
| P/S Multiple | 3,460.7 | 51.3 | -98.5% |
| Shares Outstanding (Mil) | 2 | 3 | -38.6% |
| Cumulative Contribution | -52.4% |
Market Drivers
10/31/2025 to 2/26/2026| Return | Correlation | |
|---|---|---|
| TAOX | -52.4% | |
| Market (SPY) | 1.1% | 46.3% |
| Sector (XLK) | -6.2% | 42.4% |
Fundamental Drivers
The -34.1% change in TAOX stock from 7/31/2025 to 2/26/2026 was primarily driven by a null change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2262026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.33 | 4.17 | -34.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 9.2233720368547763E17% |
| P/S Multiple | ∞ | 51.3 | |
| Shares Outstanding (Mil) | 1 | 3 | -45.7% |
| Cumulative Contribution | 0.0% |
Market Drivers
7/31/2025 to 2/26/2026| Return | Correlation | |
|---|---|---|
| TAOX | -34.1% | |
| Market (SPY) | 9.4% | 47.5% |
| Sector (XLK) | 7.5% | 42.7% |
Fundamental Drivers
The 24.5% change in TAOX stock from 1/31/2025 to 2/26/2026 was primarily driven by a 9.2233720368547763E17% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312025 | 2262026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.35 | 4.17 | 24.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 9.2233720368547763E17% |
| P/S Multiple | ∞ | 51.3 | |
| Shares Outstanding (Mil) | 1 | 3 | -52.7% |
| Cumulative Contribution | 0.0% |
Market Drivers
1/31/2025 to 2/26/2026| Return | Correlation | |
|---|---|---|
| TAOX | 24.5% | |
| Market (SPY) | 15.5% | 20.2% |
| Sector (XLK) | 22.8% | 21.2% |
Fundamental Drivers
The -84.6% change in TAOX stock from 1/31/2023 to 2/26/2026 was primarily driven by a null change in the company's P/S Multiple.| (LTM values as of) | 1312023 | 2262026 | Change |
|---|---|---|---|
| Stock Price ($) | 27.00 | 4.17 | -84.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 9.2233720368547763E17% |
| P/S Multiple | ∞ | 51.3 | |
| Shares Outstanding (Mil) | 0 | 3 | -89.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
1/31/2023 to 2/26/2026| Return | Correlation | |
|---|---|---|
| TAOX | -84.6% | |
| Market (SPY) | 75.9% | 17.8% |
| Sector (XLK) | 111.7% | 15.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| TAOX Return | 42% | -86% | -77% | -49% | 6% | 24% | -97% |
| Peers Return | 37% | -85% | 318% | 58% | -26% | -10% | -8% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| TAOX Win Rate | 42% | 42% | 25% | 25% | 42% | 100% | |
| Peers Win Rate | 40% | 28% | 63% | 45% | 50% | 30% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| TAOX Max Drawdown | -17% | -88% | -80% | -65% | -42% | -9% | |
| Peers Max Drawdown | -23% | -85% | -20% | -45% | -45% | -32% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: TWAV, MSTR, MARA, RIOT, COIN.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/26/2026 (YTD)
How Low Can It Go
| Event | TAOX | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -98.3% | -25.4% |
| % Gain to Breakeven | 5865.2% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -19.2% | -33.9% |
| % Gain to Breakeven | 23.8% | 51.3% |
| Time to Breakeven | 6 days | 148 days |
Compare to TWAV, MSTR, MARA, RIOT, COIN
In The Past
TAO Synergies's stock fell -98.3% during the 2022 Inflation Shock from a high on 10/12/2021. A -98.3% loss requires a 5865.2% gain to breakeven.
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About TAO Synergies (TAOX)
Synaptogenix, Inc. operates as a biopharmaceutical company with product candidates in pre-clinical and clinical development. It focuses on developing a product platform based upon a drug candidate called Bryostatin-1 for the treatment of Alzheimer's disease. The company is also evaluating therapeutic applications of bryostatin for other neurodegenerative or cognitive diseases and dysfunctions, such as fragile X syndrome, multiple sclerosis, and Niemann-pick type C disease. Synaptogenix, Inc. has licensing agreements with Stanford University; Icahn School of Medicine at Mount Sinai; and The Board of Trustees of the Leland Stanford Junior University. The company was incorporated in 2012 and is headquartered in New York, New York.
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Here are two brief analogies to describe TAO Synergies (TAOX):
A Nestle for medical cannabis and CBD brands.
A Perrigo for health and wellness, particularly medical cannabis and CBD products.
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Here are the major services provided by TAO Synergies (TAOX): *Blockchain & Decentralized Technologies
The company focuses on the development and implementation of blockchain-based solutions and decentralized applications. *Financial Technology (FinTech)
It provides innovative software and platforms designed for various financial services, often integrating blockchain capabilities. *Digital Asset Management
TAOX offers solutions for the secure management, trading, and utilization of digital assets, including cryptocurrencies and NFTs.AI Analysis | Feedback
Based on publicly available information, it is not possible to identify the major customers of TAO Synergies (symbol: TAOX).
TAO Synergies (TAOX) is listed on OTC Markets as a "Pink - No Information" company. This designation signifies that the company does not regularly file financial reports or disclose operational information to OTC Markets Group or the U.S. Securities and Exchange Commission (SEC). Companies in this tier often have minimal or no ongoing business operations, or they operate in a manner that does not require public disclosure of detailed financial and customer information.
Without such disclosures, there is no public record detailing specific customer companies or categories of individual customers served by TAO Synergies. It is highly probable that the company currently has no significant operational activities or identifiable major customer base that would be publicly reportable.
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Joshua Silverman, Executive Chairman
Mr. Silverman is the Co-founder and Managing Member of Parkfield Funding LLC and a former Principal and Managing Partner of Iroquois Capital Management, LLC. He served as Co-Chief Investment Officer of Iroquois from 2003 until July 2016. From 2000 to 2003, he was Co-Chief Investment Officer of Vertical Ventures, LLC, a merchant bank. Prior to forming Iroquois, Mr. Silverman was a Director of Joele Frank, a consulting firm specializing in mergers and acquisitions. He also previously served as Assistant Press Secretary to The President of The United States.
Robert Weinstein, Chief Financial Officer
Mr. Weinstein joined TAO Synergies in June 2013 as its acting Chief Financial Officer. He possesses over 30 years of accounting and finance experience, encompassing roles as a public accountant, investment banker, healthcare private equity fund principal, and chief financial officer. Prior to his current role, he was CFO at Green Energy Management Services Holdings, Inc., a publicly-traded energy consulting company, and CFO at Xcorporeal, Inc., a publicly-traded medical device company that was sold to Fresenius Medical USA. His background includes experience as a healthcare private equity fund principal.
James Altucher, Digital Asset Treasury Advisor
Mr. Altucher is an accomplished entrepreneur, venture capitalist, writer, and author with decades of expertise in emerging technologies, including crypto and AI. He has founded or co-founded more than 20 companies, including the financial website Stockpickr.com, which he sold to TheStreet.com. Mr. Altucher is also known for his involvement in the hedge fund industry as a managing director of Formula Capital and as an early proponent of Bitcoin, having created the first “Bitcoin-only” store.
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The key risks to TAO Synergies (TAOX) primarily stem from its highly concentrated business model, which is solely focused on the Bittensor (TAO) token.
- Token Price Concentration and High Volatility: TAO Synergies' financial performance is almost entirely dependent on the price of the TAO token. A significant decline in TAO's value would directly and adversely impact the company's asset value and staking income. The company exhibits a high beta of 2.04 and a realized volatility of 209%, indicating sharp and unpredictable swings in its stock value.
- Regulatory Uncertainty in the Cryptocurrency Market: The evolving and often unpredictable landscape of cryptocurrency regulation, particularly in the United States, poses a substantial risk. Adverse regulatory actions against digital assets or staking activities could severely impact TAO Synergies' operations and potentially freeze its primary source of revenue.
- Lack of Meaningful Revenue and Persistent Losses: TAO Synergies currently operates with a lack of significant traditional operating revenue and has reported persistent losses. The company burned through $4.95 million in cash in the last year, and while it had a cash runway of 2.9 years as of June 2025, its business model heavily relies on the appreciation of its TAO holdings and staking rewards rather than established revenue generation.
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TAO Synergies (NASDAQ: TAOX) operates as a pure-play digital asset treasury company that focuses on the convergence of cryptocurrency and decentralized artificial intelligence (AI). The company's primary strategy involves the acquisition and staking of TAO, the native utility token of the Bittensor network, which is a decentralized blockchain network for machine learning and AI. TAO Synergies aims to generate revenue and achieve capital appreciation through this approach.
Given this specialized business model, the addressable markets for TAO Synergies are primarily within the broader cryptocurrency and decentralized AI sectors.
Global Cryptocurrency Market:
- The global cryptocurrency market is approaching a $4 trillion market capitalization.
Decentralized AI (DeAI) Market:
- The Bittensor (TAO) network, which is central to TAO Synergies' strategy, has a market capitalization ranging from $3 billion to $4 billion. This represents a segment within the broader AI market.
- While centralized AI companies currently exceed $500 billion in market capitalization, decentralized AI is positioned as a transformative force in the AI landscape.
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TAO Synergies (NASDAQ: TAOX) is uniquely positioned as a pure-play public company focused on the convergence of cryptocurrency and decentralized artificial intelligence (AI), primarily through its involvement with the Bittensor (TAO) ecosystem. Given its current minimal traditional revenue, the expected drivers of future revenue growth for TAOX over the next 2-3 years are intrinsically linked to its strategic approach within this niche sector. Here are 3-5 expected drivers of future revenue growth:- Appreciation of TAO Token Holdings and Staking Yields: TAO Synergies' core strategy revolves around the acquisition and staking of TAO tokens, the native cryptocurrency of Bittensor. Future revenue growth is heavily reliant on the increase in the market value of these TAO token holdings. Additionally, by staking its TAO tokens, the company generates recurring revenue streams. The overall growth and adoption of the Bittensor decentralized AI ecosystem are expected to drive the value of TAO, directly benefiting TAOX's treasury and staking yields.
- Strategic Initiatives within the Decentralized AI Ecosystem: The company actively seeks and intends to capitalize on "strategic, opportunistic initiatives within the TAO ecosystem to enhance revenue and maximize shareholder value". With $11 million recently raised through a private placement and yet to be fully deployed, these funds are earmarked to bolster TAOX's mission and seize emerging opportunities in decentralized AI. Such initiatives could include new projects, partnerships, or ventures that leverage its significant position as a Bittensor token holder.
- Broadening Investor Access to Decentralized AI: TAO Synergies aims to expand access to the decentralized AI sector for both retail and institutional investors. By solidifying its position as a leading publicly traded vehicle for exposure to this transformative ecosystem, TAOX could attract further investment. This could potentially translate into revenue generation through new investment products, services, or capital inflows as more investors seek exposure to decentralized AI through a regulated public entity.
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Share Issuance
- In October 2025, TAO Synergies announced an $11 million private placement, involving the sale of 11,000 shares of newly issued Series E convertible preferred stock at a stated value of $1,000 per share, convertible at $8.00 per common share, along with five-year common stock purchase warrants with an $8.00 exercise price.
- In August 2025, stockholders approved an amended and restated 2020 Equity Incentive Plan, increasing the number of shares reserved for issuance by 2,000,000 to a total of 2,675,000 shares.
- As of June 30, 2025, the company reported 2,504,911 shares of common stock outstanding, an increase from 1,357,165 shares outstanding at December 31, 2024.
Inbound Investments
- In October 2025, TAO Synergies secured an $11 million private placement from existing investors, advisor James Altucher, and new investor DCG.
- In September 2024, under its former name Synaptogenix, the company raised $5.0 million through a Securities Purchase Agreement which included the sale of Series C convertible preferred stock and warrants.
Outbound Investments
- In November 2025, TAO Synergies made an initial $750,000 investment in Yuma Asset Management's Bittensor Subnet Funds to enhance its exposure to subnets within the Bittensor ecosystem.
- In October 2025, the company increased its holdings of Bittensor (TAO) tokens to 54,058 through strategic acquisition and staking, solidifying its position as the largest publicly traded pure-play TAO holder.
- In July 2025, TAO Synergies acquired 29,899 TAO tokens for $10.0 million, at an average price of $334 per token.
Capital Expenditures
- TAO Synergies reported "n/a" for Capital Expenditures in recent financial statistics.
- The company's strategy is primarily centered on the acquisition and staking of TAO cryptocurrency rather than direct development of AI technologies or infrastructure, suggesting a focus away from traditional capital-intensive projects.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Is TAO Synergies Stock Built to Withstand More Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 01302026 | ROP | Roper Technologies | 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 | -7.3% | -7.3% | -15.0% |
| 01302026 | TDC | Teradata | 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 | 6.6% | 6.6% | -8.7% |
| 01302026 | CVLT | CommVault Systems | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 1.0% | 1.0% | -5.1% |
| 01302026 | NTNX | Nutanix | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -2.3% | -2.3% | -6.3% |
| 01302026 | FICO | Fair Isaac | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -11.1% | -11.1% | -16.1% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 12.77 |
| Mkt Cap | 4.5 |
| Rev LTM | 557 |
| Op Inc LTM | -24 |
| FCF LTM | -664 |
| FCF 3Y Avg | -371 |
| CFO LTM | -36 |
| CFO 3Y Avg | -21 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.4% |
| Rev Chg 3Y Avg | 37.8% |
| Rev Chg Q | 1.9% |
| QoQ Delta Rev Chg LTM | 7.8% |
| Op Mgn LTM | -59.4% |
| Op Mgn 3Y Avg | -57.8% |
| QoQ Delta Op Mgn LTM | 3.8% |
| CFO/Rev LTM | -92.9% |
| CFO/Rev 3Y Avg | -42.8% |
| FCF/Rev LTM | -200.0% |
| FCF/Rev 3Y Avg | -123.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.5 |
| P/S | 8.0 |
| P/EBIT | 1.2 |
| P/E | 1.6 |
| P/CFO | -2.8 |
| Total Yield | -3.6% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -29.1% |
| D/E | 0.2 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -15.8% |
| 3M Rtn | -27.9% |
| 6M Rtn | -44.2% |
| 12M Rtn | -23.6% |
| 3Y Rtn | 101.6% |
| 1M Excs Rtn | -14.8% |
| 3M Excs Rtn | -30.4% |
| 6M Excs Rtn | -50.8% |
| 12M Excs Rtn | -39.4% |
| 3Y Excs Rtn | 23.8% |
Price Behavior
Price Behavior
| Market Price | $4.17 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/08/2020 | |
| Distance from 52W High | -59.8% | |
| 50 Days | 200 Days | |
| DMA Price | $4.50 | $5.92 |
| DMA Trend | up | down |
| Distance from DMA | -7.3% | -29.5% |
| 3M | 1YR | |
| Volatility | 116.6% | 147.9% |
| Downside Capture | 756.87 | 308.58 |
| Upside Capture | 341.21 | 309.23 |
| Correlation (SPY) | 48.0% | 20.6% |
TAOX Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 4.23 | 3.65 | 3.84 | 5.56 | 1.38 | 1.20 |
| Up Beta | -4.14 | -1.27 | 1.73 | 7.90 | 0.26 | 0.12 |
| Down Beta | 5.41 | 4.73 | 4.62 | 3.08 | 1.08 | 1.38 |
| Up Capture | 696% | 170% | 168% | 990% | 772% | 186% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 9 | 17 | 26 | 55 | 119 | 339 |
| Down Capture | 419% | 527% | 434% | 364% | 160% | 112% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 10 | 23 | 34 | 69 | 127 | 391 |
[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 TAOX | |
|---|---|---|---|---|
| TAOX | 54.7% | 147.9% | 0.95 | - |
| Sector ETF (XLK) | 24.1% | 27.5% | 0.77 | 21.7% |
| Equity (SPY) | 17.1% | 19.4% | 0.69 | 20.7% |
| Gold (GLD) | 79.3% | 25.7% | 2.25 | 13.3% |
| Commodities (DBC) | 10.9% | 16.8% | 0.45 | 14.1% |
| Real Estate (VNQ) | 6.6% | 16.6% | 0.21 | 12.5% |
| Bitcoin (BTCUSD) | -23.4% | 45.1% | -0.46 | 37.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TAOX | |
|---|---|---|---|---|
| TAOX | -55.7% | 108.0% | -0.20 | - |
| Sector ETF (XLK) | 16.6% | 24.8% | 0.60 | 18.3% |
| Equity (SPY) | 13.6% | 17.0% | 0.63 | 19.9% |
| Gold (GLD) | 23.6% | 17.2% | 1.12 | 6.6% |
| Commodities (DBC) | 10.8% | 19.0% | 0.45 | 6.6% |
| Real Estate (VNQ) | 5.3% | 18.8% | 0.19 | 14.7% |
| Bitcoin (BTCUSD) | 4.0% | 57.0% | 0.29 | 16.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TAOX | |
|---|---|---|---|---|
| TAOX | -25.1% | 112.6% | 0.08 | - |
| Sector ETF (XLK) | 22.7% | 24.2% | 0.86 | 17.0% |
| Equity (SPY) | 15.5% | 17.9% | 0.74 | 18.8% |
| Gold (GLD) | 15.1% | 15.6% | 0.81 | 4.9% |
| Commodities (DBC) | 8.5% | 17.6% | 0.40 | 7.4% |
| Real Estate (VNQ) | 6.6% | 20.7% | 0.28 | 14.0% |
| Bitcoin (BTCUSD) | 66.3% | 66.8% | 1.06 | 16.9% |
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Returns Analyses
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 | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/14/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 03/27/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 04/01/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 03/21/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/13/2022 | 10-Q |
| 12/31/2021 | 03/29/2022 | 10-K |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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