VivoPower (VIVO)
Market Price (3/26/2026): $2.81 | Market Cap: $0.9 MilSector: Health Care | Industry: Pharmaceuticals
VivoPower (VIVO)
Market Price (3/26/2026): $2.81Market Cap: $0.9 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 Renewable Energy Transition, and Electric Vehicles & Autonomous Driving. Themes include Solar Energy Generation, Battery Storage & Grid Modernization, Show more. | Weak multi-year price returns3Y Excs Rtn is -96% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -0.5 Mil |
| 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 -42% | ||
| High stock price volatilityVol 12M is 177% | ||
| Key risksVIVO key risks include [1] significant financial instability and going concern uncertainty due to a history of losses and [2] high execution risk tied to its ambitious strategic pivot into EV conversions and sovereign AI compute infrastructure. |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, and Electric Vehicles & Autonomous Driving. Themes include Solar Energy Generation, Battery Storage & Grid Modernization, Show more. |
| Weak multi-year price returns3Y Excs Rtn is -96% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -0.5 Mil |
| 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 -42% |
| High stock price volatilityVol 12M is 177% |
| Key risksVIVO key risks include [1] significant financial instability and going concern uncertainty due to a history of losses and [2] high execution risk tied to its ambitious strategic pivot into EV conversions and sovereign AI compute infrastructure. |
Qualitative Assessment
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VivoPower (VIVO) stock has gained about 10% since 11/30/2025 because of the following key factors:
1. Persistent Financial Underperformance: VivoPower has demonstrated consistent financial weakness, with annual earnings declining by an average of 30.6% and revenues dropping by 57.9% over several years, leading to ongoing unprofitability. The company reported zero retained earnings for the quarter ending December 30, 2025. This sustained poor financial health served as a fundamental drag on investor confidence.
2. Negative Impact of Q2 2026 Earnings Report: The company's Q2 2026 earnings report (for the period ending December 2025), released around February 19, 2026, triggered a significant single-day stock price decline of 13.43%, dropping from $2.83 to $2.45. This further underscored the company's operational challenges and inability to meet market expectations.
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1. Persistent Financial Underperformance: VivoPower has demonstrated consistent financial weakness, with annual earnings declining by an average of 30.6% and revenues dropping by 57.9% over several years, leading to ongoing unprofitability. The company reported zero retained earnings for the quarter ending December 30, 2025. This sustained poor financial health served as a fundamental drag on investor confidence.
2. Negative Impact of Q2 2026 Earnings Report: The company's Q2 2026 earnings report (for the period ending December 2025), released around February 19, 2026, triggered a significant single-day stock price decline of 13.43%, dropping from $2.83 to $2.45. This further underscored the company's operational challenges and inability to meet market expectations.
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Stock Movement Drivers
Fundamental Drivers
The 8.7% change in VIVO stock from 11/30/2025 to 3/25/2026 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 11302025 | 3252026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.63 | 2.86 | 8.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | � | 0.0% |
| P/S Multiple | � | � | 0.0% |
| Shares Outstanding (Mil) | 0 | 0 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
11/30/2025 to 3/25/2026| Return | Correlation | |
|---|---|---|
| VIVO | 8.7% | |
| Market (SPY) | -3.6% | 16.3% |
| Sector (XLV) | -6.8% | 11.0% |
Fundamental Drivers
The -44.6% change in VIVO stock from 8/31/2025 to 3/25/2026 was primarily driven by a 0.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 8312025 | 3252026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.16 | 2.86 | -44.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | � | 0.0% |
| P/S Multiple | � | � | 0.0% |
| Shares Outstanding (Mil) | 0 | 0 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
8/31/2025 to 3/25/2026| Return | Correlation | |
|---|---|---|
| VIVO | -44.6% | |
| Market (SPY) | 2.4% | 21.6% |
| Sector (XLV) | 7.4% | 12.1% |
Fundamental Drivers
The 283.3% change in VIVO stock from 2/28/2025 to 3/25/2026 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 2282025 | 3252026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.75 | 2.86 | 283.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | � | 0.0% |
| P/S Multiple | � | � | 0.0% |
| Shares Outstanding (Mil) | 0 | 0 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
2/28/2025 to 3/25/2026| Return | Correlation | |
|---|---|---|
| VIVO | 283.3% | |
| Market (SPY) | 11.8% | 10.7% |
| Sector (XLV) | -0.1% | 6.5% |
Fundamental Drivers
The -53.8% change in VIVO stock from 2/28/2023 to 3/25/2026 was primarily driven by a 0.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 2282023 | 3252026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.19 | 2.86 | -53.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | � | 0.0% |
| P/S Multiple | � | � | 0.0% |
| Shares Outstanding (Mil) | 0 | 0 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
2/28/2023 to 3/25/2026| Return | Correlation | |
|---|---|---|
| VIVO | -53.8% | |
| Market (SPY) | 72.4% | 5.5% |
| Sector (XLV) | 20.9% | -0.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| VIVO Return | -67% | -92% | -22% | -31% | 70% | -5% | -98% |
| Peers Return | 30% | 20% | -3% | 7% | 20% | 6% | 104% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -4% | 75% |
Monthly Win Rates [3] | |||||||
| VIVO Win Rate | 25% | 8% | 33% | 42% | 33% | 33% | |
| Peers Win Rate | 55% | 63% | 38% | 47% | 58% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| VIVO Max Drawdown | -68% | -92% | -36% | -61% | -51% | -47% | |
| Peers Max Drawdown | -7% | -11% | -23% | -10% | -17% | -4% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: LLY, JNJ, MRK, PFE, BMY.
[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 3/25/2026 (YTD)
How Low Can It Go
| Event | VIVO | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -99.1% | -25.4% |
| % Gain to Breakeven | 11275.8% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -63.9% | -33.9% |
| % Gain to Breakeven | 176.9% | 51.3% |
| Time to Breakeven | 87 days | 148 days |
| 2018 Correction | ||
| % Loss | -88.9% | -19.8% |
| % Gain to Breakeven | 803.2% | 24.7% |
| Time to Breakeven | 611 days | 120 days |
Compare to LLY, JNJ, MRK, PFE, BMY
In The Past
VivoPower's stock fell -99.1% during the 2022 Inflation Shock from a high on 1/25/2021. A -99.1% loss requires a 11275.8% gain to breakeven.
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About VivoPower (VIVO)
Meridian Bioscience, Inc., a life science company, develops, manufactures, distributes, and sells diagnostic test kits primarily for gastrointestinal and respiratory infectious diseases, and elevated blood lead levels worldwide. The company operates through Diagnostics and Life Science segments. The Diagnostics segment offers testing platforms, including real-time PCR amplification under the Revogene brand; isothermal DNA amplification under the Alethia brand; lateral flow immunoassay using fluorescent chemistry under the Curian brand; rapid immunoassay under the ImmunoCard and ImmunoCard STAT! brands; enzyme-linked immunoassays under the PREMIER brand; anodic stripping voltammetry under the LeadCare brands; and urea breath testing for H. pylori under the BreathID and BreathTek brand. This segment also offers respiratory illness assays, such as tests Group A strep, mycoplasma pneumonia, influenza, and pertussis; and blood chemistry products for LeadCare test kits for the detection of lead in blood. It sells products through direct sales force and independent distributors to acute care hospitals, reference laboratories, outpatient clinics, and physician office laboratories. The Life Science segment offers bulk antigens, antibodies, PCR/qPCR reagents, nucleotides, and bioresearch reagents used by in vitro diagnostic manufacturers, as well as researchers in immunological and molecular tests for human, animal, plant, and environmental applications. Meridian Bioscience, Inc. was incorporated in 1976 and is headquartered in Cincinnati, Ohio.
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VivoPower (symbol: VIVO) is an international critical power solutions company focused on sustainable energy solutions, including battery storage, microgrids, electric vehicle (EV) fleet electrification, and critical power services. It primarily sells its products and services to other companies and organizations.
Its major customers fall into the following categories:
- Commercial and Industrial Businesses: Companies in various sectors, such as logistics, construction, and manufacturing, that require critical power infrastructure, sustainable energy solutions (solar and battery storage), or seek to electrify their vehicle fleets.
- Mining Companies: A key segment for VivoPower's EV fleet electrification solutions, particularly through its Tembo e-LV subsidiary, which converts heavy-duty vehicles for zero-emission operations in mining environments. They also provide sustainable power solutions for remote mining sites.
- Government and Public Sector Entities: Organizations and agencies that need reliable and resilient power infrastructure or are implementing initiatives for fleet electrification as part of their sustainability goals.
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Kevin Chin - Co-Founder, Executive Chairman and Chief Executive Officer
Kevin Chin co-founded VivoPower in August 2014 and has served as Executive Chairman since 2014, and Chief Executive Officer since March 2020. He is also the Founder and Executive Chairman of Arowana, an international certified B Corporation investment group. Mr. Chin has a proven track record of starting, acquiring, building, turning around, scaling up, and selling businesses across diverse industries including software, education, funds management, media, road infrastructure services, solar power, and electric vehicles. He has successfully led 5 IPOs across the NASDAQ, ASX, and NZX exchanges and originated 4 fund vehicles. Notably, he spearheaded the turnaround of the enterprise AI software company RuleBurst, which was subsequently acquired by Oracle in 2008. His career also includes experience at J.P. Morgan, LFG, PwC, and Deloitte, and he has frequently held C-suite positions to manage complex turnarounds and growth phases. His work on the turnaround of VivoPower received a Gold Stevie for Innovative Achievement in Growth and Organisation Recovery.
Chief Financial Officer - Position Vacant
David Mansfield, the former Chief Financial Officer, departed from VivoPower on February 19, 2026, as the company shifts its strategic focus towards data center infrastructure development. As of the current date, a replacement CFO has not been publicly announced.
Chris Mallios - Chief Operating Officer
Chris Mallios brings extensive experience, including nearly five years as the CEO of CFC Group, an investment and development group focused on distribution, logistics, and transport services. He also served for nearly a decade as the Asia Pacific CFO for TE Connectivity, a global technology company. Mr. Mallios is a CPA Australia Fellow and holds Bachelor's and Master's degrees from the University of New South Wales.
Alex Cuppage - Chief Investment Officer
Background information for Alex Cuppage was not readily available in the provided search results.
Shane Whelan - Chief Real Estate Officer
Background information for Shane Whelan was not readily available in the provided search results.
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```htmlKey Risks to VivoPower (VIVO)
- Financial Instability and Lack of Consistent Profitability: VivoPower has not yet achieved consistent profitability, reporting significant net losses and a severe revenue decline in recent years. The company operates with a relatively small market capitalization, and its auditor's report has included an explanatory paragraph regarding a material uncertainty related to its ability to continue as a going concern if sufficient funding is not secured.
- Execution Risk of Strategic Pivots and Growth Initiatives: VivoPower is undertaking significant strategic shifts, evolving from a sustainable energy and electric vehicle (EV) solutions provider to a dual-focused entity that includes EV conversions (Tembo e-LV B.V.) and a "Power-to-X" strategy centered on sovereign AI compute infrastructure. The success of the business is highly dependent on its ability to effectively execute these high-risk, high-reward initiatives, which involve challenges related to product development, market penetration, managing rapid growth, and potential acquisitions.
- Intense Competition and Regulatory/Market Risks in Sustainable Energy and AI Infrastructure: Operating within the competitive sustainable energy sector and expanding into the nascent AI infrastructure market exposes VivoPower to significant competitive pressures. The company is also subject to cyclical and regulatory risks inherent in the utilities and sustainable energy industries, as well as broader macroeconomic uncertainties.
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For VivoPower, the addressable market identified for its main products and services is as follows:
- Electric Vehicles (Tembo): The total addressable market for commercial fleet electric vehicles in the regions where Tembo operates (excluding the United States, Asia, and Latin America) is estimated at $36 billion. Additionally, the light commercial vehicle fleet market in Australia alone, predominantly within the mining and infrastructure sectors, is estimated at $12 billion.
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VivoPower (NASDAQ: VIVO) is strategically focusing on several key areas to drive its future revenue growth over the next 2-3 years, primarily centered around sustainable energy solutions and artificial intelligence (AI) infrastructure.
Here are 3-5 expected drivers of VivoPower's future revenue growth:
- Development and Operation of Renewable-Powered AI Data Centers: VivoPower has recently rebranded and changed its ticker symbol to VIVO, reflecting a strategic pivot towards building, owning, and leasing powered land and data center infrastructure for AI compute applications. The company aims to develop and operate sustainable data center infrastructure to support sovereign AI, high-performance computing, and next-generation digital workloads in key international markets, with current development sites across Finland, Norway, and the UAE.
- Expansion of Tembo Electric Vehicle (EV) Solutions: VivoPower's subsidiary, Tembo, is focused on electric solutions for customized and ruggedized fleet applications, particularly for off-road and on-road vehicles. Tembo is expanding its geographic presence, having opened a new office in Nairobi, Kenya, and initiated sales of its fully electric utility pick-up vehicle, the Tembo Tusker, in Australia. This expansion into the light commercial vehicle fleet market, especially in mining and infrastructure sectors, is expected to be a significant growth area.
- Growth of Caret Digital's "Power-to-X" Business: Caret Digital, another business unit, focuses on converting renewable energy into high-value computational assets. This includes digital asset mining and AI computing infrastructure. Caret Power2X is advancing towards a direct spin-out into a separate US-listed company, indicating a focused effort to scale this segment, which complements VivoPower's broader AI infrastructure strategy.
- Geographic Expansion and Strategic Partnerships for Sustainable Energy: VivoPower is actively pursuing geographic expansion and forming strategic partnerships to deploy its sustainable energy solutions. This includes establishing platforms in Nordic and Gulf regions for digital infrastructure and leveraging local partners for its Tembo EV solutions in markets like Kenya and the Philippines. This strategy aims to broaden the company's market reach and customer base for its decarbonization solutions.
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Share Repurchases
- VivoPower has an authorized stock buyback program for up to US$5 million of its outstanding ordinary shares, with an updated expiration date of June 30, 2026.
- This stock buyback program was initially announced in April 2024 and extended in March 2025.
- As of March 10, 2025, no shares have been repurchased under the authorized program.
Share Issuance
- VivoPower completed an underwritten public offering, generating approximately US$28.75 million in gross proceeds from the sale of ordinary shares.
- In February 2026, the company secured a $30 million strategic private investment in public equity (PIPE) through convertible preference shares to support its Sovereign AI data center platform.
- VivoPower completed a Follow-on Equity Offering in the amount of $11.4 million, reported on January 30, 2026.
Inbound Investments
- VivoPower's subsidiary, Tembo e-LV, received a strategic direct equity investment of US$5 million in June 2023 from a UAE-based private investment office, with an option to increase the investment up to US$10 million.
- In February 2026, VivoPower secured a $30 million PIPE investment to accelerate its Sovereign AI data center platform, with investors including Blue Sky Capital and sovereign family offices.
Outbound Investments
- VivoPower expanded into the commercial electric vehicle market through the acquisition of Tembo e-LV B.V., a specialist battery-electric and off-road vehicle company.
- In January 2026, VivoPower announced plans to acquire OGDC, which would secure 291 MW of powered sites in Finland.
Capital Expenditures
- In the last 12 months, VivoPower's capital expenditures were -$3.23 million.
Trade Ideas
Select ideas related to VIVO.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 02282026 | QDEL | QuidelOrtho | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 02272026 | CHE | Chemed | 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 | 0.0% | 0.0% | 0.0% |
| 02272026 | LLY | Eli Lilly | 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 | 0.0% | 0.0% | 0.0% |
| 02202026 | HAE | Haemonetics | 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 | 3.5% | 3.5% | 0.0% |
| 02132026 | IQV | IQVIA | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 7.1% | 7.1% | -3.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 89.16 |
| Mkt Cap | 225.6 |
| Rev LTM | 65,011 |
| Op Inc LTM | 19,757 |
| FCF LTM | 10,718 |
| FCF 3Y Avg | 13,146 |
| CFO LTM | 15,314 |
| CFO 3Y Avg | 14,402 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.3% |
| Rev Chg 3Y Avg | 2.6% |
| Rev Chg Q | 5.0% |
| QoQ Delta Rev Chg LTM | 1.2% |
| Op Mgn LTM | 28.5% |
| Op Mgn 3Y Avg | 23.5% |
| QoQ Delta Op Mgn LTM | 1.1% |
| CFO/Rev LTM | 25.8% |
| CFO/Rev 3Y Avg | 26.7% |
| FCF/Rev LTM | 19.0% |
| FCF/Rev 3Y Avg | 20.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 225.6 |
| P/S | 4.6 |
| P/EBIT | 14.2 |
| P/E | 18.5 |
| P/CFO | 15.6 |
| Total Yield | 7.9% |
| Dividend Yield | 2.5% |
| FCF Yield 3Y Avg | 5.1% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -2.6% |
| 3M Rtn | 11.9% |
| 6M Rtn | 30.4% |
| 12M Rtn | 20.5% |
| 3Y Rtn | 12.4% |
| 1M Excs Rtn | 2.1% |
| 3M Excs Rtn | 16.4% |
| 6M Excs Rtn | 30.3% |
| 12M Excs Rtn | -4.3% |
| 3Y Excs Rtn | -53.9% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Electric Vehicles | 0 | 1 | 1 | 1 | |
| Corporate Office | 0 | 0 | 0 | 0 | 0 |
| Critical Power Services | 0 | 3 | 21 | 22 | 48 |
| Solar Development | 0 | 0 | 0 | 0 | 0 |
| Sustainable Energy Solutions | 0 | 0 | 0 | ||
| Total | 0 | 4 | 22 | 24 | 48 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Sustainable Energy Solutions | -0 | -0 | -2 | ||
| Solar Development | -0 | -0 | -0 | -0 | 1 |
| Critical Power Services | -1 | -5 | -2 | 2 | 3 |
| Electric Vehicles | -2 | -2 | -3 | -2 | |
| Corporate Office | -5 | -5 | -8 | -5 | -2 |
| Total | -9 | -12 | -15 | -5 | 2 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Critical Power Services | 43 | -12 | -8 | 4 | 2 |
| Sustainable Energy Solutions | 9 | -0 | -1 | ||
| Discontinued operations Critical Power Services | -1 | -4 | -1 | 0 | |
| Electric Vehicles | -5 | -1 | -4 | -2 | |
| Solar Development | -12 | -0 | -0 | -0 | -1 |
| Corporate Office | -82 | -7 | -8 | -9 | -6 |
| Total | -47 | -24 | -22 | -8 | -5 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Electric Vehicles | 21 | 17 | 14 | 9 | |
| Corporate Office | 9 | 3 | 1 | 7 | 1 |
| Critical Power Services | 6 | 18 | 31 | 36 | 39 |
| Solar Development | 2 | 13 | 23 | 25 | 23 |
| Sustainable Energy Solutions | 0 | 10 | 1 | ||
| Total | 37 | 61 | 70 | 77 | 62 |
Price Behavior
Price Behavior
| Market Price | $2.86 | |
| First Trading Date | 02/26/1992 | |
| Distance from 52W High | -58.4% | |
| 50 Days | 200 Days | |
| DMA Price | $2.16 | $3.75 |
| DMA Trend | down | down |
| Distance from DMA | 32.2% | -23.8% |
| 3M | 1YR | |
| Volatility | 176.0% | 174.9% |
| Downside Capture | 419.03 | 118.69 |
| Upside Capture | 694.03 | 126.04 |
| Correlation (SPY) | 20.6% | 4.3% |
VIVO Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 6.08 | 5.00 | 3.24 | 3.23 | 1.29 | 0.91 |
| Up Beta | -5.22 | -0.51 | -0.16 | 1.88 | 0.88 | 1.14 |
| Down Beta | -1.95 | 1.69 | 2.79 | 2.87 | 0.92 | 0.93 |
| Up Capture | 1764% | 1082% | 494% | 266% | 481% | 41% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 8 | 17 | 27 | 56 | 114 | 317 |
| Down Capture | 698% | 569% | 366% | 299% | 117% | 107% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 12 | 23 | 33 | 66 | 132 | 414 |
[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 VIVO | |
|---|---|---|---|---|
| VIVO | -11.2% | 177.2% | 0.72 | - |
| Sector ETF (XLV) | 0.7% | 17.6% | -0.11 | 4.6% |
| Equity (SPY) | 15.5% | 18.8% | 0.63 | 4.6% |
| Gold (GLD) | 51.3% | 27.2% | 1.51 | 5.6% |
| Commodities (DBC) | 17.8% | 17.5% | 0.84 | 4.5% |
| Real Estate (VNQ) | 0.7% | 16.4% | -0.13 | 3.6% |
| Bitcoin (BTCUSD) | -19.2% | 43.9% | -0.36 | 21.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with VIVO | |
|---|---|---|---|---|
| VIVO | -49.8% | 206.4% | 0.30 | - |
| Sector ETF (XLV) | 6.7% | 14.5% | 0.28 | -0.2% |
| Equity (SPY) | 12.4% | 17.0% | 0.57 | 5.7% |
| Gold (GLD) | 20.9% | 17.5% | 0.97 | 4.7% |
| Commodities (DBC) | 12.0% | 18.9% | 0.52 | 5.2% |
| Real Estate (VNQ) | 3.1% | 18.8% | 0.07 | 2.4% |
| Bitcoin (BTCUSD) | 4.1% | 56.7% | 0.29 | 4.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with VIVO | |
|---|---|---|---|---|
| VIVO | -27.7% | 194.7% | 0.44 | - |
| Sector ETF (XLV) | 10.0% | 16.5% | 0.49 | 2.5% |
| Equity (SPY) | 14.3% | 17.9% | 0.68 | 7.3% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 5.2% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | 6.5% |
| Real Estate (VNQ) | 4.9% | 20.7% | 0.20 | 4.7% |
| Bitcoin (BTCUSD) | 67.1% | 66.8% | 1.06 | 3.5% |
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SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2025 | 10/30/2025 | 20-F |
| 12/31/2024 | 01/24/2025 | 6-K |
| 06/30/2024 | 12/19/2024 | 20-F |
| 12/31/2023 | 04/05/2024 | 6-K |
| 06/30/2023 | 10/02/2023 | 20-F |
| 12/31/2022 | 02/24/2023 | 6-K |
| 06/30/2022 | 09/16/2022 | 20-F |
| 12/31/2021 | 02/24/2022 | 6-K |
| 06/30/2021 | 09/15/2021 | 20-F |
| 12/31/2020 | 02/24/2021 | 6-K |
| 06/30/2020 | 09/08/2020 | 20-F |
| 12/31/2019 | 02/25/2020 | 6-K |
| 06/30/2019 | 08/23/2019 | 20-F |
| 03/31/2019 | 07/12/2019 | 20-F |
| 09/30/2018 | 11/13/2018 | 6-K |
| 03/31/2018 | 07/18/2018 | 20-F |
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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