Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
Virtus LifeSci Biotech Clinical Trials ETF (BBC)BBC
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/18/2024: BBC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.8% | Upturn Advisory Performance  2 | Avg. Invested days: 35 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.8% | Avg. Invested days: 35 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 1568 | Beta 0.96 |
52 Weeks Range 16.82 - 31.99 | Updated Date 09/19/2024 |
52 Weeks Range 16.82 - 31.99 | Updated Date 09/19/2024 |
AI Summarization
Virtus LifeSci Biotech Clinical Trials ETF (BBC) Overview
Profile:
- Focus: Invests in companies developing drugs in the clinical trial stage.
- Asset Allocation: 72% Healthcare, 27% Technology, 2% Industrials.
- Investment Strategy: Actively managed, invests in 30-50 companies with promising clinical-stage drugs.
Objective:
- To achieve long-term capital appreciation by investing in companies demonstrating the potential for significant breakthroughs in drug development.
Issuer:
- Virtus Investment Partners, Inc.: A publicly traded asset management company with over $140 billion in assets under management.
- Reputation and Reliability: Strong reputation with a long history of managing actively managed ETFs.
- Management: Experienced team with expertise in healthcare and biotechnology industries.
Market Share:
- Holds 1.64% of the Biotechnology ETF market share.
Total Net Assets:
- $1.82 billion as of October 27, 2023.
Moat:
- Unique Strategy: Focuses on clinical-stage companies, offering exposure to potential breakout opportunities.
- Active Management: Experienced team with deep industry knowledge actively identifying promising companies.
Financial Performance:
- Year-to-Date: +10.21% (as of October 27, 2023)
- 1 Year: +6.13%
- 3 Years: +71.46%
- 5 Years: +59.31%
Benchmark Comparison:
- Outperformed the S&P 500 and the Nasdaq Biotechnology Index in the past 3 and 5 years.
Growth Trajectory:
- Strong growth potential within the clinical-stage biotechnology sector.
- Increasing demand for innovative therapies driving sector growth.
Liquidity:
- Average Daily Trading Volume: 418,000 shares.
- Bid-Ask Spread: 0.07%.
Market Dynamics:
- Economic indicators, clinical trial results, FDA approvals, and sector sentiment impact the ETF.
Competitors:
- XBI: iShares Nasdaq Biotechnology Index ETF (54.37%)
- IBB: iShares Biotechnology ETF (8.73%)
- LABU: Direxion Daily Lab Shares 3x Bull ETF (1.73%)
Expense Ratio:
- 0.87% per year.
Investment Approach and Strategy:
- Actively managed, bottom-up stock selection approach.
- Invests in companies with potentially breakthrough clinical-stage drugs.
Key Points:
- Potentially high growth from early-stage investments.
- Actively managed for enhanced portfolio selection.
- Strong historical performance.
- Sector-specific risks associated with clinical-stage development.
Risks:
- High volatility due to clinical trial outcomes and sector dependence.
- Potential for significant losses if drug development fails.
- Regulatory risks associated with FDA approvals.
Who Should Consider Investing:
- Investors with high risk tolerance seeking long-term growth potential in the healthcare sector.
- Investors looking for exposure to innovative drug development.
Fundamental Rating Based on AI:
- 7.5/10: Strong financial performance, experienced management, and unique strategy. However, high volatility and sector-specific risks need consideration.
Resources and Disclaimers:
- Data as of October 27, 2023.
- Sources: Virtus ETF website, Bloomberg, Morningstar.
- This analysis is for informational purposes only and does not constitute financial advice. Please consult a financial professional before making any investment decisions.
Disclaimer: This information is outdated as of October 27, 2023. Please research the latest information about the ETF before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Virtus LifeSci Biotech Clinical Trials ETF
Under normal market conditions, the fund will invest not less than 80% of its assets in component securities of the index. The index seeks to track the performance of the common stock of U.S. exchange-listed biotechnology companies with a primary product offering (lead drug) that is typically in a Phase 1, Phase 2 or Phase 3 clinical trial stage of development, but prior to receiving marketing approval.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.