ALPS Medical Breakthroughs ETF (SBIO) Performance
SBIO total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.2% since Dec 31, 2025
- 1 year
- +26.9% total return
- 5 years
- +3.8% a year
- 10 years
- +9.4% a year
- Since first price
- +7.4% a year since 2014
SBIO trailing returns vs SPY, QQQ, AGG
| Period | SBIO total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −10.8% | −10.8% | −1.0% | −5.0% | +0.9% |
| 3 months | −17.0% | −17.0% | +3.2% | +1.9% | −0.4% |
| 6 months | −2.2% | −2.2% | +7.8% | +8.4% | −1.5% |
| YTD | +4.2% | +4.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +26.9% | +26.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +130.8%+32.2%/yr | +122.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +20.3%+3.8%/yr | +16.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +145.2%+9.4%/yr | +125.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionDec 31, 2014 | +133.5%+7.4%/yr | +114.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SBIO vs SPY
From Dec 31, 2014: SBIO grew to $23,346, SPY to $44,874.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SBIO returns by calendar year
7 of 11 full years positive. Best 2025 (+55.1%), worst 2022 (−28.1%). 2026 is year to date.
SBIO annual returns table
| Year | SBIO | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +4.2% | −29.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +55.1% | −30.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +3.8% | −19.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +8.7% | −30.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −28.1% | −44.9% | −18.2% | −32.6% | −13.0% |
| 2021 | −17.5% | −36.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +21.2% | −38.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +50.3% | −17.6% | +31.2% | +39.0% | +8.5% |
| 2018 | −11.8% | −32.5% | −4.6% | −0.1% | +0.1% |
| 2017 | +45.7% | −9.7% | +21.7% | +32.7% | +3.6% |
| 2016 | −27.8% | −34.8% | +12.0% | +7.1% | +2.4% |
| 2015 | +27.9% | −33.2% | +1.2% | +9.4% | +0.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SBIO largest drawdowns
Now 24.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 8, 2021 | −63.1% | Oct 27, 2023 | Jun 25, 2026 | 2.7 years | 5.4 years |
| Jul 17, 2015 | −49.7% | Nov 3, 2016 | Jun 6, 2018 | 1.3 years | 2.9 years |
| Dec 24, 2019 | −39.3% | Mar 16, 2020 | Jun 23, 2020 | 3 months | 6 months |
| Sep 28, 2018 | −32.5% | Dec 24, 2018 | Nov 25, 2019 | 3 months | 1.2 years |
| Aug 19, 2026 | −29.2% | Oct 16, 2026 | not yet | 58 days | 2 months so far |
| Apr 23, 2015 | −13.8% | Apr 30, 2015 | May 20, 2015 | 7 days | 27 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SBIO risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2014 |
|---|---|---|---|---|
| Annualized return | +30.5% | +5.9% | +9.3% | +8.3% |
| Volatility (annualized) | 28.7% | 28.4% | 28.2% | 29.8% |
| Sharpe ratio | 0.92 | 0.21 | 0.37 | 0.35 |
| Sortino ratio | 1.80 | 0.33 | 0.58 | 0.53 |
| Best month | +25.4% | +25.4% | +25.4% | +25.4% |
| Worst month | −12.8% | −17.6% | −17.6% | −28.1% |
| Best 12 months | +115.0% | +115.0% | +115.0% | +115.0% |
| Worst 12 months | −17.4% | −33.8% | −44.9% | −44.9% |
| Positive months | 64% | 57% | 55% | 56% |
| Beta vs S&P 500 | 0.87 | 0.75 | 0.95 | — |
| Correlation with S&P 500 | 0.38 | 0.42 | 0.52 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SBIO rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 131 | −44.9% | +9.7% | +115.0% | 63% |
| 3-year (a year) | 107 | −18.7% | +6.2% | +32.6% | 64% |
| 5-year (a year) | 83 | −6.6% | +1.6% | +22.4% | 66% |
| 10-year (a year) | 23 | −0.8% | +5.3% | +12.0% | 87% |
Every holding period starting at a month-end since 2014. Returns for 3 years and longer are annualized.
SBIO performance overview
ALPS Medical Breakthroughs ETF (SBIO) returned +26.9% over the past year and +9.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2014 it has returned +7.4% a year, turning $10,000 into about $23,346. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −63.1%, from Feb 8, 2021 to Oct 27, 2023, and it took 2.7 years to get back to the old high. SBIO finished 7 of its 11 full calendar years with a gain; the best year was 2025 (+55.1%) and the worst 2022 (−28.1%). Volatility has been 29.8% a year.
Related: SBIO chart, SBIO holdings. See the SBIO overview for the latest quote and fund facts.
SBIO performance FAQ
What is the SBIO return over the past year?
SBIO returned +26.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 26.9%.
What is the average annual return of SBIO?
SBIO has returned +3.8% a year over 5 years, +9.4% a year over 10 years, +7.4% a year since December 31, 2014 (total return, distributions reinvested).
How much would $10,000 invested in SBIO be worth?
$10,000 invested in SBIO at its first recorded close on December 31, 2014 would be worth about $23,346 on October 23, 2026 with distributions reinvested.
What was the worst year for SBIO?
The worst calendar year was 2022, with a total return of −28.1%. The best was 2025 at +55.1%.
What is the biggest drawdown of SBIO?
The largest peak-to-trough decline was −63.1% between February 8, 2021 and October 27, 2023. It recovered to the old high on June 25, 2026, 2.7 years after the bottom.
How volatile is SBIO?
Over the past 3 years SBIO had an annualized volatility of 28.7% and a Sharpe ratio of 0.92 (excess return over 1–3 month T-bills per unit of risk).