February 1, 2022



At the start of 2021, the COVID driven momentum in health and wellness pushed the WVC H&W Index to its calendar year peak gain of 17% in early February, besting the S&P 500 by about 12% at the time. This outperformance was short lived as the index continued a downward slide through the rest of the year. By year end the WVC H&W Index eked out a 0.46% gain while the S&P 500 returned 26.9% excluding dividends. Underlying the headline performance was an interesting market dynamic. Exactly half of the index’s constituents, 22 stocks, posted a positive return. This group averaged 28.4% modestly beating the S&P 500. Offsetting this was the bottom cohort which lost on average 36.2%*. The timing of IPOs and M&A rounded out the net gain to 0.46% for the index in 2021.  View full report and download the PDF here: /images/uploads/Wellvest_Capital_-_Heatlh_and_Wellness_Public_Company_Index_2021_Recap.pdf

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