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IHI: iShares U.S. Medical Devices ETF (ETF)
Basic Info 55.49 0.33(0.60%) May 03
Asset Class: | Health |
MyPlanIQ Rating: | (87%) |
Start Date: | 05/05/2006 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.50% |
Expenses | 0.40% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/05/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 2.9 | -1.3 | -1.6 | 8.6 | 13.9 | 15.7 | 11.6 | 3.2 | -19.8 | 20.9 | 24.3 | 32.7 | 15.5 | 30.8 | 9.3 | 9.7 | 22.7 | 37.8 | 15.8 | 0.0 | 11.3 | 38.5 | -36.8 | 18.7 | 2.8 |
Sharpe Ratio | NA | 0.39 | -0.23 | -0.23 | 0.32 | 0.66 | NA | 0.53 | -0.06 | -0.81 | 1.36 | 0.73 | 1.86 | 0.72 | 3.01 | 0.55 | 0.58 | 1.72 | 3.05 | 1.0 | 0.0 | 0.61 | 1.58 | -1.13 | 1.18 | 0.07 |
Draw Down(%) | NA | 7.3 | 22.8 | 33.1 | 33.2 | 33.2 | NA | 49.6 | 22.8 | 28.3 | 9.4 | 33.2 | 8.5 | 19.2 | 5.1 | 11.6 | 14.2 | 6.1 | 4.7 | 11.2 | 22.0 | 20.6 | 23.4 | 46.5 | 7.8 | 10.2 |
Standard Deviation(%) | NA | 14.8 | 15.9 | 19.9 | 22.5 | 19.5 | NA | 20.2 | 17.0 | 26.3 | 15.4 | 33.0 | 16.8 | 19.5 | 10.1 | 16.6 | 16.6 | 13.2 | 12.4 | 15.9 | 26.4 | 18.4 | 24.3 | 33.2 | 13.4 | 13.5 |
Treynor Ratio | NA | 0.06 | -0.04 | -0.04 | 0.07 | 0.13 | NA | 0.1 | -0.01 | -0.18 | 0.2 | 0.22 | 0.3 | 0.13 | 0.45 | 0.11 | 0.11 | 0.26 | 0.39 | 0.12 | 0.0 | 0.09 | 0.34 | -0.36 | 0.16 | 0.01 |
Alpha | NA | 0.02 | -0.02 | -0.03 | 0.0 | 0.02 | NA | 0.01 | -0.01 | -0.08 | 0.02 | 0.04 | 0.03 | 0.06 | 0.07 | 0.07 | -0.01 | -0.01 | -0.01 | -0.01 | -0.05 | 0.02 | 0.05 | -0.09 | 0.05 | -0.03 |
Beta | NA | 0.96 | 0.94 | 1.1 | 1.09 | 1.02 | NA | 1.07 | 0.97 | 1.18 | 1.03 | 1.1 | 1.03 | 1.05 | 0.67 | 0.81 | 0.9 | 0.88 | 0.97 | 1.34 | 1.37 | 1.24 | 1.12 | 1.05 | 1.0 | 1.03 |
RSquared | NA | 0.52 | 0.45 | 0.66 | 0.74 | 0.72 | NA | 0.74 | 0.45 | 0.8 | 0.57 | 0.86 | 0.68 | 0.72 | 0.44 | 0.63 | 0.84 | 0.74 | 0.67 | 0.7 | 0.89 | 0.75 | 0.72 | 0.82 | 0.66 | 0.52 |
Yield(%) | N/A | 0.1 | 0.5 | 0.1 | 0.2 | 0.7 | 1.3 | N/A | 0.6 | 0.4 | 0.1 | 0.5 | 0.5 | 0.3 | 0.5 | 0.6 | 1.4 | 0.8 | 0.4 | 0.7 | 0.3 | 0.1 | 0.1 | 0.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -89.7 | 20.0 | -72.5 | -30.4 | N/A | N/A | N/A | 20.8 | 33.3 | -85.2 | 38.6 | 69.2 | -18.8 | -13.5 | -52.3 | 112.3 | 135.5 | -29.5 | 193.3 | 87.5 | 100.0 | 0.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2006
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