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IYH: iShares U.S. Healthcare ETF (ETF)
Basic Info 59.26 0.14(0.24%) May 03
Asset Class: | Health |
MyPlanIQ Rating: | (86%) |
Start Date: | 06/16/2000 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.11% |
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 | 20 Yr | Since 06/16/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 3.8 | 10.7 | 6.7 | 11.9 | 11.3 | 14.7 | 10.1 | 8.2 | 7.3 | -4.5 | 23.4 | 15.6 | 20.8 | 5.8 | 22.3 | -2.7 | 6.2 | 25.1 | 41.2 | 18.7 | 11.3 | 4.1 | 21.0 | -22.9 | 8.0 | 6.2 | 7.7 | 4.2 | 18.6 | -21.3 | -13.3 | 14.1 |
Sharpe Ratio | NA | 0.47 | 0.69 | 0.26 | 0.55 | 0.6 | NA | NA | 0.4 | 0.27 | -0.3 | 1.93 | 0.5 | 1.41 | 0.25 | 2.48 | -0.18 | 0.33 | 1.73 | 3.37 | 1.68 | 0.57 | 0.27 | 1.05 | -0.82 | 0.42 | 0.28 | 0.52 | 0.24 | 1.02 | -0.85 | -0.75 | 0.96 |
Draw Down(%) | NA | 6.2 | 8.2 | 16.9 | 28.4 | 28.4 | NA | NA | 43.1 | 8.2 | 16.6 | 8.0 | 28.4 | 7.7 | 16.4 | 3.8 | 12.9 | 17.1 | 7.6 | 5.2 | 7.0 | 18.2 | 14.0 | 19.8 | 36.7 | 7.7 | 9.6 | 7.9 | 13.3 | 9.7 | 34.5 | 24.1 | 11.0 |
Standard Deviation(%) | NA | 10.2 | 10.6 | 14.5 | 18.6 | 17.1 | NA | NA | 17.7 | 11.6 | 19.5 | 12.1 | 30.5 | 13.7 | 17.8 | 8.8 | 15.7 | 18.5 | 14.5 | 12.2 | 11.2 | 19.9 | 14.8 | 19.8 | 29.1 | 11.9 | 10.4 | 10.6 | 13.5 | 17.5 | 26.3 | 21.3 | 24.5 |
Treynor Ratio | NA | 0.06 | 0.09 | 0.04 | 0.1 | 0.1 | NA | NA | 0.07 | 0.04 | -0.06 | 0.24 | 0.14 | 0.2 | 0.04 | 0.29 | -0.03 | 0.06 | 0.23 | 0.37 | 0.17 | 0.1 | 0.04 | 0.2 | -0.24 | 0.05 | 0.03 | 0.05 | 0.03 | 0.16 | -0.18 | -0.13 | 0.18 |
Alpha | NA | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | NA | NA | -0.01 | 0.01 | -0.01 | 0.03 | 0.01 | 0.0 | 0.02 | 0.04 | 0.02 | -0.03 | -0.02 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 | -0.02 | -0.03 | -0.02 | -0.04 | -0.03 | -0.02 | -0.11 |
Beta | NA | 0.85 | 0.83 | 0.93 | 1.0 | 1.01 | NA | NA | 1.06 | 0.89 | 0.94 | 0.98 | 1.08 | 0.97 | 1.07 | 0.76 | 0.95 | 1.07 | 1.08 | 1.11 | 1.08 | 1.08 | 1.11 | 1.03 | 0.99 | 1.02 | 0.99 | 1.09 | 1.17 | 1.15 | 1.24 | 1.25 | 1.3 |
RSquared | NA | 0.84 | 0.79 | 0.88 | 0.92 | 0.91 | NA | NA | 0.88 | 0.8 | 0.93 | 0.82 | 0.96 | 0.9 | 0.9 | 0.74 | 0.95 | 0.95 | 0.92 | 0.9 | 0.92 | 0.97 | 0.94 | 0.91 | 0.95 | 0.87 | 0.77 | 0.78 | 0.76 | 0.85 | 0.89 | 0.8 | 0.63 |
Yield(%) | N/A | 0.1 | 4.7 | 2.8 | 2.9 | 3.3 | 6.1 | 4.1 | N/A | 6.0 | 1.0 | 1.2 | 1.3 | 1.4 | 2.0 | 1.3 | 1.3 | 2.1 | 1.3 | 1.5 | 1.9 | 1.7 | 1.6 | 1.8 | 1.3 | 1.4 | 0.9 | 0.8 | 0.7 | 1.0 | 0.6 | 0.3 | 0.3 |
Dividend Growth(%) | N/A | -99.0 | 109.0 | 148.1 | 130.1 | 327.9 | N/A | N/A | N/A | 441.7 | 10.6 | -1.4 | 16.7 | -30.8 | 84.4 | 3.8 | -38.9 | 100.7 | 16.2 | -7.8 | 27.0 | 5.7 | 7.1 | 11.4 | -6.4 | 59.3 | 28.3 | 17.9 | -25.0 | 36.8 | 58.3 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2000
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Top Rated Funds in Health
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- VGHCX (VANGUARD HEALTH CARE FUND INVESTOR SHARES) 0.16% (97%)
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Best ETFs
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Best Closed End Funds
- BME (BlackRock Health Sciences Trust) 0.30% (100%)
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