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IHE: iShares U.S. Pharmaceuticals ETF (ETF)
Basic Info 64.83 0.2(0.31%) May 02
Asset Class: | Health |
MyPlanIQ Rating: | (88%) |
Start Date: | 05/05/2006 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.26% |
Expenses | 0.40% |
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Performance Analytics (As of 04/26/2024)
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(%) | 3.3 | 5.3 | 10.6 | 5.6 | 7.7 | 6.0 | 12.8 | 9.6 | 4.1 | -4.9 | 13.1 | 13.7 | 15.5 | -7.8 | 10.7 | -11.7 | 8.8 | 29.9 | 40.6 | 13.4 | 20.9 | 12.7 | 30.1 | -14.9 | 2.4 | 6.5 |
Sharpe Ratio | NA | 0.44 | 0.49 | 0.14 | 0.31 | 0.26 | NA | 0.45 | -0.01 | -0.35 | 1.0 | 0.46 | 0.94 | -0.47 | 0.79 | -0.5 | 0.39 | 1.86 | 3.11 | 1.07 | 1.01 | 0.77 | 1.4 | -0.51 | -0.05 | 0.54 |
Draw Down(%) | NA | 9.4 | 11.7 | 16.0 | 29.2 | 32.2 | NA | 38.2 | 11.7 | 16.0 | 7.8 | 29.2 | 12.0 | 21.8 | 7.2 | 19.4 | 22.1 | 10.4 | 5.3 | 10.4 | 16.9 | 11.3 | 22.2 | 32.8 | 11.0 | 6.3 |
Standard Deviation(%) | NA | 12.5 | 13.5 | 15.0 | 18.6 | 18.8 | NA | 18.8 | 14.0 | 18.1 | 13.1 | 29.1 | 15.0 | 19.2 | 12.8 | 23.7 | 22.3 | 16.1 | 13.0 | 12.6 | 20.8 | 16.5 | 21.5 | 30.8 | 12.6 | 12.4 |
Treynor Ratio | NA | 0.06 | 0.07 | 0.02 | 0.06 | 0.05 | NA | 0.08 | 0.0 | -0.08 | 0.14 | 0.14 | 0.14 | -0.08 | 0.1 | -0.09 | 0.07 | 0.26 | 0.38 | 0.12 | 0.19 | 0.11 | 0.28 | -0.16 | -0.01 | 0.06 |
Alpha | NA | 0.02 | 0.02 | 0.0 | -0.01 | -0.01 | NA | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | -0.03 | -0.02 | 0.0 | -0.02 | -0.01 | -0.02 | -0.01 | 0.03 | 0.02 | 0.02 | 0.02 | -0.01 | -0.01 |
Beta | NA | 0.87 | 0.91 | 0.86 | 0.93 | 1.03 | NA | 1.05 | 0.96 | 0.81 | 0.96 | 0.99 | 0.98 | 1.11 | 1.0 | 1.33 | 1.22 | 1.14 | 1.08 | 1.1 | 1.09 | 1.17 | 1.09 | 1.01 | 1.01 | 1.09 |
RSquared | NA | 0.59 | 0.59 | 0.71 | 0.8 | 0.79 | NA | 0.82 | 0.65 | 0.8 | 0.68 | 0.89 | 0.76 | 0.84 | 0.6 | 0.81 | 0.85 | 0.84 | 0.75 | 0.76 | 0.89 | 0.84 | 0.86 | 0.89 | 0.75 | 0.7 |
Yield(%) | N/A | 0.1 | 3.3 | 2.6 | 2.5 | 2.2 | 5.5 | N/A | 4.1 | 1.9 | 1.7 | 1.3 | 1.6 | 1.1 | 1.5 | 0.8 | 2.1 | 1.6 | 1.5 | 2.2 | 1.4 | 1.5 | 1.7 | 1.4 | 1.0 | 0.7 |
Dividend Growth(%) | N/A | -96.4 | 20.4 | 124.2 | 78.3 | N/A | N/A | N/A | 106.7 | 25.2 | 39.3 | -4.9 | 27.1 | -15.7 | 61.5 | -58.3 | 71.4 | 44.4 | -24.6 | 83.5 | 2.2 | 11.3 | 8.1 | 34.5 | 66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2006
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