Find A Portfolio/Ticker
Comparison Box
IEHSX: ING BlackRock Health Sciences Opp S (MUTUAL FUND)
Basic Info
| Asset Class: | Health |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 02/01/2006 |
| Last Dividend Date: | 07/16/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.01% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/22/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/01/2006 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -37.1 | -20.9 | 4.2 | 9.7 | 3.9 | 44.3 | 18.7 | 4.8 | 7.0 | 20.1 | -28.7 | 8.6 | 10.4 |
| Sharpe Ratio | NA | 1.83 | 1.31 | 1.34 | 0.49 | 3.4 | 1.51 | 0.23 | 0.42 | 1.01 | -0.98 | 0.43 | 0.75 |
| Draw Down(%) | NA | 10.8 | 16.8 | 17.9 | 41.6 | 6.1 | 7.5 | 17.9 | 13.6 | 17.9 | 40.8 | 8.6 | 8.2 |
| Standard Deviation(%) | NA | 14.5 | 16.4 | 15.8 | 18.0 | 13.1 | 12.5 | 20.5 | 16.3 | 19.7 | 30.2 | 12.9 | 10.8 |
| Treynor Ratio | NA | 0.22 | 0.19 | 0.18 | 0.08 | 0.38 | 0.16 | 0.04 | 0.06 | 0.2 | -0.29 | 0.05 | 0.07 |
| Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | -0.02 | 0.0 | -0.03 | 0.0 | 0.0 | -0.05 | 0.02 | 0.01 |
| Beta | NA | 1.2 | 1.15 | 1.15 | 1.06 | 1.18 | 1.17 | 1.11 | 1.18 | 0.99 | 1.0 | 1.08 | 1.09 |
| RSquared | NA | 0.9 | 0.93 | 0.9 | 0.89 | 0.89 | 0.88 | 0.95 | 0.87 | 0.85 | 0.9 | 0.83 | 0.85 |
| Yield(%) | N/A | 0.0 | 4.1 | 3.6 | N/A | 9.0 | 2.5 | 0.5 | 0.0 | 0.0 | 5.1 | 3.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 2550.9 | N/A | N/A | 319.2 | 410.5 | N/A | N/A | -100.0 | 33.8 | 9440.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Health Asset Class Trend Rankings |
Top Rated Funds in Health
Best Mutual Funds
- VGHCX (VANGUARD HEALTH CARE FUND INVESTOR SHARES) (97%)
- HGHAX (THE HARTFORD HEALTHCARE FUND CLASS A) (79%)
- FSMEX (MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO) (78%)
- FBIOX (BIOTECHNOLOGY PORTFOLIO BIOTECHNOLOGY PORTFOLIO) (77%)
- FBTIX (FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS I) (77%)
- FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) (75%)
- FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) (74%)
- FSPHX (HEALTH CARE PORTFOLIO HEALTH CARE PORTFOLIO) (74%)
- FHCIX (FIDELITY ADVISOR HEALTH CARE FUND CLASS I) (73%)
- SHSSX (BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INSTITUTIONAL) (66%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- XLV (Health Care Select Sector SPDR® Fund) (96%)
- BBH (VanEck Biotech ETF) (94%)
- IBB (iShares Biotechnology ETF) (94%)
- PPH (VanEck Pharmaceutical ETF) (94%)
- FBT (First Trust NYSE Arca Biotechnology Index Fund) (91%)
- FXH (First Trust Health Care AlphaDEX® Fund) (90%)
- IHE (iShares U.S. Pharmaceuticals ETF) (88%)
- IHF (iShares U.S. Healthcare Providers ETF) (88%)
- IHI (iShares U.S. Medical Devices ETF) (87%)
Best Closed End Funds
- BME (BlackRock Health Sciences Trust) (100%)
- GRX (Gabelli Healthcare & WellnessRx Trust) (99%)
- HQH (Tekla Healthcare Investors) (98%)
- HQL (Tekla Life Sciences Investors) (98%)
Latest Articles Related to IEHSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
