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IHE: iShares US Pharmaceuticals (ETF)
Basic Info 66.75 0.26(0.39%) March 18
Asset Class: | Health |
MyPlanIQ Rating: | (88%) |
Start Date: | 05/05/2006 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 1.20% |
Expenses | 0.39% |
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Performance Analytics (As of 03/18/2024)
Last 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(%) | -0.5 | 8.0 | 18.1 | 5.6 | 7.1 | 5.8 | 12.8 | 9.6 | 1.1 | -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 | 0.12 | 0.09 | 0.04 | 0.08 | 0.09 | NA | 0.21 | -0.23 | -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 | 67.5 | 67.5 | 67.5 | 67.5 | 67.5 | NA | 67.5 | 12.5 | 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 | 343.8 | 157.3 | 91.5 | 72.3 | 52.9 | NA | 41.5 | 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 | 0.05 | 0.06 | 0.03 | 0.05 | 0.04 | NA | 0.08 | -0.03 | -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 | 2.28 | 0.5 | 0.17 | 0.1 | 0.04 | NA | 0.03 | -0.02 | -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 | 7.74 | 2.29 | 1.13 | 1.04 | 1.1 | NA | 1.08 | 0.97 | 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 | 0.03 | 0.02 | 0.02 | 0.04 | 0.07 | NA | 0.11 | 0.66 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2006
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