Find A Portfolio/Ticker
Comparison Box
IHI: iShares US Medical Devices (ETF)
Basic Info 57.18 0.08(0.14%) March 18
Asset Class: | Health |
MyPlanIQ Rating: | (88%) |
Start Date: | 05/05/2006 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.36% |
Expenses | 0.39% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/15/2024)
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(%) | -1.5 | 5.9 | 9.9 | -43.8 | -24.0 | -4.7 | 3.6 | 1.2 | 3.2 | -19.8 | -79.8 | 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 | 1.89 | 0.48 | -0.44 | -0.31 | -0.09 | NA | 0.01 | -0.06 | -0.81 | -0.44 | 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 | 2.7 | 22.8 | 87.9 | 87.9 | 87.9 | NA | 87.9 | 22.8 | 28.3 | 83.7 | 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 | 14.7 | 16.2 | 105.9 | 83.7 | 60.2 | NA | 47.2 | 17.0 | 26.3 | 180.8 | 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 | 0.34 | 0.08 | -0.38 | -0.23 | -0.05 | NA | 0.0 | -0.01 | -0.18 | -0.49 | 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 | 0.06 | 0.0 | -0.13 | -0.07 | -0.01 | NA | -0.01 | -0.01 | -0.08 | -0.34 | 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 | 0.81 | 0.92 | 1.2 | 1.14 | 1.04 | NA | 1.08 | 0.97 | 1.18 | 1.62 | 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 | 0.37 | 0.43 | 0.12 | 0.21 | 0.27 | NA | 0.39 | 0.45 | 0.8 | 0.05 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2006
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 Inv) 0.01% (97%)
- HGHAX (Hartford Healthcare A) 0.26% (78%)
- FSMEX (Fidelity Select Medical Equip & Systems) 0.67% (77%)
- FBIOX (Fidelity Select Biotechnology) 1.09% (77%)
- FBTIX (Fidelity Advisor Biotechnology I) 0.86% (77%)
- FSHCX (Fidelity Select Medical Delivery Port) 0.24% (74%)
- FSPHX (Fidelity Select Health Care) 0.13% (73%)
- FHCIX (Fidelity Advisor Health Care I) 0.14% (73%)
- SHSSX (BlackRock Health Sciences Opps Inst) 0.08% (66%)
- RYOIX (Rydex Biotechnology Inv) 0.46% (64%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- XLV (Health Care Select Sector SPDR ETF) 0.37% (96%)
- BBH (Market Vectors Biotech ETF) 0.13% (94%)
- IBB (iShares Nasdaq Biotechnology) 0.49% (94%)
- PPH (Market Vectors Pharmaceutical ETF) 0.29% (93%)
- FBT (First Trust NYSE Arca Biotech ETF) 0.24% (91%)
- FXH (First Trust Health Care AlphaDEX ETF) 0.23% (90%)
- IHE (iShares US Pharmaceuticals) 0.39% (88%)
- IHF (iShares US Healthcare Providers) 0.24% (88%)
- IHI (iShares US Medical Devices) 0.14% (88%)
Best Closed End Funds
- BME (BlackRock Health Sciences) 0.29% (100%)
- GRX (Gabelli Healthcare & Wellness Trust) 0.31% (99%)
- HQH (H&Q Healthcare Investors) 0.72% (98%)
- HQL (H&Q Life Sciences Investors) 0.82% (98%)