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IXJ: iShares Global Healthcare ETF (ETF)
Basic Info 86.54 0.48(0.56%) July 09
| Asset Class: | Health |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 11/26/2001 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.67% |
| Expenses | 0.42% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/26/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 0.7 | -5.7 | 3.1 | 5.7 | 6.3 | 10.8 | 8.2 | 7.0 | 0.6 | 3.6 | -4.9 | 19.6 | 12.7 | 23.2 | 2.8 | 20.4 | -6.0 | 6.0 | 17.3 | 35.8 | 17.7 | 10.8 | 1.9 | 17.6 | -20.8 | 3.7 | 10.5 | 6.8 | 4.0 | 19.0 | -17.9 | -2.5 |
| Sharpe Ratio | NA | -0.12 | -0.53 | -0.03 | 0.25 | 0.3 | NA | NA | 0.34 | -0.57 | -0.06 | -0.35 | 1.78 | 0.43 | 1.8 | 0.1 | 2.5 | -0.42 | 0.36 | 1.36 | 3.21 | 1.57 | 0.52 | 0.11 | 0.91 | -0.63 | 0.06 | 0.65 | 0.45 | 0.22 | 0.97 | -0.83 | -1.9 |
| Draw Down(%) | NA | 12.6 | 18.1 | 18.1 | 18.1 | 27.4 | NA | NA | 40.6 | 14.8 | 10.0 | 17.5 | 7.8 | 27.4 | 6.9 | 14.4 | 4.3 | 12.6 | 15.2 | 8.5 | 6.2 | 7.6 | 16.5 | 16.2 | 22.4 | 36.7 | 9.9 | 7.2 | 5.5 | 11.3 | 11.3 | 31.4 | 5.3 |
| Standard Deviation(%) | NA | 18.9 | 15.8 | 13.7 | 14.0 | 16.0 | NA | NA | 17.0 | 10.7 | 11.1 | 18.3 | 11.0 | 28.8 | 12.1 | 15.8 | 8.0 | 14.8 | 16.6 | 12.7 | 11.1 | 11.4 | 20.8 | 15.5 | 19.1 | 34.5 | 12.5 | 11.1 | 10.4 | 13.9 | 18.8 | 23.0 | 12.8 |
| Treynor Ratio | NA | -0.02 | -0.09 | -0.01 | 0.04 | 0.05 | NA | NA | 0.06 | -0.11 | -0.01 | -0.07 | 0.27 | 0.13 | 0.26 | 0.02 | 0.29 | -0.07 | 0.06 | 0.19 | 0.36 | 0.17 | 0.1 | 0.02 | 0.18 | -0.19 | 0.01 | 0.07 | 0.06 | 0.03 | 0.16 | -0.2 | -0.27 |
| Alpha | NA | 0.03 | 0.02 | 0.0 | 0.01 | 0.01 | NA | NA | -0.01 | 0.02 | 0.01 | 0.0 | 0.05 | 0.03 | 0.01 | 0.01 | 0.03 | 0.01 | -0.02 | -0.03 | -0.02 | 0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | -0.03 | -0.03 | -0.05 |
| Beta | NA | 0.95 | 0.92 | 0.89 | 0.9 | 0.92 | NA | NA | 0.99 | 0.55 | 0.8 | 0.86 | 0.71 | 0.96 | 0.85 | 0.96 | 0.69 | 0.89 | 0.95 | 0.93 | 1.0 | 1.07 | 1.12 | 1.16 | 0.98 | 1.12 | 1.04 | 1.02 | 0.83 | 1.04 | 1.12 | 0.97 | 0.91 |
| RSquared | NA | 0.94 | 0.93 | 0.91 | 0.91 | 0.9 | NA | NA | 0.84 | 0.53 | 0.8 | 0.91 | 0.64 | 0.88 | 0.89 | 0.91 | 0.73 | 0.94 | 0.93 | 0.89 | 0.9 | 0.88 | 0.95 | 0.92 | 0.88 | 0.86 | 0.82 | 0.73 | 0.47 | 0.56 | 0.7 | 0.71 | 0.32 |
| Yield(%) | N/A | 0.0 | 0.7 | 1.2 | 1.4 | 1.9 | 3.8 | 3.2 | N/A | 1.5 | 1.4 | 1.1 | 1.3 | 1.4 | 1.7 | 2.1 | 1.7 | 1.6 | 2.9 | 1.6 | 2.0 | 2.6 | 2.3 | 2.2 | 2.2 | 1.8 | 1.7 | 0.9 | 0.8 | 0.8 | 0.9 | 0.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -49.8 | -2.9 | -8.5 | 83.8 | N/A | N/A | N/A | 7.4 | 21.1 | -2.4 | 4.3 | -0.3 | -18.5 | 45.2 | 0.6 | -43.9 | 113.4 | 5.5 | -11.7 | 20.8 | 6.8 | 11.3 | 0.6 | 1.4 | 106.2 | 32.3 | 1.1 | -0.3 | 48.4 | 1657.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/26/2001
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See Health Asset Class Trend Rankings |
Top Rated Funds in Health
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Best ETFs
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Best Closed End Funds
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