Find A Portfolio/Ticker
Comparison Box
SHSSX: BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INSTITUTIONAL (MUTUAL FUND)
Basic Info 71.55 0.14(0.20%) April 18
Asset Class: | Health |
MyPlanIQ Rating: | (66%) |
Start Date: | 10/28/2002 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 3.89% |
Expenses | 1.45% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/29/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.1 | 2.3 | 5.5 | 0.3 | 8.7 | 11.2 | 14.3 | 11.8 | 14.1 | 3.9 | -11.9 | 12.3 | 19.7 | 25.6 | 8.2 | 25.1 | -5.8 | 11.1 | 29.1 | 44.6 | 18.7 | 6.1 | 6.6 | 28.8 | -19.1 | 20.7 | 8.6 | 17.2 | 12.3 | 61.7 | 3.0 |
Sharpe Ratio | NA | 1.27 | 0.4 | -0.01 | 0.39 | 0.61 | NA | NA | 0.79 | -0.03 | -0.65 | 1.02 | 0.68 | 1.71 | 0.4 | 2.18 | -0.36 | 0.59 | 1.81 | 3.41 | 1.53 | 0.3 | 0.44 | 1.65 | -0.75 | 1.53 | 0.52 | 1.37 | 0.74 | 3.47 | 0.96 |
Draw Down(%) | NA | 4.0 | 9.0 | 22.3 | 28.3 | 28.3 | NA | NA | 31.4 | 9.0 | 21.9 | 8.1 | 28.3 | 8.5 | 16.2 | 5.6 | 16.0 | 17.7 | 10.8 | 6.1 | 7.5 | 17.6 | 13.0 | 14.9 | 31.3 | 5.8 | 10.6 | 6.6 | 18.1 | 11.8 | 5.6 |
Standard Deviation(%) | NA | 10.2 | 10.6 | 14.8 | 18.2 | 17.1 | NA | NA | 16.7 | 11.3 | 20.4 | 12.0 | 28.4 | 14.1 | 17.2 | 11.3 | 16.6 | 18.9 | 16.1 | 13.1 | 12.4 | 20.1 | 14.8 | 17.4 | 26.6 | 11.7 | 10.4 | 11.0 | 15.3 | 17.6 | 18.7 |
Treynor Ratio | NA | 0.16 | 0.05 | 0.0 | 0.07 | 0.11 | NA | NA | 0.13 | 0.0 | -0.14 | 0.12 | 0.2 | 0.25 | 0.07 | 0.33 | -0.06 | 0.1 | 0.24 | 0.38 | 0.16 | 0.06 | 0.06 | 0.32 | -0.22 | 0.18 | 0.05 | 0.14 | 0.09 | 0.57 | 0.15 |
Alpha | NA | 0.06 | 0.02 | -0.01 | 0.0 | 0.01 | NA | NA | 0.01 | -0.01 | -0.05 | -0.01 | 0.03 | 0.01 | 0.03 | 0.05 | 0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.02 | 0.0 | 0.03 | -0.01 | 0.06 | -0.01 | 0.0 | 0.0 | 0.09 | 0.07 |
Beta | NA | 0.82 | 0.85 | 0.93 | 0.96 | 0.99 | NA | NA | 1.0 | 0.9 | 0.94 | 0.99 | 0.97 | 0.97 | 1.04 | 0.75 | 1.0 | 1.09 | 1.19 | 1.18 | 1.17 | 1.1 | 1.1 | 0.89 | 0.89 | 0.97 | 1.01 | 1.08 | 1.3 | 1.06 | 1.22 |
RSquared | NA | 0.83 | 0.86 | 0.85 | 0.87 | 0.87 | NA | NA | 0.86 | 0.88 | 0.86 | 0.85 | 0.9 | 0.86 | 0.91 | 0.44 | 0.95 | 0.95 | 0.91 | 0.89 | 0.88 | 0.97 | 0.91 | 0.89 | 0.91 | 0.81 | 0.8 | 0.71 | 0.73 | 0.71 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2002
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) (78%)
- FSMEX (MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO) (77%)
- 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) (73%)
- 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) (93%)
- 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) (88%)
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%)