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XHE: SPDR S&P Health Care Equipment ETF (ETF)
Basic Info 80.88 0.24(0.30%) June 27
| Asset Class: | Health |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 01/27/2011 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 0.04% |
| Expenses | 0.35% |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/27/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | -8.6 | -3.7 | -2.6 | -1.1 | 6.3 | 9.4 | 5.1 | -6.2 | -23.3 | 3.0 | 32.9 | 22.3 | 8.9 | 30.5 | 11.8 | 9.8 | 16.0 | 39.5 | 12.9 | -1.6 |
| Sharpe Ratio | NA | -0.78 | -0.31 | -0.25 | -0.13 | 0.21 | 0.39 | -0.08 | -0.48 | -0.73 | 0.15 | 1.01 | 1.16 | 0.37 | 2.42 | 0.63 | 0.58 | 1.04 | 3.48 | 0.83 | -0.07 |
| Draw Down(%) | NA | 24.4 | 24.4 | 35.8 | 49.9 | 49.9 | 49.9 | 7.8 | 34.0 | 33.7 | 17.1 | 34.2 | 11.6 | 27.4 | 5.0 | 16.9 | 14.5 | 9.2 | 4.4 | 10.4 | 22.1 |
| Standard Deviation(%) | NA | 25.7 | 22.1 | 23.4 | 24.2 | 22.8 | 21.3 | 18.9 | 22.0 | 34.2 | 19.8 | 32.4 | 18.1 | 20.7 | 12.4 | 18.4 | 17.1 | 15.4 | 11.3 | 15.7 | 25.8 |
| Treynor Ratio | NA | -0.23 | -0.08 | -0.05 | -0.03 | 0.05 | 0.08 | -0.02 | -0.1 | -0.18 | 0.03 | 0.34 | 0.19 | 0.07 | 0.44 | 0.14 | 0.13 | 0.19 | 0.62 | 0.13 | -0.01 |
| Alpha | NA | -0.05 | 0.04 | -0.01 | -0.02 | 0.01 | 0.0 | 0.05 | -0.01 | -0.06 | -0.01 | 0.1 | -0.01 | 0.04 | 0.07 | 0.08 | 0.0 | -0.02 | 0.04 | 0.0 | -0.04 |
| Beta | NA | 0.87 | 0.89 | 1.1 | 1.17 | 1.03 | 1.01 | 0.61 | 1.05 | 1.36 | 0.96 | 0.95 | 1.08 | 1.05 | 0.68 | 0.83 | 0.76 | 0.84 | 0.64 | 0.99 | 1.17 |
| RSquared | NA | 0.44 | 0.43 | 0.47 | 0.51 | 0.56 | 0.55 | 0.21 | 0.35 | 0.65 | 0.36 | 0.69 | 0.65 | 0.64 | 0.3 | 0.53 | 0.56 | 0.5 | 0.35 | 0.4 | 0.72 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 1.0 | 0.2 | 7.3 | 2.1 | 0.3 | 1.7 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 18.5 | 300.0 | -97.4 | N/A | N/A | 18.5 | -25.0 | 1700.0 | N/A | -100.0 | -27.7 | -87.0 | 478.0 | -97.3 | 295.4 | 1000.7 | -82.9 | 282.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2011
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Top Rated Funds in Health
Best Mutual Funds
- VGHCX (VANGUARD HEALTH CARE FUND INVESTOR SHARES) 0.16% (97%)
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- FBTIX (FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS I) 0.73% (77%)
- FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) 0.28% (75%)
- FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) 0.89% (74%)
- FSPHX (HEALTH CARE PORTFOLIO HEALTH CARE PORTFOLIO) 0.39% (74%)
- FHCIX (FIDELITY ADVISOR HEALTH CARE FUND CLASS I) 0.40% (73%)
- SHSSX (BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INSTITUTIONAL) 0.12% (66%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
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- IBB (iShares Biotechnology ETF) 0.43% (94%)
- PPH (VanEck Pharmaceutical ETF) 0.52% (94%)
- FBT (First Trust NYSE Arca Biotechnology Index Fund) 0.33% (91%)
- FXH (First Trust Health Care AlphaDEX Fund) 0.21% (90%)
- IHE (iShares U.S. Pharmaceuticals ETF) 0.65% (88%)
- IHF (iShares U.S. Healthcare Providers ETF) 1.20% (88%)
- IHI (iShares U.S. Medical Devices ETF) 0.45% (88%)
Best Closed End Funds
- BME (BlackRock Health Sciences Trust) 0.17% (100%)
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- HQL (Tekla Life Sciences Investors) 0.24% (98%)
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