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XHE: SPDR® S&P Health Care Equipment ETF (ETF)
Basic Info 83.24 0.05(0.06%) April 24
Asset Class: | Health |
MyPlanIQ Rating: | (22%) |
Start Date: | 01/27/2011 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 0.01% |
Expenses | 0.35% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/27/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | -1.2 | -16.1 | -12.6 | 1.9 | 9.3 | 10.5 | -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 | -0.73 | -0.98 | -0.57 | 0.01 | 0.36 | 0.45 | -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 | 7.6 | 32.8 | 49.9 | 49.9 | 49.9 | 49.9 | 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 | 20.7 | 21.4 | 26.1 | 26.1 | 22.1 | 21.3 | 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 | -0.11 | -0.17 | -0.11 | 0.0 | 0.08 | 0.09 | -0.09 | -0.18 | 0.03 | 0.32 | 0.19 | 0.07 | 0.44 | 0.14 | 0.13 | 0.19 | 0.62 | 0.13 | -0.01 |
Alpha | NA | -0.02 | -0.07 | -0.07 | -0.03 | 0.0 | 0.0 | -0.04 | -0.09 | -0.05 | 0.07 | -0.01 | 0.04 | 0.07 | 0.08 | 0.0 | -0.02 | 0.04 | 0.0 | -0.04 |
Beta | NA | 1.4 | 1.22 | 1.33 | 1.15 | 1.04 | 1.03 | 1.16 | 1.41 | 1.17 | 1.02 | 1.08 | 1.05 | 0.68 | 0.83 | 0.76 | 0.84 | 0.64 | 0.99 | 1.17 |
RSquared | NA | 0.56 | 0.42 | 0.56 | 0.62 | 0.58 | 0.58 | 0.38 | 0.68 | 0.44 | 0.77 | 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 | 1.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 1.0 | 0.2 | 7.3 | 2.1 | 0.2 | 1.7 | 0.5 |
Dividend Growth(%) | N/A | -100.0 | 50.0 | -40.0 | -98.3 | N/A | N/A | 0.0 | N/A | N/A | -100.0 | -33.3 | -88.0 | 525.0 | -97.5 | 295.0 | 1042.9 | -83.7 | 258.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2011
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Best Closed End Funds
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