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XHS: SPDR® S&P Health Care Services ETF (ETF)
Basic Info 112.04 0.72(0.65%) July 23
| Asset Class: | Health |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 09/29/2011 |
| Last Dividend Date: | 06/21/2021 |
| 12-Mo. Yield | 0.22% |
| Expenses | 0.35% |
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Performance Analytics (As of 07/23/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.0 | 15.9 | 50.0 | 16.8 | 14.1 | 18.5 | 33.7 | 18.8 | 2.0 | 17.7 | -8.3 | 3.3 | 26.8 | 38.1 | 26.9 | 14.2 |
| SR | NA | 1.64 | 2.62 | 0.58 | 0.56 | 0.09 | 0.84 | 0.94 | 0.03 | 1.21 | -0.43 | 0.17 | 1.97 | 3.12 | 0.05 | 0.11 |
| DD(%) | NA | 11.0 | 11.0 | 39.3 | 39.3 | 55.5 | 39.3 | 15.9 | 22.1 | 12.7 | 19.7 | 19.4 | 6.0 | 4.3 | 55.5 | 53.7 |
| SD(%) | NA | 18.5 | 19.1 | 27.8 | 23.7 | 208.3 | 39.8 | 18.5 | 19.0 | 14.1 | 20.0 | 19.5 | 13.6 | 12.2 | 565.6 | 648.0 |
| TR | NA | 0.28 | 0.53 | 0.14 | 0.12 | 0.29 | 0.27 | 0.17 | 0.01 | 0.2 | -0.09 | 0.03 | 0.34 | 0.44 | -0.13 | -0.12 |
| Alpha(%) | NA | 0.03 | 0.11 | 0.01 | 0.02 | 0.92 | 0.07 | -0.01 | 0.01 | 0.02 | 0.0 | -0.03 | 0.02 | 0.01 | 6.8 | 9.3 |
| Beta(%) | NA | 1.07 | 0.94 | 1.18 | 1.1 | 0.62 | 1.24 | 1.03 | 0.96 | 0.87 | 0.93 | 0.94 | 0.79 | 0.86 | -2.05 | -5.97 |
| RS | NA | 0.45 | 0.44 | 0.69 | 0.63 | 0.0 | 0.76 | 0.56 | 0.63 | 0.37 | 0.56 | 0.67 | 0.57 | 0.55 | 0.0 | 0.03 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2011
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See Health Asset Class Trend Rankings |
Top Rated Funds in Health
Best Mutual Funds
- FSMEX (Fidelity Select Medical Equip & Systems) 0.99% (93%)
- PRHSX (T. Rowe Price Health Sciences) 0.69% (81%)
- FSPHX (Fidelity Select Health Care) 0.62% (77%)
- AHSAX (Alger Health Sciences A) 0.60% (73%)
- VHCIX (Vanguard Health Care Index Adm) 1.00% (73%)
- SHSSX (BlackRock Health Sciences Opps Inst) 0.88% (72%)
- PHSZX (Prudential Jennison Health Sciences Z) 0.27% (72%)
- JFNIX (Janus Global Life Sciences I) 0.71% (71%)
- RAGHX (Allianz RCM Wellness A) 1.05% (70%)
- HGHIX (Hartford Healthcare I) 0.58% (70%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- PTH (PowerShares DWA Healthcare Momentum ETF) 1.06% (91%)
- XHE (SPDR® S&P Health Care Equipment ETF) 0.76% (84%)
- XHS (SPDR® S&P Health Care Services ETF) 0.65% (79%)
- RYH (Guggenheim S&P 500 Eq Weight HC ETF) 1.05% (73%)
- PSCH (PowerShares S&P SmallCap Health Care ETF) 0.68% (73%)
- IHF (iShares US Healthcare Providers) 0.59% (72%)
- VHT (Vanguard Health Care ETF) 0.98% (72%)
- BBH (Market Vectors Biotech ETF) 1.13% (69%)
- FXH (First Trust Health Care AlphaDEX ETF) 0.87% (68%)
Best Closed End Funds
- BME (BlackRock Health Sciences) 0.86% (73%)
- GRX (Gabelli Healthcare & Wellness Trust) 0.75% (56%)
- HQH (H&Q Healthcare Investors) 0.70% (43%)
- HQL (H&Q Life Sciences Investors) 0.24% (34%)
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