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XHS: SPDR S&P Health Care Services ETF (ETF)
Basic Info 96.84 1.08(1.13%) July 08
| Asset Class: | Health |
| MyPlanIQ Rating: | (20%) |
| Start Date: | 09/29/2011 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 0.20% |
| Expenses | 0.35% |
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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 | Since 09/29/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 7.4 | 9.2 | 4.6 | 7.4 | 4.5 | 11.8 | 1.8 | 5.2 | -19.9 | 9.8 | 33.7 | 18.8 | 2.0 | 17.7 | -8.3 | 3.3 | 26.8 | 38.1 | 27.2 | 14.2 |
| Sharpe Ratio | NA | 0.59 | 0.27 | 0.06 | 0.25 | 0.14 | 0.06 | -0.28 | 0.05 | -0.71 | 0.52 | 0.84 | 0.94 | 0.03 | 1.21 | -0.43 | 0.17 | 1.98 | 3.12 | 0.05 | 0.11 |
| Draw Down(%) | NA | 12.3 | 12.3 | 23.9 | 32.6 | 39.3 | 55.5 | 10.3 | 17.8 | 27.2 | 16.8 | 39.3 | 15.9 | 22.1 | 12.7 | 19.7 | 19.4 | 6.0 | 4.3 | 55.5 | 53.7 |
| Standard Deviation(%) | NA | 20.7 | 19.8 | 20.0 | 21.5 | 22.9 | 176.4 | 17.0 | 18.3 | 30.2 | 18.6 | 39.8 | 18.5 | 19.0 | 14.1 | 20.0 | 19.5 | 13.6 | 12.2 | 565.6 | 648.0 |
| Treynor Ratio | NA | 0.17 | 0.07 | 0.01 | 0.05 | 0.03 | 0.14 | -0.08 | 0.01 | -0.18 | 0.11 | 0.29 | 0.17 | 0.01 | 0.2 | -0.09 | 0.03 | 0.34 | 0.44 | -0.13 | -0.12 |
| Alpha | NA | 0.07 | 0.07 | 0.01 | 0.02 | 0.0 | 0.65 | 0.03 | 0.03 | -0.05 | 0.02 | 0.11 | -0.01 | 0.01 | 0.02 | 0.0 | -0.03 | 0.02 | 0.01 | 6.8 | 9.3 |
| Beta | NA | 0.73 | 0.8 | 0.97 | 1.05 | 1.06 | 0.75 | 0.57 | 1.01 | 1.2 | 0.9 | 1.16 | 1.03 | 0.96 | 0.86 | 0.93 | 0.94 | 0.79 | 0.86 | -2.05 | -5.96 |
| RSquared | NA | 0.46 | 0.44 | 0.5 | 0.52 | 0.59 | 0.0 | 0.23 | 0.46 | 0.65 | 0.36 | 0.68 | 0.56 | 0.63 | 0.37 | 0.56 | 0.67 | 0.57 | 0.55 | 0.0 | 0.03 |
| Yield(%) | N/A | 0.0 | 0.2 | 0.2 | 0.3 | 0.6 | N/A | 0.4 | 0.2 | 0.1 | 0.2 | 0.3 | 2.7 | 0.3 | 0.3 | 0.3 | 1.0 | 2.9 | 1.3 | 4.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -38.2 | -70.0 | -62.5 | N/A | N/A | 68.7 | 25.6 | -23.8 | -6.2 | -86.8 | 700.8 | 54.5 | -8.7 | -73.0 | -57.8 | 212.6 | -84.6 | 30244.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2011
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