Find A Portfolio/Ticker
Comparison Box
XHS: SPDR® S&P Health Care Services ETF (ETF)
Basic Info 109.32 1.21(1.12%) May 14
| Asset Class: | Health |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 09/29/2011 |
| Last Dividend Date: | 03/22/2021 |
| 12-Mo. Yield | 0.22% |
| Expenses | 0.35% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/14/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.9 | 13.0 | 78.6 | 18.7 | 15.2 | 18.6 | 33.7 | 18.8 | 2.0 | 17.7 | -8.3 | 3.3 | 26.8 | 38.1 | 26.9 | 14.2 |
| SR | NA | 1.94 | 3.4 | 0.64 | 0.61 | 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 | 11.8 | 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 | 20.5 | 23.1 | 27.7 | 23.8 | 210.3 | 39.8 | 18.5 | 19.0 | 14.1 | 20.0 | 19.5 | 13.6 | 12.2 | 565.6 | 648.0 |
| TR | NA | 0.34 | 0.75 | 0.15 | 0.13 | 0.29 | 0.27 | 0.17 | 0.01 | 0.2 | -0.09 | 0.03 | 0.34 | 0.44 | -0.13 | -0.12 |
| Alpha(%) | NA | 0.08 | 0.17 | 0.02 | 0.02 | 0.94 | 0.07 | -0.01 | 0.01 | 0.02 | 0.0 | -0.03 | 0.02 | 0.01 | 6.8 | 9.3 |
| Beta(%) | NA | 1.16 | 1.05 | 1.17 | 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 | 0.48 | 0.48 | 0.69 | 0.64 | 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
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
- FSMEX (Fidelity Select Medical Equip & Systems) 1.08% (91%)
- FSHCX (Fidelity Select Medical Delivery Port) 0.29% (78%)
- SHSSX (BlackRock Health Sciences Opps Inst) 0.77% (77%)
- PRHSX (T. Rowe Price Health Sciences) 1.43% (76%)
- FSPHX (Fidelity Select Health Care) 1.22% (75%)
- SHSAX (BlackRock Health Sciences Opps Inv A) 0.78% (73%)
- JFNIX (Janus Global Life Sciences I) 1.42% (70%)
- AHSAX (Alger Health Sciences A) 2.07% (69%)
- FHCIX (Fidelity Advisor Health Care I) 1.21% (65%)
- VHCIX (Vanguard Health Care Index Adm) 0.80% (65%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- PTH (PowerShares DWA Healthcare Momentum ETF) 3.77% (91%)
- IHI (iShares US Medical Devices) 1.01% (88%)
- XHE (SPDR® S&P Health Care Equipment ETF) 1.68% (87%)
- XHS (SPDR® S&P Health Care Services ETF) 1.12% (83%)
- PSCH (PowerShares S&P SmallCap Health Care ETF) 1.74% (82%)
- IHF (iShares US Healthcare Providers) 0.49% (81%)
- RYH (Guggenheim S&P 500 Eq Weight HC ETF) 0.59% (66%)
- VHT (Vanguard Health Care ETF) 0.80% (65%)
- FXH (First Trust Health Care AlphaDEX ETF) 1.11% (63%)
Best Closed End Funds
- BME (BlackRock Health Sciences) 0.75% (70%)
- GRX (Gabelli Healthcare & Wellness Trust) 0.31% (58%)
- HQH (H&Q Healthcare Investors) 1.56% (32%)
- HQL (H&Q Life Sciences Investors) 1.41% (29%)
Latest Articles Related to XHS
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments