Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IHF (iShares U.S. Healthcare Providers ETF) | 1.38% | -5.41% | -0.63% | 5.62% | 6.49% | 12.62% | NA | 9.56% |
Data as of 06/30/2025, AR inception is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHF (iShares U.S. Healthcare Providers ETF) | 05/05/2006 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.27 | -5.41 | -0.63 | 5.62 | 6.49 | 12.62 | NA | 9.56 | 1.38 | -7.91 | -0.73 | -6.63 | 24.46 | 17.67 | 22.35 | 9.58 | 25.45 | 1.01 | 5.26 | 27.19 | 36.58 | 17.38 | 9.40 | 11.47 | 35.44 | -43.46 | 18.14 | 11.16 |
| Sharpe Ratio | NA | -0.48 | -0.27 | 0.22 | 0.23 | NA | NA | 0.38 | -0.08 | -0.92 | -0.33 | -0.37 | 1.59 | 0.44 | 1.08 | 0.48 | 2.15 | 0.04 | 0.26 | 1.94 | 2.80 | 1.13 | 0.35 | 0.59 | 1.09 | -1.13 | 1.15 | 0.91 |
| Standard Deviation(%) | NA | 21.33 | 17.91 | 18.32 | 21.08 | NA | NA | 21.90 | 24.44 | 15.75 | 15.33 | 21.78 | 15.32 | 39.43 | 19.30 | 17.41 | 11.59 | 17.90 | 20.19 | 14.02 | 13.06 | 15.52 | 26.57 | 19.24 | 32.51 | 39.07 | 13.19 | 15.52 |
| Draw Down(%) | NA | 20.84 | 20.84 | 20.84 | 35.23 | NA | NA | 58.82 | 15.38 | 18.77 | 9.61 | 19.05 | 8.56 | 35.23 | 18.48 | 19.67 | 5.71 | 14.10 | 18.93 | 7.68 | 4.68 | 12.50 | 27.20 | 17.88 | 31.18 | 58.77 | 9.12 | 11.20 |
| Yield(%) | 0.00 | 0.54 | 0.82 | 0.96 | 1.28 | 2.86 | 2.10 | 2.21 | 0.00 | 0.15 | 1.17 | 1.17 | 0.70 | 0.63 | 0.71 | 4.18 | 0.24 | 0.26 | 0.21 | 0.23 | 0.32 | 1.05 | 0.15 | 0.20 | 0.00 | 0.00 | 1.58 | 0.00 |
Data as of 06/30/2025, AR inception is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHF (iShares U.S. Healthcare Providers ETF) |
-8.95%
Aug 2007 - Aug 2010 |
-0.32%
Sep 2006 - Sep 2011 |
6.56%
May 2015 - May 2025 |
10.80%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHF (iShares U.S. Healthcare Providers ETF) |
32.01%
May 2012 - May 2015 |
26.50%
Feb 2009 - Feb 2014 |
20.66%
Nov 2008 - Nov 2018 |
16.42%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart