Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IXJ (iShares Global Healthcare ETF) | 1.74% | -7.22% | 2.98% | 5.20% | 6.34% | 10.97% | 8.22% | 7.19% |
Data as of 07/25/2025, AR inception is 11/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IXJ (iShares Global Healthcare ETF) | 11/26/2001 | 07/25/2025 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.87 | -7.22 | 2.98 | 5.20 | 6.34 | 10.97 | 8.22 | 7.19 | 1.74 | 0.55 | 3.62 | -4.94 | 19.60 | 12.75 | 23.21 | 2.83 | 20.44 | -6.03 | 5.98 | 17.29 | 35.78 | 17.71 | 10.78 | 1.85 | 17.59 | -20.75 | 3.72 | 10.47 | 6.81 | 3.98 | 19.01 | -17.93 | -2.47 |
| Sharpe Ratio | NA | -0.65 | -0.03 | 0.24 | 0.30 | NA | NA | 0.34 | 0.00 | -0.57 | -0.06 | -0.35 | 1.78 | 0.43 | 1.80 | 0.10 | 2.50 | -0.42 | 0.36 | 1.36 | 3.21 | 1.57 | 0.52 | 0.11 | 0.91 | -0.63 | 0.06 | 0.65 | 0.45 | 0.22 | 0.97 | -0.83 | -1.90 |
| Standard Deviation(%) | NA | 15.94 | 13.69 | 14.09 | 16.03 | NA | NA | 16.95 | 18.74 | 10.65 | 11.09 | 18.35 | 11.02 | 28.83 | 12.08 | 15.79 | 7.97 | 14.81 | 16.57 | 12.73 | 11.12 | 11.35 | 20.85 | 15.50 | 19.12 | 34.51 | 12.53 | 11.07 | 10.38 | 13.90 | 18.80 | 23.03 | 12.77 |
| Draw Down(%) | NA | 18.14 | 18.14 | 18.14 | 27.35 | NA | NA | 40.60 | 12.61 | 14.80 | 10.03 | 17.49 | 7.78 | 27.35 | 6.89 | 14.45 | 4.31 | 12.63 | 15.19 | 8.47 | 6.22 | 7.64 | 16.52 | 16.18 | 22.43 | 36.69 | 9.89 | 7.24 | 5.45 | 11.30 | 11.28 | 31.42 | 5.26 |
| Yield(%) | 0.00 | 0.65 | 1.18 | 1.37 | 1.87 | 3.87 | 3.16 | 2.82 | 0.00 | 1.47 | 1.41 | 1.11 | 1.33 | 1.41 | 1.74 | 2.10 | 1.72 | 1.63 | 2.93 | 1.60 | 1.98 | 2.58 | 2.33 | 2.17 | 2.24 | 1.76 | 1.74 | 0.92 | 0.75 | 0.76 | 0.88 | 0.50 | 0.03 |
Data as of 07/25/2025, AR inception is 11/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IXJ (iShares Global Healthcare ETF) |
-10.19%
Feb 2006 - Feb 2009 |
-4.36%
Feb 2004 - Feb 2009 |
2.71%
Dec 2001 - Dec 2011 |
6.13%
Dec 2001 - Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IXJ (iShares Global Healthcare ETF) |
26.90%
May 2012 - May 2015 |
22.86%
Feb 2009 - Feb 2014 |
14.97%
Feb 2009 - Feb 2019 |
13.26%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart