Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XHE (SPDR S&P Health Care Equipment ETF) | -7.75% | -1.94% | -1.93% | -1.88% | 6.54% | NA | NA | 9.71% |
Data as of 07/01/2025, AR inception is 01/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHE (SPDR S&P Health Care Equipment ETF) | 01/27/2011 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | -1.94 | -1.93 | -1.88 | 6.54 | NA | NA | 9.71 | -7.75 | 5.10 | -6.23 | -23.34 | 3.04 | 32.91 | 22.31 | 8.90 | 30.51 | 11.78 | 9.84 | 15.97 | 39.45 | 12.89 | -1.57 |
| Sharpe Ratio | NA | -0.31 | -0.25 | -0.13 | 0.21 | NA | NA | 0.39 | -0.78 | -0.08 | -0.48 | -0.73 | 0.15 | 1.01 | 1.16 | 0.37 | 2.42 | 0.63 | 0.58 | 1.04 | 3.48 | 0.83 | -0.07 |
| Standard Deviation(%) | NA | 22.13 | 23.40 | 24.19 | 22.82 | NA | NA | 21.27 | 25.73 | 18.87 | 22.00 | 34.19 | 19.80 | 32.36 | 18.07 | 20.68 | 12.39 | 18.36 | 17.06 | 15.38 | 11.32 | 15.67 | 25.76 |
| Draw Down(%) | NA | 24.43 | 35.83 | 49.92 | 49.92 | NA | NA | 49.92 | 24.43 | 7.85 | 34.03 | 33.73 | 17.09 | 34.17 | 11.61 | 27.37 | 4.99 | 16.89 | 14.51 | 9.24 | 4.42 | 10.41 | 22.05 |
| Yield(%) | 0.00 | 0.04 | 0.03 | 0.02 | 0.83 | 1.42 | 1.06 | 1.52 | 0.00 | 0.04 | 0.03 | 0.03 | 0.00 | 0.00 | 0.07 | 0.10 | 1.00 | 0.20 | 7.31 | 2.12 | 0.25 | 1.70 | 0.44 |
Data as of 07/01/2025, AR inception is 01/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHE (SPDR S&P Health Care Equipment ETF) |
-13.24%
Apr 2021 - Apr 2024 |
-2.46%
Oct 2018 - Oct 2023 |
6.43%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHE (SPDR S&P Health Care Equipment ETF) |
29.97%
Sep 2015 - Sep 2018 |
25.04%
Jan 2016 - Jan 2021 |
19.65%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart