Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHS (SPDR S&P Health Care Services ETF) | 9.18% | 19.97% | 9.43% | 0.78% | 7.61% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHS (SPDR S&P Health Care Services ETF) | 09/29/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | 19.97 | 9.43 | 0.78 | 7.61 | NA | NA | … | … | 9.18 | 18.84 | 1.76 | 5.15 | -19.87 | 9.77 | 33.66 | 18.76 | 1.96 | 17.65 | -8.32 | 3.25 | 26.80 | 38.07 | 27.21 | 14.24 |
| Sharpe Ratio | NA | 0.98 | 0.35 | -0.07 | 0.27 | NA | NA | … | … | 1.13 | 0.83 | -0.11 | 0.08 | -0.71 | 0.52 | 0.84 | 0.94 | 0.03 | 1.21 | -0.43 | 0.17 | 1.98 | 3.12 | 0.05 | 0.11 |
| Standard Deviation(%) | NA | 17.73 | 17.85 | 21.11 | 22.47 | NA | NA | … | … | 17.84 | 19.29 | 17.03 | 18.32 | 30.19 | 18.61 | 39.76 | 18.48 | 19.01 | 14.14 | 19.96 | 19.50 | 13.56 | 12.20 | 565.59 | 648.04 |
| Draw Down(%) | NA | 11.99 | 17.81 | 32.61 | 39.32 | NA | NA | … | … | 11.99 | 14.47 | 10.31 | 17.81 | 27.16 | 16.84 | 39.32 | 15.91 | 22.08 | 12.68 | 19.70 | 19.39 | 5.98 | 4.34 | 55.54 | 53.66 |
| Yield(%) | 0.00 | 0.29 | 0.31 | 0.21 | 0.62 | 2.34 | 1.76 | … | … | 0.04 | 0.32 | 0.38 | 0.24 | 0.15 | 0.22 | 0.31 | 2.72 | 0.34 | 0.26 | 0.26 | 0.99 | 2.91 | 1.25 | 4.83 | 0.04 |
Data as of 06/05/2026, Common starting date is 09/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHS (SPDR S&P Health Care Services ETF) |
-7.48%
Jun 2021 – Jun 2024 |
-0.95%
Mar 2021 – Mar 2026 |
3.75%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHS (SPDR S&P Health Care Services ETF) |
33.53%
Jul 2012 – Jul 2015 |
18.63%
Jun 2012 – Jun 2017 |
15.99%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart