S&P 500 Health Care Index (^SPXHC)
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: ^SPXHC vs. IUIT.L, ^SPXHC vs. IVV, ^SPXHC vs. VHT
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in S&P 500 Health Care Index, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
S&P 500 Health Care Index had a return of 9.16% year-to-date (YTD) and 9.75% in the last 12 months. Over the past 10 years, S&P 500 Health Care Index had an annualized return of 9.29%, while the S&P 500 had an annualized return of 10.58%, indicating that S&P 500 Health Care Index did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.16% | 13.20% |
| 1 month | 1.49% | -1.28% |
| 6 months | 7.65% | 10.32% |
| 1 year | 9.75% | 18.23% |
| 5 years (annualized) | 10.32% | 12.31% |
| 10 years (annualized) | 9.29% | 10.58% |
Monthly Returns
The table below presents the monthly returns of ^SPXHC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.84% | 3.11% | 2.23% | -5.19% | 2.23% | 1.76% | 9.16% | ||||||
| 2023 | -2.03% | -4.72% | 2.06% | 2.96% | -4.44% | 4.19% | 0.85% | -0.80% | -3.10% | -3.33% | 5.23% | 4.14% | 0.30% |
| 2022 | -6.90% | -1.13% | 5.39% | -4.79% | 1.28% | -2.84% | 3.18% | -5.88% | -2.74% | 9.59% | 4.66% | -2.05% | -3.55% |
| 2021 | 1.28% | -2.21% | 3.74% | 3.87% | 1.74% | 2.19% | 4.74% | 2.28% | -5.70% | 5.08% | -3.13% | 8.84% | 24.16% |
| 2020 | -2.88% | -6.79% | -3.98% | 12.50% | 3.11% | -2.53% | 5.20% | 2.55% | -2.29% | -3.79% | 7.77% | 3.74% | 11.43% |
| 2019 | 4.66% | 1.04% | 0.35% | -2.74% | -2.55% | 6.50% | -1.72% | -0.69% | -0.32% | 5.00% | 4.85% | 3.44% | 18.68% |
| 2018 | 6.56% | -4.63% | -3.21% | 1.12% | 0.02% | 1.51% | 6.48% | 4.18% | 2.80% | -6.78% | 6.83% | -8.72% | 4.69% |
| 2017 | 2.15% | 6.21% | -0.56% | 1.46% | 0.61% | 4.49% | 0.67% | 1.64% | 0.86% | -0.84% | 2.70% | -0.76% | 20.00% |
| 2016 | -7.65% | -0.71% | 2.59% | 2.87% | 1.99% | 0.86% | 4.86% | -3.51% | -0.65% | -6.60% | 1.72% | 0.60% | -4.36% |
| 2015 | 1.17% | 4.13% | 0.76% | -1.41% | 4.33% | -0.41% | 2.73% | -8.05% | -5.83% | 7.69% | -0.60% | 1.61% | 5.21% |
| 2014 | 0.87% | 5.95% | -1.38% | -0.60% | 2.57% | 2.07% | -0.02% | 4.72% | 0.32% | 5.26% | 3.18% | -1.45% | 23.30% |
| 2013 | 7.26% | 1.12% | 6.24% | 2.79% | 1.40% | -0.86% | 7.09% | -3.63% | 3.03% | 4.20% | 4.49% | 0.66% | 38.74% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^SPXHC is 54, suggesting that the investment has average results relative to other indices in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for S&P 500 Health Care Index (^SPXHC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the S&P 500 Health Care Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the S&P 500 Health Care Index was 43.18%, occurring on Mar 5, 2009. Recovery took 870 trading sessions.
The current S&P 500 Health Care Index drawdown is 1.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.18% | Dec 29, 2000 | 2051 | Mar 5, 2009 | 870 | Jul 17, 2012 | 2921 |
| -38.57% | Jan 10, 1992 | 403 | Aug 12, 1993 | 494 | Jul 27, 1995 | 897 |
| -29.52% | Apr 13, 1999 | 229 | Mar 7, 2000 | 83 | Jul 5, 2000 | 312 |
| -28.59% | Jan 23, 2020 | 42 | Mar 23, 2020 | 81 | Jul 17, 2020 | 123 |
| -17.85% | Jul 21, 2015 | 143 | Feb 11, 2016 | 329 | Jun 2, 2017 | 472 |
Volatility
Volatility Chart
The current S&P 500 Health Care Index volatility is 3.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.