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Performance
^SPXHC Performance Chart
S&P 500 Health Care Index (^SPXHC) is down 2.1% since the beginning of the year. ^SPXHC is currently trading at $1,768 per share. Investors who bought $1,000 worth of ^SPXHC shares 5 years ago would now be looking at an investment worth $1,244.
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Returns By Period
S&P 500 Health Care Index (^SPXHC) has returned -2.08% so far this year and 14.81% over the past 12 months. Over the last ten years, ^SPXHC has returned 7.75% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
S&P 500 Health Care Index
- 1D
- 3.16%
- 1M
- 1.35%
- YTD
- -2.08%
- 6M
- -1.81%
- 1Y
- 14.81%
- 3Y*
- 5.13%
- 5Y*
- 4.47%
- 10Y*
- 7.75%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
^SPXHC Monthly Returns History
Based on dividend-adjusted daily data since Dec 5, 2001, ^SPXHC's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +12.5%, while the worst month was Feb 2009 at -12.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.
On a daily basis, ^SPXHC closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +12.4%, while the worst single day was Mar 16, 2020 at -10.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.18% | 3.42% | -8.26% | -0.58% | 2.31% | 1.64% | -2.08% | ||||||
| 2025 | 6.61% | 1.37% | -1.85% | -3.83% | -5.72% | 1.88% | -3.44% | 5.25% | 1.62% | 3.45% | 9.14% | -1.51% | 12.53% |
| 2024 | 2.84% | 3.11% | 2.23% | -5.19% | 2.23% | 1.76% | 2.49% | 4.99% | -1.82% | -4.73% | 0.13% | -6.36% | 0.90% |
| 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% |
Benchmark Metrics
S&P 500 Health Care Index has an annualized alpha of 0.50%, beta of 0.74, and R2 of 0.67 versus S&P 500 Index. Calculated based on daily prices since December 05, 2001.
- This index participated in 79.12% of S&P 500 Index downside but only 72.78% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.50%
- Beta
- 0.74
- R²
- 0.67
- Upside Capture
- 72.78%
- Downside Capture
- 79.12%
Return for Risk
Risk / Return Rank
^SPXHC ranks 34 for risk / return — below 34% of indices on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for S&P 500 Health Care Index (^SPXHC) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ^SPXHC | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -1.23 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.37 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.32 | 2.78 | -1.47 |
| Martin ratioReturn relative to average drawdown | 3.16 | 12.44 | -9.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 40.78%, occurring on Mar 5, 2009. Recovery took 764 trading sessions.
The current S&P 500 Health Care Index drawdown is 5.15%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -40.78%Mar 2009 | 1y 10mo | 3y 11d | 4y 10moMay 2007 - Mar 2012 |
Dot-com crash2000–2002 | -35.40%Jul 2002 | 7mo 20d | 4y 5mo | 5y 1moDec 2001 - Jan 2007 |
COVID crash2020 | -28.59%Mar 2020 | 2mo | 3mo 26d | 5mo 26dJan 2020 - Jul 2020 |
2025 selloff2025 | -18.01%May 2025 | 8mo 13d | 6mo 15d | 1y 2moSep 2024 - Nov 2025 |
2016 correction2016 | -17.85%Feb 2016 | 6mo 25d | 1y 3mo | 1y 10moJul 2015 - Jun 2017 |
Drawdown Indicators
| ^SPXHC | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.78% | -56.78% | +16.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -9.10% | -1.65% |
Max Drawdown (3Y)Largest decline over 3 years | -18.01% | -18.90% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -18.01% | -25.43% | +7.42% |
Max Drawdown (10Y)Largest decline over 10 years | -28.59% | -33.92% | +5.33% |
Current DrawdownCurrent decline from peak | -5.15% | -1.80% | -3.35% |
Average DrawdownAverage peak-to-trough decline | -8.35% | -10.71% | +2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 2.03% | +2.44% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with ^SPXHC
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