iShares Healthcare Innovation UCITS ETF (2B78.DE)
2B78.DE is a passive ETF by iShares tracking the investment results of the iSTOXX® FactSet Breakthrough Healthcare. 2B78.DE launched on Sep 8, 2016 and has a 0.40% expense ratio.
ETF Info
| ISIN | IE00BYZK4776 |
|---|---|
| WKN | A2ANH2 |
| Issuer | iShares |
| Inception Date | Sep 8, 2016 |
| Category | Health & Biotech Equities |
| Index Tracked | iSTOXX® FactSet Breakthrough Healthcare |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
2B78.DE has a high expense ratio of 0.40%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: 2B78.DE vs. IS3R.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Healthcare Innovation UCITS ETF, 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
iShares Healthcare Innovation UCITS ETF had a return of -0.31% year-to-date (YTD) and 0.76% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.31% | 5.21% |
| 1 month | -5.33% | -4.30% |
| 6 months | 16.54% | 18.42% |
| 1 year | 0.76% | 21.82% |
| 5 years (annualized) | 3.69% | 11.27% |
| 10 years (annualized) | N/A | 10.33% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.26% | 3.47% | 2.05% | |||||||||
| 2023 | -9.81% | 7.98% | 9.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 2B78.DE is 14, indicating that it is in the bottom 14% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
iShares Healthcare Innovation UCITS ETF(2B78.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Healthcare Innovation UCITS ETF (2B78.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 iShares Healthcare Innovation UCITS ETF. 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 iShares Healthcare Innovation UCITS ETF was 38.58%, occurring on Oct 30, 2023. The portfolio has not yet recovered.
The current iShares Healthcare Innovation UCITS ETF drawdown is 27.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.58% | Feb 16, 2021 | 694 | Oct 30, 2023 | — | — | — |
| -30.05% | Feb 20, 2020 | 20 | Mar 18, 2020 | 34 | May 8, 2020 | 54 |
| -18.51% | Oct 1, 2018 | 60 | Dec 27, 2018 | 264 | Jan 17, 2020 | 324 |
| -13.31% | Sep 29, 2016 | 26 | Nov 4, 2016 | 81 | Feb 28, 2017 | 107 |
| -9.34% | Jun 23, 2017 | 36 | Aug 11, 2017 | 38 | Oct 5, 2017 | 74 |
Volatility
Volatility Chart
The current iShares Healthcare Innovation UCITS ETF volatility is 4.71%, 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.