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IQ Healthy Hearts ETF (HART)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS45409B3217
CUSIP45409B321
IssuerNew York Life
Inception DateJan 14, 2021
RegionGlobal (Broad)
CategoryHealth & Biotech Equities
Index TrackedIQ Candriam Healthy Hearts Index
Home Pagewww.newyorklifeinvestments.com
Asset ClassEquity

Expense Ratio

The IQ Healthy Hearts ETF has a high expense ratio of 0.45%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.45%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with HART

IQ Healthy Hearts ETF

Popular comparisons: HART vs. PSI, HART vs. SCHD, HART vs. BTC-USD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in IQ Healthy Hearts ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%OctoberNovemberDecember2024FebruaryMarch
25.22%
38.28%
HART (IQ Healthy Hearts ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

IQ Healthy Hearts ETF had a return of 4.52% year-to-date (YTD) and 15.16% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date4.52%10.04%
1 month1.01%3.53%
6 months12.38%22.79%
1 year15.16%32.16%
5 years (annualized)N/A13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.16%2.39%
2023-1.58%-3.91%-2.89%6.30%3.43%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for IQ Healthy Hearts ETF (HART) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
HART
IQ Healthy Hearts ETF
1.46
^GSPC
S&P 500
2.76

Sharpe Ratio

The current IQ Healthy Hearts ETF Sharpe ratio is 1.46. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.46
2.76
HART (IQ Healthy Hearts ETF)
Benchmark (^GSPC)

Dividends

Dividend History

IQ Healthy Hearts ETF granted a 1.15% dividend yield in the last twelve months. The annual payout for that period amounted to $0.35 per share.


PeriodTTM202320222021
Dividend$0.35$0.35$0.34$0.29

Dividend yield

1.15%1.20%1.27%0.98%

Monthly Dividends

The table displays the monthly dividend distributions for IQ Healthy Hearts ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.12$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.06
2022$0.00$0.00$0.12$0.00$0.00$0.10$0.00$0.00$0.06$0.00$0.00$0.06
2021$0.09$0.00$0.00$0.11$0.00$0.00$0.05$0.00$0.00$0.03

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
HART (IQ Healthy Hearts ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the IQ Healthy Hearts 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 IQ Healthy Hearts ETF was 17.40%, occurring on Sep 30, 2022. Recovery took 201 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-17.4%Nov 5, 2021227Sep 30, 2022201Jul 21, 2023428
-10.19%Jul 24, 202369Oct 27, 202341Dec 27, 2023110
-6.46%Sep 3, 202127Oct 12, 202116Nov 3, 202143
-4.66%Feb 16, 202113Mar 4, 202124Apr 8, 202137
-3.07%Jan 27, 20213Jan 29, 202110Feb 12, 202113

Volatility

Volatility Chart

The current IQ Healthy Hearts ETF volatility is 2.53%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%OctoberNovemberDecember2024FebruaryMarch
2.53%
2.82%
HART (IQ Healthy Hearts ETF)
Benchmark (^GSPC)