iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL.L)
HEAL.L is a passive ETF by iShares tracking the investment results of the MSCI World/Health Care NR USD. HEAL.L launched on Sep 8, 2016 and has a 0.40% expense ratio.
ETF Info
| ISIN | IE00BYZK4776 |
|---|---|
| Issuer | iShares |
| Inception Date | Sep 8, 2016 |
| Category | Health & Biotech Equities |
| Index Tracked | MSCI World/Health Care NR USD |
| Asset Class | Equity |
Expense Ratio
HEAL.L has a high expense ratio of 0.40%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Healthcare Innovation UCITS ETF USD (Acc), 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 USD (Acc) had a return of -0.70% year-to-date (YTD) and -0.66% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.70% | 9.47% |
| 1 month | 1.70% | 1.91% |
| 6 months | 18.99% | 18.36% |
| 1 year | -0.66% | 26.61% |
| 5 years (annualized) | 4.11% | 12.90% |
| 10 years (annualized) | N/A | 10.79% |
Monthly Returns
The table below presents the monthly returns of HEAL.L, 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 | -2.45% | 3.33% | 2.07% | -6.48% | -0.70% | ||||||||
| 2023 | 3.88% | -4.10% | 0.67% | 1.47% | -1.46% | 1.94% | 2.41% | -4.05% | -7.96% | -9.97% | 11.48% | 11.13% | 3.11% |
| 2022 | -16.10% | 0.28% | 2.52% | -10.96% | -4.21% | -0.84% | 7.14% | -4.60% | -3.90% | 3.81% | 3.77% | -2.08% | -24.42% |
| 2021 | 2.40% | -3.27% | -4.76% | 7.31% | -3.02% | 5.05% | -2.45% | 1.55% | -4.37% | -0.57% | -7.08% | 4.14% | -6.00% |
| 2020 | -2.23% | -5.74% | -2.76% | 13.51% | 7.80% | 3.70% | 6.55% | 2.07% | 3.78% | -0.55% | 9.76% | 9.96% | 54.05% |
| 2019 | 7.13% | 3.42% | -0.36% | -4.40% | -3.93% | 5.10% | 1.74% | -7.99% | -4.28% | 5.29% | 8.98% | 2.63% | 12.43% |
| 2018 | 13.40% | -3.85% | 1.45% | -3.34% | 1.79% | -2.02% | 0.95% | 5.66% | 3.05% | -14.50% | 4.46% | -7.78% | -3.45% |
| 2017 | 1.60% | 6.67% | 0.54% | 2.72% | 1.82% | 4.38% | -0.90% | 3.58% | 0.84% | 4.06% | 3.34% | 2.65% | 35.92% |
| 2016 | 2.77% | -9.99% | 0.25% | -0.70% | -7.91% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HEAL.L is 9, indicating that it is in the bottom 9% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
HEAL.L (iShares Healthcare Innovation UCITS ETF USD (Acc))
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL.L) 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 USD (Acc). 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 USD (Acc) was 46.43%, occurring on Oct 30, 2023. The portfolio has not yet recovered.
The current iShares Healthcare Innovation UCITS ETF USD (Acc) drawdown is 33.97%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.43% | Feb 16, 2021 | 680 | Oct 30, 2023 | — | — | — |
| -31.53% | Sep 28, 2018 | 373 | Mar 18, 2020 | 36 | May 12, 2020 | 409 |
| -13.73% | Sep 26, 2016 | 30 | Nov 4, 2016 | 130 | May 15, 2017 | 160 |
| -10.15% | Jan 30, 2018 | 9 | Feb 9, 2018 | 152 | Sep 18, 2018 | 161 |
| -6.59% | Oct 15, 2020 | 13 | Nov 2, 2020 | 2 | Nov 4, 2020 | 15 |
Volatility
Volatility Chart
The current iShares Healthcare Innovation UCITS ETF USD (Acc) volatility is 5.11%, 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.