Tema Obesity & Cardiometabolic ETF (HRTS)
HRTS is an actively managed ETF by Tema. HRTS launched on Nov 20, 2023 and has a 0.75% expense ratio.
ETF Info
| Issuer | Tema |
|---|---|
| Inception Date | Nov 20, 2023 |
| Region | Global (Broad) |
| Category | Health & Biotech Equities |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
HRTS features an expense ratio of 0.75%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: HRTS vs. THRN, HRTS vs. XLV, HRTS vs. IYH, HRTS vs. VOO, HRTS vs. AIRR, HRTS vs. SCHD
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Tema Obesity & Cardiometabolic 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
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.26% | 17.79% |
| 1 month | 0.20% | 0.18% |
| 6 months | 3.83% | 7.53% |
| 1 year | N/A | 26.42% |
| 5 years (annualized) | N/A | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of HRTS, 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 | 2.17% | 8.17% | 1.03% | -8.54% | 2.11% | 4.45% | 2.73% | 3.18% | 13.26% | ||||
| 2023 | 0.62% | 14.26% | 14.97% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Tema Obesity & Cardiometabolic ETF (HRTS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Not enough dataDividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Tema Obesity & Cardiometabolic 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 Tema Obesity & Cardiometabolic ETF was 11.72%, occurring on Apr 19, 2024. Recovery took 56 trading sessions.
The current Tema Obesity & Cardiometabolic ETF drawdown is 3.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.72% | Mar 4, 2024 | 34 | Apr 19, 2024 | 56 | Jul 11, 2024 | 90 |
| -10.72% | Jul 17, 2024 | 16 | Aug 7, 2024 | — | — | — |
| -3.35% | Jan 10, 2024 | 6 | Jan 18, 2024 | 7 | Jan 29, 2024 | 13 |
| -2.72% | Feb 13, 2024 | 1 | Feb 13, 2024 | 8 | Feb 26, 2024 | 9 |
| -2.56% | Feb 28, 2024 | 2 | Feb 29, 2024 | 1 | Mar 1, 2024 | 3 |
Volatility
Volatility Chart
The current Tema Obesity & Cardiometabolic ETF volatility is 4.30%, 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.