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
Nov 20, 2023
Global (Broad)
1x
No Index (Active)
Mid-Cap
Growth
Expense Ratio
HRTS has an expense ratio of 0.75%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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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
Tema Obesity & Cardiometabolic ETF had a return of -1.40% year-to-date (YTD) and -6.53% in the last 12 months.
HRTS
-1.40%
-3.41%
-13.37%
-6.53%
N/A
N/A
^GSPC (Benchmark)
-6.06%
-1.00%
-4.87%
8.34%
14.11%
10.27%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.40% | 1.15% | -4.71% | -2.95% | -1.40% | ||||||||
| 2024 | 2.17% | 8.17% | 1.03% | -8.54% | 2.11% | 4.45% | 2.73% | 3.18% | -4.92% | -2.89% | -0.40% | -9.87% | -4.30% |
| 2023 | 0.62% | 14.26% | 14.97% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HRTS is 7, meaning it’s performing worse than 93% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
Dividends
Dividend History
Tema Obesity & Cardiometabolic ETF provided a 1.65% dividend yield over the last twelve months, with an annual payout of $0.47 per share.
| Period | TTM | 2024 |
|---|---|---|
| Dividend | $0.47 | $0.47 |
Dividend yield | 1.65% | 1.63% |
Monthly Dividends
The table displays the monthly dividend distributions for Tema Obesity & Cardiometabolic ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2024 | $0.47 | $0.47 |
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 25.81%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current Tema Obesity & Cardiometabolic ETF drawdown is 19.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.81% | Jul 17, 2024 | 183 | Apr 8, 2025 | — | — | — |
| -11.72% | Mar 4, 2024 | 34 | Apr 19, 2024 | 56 | Jul 11, 2024 | 90 |
| -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 10.13%, 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.