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
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Returns By Period
Tema Obesity & Cardiometabolic ETF (HRTS) returned -3.84% year-to-date (YTD) and -13.78% over the past 12 months.
HRTS
-3.84%
0.25%
-7.32%
-13.78%
N/A
N/A
N/A
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
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% | -0.44% | -4.93% | -3.84% | |||||||
| 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 2, meaning it’s performing worse than 98% 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.
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Dividends
Dividend History
Tema Obesity & Cardiometabolic ETF provided a 1.69% 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 | 1.69% | 1.62% |
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 | $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.
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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 21.54%.
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 chart below shows the rolling one-month volatility.
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