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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.
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Returns By Period
Tema Obesity & Cardiometabolic ETF (HRTS) has returned -4.55% so far this year and 16.44% over the past 12 months.
Tema Obesity & Cardiometabolic ETF
- 1D
- 2.94%
- 1M
- -6.67%
- YTD
- -4.55%
- 6M
- 10.36%
- 1Y
- 16.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Nov 21, 2023, HRTS's average daily return is +0.05%, while the average monthly return is +1.05%. At this rate, your investment would double in approximately 5.5 years.
Historically, 62% of months were positive and 38% were negative. The best month was Dec 2023 with a return of +14.3%, while the worst month was Dec 2024 at -9.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, HRTS closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +4.4%, while the worst single day was Apr 4, 2025 at -6.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.80% | 1.46% | -6.67% | -4.55% | |||||||||
| 2025 | 5.40% | 1.15% | -4.71% | -0.44% | -4.86% | 2.88% | -2.55% | 6.14% | 4.69% | 5.27% | 10.16% | -0.30% | 23.93% |
| 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% |
Benchmark Metrics
Tema Obesity & Cardiometabolic ETF has an annualized alpha of 1.50%, beta of 0.69, and R² of 0.31 versus S&P 500 Index. Calculated based on daily prices since November 22, 2023.
- This ETF participated in 136.75% of S&P 500 Index downside but only 100.11% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.69 may look defensive, but with R² of 0.31 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R² of 0.31 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 1.50%
- Beta
- 0.69
- R²
- 0.31
- Upside Capture
- 100.11%
- Downside Capture
- 136.75%
Expense Ratio
HRTS has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
HRTS ranks 45 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Tema Obesity & Cardiometabolic ETF (HRTS) and compare them to a chosen benchmark (S&P 500 Index).
| HRTS | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.90 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.39 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.21 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.40 | +0.04 |
Martin ratioReturn relative to average drawdown | 4.11 | 6.61 | -2.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore HRTS risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Tema Obesity & Cardiometabolic ETF provided a 1.40% dividend yield over the last twelve months, with an annual payout of $0.47 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $0.47 | $0.47 | $0.47 |
Dividend yield | 1.40% | 1.34% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.47 |
| 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. Recovery took 160 trading sessions.
The current Tema Obesity & Cardiometabolic ETF drawdown is 8.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.81% | Jul 17, 2024 | 183 | Apr 8, 2025 | 160 | Nov 25, 2025 | 343 |
| -11.72% | Mar 4, 2024 | 34 | Apr 19, 2024 | 56 | Jul 11, 2024 | 90 |
| -11.01% | Jan 8, 2026 | 55 | Mar 27, 2026 | — | — | — |
| -4.13% | Nov 28, 2025 | 8 | Dec 9, 2025 | 11 | Dec 24, 2025 | 19 |
| -3.35% | Jan 10, 2024 | 6 | Jan 18, 2024 | 7 | Jan 29, 2024 | 13 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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