- Issuer
- iShares
- Inception Date
- Jun 15, 2020
- Category
- Health & Biotech Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- iShares S&P 500 Health Care Sector UCITS ETF USD (Acc)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
Share Price Chart
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Performance
IHCU.L Performance Chart
iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) (IHCU.L) is up 3.1% since the beginning of the year. IHCU.L is currently trading at £10 per share. Investors who bought £1,000 worth of IHCU.L shares 5 years ago would now be looking at an investment worth £1,355.
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Returns By Period
iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) (IHCU.L) has returned 3.10% so far this year and 20.87% over the past 12 months. Over the last ten years, IHCU.L has returned 9.36% per year, falling short of the S&P 500 Index benchmark, which averaged 13.06% annually.
iShares S&P 500 Health Care Sector UCITS ETF USD (Acc)
- 1D
- 0.45%
- 1M
- 4.09%
- 6M
- 1.95%
- YTD
- 3.10%
- 1Y
- 20.87%
- 3Y*
- 7.15%
- 5Y*
- 6.27%
- 10Y*
- 9.36%
Benchmark (S&P 500 Index)
- 1D
- -0.66%
- 1M
- -0.64%
- 6M
- 8.66%
- YTD
- 10.17%
- 1Y
- 19.99%
- 3Y*
- 17.60%
- 5Y*
- 12.23%
- 10Y*
- 13.06%
IHCU.L Monthly Returns History
Based on dividend-adjusted daily data since Nov 20, 2015, IHCU.L's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, an investment would double in approximately 9.1 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +10.8%, while the worst month was Nov 2015 at -33.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IHCU.L closed higher 52% of trading days. The best single day was Nov 16, 2023 with a return of +25.1%, while the worst single day was Nov 24, 2015 at -33.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.94% | 5.17% | -6.48% | -2.60% | 3.40% | 8.68% | -1.32% | 3.10% | |||||
| 2025 | 8.53% | -2.02% | -3.39% | -7.10% | -5.81% | 0.08% | 2.44% | 0.59% | 1.15% | 7.58% | 8.39% | -2.35% | 6.77% |
| 2024 | 3.72% | 3.54% | 2.22% | -4.16% | -0.16% | 3.82% | 1.06% | 1.32% | -3.44% | 0.47% | 1.07% | -5.05% | 3.96% |
| 2023 | -4.93% | -2.00% | -0.74% | 1.81% | -3.49% | 2.33% | -0.09% | 1.80% | 0.47% | -3.91% | 1.39% | 3.83% | -3.89% |
| 2022 | -7.44% | -0.24% | 9.14% | -0.34% | -0.42% | 0.78% | 2.94% | -0.35% | 3.14% | 4.27% | -1.59% | -0.40% | 8.99% |
| 2021 | 2.33% | -3.66% | 5.02% | 3.43% | -0.23% | 4.36% | 4.36% | 3.45% | -2.31% | 1.26% | 1.77% | 6.57% | 29.15% |
Benchmark Metrics
iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) has an annualized alpha of 3.49%, beta of 0.36, and R2 of 0.09 versus S&P 500 Index. Calculated based on daily prices since November 20, 2015.
- This ETF participated in 55.18% of S&P 500 Index downside but only 44.94% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.36 may look defensive, but with R2 of 0.09 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 0.09 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 3.49%
- Beta
- 0.36
- R²
- 0.09
- Upside Capture
- 44.94%
- Downside Capture
- 55.18%
Expense Ratio
IHCU.L has an expense ratio of 0.15%, which is considered low.
Return for Risk
Risk / Return Rank
IHCU.L ranks 44 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 iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) (IHCU.L) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IHCU.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.31 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.50 | -0.71 |
| Martin ratioReturn relative to average drawdown | 4.47 | 9.11 | -4.64 |
Dividends
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares S&P 500 Health Care Sector 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 S&P 500 Health Care Sector UCITS ETF USD (Acc) was 38.44%, occurring on Feb 11, 2016. Recovery took 626 trading sessions.
The current iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) drawdown is 4.34%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-38.44%Feb 2016 | 2mo 20d | 2y 5mo | 2y 8moNov 2015 - Aug 2018 | — |
-23.98%Aug 2025 | 1y 8mo | — | 2y 8moNov 2023 - now | — |
-17.88%Mar 2020 | 1mo 9d | 28d | 2mo 7dFeb 2020 - Apr 2020 | COVID crash2020 |
-14.30%Jul 2023 | 8mo 5d | 4mo 6d | 1y 6dNov 2022 - Nov 2023 | — |
-12.98%Dec 2018 | 19d | 6mo 11d | 7moDec 2018 - Jul 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| IHCU.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.44% | -37.07% | -1.37% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -8.03% | -3.51% |
Max Drawdown (3Y)Largest decline over 3 years | -23.98% | -22.15% | -1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -23.98% | -22.15% | -1.83% |
Max Drawdown (10Y)Largest decline over 10 years | -23.98% | -26.01% | +2.03% |
Current DrawdownCurrent decline from peak | -4.34% | -1.42% | -2.92% |
Average DrawdownAverage peak-to-trough decline | -9.78% | -5.29% | -4.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 2.20% | +2.43% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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