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iShares U.S. Healthcare Providers ETF (IHF)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US4642888287

CUSIP

464288828

Issuer

iShares

Inception Date

May 5, 2006

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Dow Jones U.S. Select Health Care Providers Index

Asset Class

Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

IHF features an expense ratio of 0.43%, falling within the medium range.


Expense ratio chart for IHF: current value at 0.43% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.43%

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:
IHF vs. XLV IHF vs. IHI IHF vs. FXH IHF vs. VHT IHF vs. MDEV IHF vs. SCHD IHF vs. FHLC IHF vs. IVV IHF vs. VOO IHF vs. QQQ
Popular comparisons:
IHF vs. XLV IHF vs. IHI IHF vs. FXH IHF vs. VHT IHF vs. MDEV IHF vs. SCHD IHF vs. FHLC IHF vs. IVV IHF vs. VOO IHF vs. QQQ

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares U.S. Healthcare Providers ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-8.56%
7.36%
IHF (iShares U.S. Healthcare Providers ETF)
Benchmark (^GSPC)

Returns By Period

iShares U.S. Healthcare Providers ETF had a return of -9.02% year-to-date (YTD) and -6.84% in the last 12 months. Over the past 10 years, iShares U.S. Healthcare Providers ETF had an annualized return of 8.12%, while the S&P 500 had an annualized return of 11.10%, indicating that iShares U.S. Healthcare Providers ETF did not perform as well as the benchmark.


IHF

YTD

-9.02%

1M

-8.75%

6M

-8.35%

1Y

-6.84%

5Y*

4.30%

10Y*

8.12%

^GSPC (Benchmark)

YTD

24.66%

1M

0.49%

6M

8.64%

1Y

26.56%

5Y*

13.06%

10Y*

11.10%

Monthly Returns

The table below presents the monthly returns of IHF, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.05%1.94%3.17%-4.95%1.60%-0.42%7.57%3.62%-1.96%-8.97%5.12%-9.02%
2023-0.12%-4.36%-3.13%3.95%-4.79%4.60%2.67%-5.62%-0.34%0.83%2.72%3.21%-1.11%
2022-7.70%2.12%3.55%-6.04%-0.83%-3.03%8.28%-3.13%-4.40%8.30%0.93%-3.40%-6.63%
20212.23%-2.18%7.45%4.38%3.27%-1.75%0.81%-0.01%-4.53%8.96%-6.60%11.66%24.46%
2020-4.27%-6.64%-6.91%13.99%5.30%-3.45%5.85%0.89%-1.84%-0.52%12.25%4.25%17.67%
20199.25%-3.27%-3.76%-2.58%0.62%4.22%3.56%-5.24%-3.57%9.13%10.43%3.25%22.34%
20186.80%-3.59%-2.15%3.86%4.24%2.79%3.94%7.89%1.52%-4.67%4.99%-14.24%9.56%
20173.43%4.78%-1.21%2.50%1.88%6.16%-2.06%1.53%0.05%1.08%5.00%0.08%25.45%
2016-6.97%0.11%5.38%3.52%-0.74%1.69%0.90%-4.35%0.94%-5.47%7.93%-0.91%1.01%
20150.19%7.28%4.60%-3.40%7.79%3.20%-2.08%-5.53%-6.30%0.29%-0.88%1.08%5.26%
2014-0.37%3.50%2.84%-4.10%6.26%2.14%0.85%5.72%-2.48%6.39%1.67%2.47%27.19%
20136.05%0.01%5.66%2.64%5.15%1.56%4.57%-2.32%1.80%0.60%6.33%-0.03%36.58%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IHF is 3, meaning it’s performing worse than 97% 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.


The Risk-Adjusted Performance Rank of IHF is 33
Overall Rank
The Sharpe Ratio Rank of IHF is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of IHF is 44
Sortino Ratio Rank
The Omega Ratio Rank of IHF is 44
Omega Ratio Rank
The Calmar Ratio Rank of IHF is 22
Calmar Ratio Rank
The Martin Ratio Rank of IHF is 11
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares U.S. Healthcare Providers ETF (IHF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for IHF, currently valued at -0.52, compared to the broader market0.002.004.00-0.522.12
The chart of Sortino ratio for IHF, currently valued at -0.62, compared to the broader market-2.000.002.004.006.008.0010.00-0.622.83
The chart of Omega ratio for IHF, currently valued at 0.92, compared to the broader market0.501.001.502.002.503.000.921.39
The chart of Calmar ratio for IHF, currently valued at -0.43, compared to the broader market0.005.0010.0015.00-0.433.13
The chart of Martin ratio for IHF, currently valued at -1.55, compared to the broader market0.0020.0040.0060.0080.00100.00-1.5513.67
IHF
^GSPC

The current iShares U.S. Healthcare Providers ETF Sharpe ratio is -0.52. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of iShares U.S. Healthcare Providers ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.52
1.83
IHF (iShares U.S. Healthcare Providers ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares U.S. Healthcare Providers ETF provided a 0.87% dividend yield over the last twelve months, with an annual payout of $0.41 per share.


0.00%1.00%2.00%3.00%4.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.4020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.41$0.42$0.68$0.33$0.25$0.23$1.32$0.06$0.06$0.05$0.04$0.04

Dividend yield

0.87%0.79%1.27%0.56%0.53%0.58%4.01%0.19%0.25%0.20%0.18%0.23%

Monthly Dividends

The table displays the monthly dividend distributions for iShares U.S. Healthcare Providers ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.11$0.00$0.00$0.03$0.00$0.00$0.17$0.00$0.00$0.11$0.41
2023$0.00$0.00$0.10$0.00$0.00$0.02$0.00$0.00$0.19$0.00$0.00$0.10$0.42
2022$0.00$0.00$0.09$0.00$0.00$0.03$0.00$0.00$0.13$0.00$0.00$0.43$0.68
2021$0.00$0.00$0.08$0.00$0.00$0.03$0.00$0.00$0.14$0.00$0.00$0.07$0.33
2020$0.00$0.00$0.06$0.00$0.00$0.03$0.00$0.00$0.10$0.00$0.00$0.06$0.25
2019$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.10$0.00$0.00$0.08$0.23
2018$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$1.26$1.32
2017$0.00$0.00$0.01$0.00$0.00$0.02$0.00$0.00$0.01$0.00$0.00$0.02$0.06
2016$0.00$0.00$0.01$0.00$0.00$0.02$0.00$0.00$0.01$0.00$0.00$0.02$0.06
2015$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.03$0.05
2014$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.02$0.04
2013$0.01$0.00$0.00$0.01$0.00$0.00$0.02$0.00$0.00$0.01$0.04

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.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-18.77%
-3.66%
IHF (iShares U.S. Healthcare Providers ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares U.S. Healthcare Providers 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 iShares U.S. Healthcare Providers ETF was 58.82%, occurring on Nov 20, 2008. Recovery took 612 trading sessions.

The current iShares U.S. Healthcare Providers ETF drawdown is 18.77%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.82%Dec 27, 2007229Nov 20, 2008612Apr 28, 2011841
-35.23%Feb 20, 202023Mar 23, 2020138Oct 7, 2020161
-27.2%May 20, 201194Oct 3, 2011125Apr 2, 2012219
-26.33%Jun 26, 2015156Feb 8, 2016339Jun 13, 2017495
-22.2%Dec 4, 201892Apr 17, 2019153Nov 22, 2019245

Volatility

Volatility Chart

The current iShares U.S. Healthcare Providers ETF volatility is 6.35%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
6.35%
3.62%
IHF (iShares U.S. Healthcare Providers ETF)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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