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iShares Global Healthcare ETF (IXJ)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US4642873255

CUSIP

464287325

Issuer

iShares

Inception Date

Nov 13, 2001

Region

Developed Markets (Broad)

Leveraged

1x

Index Tracked

S&P Global Healthcare Sector Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

IXJ features an expense ratio of 0.46%, falling within the medium range.


Expense ratio chart for IXJ: current value at 0.46% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.46%

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:
IXJ vs. XLV IXJ vs. VHT IXJ vs. IHI IXJ vs. IVV IXJ vs. FHLC IXJ vs. XT IXJ vs. QQQ IXJ vs. SPY IXJ vs. VTV IXJ vs. EPI
Popular comparisons:
IXJ vs. XLV IXJ vs. VHT IXJ vs. IHI IXJ vs. IVV IXJ vs. FHLC IXJ vs. XT IXJ vs. QQQ IXJ vs. SPY IXJ vs. VTV IXJ vs. EPI

Performance

Performance Chart

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


360.00%380.00%400.00%420.00%440.00%460.00%JulyAugustSeptemberOctoberNovemberDecember
409.72%
435.63%
IXJ (iShares Global Healthcare ETF)
Benchmark (^GSPC)

Returns By Period

iShares Global Healthcare ETF had a return of 5.91% year-to-date (YTD) and 10.24% in the last 12 months. Over the past 10 years, iShares Global Healthcare ETF had an annualized return of 7.65%, while the S&P 500 had an annualized return of 11.62%, indicating that iShares Global Healthcare ETF did not perform as well as the benchmark.


IXJ

YTD

5.91%

1M

-3.27%

6M

-2.17%

1Y

10.24%

5Y (annualized)

7.71%

10Y (annualized)

7.65%

^GSPC (Benchmark)

YTD

27.68%

1M

1.58%

6M

13.90%

1Y

32.27%

5Y (annualized)

14.27%

10Y (annualized)

11.62%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.44%2.39%2.41%-4.11%3.01%1.63%3.23%5.64%-3.05%-4.93%-0.93%5.91%
2023-0.54%-4.53%3.42%3.59%-3.81%3.11%1.14%-0.88%-3.26%-3.81%5.61%4.25%3.62%
2022-6.92%-0.80%5.03%-4.61%1.08%-3.31%3.20%-6.36%-3.90%8.72%5.82%-1.59%-4.94%
20210.50%-2.94%3.34%3.23%2.59%2.51%3.60%2.61%-5.24%4.31%-3.45%7.72%19.60%
2020-1.50%-6.91%-3.33%11.26%3.54%-1.24%3.66%2.40%-1.63%-4.97%8.88%3.48%12.74%
20195.03%1.90%0.78%-2.47%-2.06%6.61%-1.47%0.31%0.16%4.96%4.48%3.36%23.23%
20185.72%-4.75%-1.74%0.74%0.16%1.39%6.33%2.73%2.16%-6.27%5.71%-8.12%2.83%
20172.39%5.45%0.40%1.98%2.39%2.80%0.13%1.18%1.52%-1.42%2.35%-0.26%20.44%
2016-7.15%-1.47%2.58%3.17%1.52%1.06%4.23%-4.04%-0.27%-6.83%0.31%1.48%-6.03%
20152.39%4.63%1.08%-0.10%3.07%-1.33%3.81%-7.43%-5.75%5.92%-0.74%1.16%5.98%
20140.27%7.18%-1.58%0.27%2.24%2.09%-1.02%4.07%0.55%2.47%2.76%-2.85%17.28%
20137.13%0.82%5.78%3.81%-0.52%-1.29%6.17%-2.70%3.67%4.03%3.52%1.08%35.78%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IXJ is 27, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of IXJ is 2727
Overall Rank
The Sharpe Ratio Rank of IXJ is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of IXJ is 2626
Sortino Ratio Rank
The Omega Ratio Rank of IXJ is 2626
Omega Ratio Rank
The Calmar Ratio Rank of IXJ is 3232
Calmar Ratio Rank
The Martin Ratio Rank of IXJ is 2222
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 Global Healthcare ETF (IXJ) 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 IXJ, currently valued at 0.98, compared to the broader market0.002.004.000.982.77
The chart of Sortino ratio for IXJ, currently valued at 1.41, compared to the broader market-2.000.002.004.006.008.0010.0012.001.413.66
The chart of Omega ratio for IXJ, currently valued at 1.18, compared to the broader market0.501.001.502.002.503.001.181.51
The chart of Calmar ratio for IXJ, currently valued at 0.85, compared to the broader market0.005.0010.0015.000.853.99
The chart of Martin ratio for IXJ, currently valued at 2.76, compared to the broader market0.0020.0040.0060.0080.00100.002.7617.73
IXJ
^GSPC

The current iShares Global Healthcare ETF Sharpe ratio is 0.98. 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 Global Healthcare 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 Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.98
2.77
IXJ (iShares Global Healthcare ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares Global Healthcare ETF provided a 1.35% dividend yield over the last twelve months, with an annual payout of $1.23 per share.


1.00%1.50%2.00%2.50%3.00%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.23$1.20$0.99$1.02$0.97$0.98$1.20$0.82$0.82$1.46$0.69$0.65

Dividend yield

1.35%1.38%1.17%1.12%1.27%1.42%2.11%1.47%1.73%2.85%1.38%1.51%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Global Healthcare 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$0.00$0.00$0.00$0.67$0.00$0.00$0.00$0.00$0.00$0.00$0.67
2023$0.00$0.00$0.00$0.00$0.00$0.64$0.00$0.00$0.00$0.00$0.00$0.56$1.20
2022$0.00$0.00$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.00$0.00$0.44$0.99
2021$0.00$0.00$0.00$0.00$0.00$0.53$0.00$0.00$0.00$0.00$0.00$0.48$1.02
2020$0.00$0.00$0.00$0.00$0.00$0.53$0.00$0.00$0.00$0.00$0.00$0.44$0.97
2019$0.00$0.00$0.00$0.00$0.00$0.50$0.00$0.00$0.00$0.00$0.00$0.48$0.98
2018$0.00$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$0.68$1.20
2017$0.00$0.00$0.00$0.00$0.00$0.49$0.00$0.00$0.00$0.00$0.00$0.33$0.82
2016$0.00$0.00$0.00$0.00$0.00$0.46$0.00$0.00$0.00$0.00$0.00$0.36$0.82
2015$0.00$0.00$0.00$0.00$0.00$0.42$0.00$0.00$0.00$0.00$0.00$1.04$1.46
2014$0.00$0.00$0.00$0.00$0.00$0.49$0.00$0.00$0.00$0.00$0.00$0.19$0.69
2013$0.45$0.00$0.00$0.00$0.00$0.00$0.20$0.65

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.94%
0
IXJ (iShares Global Healthcare ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Global Healthcare 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 Global Healthcare ETF was 40.60%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.

The current iShares Global Healthcare ETF drawdown is 9.94%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-40.6%May 8, 2007463Mar 9, 2009538Apr 26, 20111001
-31.99%Nov 23, 2001153Jul 23, 2002685Apr 13, 2005838
-27.35%Feb 13, 202027Mar 23, 202072Jul 6, 202099
-18.79%Aug 6, 2015131Feb 11, 2016340Jun 19, 2017471
-17.49%Apr 11, 2022117Sep 27, 2022321Jan 8, 2024438

Volatility

Volatility Chart

The current iShares Global Healthcare ETF volatility is 3.57%, 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%JulyAugustSeptemberOctoberNovemberDecember
3.57%
2.22%
IXJ (iShares Global Healthcare ETF)
Benchmark (^GSPC)
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Disclaimer

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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