iShares Global Healthcare ETF (IXJ)
IXJ is a passive ETF by iShares tracking the investment results of the S&P Global Healthcare Sector Index. IXJ launched on Nov 13, 2001 and has a 0.46% expense ratio.
ETF Info
| ISIN | US4642873255 |
|---|---|
| CUSIP | 464287325 |
| Issuer | iShares |
| Inception Date | Nov 13, 2001 |
| Region | Developed Markets (Broad) |
| Category | Health & Biotech Equities |
| Index Tracked | S&P Global Healthcare Sector Index |
| ETF Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The iShares Global Healthcare ETF has a high expense ratio of 0.46%, indicating higher-than-average management fees.
Share Price Chart
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Performance
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.
Compare to other instruments
Popular comparisons: IXJ vs. XLV, IXJ vs. VHT, IXJ vs. IVV, IXJ vs. IHI, IXJ vs. XT, IXJ vs. QQQ, IXJ vs. FHLC, IXJ vs. VTV, IXJ vs. EPI, IXJ vs. SPY
Return
iShares Global Healthcare ETF had a return of -0.60% year-to-date (YTD) and -1.37% in the last 12 months. Over the past 10 years, iShares Global Healthcare ETF had an annualized return of 8.65%, while the S&P 500 had an annualized return of 9.70%, indicating that iShares Global Healthcare ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.60% | 18.49% |
| 1 month | 2.59% | 4.20% |
| 6 months | 0.54% | 6.60% |
| 1 year | -1.37% | 15.43% |
| 5 years (annualized) | 8.46% | 11.59% |
| 10 years (annualized) | 8.65% | 9.70% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -3.81% | 3.11% | 1.14% | -0.88% | -3.26% | -3.81% | 5.61% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for iShares Global Healthcare ETF (IXJ) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
IXJ iShares Global Healthcare ETF | -0.17 | ||||
^GSPC S&P 500 | 1.00 |
Dividend History
iShares Global Healthcare ETF granted a 1.29% dividend yield in the last twelve months. The annual payout for that period amounted to $1.08 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.08 | $0.99 | $1.01 | $0.97 | $0.98 | $1.20 | $0.82 | $0.82 | $1.46 | $0.68 | $0.65 | $0.73 |
Dividend yield | 1.29% | 1.17% | 1.12% | 1.27% | 1.42% | 2.11% | 1.46% | 1.73% | 2.84% | 1.37% | 1.50% | 2.27% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 |
| 2012 | $0.47 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.6% | May 8, 2007 | 463 | Mar 9, 2009 | 538 | Apr 26, 2011 | 1001 |
| -31.99% | Nov 23, 2001 | 153 | Jul 23, 2002 | 685 | Apr 13, 2005 | 838 |
| -27.35% | Feb 13, 2020 | 27 | Mar 23, 2020 | 72 | Jul 6, 2020 | 99 |
| -18.79% | Aug 6, 2015 | 131 | Feb 11, 2016 | 340 | Jun 19, 2017 | 471 |
| -17.49% | Apr 11, 2022 | 117 | Sep 27, 2022 | — | — | — |
Volatility Chart
The current iShares Global Healthcare ETF volatility is 2.85%, 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.