- ISIN
- US4642873255
- CUSIP
- 464287325
- Issuer
- iShares
- Inception Date
- Nov 13, 2001
- Region
- Global (Global)
- Category
- Health & Biotech Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- S&P Global 1200 Health Care (Sector) Capped Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $4B
Highlights
- Avg. Volume (1M)
- 165K
- Avg. Volume Value (1M)
- $16.48M
Share Price Chart
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Performance
IXJ Performance Chart
iShares Global Healthcare ETF (IXJ) is up 3.5% since the beginning of the year. IXJ is currently trading at $100 per share. Investors who bought $1,000 worth of IXJ shares 5 years ago would now be looking at an investment worth $1,230.
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Returns By Period
iShares Global Healthcare ETF (IXJ) has returned 3.49% so far this year and 21.35% over the past 12 months. Over the last ten years, IXJ has returned 8.26% per year, falling short of the S&P 500 Index benchmark, which averaged 13.29% annually.
iShares Global Healthcare ETF
- 1D
- -0.35%
- 1M
- -1.61%
- 6M
- 1.49%
- YTD
- 3.49%
- 1Y
- 21.35%
- 3Y*
- 7.34%
- 5Y*
- 4.23%
- 10Y*
- 8.26%
- ALL TIME*
- 7.35%
Benchmark (S&P 500 Index)
- 1D
- 1.48%
- 1M
- 1.57%
- 6M
- 8.95%
- YTD
- 11.03%
- 1Y
- 21.84%
- 3Y*
- 19.28%
- 5Y*
- 11.54%
- 10Y*
- 13.29%
- ALL TIME*
- 8.11%
IXJ Monthly Returns History
Based on dividend-adjusted daily data since Nov 26, 2001, IXJ's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +11.3%, while the worst month was Feb 2009 at -14.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 7 months.
On a daily basis, IXJ closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.6%, while the worst single day was Sep 22, 2008 at -9.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.41% | 2.98% | -8.03% | -0.65% | 1.69% | 5.03% | 1.91% | -0.35% | 3.49% | ||||
| 2025 | 6.34% | 1.90% | -2.10% | -2.26% | -3.84% | 1.31% | -3.52% | 5.54% | 1.10% | 2.85% | 8.30% | -0.73% | 14.99% |
| 2024 | 2.44% | 2.39% | 2.41% | -4.11% | 3.01% | 1.63% | 3.23% | 5.64% | -3.05% | -4.93% | -0.93% | -6.35% | 0.55% |
| 2023 | -0.54% | -4.52% | 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% |
| 2021 | 0.50% | -2.94% | 3.34% | 3.23% | 2.59% | 2.51% | 3.60% | 2.61% | -5.24% | 4.31% | -3.45% | 7.72% | 19.60% |
Benchmark Metrics
iShares Global Healthcare ETF has an annualized alpha of 1.84%, beta of 0.71, and R2 of 0.64 versus S&P 500 Index. Calculated based on daily prices since November 26, 2001.
- This ETF participated in 73.92% of S&P 500 Index downside but only 73.41% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 1.84%
- Beta
- 0.71
- R²
- 0.64
- Upside Capture
- 73.41%
- Downside Capture
- 73.92%
Expense Ratio
IXJ has an expense ratio of 0.40%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IXJ ranks 56 for risk / return — above 56% of ETFs peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for iShares Global Healthcare ETF (IXJ) 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.
| IXJ | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.31 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | 2.41 | -0.42 |
| Martin ratioReturn relative to average drawdown | 4.73 | 10.22 | -5.49 |
Dividends
Dividend History
iShares Global Healthcare ETF provided a 1.45% dividend yield over the last twelve months, with an annual payout of $1.44 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.44 | $1.36 | $1.29 | $1.20 | $0.99 | $1.01 | $0.97 | $0.98 | $1.20 | $0.82 | $0.82 | $1.46 |
Dividend yield | 1.45% | 1.40% | 1.50% | 1.38% | 1.17% | 1.12% | 1.27% | 1.42% | 2.11% | 1.46% | 1.73% | 2.85% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.85 | ||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $1.36 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $1.29 |
| 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 | $1.01 |
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 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 2.86%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-40.60%Mar 2009 | 1y 10mo | 2y 1mo | 3y 11moMay 2007 - Apr 2011 | Financial crisis2007–2009 |
-31.87%Jul 2002 | 7mo 28d | 2y 8mo | 3y 4moNov 2001 - Apr 2005 | Dot-com crash2000–2002 |
-27.35%Mar 2020 | 1mo 9d | 3mo 15d | 4mo 24dFeb 2020 - Jul 2020 | COVID crash2020 |
-18.78%Feb 2016 | 6mo 9d | 1y 4mo | 1y 10moAug 2015 - Jun 2017 | — |
-18.14%May 2025 | 8mo 13d | 7mo 27d | 1y 4moSep 2024 - Jan 2026 | 2025 selloff2025 |
Drawdown Indicators
| IXJ | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.60% | -56.78% | +16.18% |
Max Drawdown (1Y)Largest decline over 1 year | -10.78% | -9.10% | -1.68% |
Max Drawdown (3Y)Largest decline over 3 years | -18.14% | -18.90% | +0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -18.14% | -25.43% | +7.29% |
Max Drawdown (10Y)Largest decline over 10 years | -27.35% | -33.92% | +6.57% |
Current DrawdownCurrent decline from peak | -2.86% | -0.12% | -2.74% |
Average DrawdownAverage peak-to-trough decline | -6.90% | -10.70% | +3.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.52% | 2.14% | +2.38% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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