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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.
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Returns By Period
iShares Global Healthcare ETF (IXJ) has returned -3.96% so far this year and 4.10% over the past 12 months. Over the last ten years, IXJ has returned 8.40% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
iShares Global Healthcare ETF
- 1D
- 1.96%
- 1M
- -8.03%
- YTD
- -3.96%
- 6M
- 6.20%
- 1Y
- 4.10%
- 3Y*
- 5.42%
- 5Y*
- 5.33%
- 10Y*
- 8.40%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Nov 26, 2001, IXJ's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, your investment would double in approximately 8.9 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% | -3.96% | |||||||||
| 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 1.97%, beta of 0.71, and R² of 0.65 versus S&P 500 Index. Calculated based on daily prices since November 27, 2001.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (75.75%) than losses (75.62%) — typical of diversified or defensive assets.
- Alpha
- 1.97%
- Beta
- 0.71
- R²
- 0.65
- Upside Capture
- 75.75%
- Downside Capture
- 75.62%
Expense Ratio
IXJ has an expense ratio of 0.46%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IXJ ranks 18 for risk / return — in the bottom 18% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Global Healthcare ETF (IXJ) and compare them to a chosen benchmark (S&P 500 Index).
| IXJ | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 0.90 | -0.66 |
Sortino ratioReturn per unit of downside risk | 0.45 | 1.39 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.21 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 1.40 | -0.96 |
Martin ratioReturn relative to average drawdown | 1.04 | 6.61 | -5.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore IXJ risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
iShares Global Healthcare ETF provided a 1.45% dividend yield over the last twelve months, with an annual payout of $1.36 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 | $1.36 | $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 | |||||||||
| 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 8.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.6% | May 8, 2007 | 463 | Mar 9, 2009 | 538 | Apr 26, 2011 | 1001 |
| -31.87% | Nov 27, 2001 | 164 | Jul 23, 2002 | 686 | Apr 13, 2005 | 850 |
| -27.35% | Feb 13, 2020 | 27 | Mar 23, 2020 | 72 | Jul 6, 2020 | 99 |
| -18.78% | Aug 6, 2015 | 131 | Feb 11, 2016 | 340 | Jun 19, 2017 | 471 |
| -18.14% | Sep 3, 2024 | 175 | May 14, 2025 | 162 | Jan 6, 2026 | 337 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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