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
US4642873255
464287325
Nov 13, 2001
Developed Markets (Broad)
1x
S&P Global Healthcare Sector Index
Large-Cap
Blend
Share Price Chart
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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.
Returns By Period
iShares Global Healthcare ETF had a return of 3.36% year-to-date (YTD) and 9.80% in the last 12 months. Over the past 10 years, iShares Global Healthcare ETF had an annualized return of 7.53%, while the S&P 500 had an annualized return of 11.16%, indicating that iShares Global Healthcare ETF did not perform as well as the benchmark.
IXJ
3.36%
-8.79%
-3.94%
9.80%
7.57%
7.53%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.44% | 2.39% | 2.41% | -4.11% | 3.01% | 1.63% | 3.23% | 5.64% | -3.05% | -4.93% | 3.36% | ||
| 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% |
| 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% |
| 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% |
| 2019 | 5.03% | 1.90% | 0.78% | -2.47% | -2.06% | 6.61% | -1.47% | 0.31% | 0.16% | 4.96% | 4.48% | 3.36% | 23.23% |
| 2018 | 5.72% | -4.75% | -1.74% | 0.74% | 0.16% | 1.39% | 6.33% | 2.73% | 2.16% | -6.27% | 5.71% | -8.12% | 2.83% |
| 2017 | 2.39% | 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% |
| 2015 | 2.39% | 4.63% | 1.08% | -0.10% | 3.07% | -1.33% | 3.81% | -7.43% | -5.75% | 5.92% | -0.74% | 1.16% | 5.98% |
| 2014 | 0.27% | 7.18% | -1.58% | 0.27% | 2.24% | 2.09% | -1.02% | 4.07% | 0.55% | 2.47% | 2.76% | -2.85% | 17.28% |
| 2013 | 7.13% | 0.82% | 5.78% | 3.81% | -0.52% | -1.29% | 6.17% | -2.70% | 3.67% | 4.03% | 3.52% | 1.08% | 35.78% |
Expense Ratio
IXJ features an expense ratio of 0.46%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IXJ is 30, 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.
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.
Dividends
Dividend History
iShares Global Healthcare ETF provided a 1.38% dividend yield over the last twelve months, with an annual payout of $1.23 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 1.38% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $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.
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 12.10%.
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 | 321 | Jan 8, 2024 | 438 |
Volatility
Volatility Chart
The current iShares Global Healthcare ETF volatility is 3.09%, 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.