- Issuer
- iShares
- Inception Date
- Mar 11, 2009
- Category
- Health & Biotech Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- iShares Global Healthcare Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
IXJ.AX Performance Chart
iShares Global Healthcare ETF (AU) (IXJ.AX) is down 3.6% since the beginning of the year. IXJ.AX is currently trading at A$138 per share. Investors who bought A$1,000 worth of IXJ.AX shares 5 years ago would now be looking at an investment worth A$1,317.
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Returns By Period
iShares Global Healthcare ETF (AU) (IXJ.AX) has returned -3.55% so far this year and 7.22% over the past 12 months. Over the last ten years, IXJ.AX has returned 9.55% per year, falling short of the S&P 500 Index benchmark, which averaged 14.27% annually.
iShares Global Healthcare ETF (AU)
- 1D
- 0.44%
- 1M
- 3.40%
- 6M
- -4.71%
- YTD
- -3.55%
- 1Y
- 7.22%
- 3Y*
- 5.25%
- 5Y*
- 5.66%
- 10Y*
- 9.55%
Benchmark (S&P 500 Index)
- 1D
- 0.12%
- 1M
- 1.38%
- 6M
- 4.49%
- YTD
- 5.58%
- 1Y
- 12.98%
- 3Y*
- 18.01%
- 5Y*
- 13.12%
- 10Y*
- 14.27%
IXJ.AX Monthly Returns History
Based on dividend-adjusted daily data since Mar 11, 2009, IXJ.AX's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, an investment would double in approximately 4.8 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2012 with a return of +9.6%, while the worst month was Jan 2016 at -7.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, IXJ.AX closed higher 51% of trading days. The best single day was Apr 30, 2012 with a return of +9.2%, while the worst single day was May 1, 2012 at -8.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.07% | 0.19% | -4.19% | -5.60% | 4.52% | 9.34% | -2.92% | -3.55% | |||||
| 2025 | 6.91% | 0.33% | -2.45% | -4.50% | -3.86% | -0.33% | 0.34% | 1.25% | -1.37% | 5.71% | 8.78% | -3.16% | 6.85% |
| 2024 | 6.17% | 4.17% | 1.07% | -3.33% | -0.73% | 3.52% | 5.75% | -0.04% | -4.32% | 1.05% | -1.03% | -2.09% | 9.96% |
| 2023 | -5.64% | 1.82% | 2.01% | 5.39% | -2.47% | 0.55% | 2.39% | 3.06% | -3.29% | -3.65% | 0.66% | 1.99% | 2.24% |
| 2022 | -4.70% | -3.85% | 3.54% | 1.60% | -1.38% | -0.55% | 2.53% | -4.13% | 2.21% | 8.60% | -0.46% | -0.11% | 2.57% |
| 2021 | 2.28% | -5.13% | 5.23% | 1.47% | 3.20% | 5.50% | 4.98% | 4.45% | -2.80% | -2.45% | 4.63% | 4.36% | 28.06% |
Benchmark Metrics
iShares Global Healthcare ETF (AU) has an annualized alpha of 13.05%, beta of 0.12, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since March 11, 2009.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (75.50%) than losses (61.87%) - typical of diversified or defensive assets.
- Beta of 0.12 may look defensive, but with R2 of 0.01 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.01 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 13.05%
- Beta
- 0.12
- R²
- 0.01
- Upside Capture
- 75.50%
- Downside Capture
- 61.87%
Return for Risk
Risk / Return Rank
IXJ.AX 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 (AU) (IXJ.AX) 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.AX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.24 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.11 | -0.63 |
| Martin ratioReturn relative to average drawdown | 1.06 | 3.10 | -2.04 |
Dividends
Dividend History
iShares Global Healthcare ETF (AU) provided a 1.11% dividend yield over the last twelve months, with an annual payout of A$1.54 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | A$1.54 | A$1.35 | A$2.14 | A$1.82 | A$2.14 | A$1.71 | A$1.87 | A$2.81 | A$0.59 | A$2.89 | A$3.67 | A$6.84 |
Dividend yield | 1.11% | 0.94% | 1.56% | 1.44% | 1.71% | 1.37% | 1.89% | 2.86% | 0.74% | 3.99% | 5.60% | 9.60% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Global Healthcare ETF (AU). 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 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.54 | A$1.54 | |||||
| 2025 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.35 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.35 |
| 2024 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.36 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.78 | A$2.14 |
| 2023 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.82 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.82 |
| 2022 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.32 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.83 | A$2.14 |
| 2021 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$1.14 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.56 | A$1.71 |
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 (AU). 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 (AU) was 17.30%, occurring on May 12, 2026. The portfolio has not yet recovered.
The current iShares Global Healthcare ETF (AU) drawdown is 7.49%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-17.30%May 2026 | 5mo 16d | — | 7mo 21dNov 2025 - now | — |
-16.57%Mar 2020 | 28d | 25d | 1mo 23dFeb 2020 - Apr 2020 | COVID crash2020 |
-15.20%May 2025 | 2mo 11d | 6mo 13d | 8mo 24dMar 2025 - Nov 2025 | 2025 selloff2025 |
-14.99%Nov 2016 | 1y 3mo | 3mo 28d | 1y 7moAug 2015 - Mar 2017 | — |
-12.77%Dec 2018 | 2mo 20d | 5mo 19d | 8mo 9dOct 2018 - Jun 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| IXJ.AX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.30% | -41.07% | +23.77% |
Max Drawdown (1Y)Largest decline over 1 year | -17.30% | -11.69% | -5.61% |
Max Drawdown (3Y)Largest decline over 3 years | -17.30% | -17.74% | +0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -17.30% | -22.01% | +4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -17.30% | -24.71% | +7.41% |
Current DrawdownCurrent decline from peak | -7.49% | -0.60% | -6.89% |
Average DrawdownAverage peak-to-trough decline | -4.02% | -11.02% | +7.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.11% | 4.20% | +3.91% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with IXJ.AX
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