iShares U.S. Healthcare ETF (IYH)
IYH is a passive ETF by iShares tracking the investment results of the Dow Jones U.S. Health Care Index. IYH launched on Jun 12, 2000 and has a 0.43% expense ratio.
ETF Info
US4642877629
464287762
Jun 12, 2000
North America (U.S.)
1x
Dow Jones U.S. Health Care Index
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares U.S. 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 U.S. Healthcare ETF had a return of 5.12% year-to-date (YTD) and 12.57% in the last 12 months. Over the past 10 years, iShares U.S. Healthcare ETF had an annualized return of 9.11%, while the S&P 500 had an annualized return of 11.16%, indicating that iShares U.S. Healthcare ETF did not perform as well as the benchmark.
IYH
5.12%
-7.76%
-2.16%
12.57%
9.04%
9.11%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of IYH, 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 | 2.69% | 3.18% | 2.32% | -4.96% | 2.38% | 1.94% | 2.55% | 5.65% | -1.73% | -4.54% | 5.12% | ||
| 2023 | -1.39% | -4.52% | 2.52% | 2.98% | -4.31% | 4.36% | 0.72% | -0.38% | -3.55% | -3.69% | 5.45% | 4.68% | 2.14% |
| 2022 | -7.80% | -1.01% | 5.60% | -5.48% | 1.19% | -2.42% | 3.44% | -6.14% | -2.72% | 9.17% | 4.87% | -1.78% | -4.46% |
| 2021 | 2.03% | -1.81% | 2.74% | 4.18% | 1.33% | 2.59% | 4.81% | 2.41% | -5.51% | 4.77% | -3.67% | 8.15% | 23.41% |
| 2020 | -2.61% | -6.46% | -4.09% | 12.93% | 3.98% | -1.93% | 5.33% | 2.24% | -1.77% | -3.34% | 8.19% | 3.82% | 15.56% |
| 2019 | 5.65% | 1.17% | 0.54% | -2.87% | -2.62% | 6.84% | -1.35% | -0.98% | -0.50% | 4.89% | 5.63% | 3.30% | 20.80% |
| 2018 | 6.56% | -4.38% | -2.50% | 0.78% | 1.04% | 1.67% | 6.46% | 4.51% | 2.61% | -7.16% | 6.55% | -8.91% | 5.80% |
| 2017 | 2.37% | 6.39% | -0.53% | 1.86% | 0.21% | 4.89% | 0.59% | 2.15% | 0.89% | -0.68% | 3.04% | -0.63% | 22.27% |
| 2016 | -8.63% | -0.26% | 3.08% | 2.95% | 2.30% | 0.52% | 5.24% | -3.33% | -0.14% | -6.52% | 2.33% | 0.67% | -2.69% |
| 2015 | 1.79% | 4.29% | 1.05% | -1.75% | 5.02% | -0.07% | 2.80% | -7.91% | -6.59% | 7.23% | -0.08% | 1.30% | 6.16% |
| 2014 | 1.49% | 6.16% | -1.74% | -0.82% | 2.70% | 2.65% | -0.21% | 5.21% | 0.08% | 5.55% | 3.21% | -1.23% | 25.13% |
| 2013 | 7.50% | 1.29% | 6.37% | 3.33% | 1.60% | -0.68% | 7.51% | -3.52% | 3.16% | 3.75% | 4.67% | 0.64% | 41.23% |
Expense Ratio
IYH features an expense ratio of 0.43%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IYH is 40, 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 U.S. Healthcare ETF (IYH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares U.S. Healthcare ETF provided a 1.18% dividend yield over the last twelve months, with an annual payout of $0.70 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.70 | $0.68 | $0.62 | $0.56 | $0.57 | $0.49 | $0.71 | $0.38 | $0.37 | $0.61 | $0.30 | $0.26 |
Dividend yield | 1.18% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% | 1.05% | 1.12% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares U.S. 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 | $0.17 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.53 | |
| 2023 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.18 | $0.68 |
| 2022 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.16 | $0.62 |
| 2021 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.16 | $0.56 |
| 2020 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.15 | $0.57 |
| 2019 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.13 | $0.49 |
| 2018 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.40 | $0.71 |
| 2017 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.38 |
| 2016 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.37 |
| 2015 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.37 | $0.61 |
| 2014 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.30 |
| 2013 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.26 |
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 U.S. 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 U.S. Healthcare ETF was 43.13%, occurring on Jul 23, 2002. Recovery took 1188 trading sessions.
The current iShares U.S. Healthcare ETF drawdown is 9.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.13% | Dec 29, 2000 | 389 | Jul 23, 2002 | 1188 | Apr 12, 2007 | 1577 |
| -38.56% | Dec 11, 2007 | 310 | Mar 5, 2009 | 524 | Apr 1, 2011 | 834 |
| -28.4% | Jan 23, 2020 | 42 | Mar 23, 2020 | 52 | Jun 5, 2020 | 94 |
| -19.3% | Jul 21, 2015 | 143 | Feb 11, 2016 | 274 | Mar 15, 2017 | 417 |
| -18.16% | May 19, 2011 | 58 | Aug 10, 2011 | 120 | Feb 1, 2012 | 178 |
Volatility
Volatility Chart
The current iShares U.S. Healthcare ETF volatility is 3.56%, 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.