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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating, 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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Different Benchmark Currency
WHCA.AS is traded in EUR, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to EUR using the latest available exchange rates.
Returns By Period
iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating (WHCA.AS) has returned -4.48% so far this year and -2.29% over the past 12 months.
iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating
- 1D
- 0.39%
- 1M
- -6.42%
- YTD
- -4.48%
- 6M
- 6.99%
- 1Y
- -2.29%
- 3Y*
- 0.77%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.02%
- 1M
- -2.96%
- YTD
- -3.12%
- 6M
- -0.95%
- 1Y
- 8.84%
- 3Y*
- 14.21%
- 5Y*
- 10.59%
- 10Y*
- 11.99%
Monthly Returns
Based on dividend-adjusted daily data since Nov 18, 2021, WHCA.AS's average daily return is +0.01%, while the average monthly return is +0.16%. At this rate, your investment would double in approximately 36.1 years.
Historically, 51% of months were positive and 49% were negative. The best month was Mar 2022 with a return of +7.8%, while the worst month was Jan 2022 at -6.6%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.
On a daily basis, WHCA.AS closed higher 53% of trading days. The best single day was Jun 24, 2022 with a return of +5.0%, while the worst single day was Apr 9, 2025 at -6.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.85% | 2.94% | -6.42% | -4.48% | |||||||||
| 2025 | 6.50% | -1.44% | -4.59% | -5.19% | -1.47% | -2.28% | -0.71% | 0.57% | 0.19% | 5.71% | 7.68% | -1.60% | 2.44% |
| 2024 | 3.31% | 2.45% | 2.01% | -3.83% | -0.07% | 2.81% | 4.03% | 0.76% | -4.63% | -2.62% | 2.93% | -5.57% | 0.95% |
| 2023 | -2.80% | -0.56% | 0.82% | 1.24% | -1.31% | 0.82% | 0.45% | 1.26% | -0.99% | -3.85% | 2.31% | 3.79% | 0.93% |
| 2022 | -6.57% | -1.89% | 7.80% | 0.88% | -1.91% | -1.39% | 7.21% | -4.37% | 0.68% | 5.51% | 0.94% | -3.77% | 1.99% |
| 2021 | -1.29% | 5.04% | 3.68% |
Benchmark Metrics
iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating has an annualized alpha of 0.11%, beta of 0.24, and R² of 0.08 versus S&P 500 Index. Calculated based on daily prices since November 22, 2021.
- This ETF participated in 50.64% of S&P 500 Index downside but only 31.93% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.24 may look defensive, but with R² of 0.08 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 0.08 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
- 0.11%
- Beta
- 0.24
- R²
- 0.08
- Upside Capture
- 31.93%
- Downside Capture
- 50.64%
Expense Ratio
WHCA.AS has an expense ratio of 0.18%, which is considered low.
Return for Risk
Risk / Return Rank
WHCA.AS ranks 10 for risk / return — in the bottom 10% 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 MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating (WHCA.AS) and compare them to a chosen benchmark (S&P 500 Index).
| WHCA.AS | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.13 | 0.43 | -0.56 |
Sortino ratioReturn per unit of downside risk | -0.07 | 0.73 | -0.80 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.11 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | -0.00 | 0.67 | -0.67 |
Martin ratioReturn relative to average drawdown | -0.01 | 2.80 | -2.81 |
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 WHCA.AS risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
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 MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating. 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 MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating was 22.19%, occurring on Aug 7, 2025. The portfolio has not yet recovered.
The current iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating drawdown is 11.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.19% | Sep 3, 2024 | 237 | Aug 7, 2025 | — | — | — |
| -13.86% | Apr 11, 2022 | 23 | Jun 16, 2022 | 28 | Aug 22, 2022 | 51 |
| -10.08% | Dec 2, 2022 | 152 | Jul 13, 2023 | 143 | Feb 2, 2024 | 295 |
| -9.43% | Jan 3, 2022 | 7 | Jan 25, 2022 | 18 | Apr 4, 2022 | 25 |
| -7.51% | Aug 23, 2022 | 19 | Sep 22, 2022 | 18 | Oct 31, 2022 | 37 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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