SPDR MSCI World Health Care UCITS ETF (WHEA.AS)
WHEA.AS is a passive ETF by State Street tracking the investment results of the MSCI World/Health Care NR USD. WHEA.AS launched on Apr 29, 2016 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00BYTRRB94 |
|---|---|
| Issuer | State Street |
| Inception Date | Apr 29, 2016 |
| Category | Health & Biotech Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World/Health Care NR USD |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
WHEA.AS features an expense ratio of 0.30%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in SPDR MSCI World Health Care UCITS 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
SPDR MSCI World Health Care UCITS ETF had a return of 12.76% year-to-date (YTD) and 18.06% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.76% | 25.45% |
| 1 month | -1.87% | 2.91% |
| 6 months | 4.10% | 14.05% |
| 1 year | 18.06% | 35.64% |
| 5 years (annualized) | 9.70% | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of WHEA.AS, 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 | 5.26% | 2.33% | 2.49% | -3.15% | 0.66% | 3.99% | 2.27% | 2.12% | -3.53% | -1.47% | 12.76% | ||
| 2023 | -2.26% | -1.04% | 0.45% | 1.91% | -1.14% | 1.29% | 0.25% | 1.52% | -0.83% | -4.90% | 2.52% | 3.17% | 0.67% |
| 2022 | -7.89% | 0.20% | -4.98% | 0.48% | -2.28% | -0.84% | 5.82% | -4.14% | 0.02% | 5.50% | -0.59% | -3.43% | -12.27% |
| 2021 | 2.86% | -2.23% | 5.56% | 1.10% | 0.42% | 6.10% | 3.77% | 3.20% | -2.76% | 3.12% | -0.14% | 20.59% | 47.87% |
| 2020 | 0.22% | -7.17% | -1.82% | 11.53% | 0.99% | -2.08% | -0.41% | 0.93% | 0.46% | -4.23% | 5.80% | 0.19% | 3.27% |
| 2019 | 5.23% | 3.08% | 1.74% | -2.39% | -1.26% | 3.84% | 2.29% | 0.23% | 0.88% | 2.20% | 6.44% | 1.17% | 25.71% |
| 2018 | 1.26% | -2.13% | -3.52% | 3.59% | 3.31% | 1.50% | 5.35% | 3.47% | 2.29% | -4.18% | 4.59% | -8.57% | 6.13% |
| 2017 | -1.12% | 8.54% | -0.37% | -0.58% | -0.72% | 1.20% | -2.82% | -0.77% | 2.18% | 0.52% | -0.24% | 0.45% | 6.01% |
| 2016 | 5.20% | 0.66% | 4.22% | -3.77% | -0.83% | -4.32% | 3.86% | 1.62% | 6.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WHEA.AS is 52, 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 SPDR MSCI World Health Care UCITS ETF (WHEA.AS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the SPDR MSCI World Health Care UCITS 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 SPDR MSCI World Health Care UCITS ETF was 25.77%, occurring on Mar 23, 2020. Recovery took 205 trading sessions.
The current SPDR MSCI World Health Care UCITS ETF drawdown is 4.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.77% | Feb 20, 2020 | 23 | Mar 23, 2020 | 205 | Jan 11, 2021 | 228 |
| -21.08% | Dec 31, 2021 | 37 | Feb 21, 2022 | 623 | Jul 29, 2024 | 660 |
| -12.96% | Oct 4, 2018 | 58 | Dec 24, 2018 | 58 | Mar 19, 2019 | 116 |
| -12.35% | Jun 23, 2017 | 193 | Mar 26, 2018 | 60 | Jun 21, 2018 | 253 |
| -11.95% | Aug 2, 2016 | 69 | Nov 4, 2016 | 72 | Feb 15, 2017 | 141 |
Volatility
Volatility Chart
The current SPDR MSCI World Health Care UCITS ETF volatility is 3.40%, 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.