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SPDR S&P Health Care Services ETF (XHS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US78464A5737

CUSIP

78464A573

Issuer

State Street

Inception Date

Sep 28, 2011

Region

North America (U.S.)

Leveraged

1x

Index Tracked

S&P Health Care Services Select Industry Index

Asset Class

Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
XHS vs. XLV XHS vs. RXL XHS vs. SPY XHS vs. IBB XHS vs. VGHAX XHS vs. FXAIX XHS vs. IHF XHS vs. FHLC XHS vs. SPYG XHS vs. 1000
Popular comparisons:
XHS vs. XLV XHS vs. RXL XHS vs. SPY XHS vs. IBB XHS vs. VGHAX XHS vs. FXAIX XHS vs. IHF XHS vs. FHLC XHS vs. SPYG XHS vs. 1000

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SPDR S&P Health Care Services ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
4.51%
12.32%
XHS (SPDR S&P Health Care Services ETF)
Benchmark (^GSPC)

Returns By Period

SPDR S&P Health Care Services ETF had a return of 4.84% year-to-date (YTD) and 10.65% in the last 12 months. Over the past 10 years, SPDR S&P Health Care Services ETF had an annualized return of 6.23%, while the S&P 500 had an annualized return of 11.13%, indicating that SPDR S&P Health Care Services ETF did not perform as well as the benchmark.


XHS

YTD

4.84%

1M

-1.73%

6M

2.84%

1Y

10.65%

5Y (annualized)

6.00%

10Y (annualized)

6.23%

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

Monthly Returns

The table below presents the monthly returns of XHS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.20%3.94%4.95%-6.74%4.05%-2.22%10.04%-0.03%-1.90%-4.56%4.84%
20239.07%-1.55%-5.01%3.55%-3.63%8.74%0.15%-5.09%-6.56%-4.70%6.87%5.01%5.15%
2022-13.48%3.36%6.90%-13.92%-0.91%-4.80%15.54%-2.33%-5.37%4.57%-2.41%-5.28%-19.87%
20216.79%-1.42%4.44%3.41%2.45%1.47%-2.05%-0.63%-6.32%1.81%-7.45%8.07%9.76%
2020-0.88%-6.54%-14.26%11.00%9.35%-2.59%11.32%2.68%-0.50%1.06%14.63%8.03%33.66%
201911.07%-1.47%-5.82%-0.85%-2.96%7.38%2.66%-6.28%-2.67%3.82%11.87%2.56%18.81%
20187.79%-3.93%-1.18%3.38%3.68%2.99%3.17%6.15%0.91%-7.09%5.48%-16.67%1.96%
20175.26%6.05%-0.71%0.81%2.49%7.30%-4.91%-1.70%1.29%-2.97%2.60%1.57%17.65%
2016-8.31%-0.48%5.82%4.35%-0.80%-0.02%2.86%-6.74%0.34%-8.55%3.04%1.14%-8.32%
2015-1.15%8.50%3.38%-3.07%5.87%2.72%0.11%-5.37%-8.12%0.60%1.99%-1.11%3.22%
20140.58%3.10%1.05%-1.94%5.00%2.40%2.06%3.58%-2.82%6.80%0.61%2.70%25.29%
20138.08%1.03%4.84%0.71%6.22%0.25%3.38%-2.49%2.72%1.70%6.88%-0.59%37.39%

Expense Ratio

XHS features an expense ratio of 0.35%, falling within the medium range.


Expense ratio chart for XHS: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of XHS is 19, indicating that it is in the bottom 19% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of XHS is 1919
Combined Rank
The Sharpe Ratio Rank of XHS is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of XHS is 1919
Sortino Ratio Rank
The Omega Ratio Rank of XHS is 1717
Omega Ratio Rank
The Calmar Ratio Rank of XHS is 1919
Calmar Ratio Rank
The Martin Ratio Rank of XHS is 2323
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for SPDR S&P Health Care Services ETF (XHS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for XHS, currently valued at 0.58, compared to the broader market0.002.004.000.582.46
The chart of Sortino ratio for XHS, currently valued at 0.95, compared to the broader market-2.000.002.004.006.008.0010.0012.000.953.31
The chart of Omega ratio for XHS, currently valued at 1.11, compared to the broader market0.501.001.502.002.503.001.111.46
The chart of Calmar ratio for XHS, currently valued at 0.37, compared to the broader market0.005.0010.0015.000.373.55
The chart of Martin ratio for XHS, currently valued at 2.52, compared to the broader market0.0020.0040.0060.0080.00100.002.5215.76
XHS
^GSPC

The current SPDR S&P Health Care Services ETF Sharpe ratio is 0.58. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of SPDR S&P Health Care Services ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.58
2.46
XHS (SPDR S&P Health Care Services ETF)
Benchmark (^GSPC)

Dividends

Dividend History

SPDR S&P Health Care Services ETF provided a 0.33% dividend yield over the last twelve months, with an annual payout of $0.31 per share.


0.00%0.50%1.00%1.50%2.00%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.31$0.20$0.16$0.21$0.22$1.72$0.21$0.14$0.15$0.53$0.66$0.21

Dividend yield

0.33%0.23%0.19%0.20%0.23%2.37%0.34%0.22%0.29%0.92%1.17%0.46%

Monthly Dividends

The table displays the monthly dividend distributions for SPDR S&P Health Care Services ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.06$0.00$0.00$0.10$0.00$0.00$0.09$0.00$0.00$0.25
2023$0.00$0.00$0.03$0.00$0.00$0.05$0.00$0.00$0.07$0.00$0.00$0.05$0.20
2022$0.00$0.00$0.02$0.00$0.00$0.04$0.00$0.00$0.03$0.00$0.00$0.07$0.16
2021$0.00$0.00$0.03$0.00$0.00$0.04$0.00$0.00$0.07$0.00$0.00$0.07$0.21
2020$0.00$0.00$0.03$0.00$0.00$0.06$0.00$0.00$0.04$0.00$0.00$0.09$0.22
2019$0.00$0.00$0.03$0.00$0.00$0.05$0.00$0.00$0.06$0.00$0.00$1.59$1.72
2018$0.00$0.00$0.02$0.00$0.00$0.05$0.00$0.00$0.07$0.00$0.00$0.08$0.21
2017$0.00$0.00$0.02$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.06$0.14
2016$0.00$0.00$0.02$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.15
2015$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.01$0.00$0.00$0.49$0.53
2014$0.00$0.00$0.02$0.00$0.00$0.04$0.00$0.00$0.02$0.00$0.00$0.58$0.66
2013$0.01$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.15$0.21

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.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-18.91%
-1.40%
XHS (SPDR S&P Health Care Services ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the SPDR S&P Health Care Services 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 S&P Health Care Services ETF was 39.32%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.

The current SPDR S&P Health Care Services ETF drawdown is 18.91%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-39.32%Feb 20, 202023Mar 23, 2020114Sep 2, 2020137
-32.62%Jun 29, 2021245Jun 16, 2022
-27.39%Aug 6, 2015128Feb 8, 2016492Jan 22, 2018620
-22.08%Oct 1, 201859Dec 24, 2018266Jan 15, 2020325
-12.83%Apr 4, 201232May 18, 201241Jul 18, 201273

Volatility

Volatility Chart

The current SPDR S&P Health Care Services ETF volatility is 6.80%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%JuneJulyAugustSeptemberOctoberNovember
6.80%
4.07%
XHS (SPDR S&P Health Care Services ETF)
Benchmark (^GSPC)