S&P 500 Health Care Index (^SPXHC)
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Popular comparisons: ^SPXHC vs. IUIT.L, ^SPXHC vs. VHT, ^SPXHC vs. IVV
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in S&P 500 Health Care Index, 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
S&P 500 Health Care Index had a return of 14.22% year-to-date (YTD) and 17.37% in the last 12 months. Over the past 10 years, S&P 500 Health Care Index had an annualized return of 9.36%, while the S&P 500 had an annualized return of 10.92%, indicating that S&P 500 Health Care Index did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.22% | 17.95% |
| 1 month | 2.69% | 3.13% |
| 6 months | 7.46% | 9.95% |
| 1 year | 17.37% | 24.88% |
| 5 years (annualized) | 11.48% | 13.37% |
| 10 years (annualized) | 9.36% | 10.92% |
Monthly Returns
The table below presents the monthly returns of ^SPXHC, 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 | 2.84% | 3.11% | 2.23% | -5.19% | 2.23% | 1.76% | 2.49% | 4.99% | 14.22% | ||||
| 2023 | -2.03% | -4.72% | 2.06% | 2.96% | -4.44% | 4.19% | 0.85% | -0.80% | -3.10% | -3.33% | 5.23% | 4.14% | 0.30% |
| 2022 | -6.90% | -1.13% | 5.39% | -4.79% | 1.28% | -2.84% | 3.18% | -5.88% | -2.74% | 9.59% | 4.66% | -2.05% | -3.55% |
| 2021 | 1.28% | -2.21% | 3.74% | 3.87% | 1.74% | 2.19% | 4.74% | 2.28% | -5.70% | 5.08% | -3.13% | 8.84% | 24.16% |
| 2020 | -2.88% | -6.79% | -3.98% | 12.50% | 3.11% | -2.53% | 5.20% | 2.55% | -2.29% | -3.79% | 7.77% | 3.74% | 11.43% |
| 2019 | 4.66% | 1.04% | 0.35% | -2.74% | -2.55% | 6.50% | -1.72% | -0.69% | -0.32% | 5.00% | 4.85% | 3.44% | 18.68% |
| 2018 | 6.56% | -4.63% | -3.21% | 1.12% | 0.02% | 1.51% | 6.48% | 4.18% | 2.80% | -6.78% | 6.83% | -8.72% | 4.69% |
| 2017 | 2.15% | 6.21% | -0.56% | 1.46% | 0.61% | 4.49% | 0.67% | 1.64% | 0.86% | -0.84% | 2.70% | -0.76% | 20.00% |
| 2016 | -7.65% | -0.71% | 2.59% | 2.87% | 1.99% | 0.86% | 4.86% | -3.51% | -0.65% | -6.60% | 1.72% | 0.60% | -4.36% |
| 2015 | 1.17% | 4.13% | 0.76% | -1.41% | 4.33% | -0.41% | 2.73% | -8.05% | -5.83% | 7.69% | -0.60% | 1.61% | 5.21% |
| 2014 | 0.87% | 5.95% | -1.38% | -0.60% | 2.57% | 2.07% | -0.02% | 4.72% | 0.32% | 5.26% | 3.18% | -1.45% | 23.30% |
| 2013 | 7.26% | 1.12% | 6.24% | 2.79% | 1.40% | -0.86% | 7.09% | -3.63% | 3.03% | 4.20% | 4.49% | 0.66% | 38.74% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^SPXHC is 59, suggesting that the investment has average results relative to other indices 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 S&P 500 Health Care Index (^SPXHC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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 S&P 500 Health Care Index. 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 S&P 500 Health Care Index was 43.18%, occurring on Mar 5, 2009. Recovery took 850 trading sessions.
The current S&P 500 Health Care Index drawdown is 0.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.18% | Dec 29, 2000 | 1829 | Mar 5, 2009 | 850 | Jul 17, 2012 | 2679 |
| -29.52% | Apr 13, 1999 | 229 | Mar 7, 2000 | 83 | Jul 5, 2000 | 312 |
| -28.59% | Jan 23, 2020 | 42 | Mar 23, 2020 | 81 | Jul 17, 2020 | 123 |
| -17.85% | Jul 21, 2015 | 143 | Feb 11, 2016 | 328 | Jun 2, 2017 | 471 |
| -16.82% | Jul 21, 1998 | 30 | Aug 31, 1998 | 56 | Nov 18, 1998 | 86 |
Volatility
Volatility Chart
The current S&P 500 Health Care Index volatility is 2.20%, 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.