Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHE (SPDR S&P Health Care Equipment ETF) | -7.53% | -1.91% | -5.00% | -8.00% | 5.93% | 8.55% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHE (SPDR S&P Health Care Equipment ETF) | 01/27/2011 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.52 | -1.91 | -5.00 | -8.00 | 5.93 | 8.55 | NA | … | … | -7.53 | -0.23 | 5.10 | -6.23 | -23.34 | 3.04 | 32.91 | 22.31 | 8.90 | 30.51 | 11.78 | 9.84 | 15.97 | 39.45 | 12.89 | -1.57 |
| Sharpe Ratio | NA | -0.16 | -0.39 | -0.41 | 0.19 | NA | NA | … | … | -0.88 | -0.14 | 0.08 | -0.45 | -0.73 | 0.15 | 1.00 | 1.15 | 0.37 | 2.42 | 0.63 | 0.58 | 1.04 | 3.48 | 0.83 | -0.07 |
| Standard Deviation(%) | NA | 21.72 | 21.74 | 24.47 | 22.99 | NA | NA | … | … | 23.79 | 23.13 | 18.87 | 22.00 | 34.19 | 19.80 | 32.36 | 18.07 | 20.68 | 12.39 | 18.36 | 17.06 | 15.38 | 11.32 | 15.67 | 25.76 |
| Draw Down(%) | NA | 18.29 | 32.62 | 49.92 | 49.92 | NA | NA | … | … | 18.29 | 24.43 | 7.85 | 34.03 | 33.73 | 17.09 | 34.17 | 11.61 | 27.37 | 4.99 | 16.89 | 14.51 | 9.24 | 4.42 | 10.41 | 22.05 |
| Yield(%) | 0.00 | 0.09 | 0.05 | 0.03 | 0.18 | 1.34 | 1.08 | … | … | 0.00 | 0.08 | 0.04 | 0.03 | 0.03 | 0.00 | 0.00 | 0.07 | 0.10 | 1.00 | 0.20 | 7.31 | 2.12 | 0.25 | 1.70 | 0.44 |
Data as of 06/10/2026, Common starting date is 01/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHE (SPDR S&P Health Care Equipment ETF) |
-13.24%
Apr 2021 – Apr 2024 |
-8.55%
Apr 2021 – Apr 2026 |
5.29%
Jul 2015 – Jul 2025 |
8.00%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHE (SPDR S&P Health Care Equipment ETF) |
29.97%
Sep 2015 – Sep 2018 |
25.04%
Jan 2016 – Jan 2021 |
19.65%
Sep 2011 – Sep 2021 |
9.49%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart