Health Care
Performance & Returns
Total Return by Period
Updated: Dec 30, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| -0.08% | 0.45% | 0.86% | 8.51% | 13.44% | 14.60% | 37.24% | 116.13% |
Total Return by Year
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 2.43% | 2.03% | -2.07% | 25.94% | 13.16% | 20.46% | 6.18% | 21.70% | -2.79% | 6.89% |
10 Year Performance
| Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|
| 116.13% | 9.12% | 8.03% | -41.80% | 0.37 | 0.48 | 0.22 | 0.07 |
Asset Allocation
| Symbol | Weight % |
|---|---|
| XLV | 100.0 |
Total Return Graph
No Taxes, No Rebalancing.