ETFs - Profile

iShares Evolved U.S. Healthcare Staples ETF

US > Health/Biotechnology >

Rank

Universe Rank
20 3

Summary

The fund seeks to provide access to companies with healthcare staples exposure, by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in healthcare equipment and services companies.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund will hold common stock More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $41.92
    -0.62
  • 52 Week HL
  • $44.79 - $32.78
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
13.2 % YTD

  • 3 Year
  • 60.44%
  • 5 Year
  • 0%
  • Best
  • 22.47%
    2019
  • Worst
  • 0%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
IEHS 13%16%23%0%0%0%0%0%0%0%0%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.9% -16.4% 8.1% - - - - - - - -
Q2 4.9% 15.7% 2.4% 10.3% - - - - - - -
Q3 -0.6% 8.7% -2.6% 13.4% - - - - - - -
Q4 - 10.1% 12.4% -11.6% - - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 3.4% -1.6% 3.1% 5% -0.3% 0.2% 6.6% 1.1% -4.6% - - -
2020 -2.1% -8.5% -6.7% 13.9% 4.2% -2.5% 6.4% 4.2% -1.9% -2.1% 8.5% 3.6%

Annual Return

Index Comparison

Alpha

NAV