Performance analysis of IXJ (ISHARES GLOBAL HEALTHCARE ETF)
Annual Return
Over the past 3 years, IXJ has had an average annual return of +5.89%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, IXJ has had an average annual return of +4.50%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IXJ has had an average annual return of +8.17%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 26, 2001, IXJ has had an average annual return of +7.31%, underperforming the benchmark SPY, which returned +9.83% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.25% | +15% | +0.55% | +3.64% | -4.93% | +19.59% | +12.74% | +23.21% | +2.83% | +20.44% | -6.03% | +5.98% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +17.29% | +35.78% | +17.71% | +10.78% | +1.85% | +17.59% | -20.75% | +3.72% | +10.47% | +6.81% | +3.98% | +18.84% |
| 2002 | 2001 | ||||||||||
| -17.93% | -2.47% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.41% | +2.98% | -8.03% | -0.65% | +1.69% | +5.03% | +0.34% | +2.25% | |||||
| 2025 | +6.34% | +1.90% | -2.11% | -2.26% | -3.84% | +1.32% | -3.52% | +5.54% | +1.10% | +2.86% | +8.30% | -0.73% | +15% |
| 2024 | +2.45% | +2.39% | +2.41% | -4.11% | +3.01% | +1.63% | +3.23% | +5.64% | -3.05% | -4.93% | -0.93% | -6.36% | +0.55% |
| 2023 | -0.54% | -4.53% | +3.43% | +3.59% | -3.81% | +3.12% | +1.14% | -0.88% | -3.26% | -3.81% | +5.61% | +4.26% | +3.64% |
| 2022 | -6.92% | -0.80% | +5.04% | -4.61% | +1.08% | -3.30% | +3.20% | -6.36% | -3.90% | +8.72% | +5.82% | -1.59% | -4.93% |
| 2021 | +0.50% | -2.94% | +3.34% | +3.23% | +2.59% | +2.50% | +3.60% | +2.61% | -5.24% | +4.31% | -3.45% | +7.72% | +19.59% |
| 2020 | -1.50% | -6.91% | -3.33% | +11.26% | +3.54% | -1.25% | +3.67% | +2.40% | -1.63% | -4.97% | +8.88% | +3.49% | +12.74% |
| 2019 | +5.03% | +1.90% | +0.77% | -2.47% | -2.06% | +6.61% | -1.48% | +0.31% | +0.16% | +4.96% | +4.48% | +3.35% | +23.21% |
| 2018 | +5.72% | -4.75% | -1.74% | +0.74% | +0.16% | +1.40% | +6.32% | +2.73% | +2.16% | -6.27% | +5.71% | -8.12% | +2.83% |
| 2017 | +2.39% | +5.45% | +0.40% | +1.99% | +2.39% | +2.79% | +0.13% | +1.18% | +1.52% | -1.42% | +2.35% | -0.26% | +20.44% |
Drawdown analysis of IXJ (ISHARES GLOBAL HEALTHCARE ETF)
The maximum drawdown for the IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.
The current IXJ drawdown is -2.85%.
Since Nov 26, 2001 IXJ has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.60% | May 7, 2007 | 463 | Mar 9, 2009 | 538 | Apr 26, 2011 | 1001 |
| -31.87% | Nov 26, 2001 | 164 | Jul 23, 2002 | 686 | Apr 13, 2005 | 850 |
| -27.35% | Feb 12, 2020 | 27 | Mar 23, 2020 | 78 | Jul 14, 2020 | 105 |
| -18.80% | Aug 5, 2015 | 131 | Feb 11, 2016 | 340 | Jun 19, 2017 | 471 |
| -18.14% | Aug 30, 2024 | 175 | May 14, 2025 | 162 | Jan 6, 2026 | 337 |
| -17.47% | Apr 8, 2022 | 117 | Sep 27, 2022 | 321 | Jan 8, 2024 | 438 |
| -16.52% | May 31, 2011 | 50 | Aug 10, 2011 | 148 | Mar 13, 2012 | 198 |
| -14.45% | Oct 1, 2018 | 58 | Dec 24, 2018 | 130 | Jul 2, 2019 | 188 |
| -11.65% | Jan 26, 2018 | 39 | Mar 23, 2018 | 104 | Aug 21, 2018 | 143 |
| -10.78% | Feb 27, 2026 | 42 | Apr 29, 2026 | 44 | Jul 2, 2026 | 86 |
| -10.59% | Dec 29, 2021 | 47 | Mar 8, 2022 | 22 | Apr 7, 2022 | 69 |
| -8.48% | Sep 24, 2014 | 16 | Oct 16, 2014 | 10 | Oct 30, 2014 | 26 |
| -7.78% | Sep 3, 2021 | 26 | Oct 12, 2021 | 51 | Dec 23, 2021 | 77 |
| -7.77% | Jan 25, 2021 | 27 | Mar 4, 2021 | 30 | Apr 16, 2021 | 57 |
| -7.76% | Sep 2, 2020 | 41 | Oct 30, 2020 | 4 | Nov 5, 2020 | 45 |
| -7.63% | May 1, 2012 | 22 | Jun 1, 2012 | 20 | Jun 29, 2012 | 42 |
| -7.24% | Mar 17, 2006 | 60 | Jun 13, 2006 | 29 | Jul 25, 2006 | 89 |
| -6.67% | Oct 17, 2012 | 19 | Nov 15, 2012 | 33 | Jan 4, 2013 | 52 |
| -6.63% | Mar 4, 2014 | 28 | Apr 11, 2014 | 30 | May 27, 2014 | 58 |
| -6.21% | Mar 12, 2024 | 26 | Apr 18, 2024 | 19 | May 15, 2024 | 45 |
| -6.21% | May 15, 2013 | 27 | Jun 24, 2013 | 13 | Jul 12, 2013 | 40 |
| -5.97% | Feb 15, 2007 | 11 | Mar 5, 2007 | 28 | Apr 13, 2007 | 39 |
| -5.45% | Sep 9, 2005 | 34 | Oct 27, 2005 | 36 | Dec 19, 2005 | 70 |
| -5.43% | Jul 3, 2019 | 63 | Oct 2, 2019 | 18 | Oct 28, 2019 | 81 |
| -5.28% | Oct 23, 2006 | 13 | Nov 9, 2006 | 36 | Jan 4, 2007 | 49 |