Performance analysis of XHE (STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF)
Annual Return
Over the past 3 years, XHE has had an average annual return of -4.09%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, XHE has had an average annual return of -7.16%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, XHE has had an average annual return of +5.89%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jan 27, 2011, XHE has had an average annual return of +9.20%, underperforming the benchmark SPY, which returned +13.96% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.89% | -0.23% | +5.08% | -6.23% | -23.34% | +3.04% | +32.91% | +22.30% | +8.91% | +30.50% | +11.78% | +10.04% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +15.97% | +39.45% | +13.43% | -1.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.88% | +2.12% | -11.49% | +2.67% | -1.04% | +5.96% | +2.77% | -1.89% | |||||
| 2025 | +6.86% | -6.37% | -7.17% | -3.82% | +2.69% | +0.06% | -6.17% | +7.78% | -4.07% | +1.31% | +11.44% | -0.75% | -0.23% |
| 2024 | -0.41% | +0.81% | +3.95% | -6.63% | +4.54% | -1.67% | +1.04% | +5.45% | +0.64% | -3.29% | +7.29% | -5.72% | +5.08% |
| 2023 | +6.46% | -2.95% | +0.79% | +4.48% | -4.81% | +5.69% | +0.03% | -11.93% | -9.94% | -12.80% | +10.21% | +12.34% | -6.23% |
| 2022 | -11.72% | +5.62% | +2.45% | -15.07% | -4.45% | -6.66% | +10.04% | -0.81% | -7.87% | +3.63% | +3.63% | -1.90% | -23.34% |
| 2021 | +4.13% | +1.57% | -0.65% | +5.19% | -3.78% | +6.73% | +0.43% | +0.92% | -4.47% | +0.58% | -10.30% | +3.92% | +3.04% |
| 2020 | -0.41% | -6.24% | -10.39% | +16.46% | +5.47% | +1.56% | +6.55% | +1.59% | +0.61% | +0.03% | +8.82% | +7.42% | +32.91% |
| 2019 | +9.33% | +4.82% | +0.09% | -3.36% | -3.80% | +9.57% | +1.74% | -4.34% | -1.97% | +1.10% | +8.11% | +0.38% | +22.30% |
| 2018 | +7.98% | -2.99% | +3.38% | +2.18% | +7.96% | +1.68% | +3.24% | +9.25% | -0.44% | -12.06% | +0.92% | -10.02% | +8.91% |
| 2017 | +4.24% | +5.66% | +2.72% | +3.71% | -0.95% | +6.18% | -1.30% | +1.27% | +2.38% | +2.18% | +4.10% | -2.84% | +30.50% |
Drawdown analysis of XHE (STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF)
The maximum drawdown for the XHE was -49.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.
The current XHE drawdown is -34.96%.
Since Jan 27, 2011 XHE has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.92% | Sep 2, 2021 | 542 | Oct 30, 2023 | Ongoing | Ongoing | Ongoing |
| -34.17% | Feb 19, 2020 | 23 | Mar 23, 2020 | 71 | Jul 2, 2020 | 94 |
| -27.37% | Sep 13, 2018 | 70 | Dec 24, 2018 | 270 | Jan 22, 2020 | 340 |
| -22.05% | Jul 7, 2011 | 61 | Oct 3, 2011 | 145 | May 1, 2012 | 206 |
| -20.04% | Jul 22, 2015 | 142 | Feb 12, 2016 | 79 | Jun 7, 2016 | 221 |
| -11.92% | Sep 7, 2016 | 41 | Nov 3, 2016 | 66 | Feb 9, 2017 | 107 |
| -11.24% | Feb 12, 2021 | 15 | Mar 8, 2021 | 76 | Jun 24, 2021 | 91 |
| -10.42% | Oct 3, 2012 | 29 | Nov 15, 2012 | 47 | Jan 25, 2013 | 76 |
| -10.13% | Jan 29, 2018 | 8 | Feb 8, 2018 | 20 | Mar 9, 2018 | 28 |
| -9.42% | May 2, 2012 | 22 | Jun 4, 2012 | 19 | Jun 29, 2012 | 41 |
| -9.25% | Mar 4, 2014 | 38 | Apr 28, 2014 | 129 | Oct 29, 2014 | 167 |
| -8.30% | Jul 3, 2012 | 21 | Aug 2, 2012 | 24 | Sep 6, 2012 | 45 |
| -6.97% | Aug 5, 2020 | 35 | Sep 24, 2020 | 9 | Oct 7, 2020 | 44 |
| -6.92% | Jun 25, 2021 | 15 | Jul 19, 2021 | 31 | Aug 31, 2021 | 46 |
| -6.50% | Jan 16, 2014 | 11 | Feb 3, 2014 | 20 | Mar 4, 2014 | 31 |
| -6.12% | Apr 23, 2015 | 9 | May 6, 2015 | 30 | Jun 18, 2015 | 39 |
| -6.08% | May 19, 2011 | 20 | Jun 17, 2011 | 12 | Jul 6, 2011 | 32 |
| -5.83% | Oct 12, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -5.60% | Feb 18, 2011 | 17 | Mar 16, 2011 | 12 | Apr 1, 2011 | 29 |
| -4.98% | Jul 25, 2017 | 12 | Aug 10, 2017 | 20 | Sep 8, 2017 | 32 |
| -4.47% | Jun 9, 2016 | 12 | Jun 27, 2016 | 3 | Jun 30, 2016 | 15 |
| -4.44% | Apr 11, 2013 | 5 | Apr 18, 2013 | 15 | May 9, 2013 | 20 |
| -4.44% | Mar 16, 2018 | 10 | Apr 2, 2018 | 11 | Apr 17, 2018 | 21 |
| -4.24% | May 2, 2017 | 12 | May 18, 2017 | 10 | Jun 2, 2017 | 22 |
| -4.02% | Jan 22, 2020 | 7 | Jan 31, 2020 | 10 | Feb 14, 2020 | 17 |