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HLTHTema Healthcare AI ETF

Grow my moneyRanked #2,663 of 2,980 in this goal

Seeks to provide long-term growth.

Annual Cost

#5,759 of 5,759 · expensive

Fund Size

#5,759 of 5,759 · small

Return (1Y)Goal

-92.7%

Track Record

#5,759 of 5,759 · young

Performance

Total-return NAV · USD
Growth of $10,000
$23-99.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Growth

Focus

Artificial Intelligence

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
129.6%High

Year-on-year price swings

Max drawdown
-99.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks to provide long-term growth.
Strategy
Actively manages a portfolio investing at least 80% in common and preferred stocks of domestic and foreign Healthcare AI companies across micro-, small-, medium-, and large-capitalization. Focuses on companies applying AI to healthcare, aiming for long-term growth.

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Data updated on 2026-07-23