IBBiShares Biotechnology ETF

Grow my money25y track recordRanked #253 of 2,999 in this goal

Tracks the investment results of the NYSE Biotechnology Index.

By iShares · Launched 2001

Annual Cost

0.44%

#2,133 of 5,861 · average

Fund Size

$9.1B

#304 of 5,861 · large

Return (1Y)Goal

+39.8%

Track Record

25 years

#123 of 5,861 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,521+25.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Sector

Health care

Focus

Biotech & Genomics

Index tracked

NYSE Biotechnology Index

What it actually holds

By weight

Concentration

Top 10 holdings = 54.7% of fundmoderately concentrated

BlackRock Funds III

9.7%

Gilead Sciences, Inc.

7.7%

Amgen, Inc.

7.5%

Vertex Pharmaceuticals, Inc.

7.4%

Regeneron Pharmaceuticals, Inc.

7.2%

Alnylam Pharmaceuticals, Inc.

4.0%

Insmed, Inc.

3.2%

Argenx SE

3.1%

Biogen, Inc.

2.5%

Natera, Inc.

2.4%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Healthcare

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

20.5%High

Year-on-year price swings

Max drawdown

-39.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.54Decent risk-adjusted returns

Sortino (3Y)

0.78Moderate downside risk

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Tracks the investment results of the NYSE Biotechnology Index.
Strategy: Invests primarily in U.S.-listed equities in the biotechnology sector, seeking to track the NYSE Biotechnology Index. Includes large-, mid-, and small-cap companies classified in the biotechnology sector.
Inception date: February 5, 2001
Fund family: iShares