IBBiShares Biotechnology ETF

Grow my money25y track recordRanked #245 of 2,960 in this goal

Seeks to track the investment results of an index composed of U.S.-listed equities in the biotechnology sector.

By iShares · Launched 2001

Annual Cost

0.44%

#2,165 of 5,562 · average

Fund Size

$7.9B

#324 of 5,562 · large

Return (1Y)Goal

+38.9%

Track Record

25 years

#126 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,826+48.3%

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

Classification

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 = 56.9% of fundmoderately concentrated

BlackRock Funds III

9.7%

Vertex Pharmaceuticals, Inc.

8.7%

Gilead Sciences, Inc.

8.1%

Amgen, Inc.

7.8%

Regeneron Pharmaceuticals, Inc.

6.9%

Alnylam Pharmaceuticals, Inc.

4.6%

Insmed, Inc.

3.2%

Argenx SE

3.0%

Natera, Inc.

2.7%

Biogen, Inc.

2.3%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Healthcare

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

20.3%High

Year-on-year price swings

Max drawdown

-39.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.40Below average

Sortino (3Y)

0.57Moderate downside risk

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the investment results of an index composed of U.S.-listed equities in the biotechnology sector.
Strategy: Tracks the NYSE Biotechnology Index, which measures the performance of U.S.-listed securities in the biotechnology sub-industry. The Fund invests primarily in component securities of the Underlying Index, holding at least 80% of its assets in them. It may also invest in futures, options, and cash equivalents to help track the Index.
Inception date: February 5, 2001
Fund family: iShares