XHSState Street SPDR S&P Health Care Services ETF

Grow my money14y track recordRanked #965 of 3,055 in this goal

Seeks investment results that correspond generally to the total return performance of the S&P Health Care Services Select Industry Index.

By State Street Investment Management · Launched 2011

Annual Cost

0.35%

#1,699 of 6,040 · low cost

Fund Size

$213M

#2,400 of 6,040 · mid-size

Return (1Y)

+41.6%

Track Record

14 years

#918 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$15,091+50.9%

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

Index tracked

S&P Health Care Services Select Industry Index

Holdings

By weight

Concentration

Top 10 holdings = 20.8% of funddiversified

Pediatrix Medical Group Inc

2.2%

HealthEquity Inc

2.1%

Guardant Health Inc

2.1%

CorVel Corp

2.1%

BrightSpring Health Services Inc

2.1%

State Street Global Advisors

2.1%

Cigna Group/The

2.1%

Humana Inc

2.0%

Elevance Health Inc

2.0%

DaVita Inc

2.0%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Healthcare

98.2%

Financial Services

1.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.4%Moderate

Year-on-year price swings

Max drawdown

-39.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.77Decent risk-adjusted returns

Sortino (3Y)

1.13Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that correspond generally to the total return performance of the S&P Health Care Services Select Industry Index.
Strategy: Employs a sampling strategy to track the S&P Health Care Services Select Industry Index, investing primarily in health care services companies with float-adjusted market capitalizations of at least $500 million. The Fund may also invest in cash and cash equivalents for management purposes.
Inception date: September 28, 2011
Fund family: State Street Investment Management