Health Care Select Etf Performance
| XLV Etf | USD 144.82 1.63 1.14% |
The etf retains a Market Volatility (i.e., Beta) of 0.99, which attests to possible diversification benefits within a given portfolio. Health Care returns are very sensitive to returns on the market. As the market goes up or down, Health Care is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Health Care Select are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak essential indicators, Health Care may actually be approaching a critical reversion point that can send shares even higher in November 2025. ...more
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4 | Should You Invest in the Health Care Select Sector SPDR ETF | 08/14/2025 |
5 | Is This the Right Time to Consider Healthcare ETFs - Zacks Investment Research | 08/21/2025 |
6 | Healthcare Stocks Are They Well-Positioned To Weather Trump Tariffs | 08/25/2025 |
7 | Is Healthcare Setting Up to Be a Quiet Leader Into Year-End | 09/02/2025 |
8 | iShares U.S. Pharmaceuticals ETF declares quarterly distribution of 0.3124 - MSN | 09/16/2025 |
9 | When Charts Lie | 09/25/2025 |
10 | This Best Stock is the Salesforce of drug discovery. Time to get long here | 10/02/2025 |
| In Threey Sharp Ratio | 0.17 |
Health Care Relative Risk vs. Return Landscape
If you would invest 13,375 in Health Care Select on July 5, 2025 and sell it today you would earn a total of 1,107 from holding Health Care Select or generate 8.28% return on investment over 90 days. Health Care Select is generating 0.1298% of daily returns assuming volatility of 1.0506% on return distribution over 90 days investment horizon. In other words, 9% of etfs are less volatile than Health, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Health Care Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Health Care's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Health Care Select, and traders can use it to determine the average amount a Health Care's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1235
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Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Health Care is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Health Care by adding it to a well-diversified portfolio.
Health Care Fundamentals Growth
Health Etf prices reflect investors' perceptions of the future prospects and financial health of Health Care, and Health Care fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Health Etf performance.
| Price To Earning | 4.40 X | |||
| Price To Book | 2.99 X | |||
| Price To Sales | 1.60 X | |||
| Earnings Per Share | 6.78 X | |||
| Total Asset | 35.9 B | |||
About Health Care Performance
Evaluating Health Care's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Health Care has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Health Care has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
In seeking to track the performance of the index, the fund employs a replication strategy. SP 500 is traded on NYSEARCA Exchange in the United States.| Latest headline from cnbc.com: This Best Stock is the Salesforce of drug discovery. Time to get long here | |
| The fund keeps 99.89% of its net assets in stocks |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Health Care Select. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
The market value of Health Care Select is measured differently than its book value, which is the value of Health that is recorded on the company's balance sheet. Investors also form their own opinion of Health Care's value that differs from its market value or its book value, called intrinsic value, which is Health Care's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Health Care's market value can be influenced by many factors that don't directly affect Health Care's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Health Care's value and its price as these two are different measures arrived at by different means. Investors typically determine if Health Care is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Health Care's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.