Last Update: 31 Aug 2021

Category: Stocks
ETF: iShares Genomics Immunology and Healthcare ETF (IDNA)

In 2020, the portfolio granted a 0.40% dividend yield. If you are interested in getting periodic income, please refer to the iShares Genomics Immunology and Healthcare ETF (IDNA): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Multi Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.
  • Sector: Healthcare
  • Industry: Biotechnology

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the iShares Genomics Immunology and Healthcare ETF (IDNA): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+7.50%
0.00%
1 - 0
3M
+15.15%
-3.69%
Jul 2021 - Jul 2021
2 - 1
6M
+14.71%
-3.69%
Jul 2021 - Jul 2021
3 - 3
YTD
+17.38%
-9.22%
Feb 2021 - Mar 2021
4 - 4
1Y
+41.49%
24.23%
-9.22%
Feb 2021 - Mar 2021
7 - 5
MAX
01 Jul 2019
+42.13%
annualized
24.62%
-11.40%
Aug 2019 - Sep 2019
16 - 10

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares Genomics Immunology and Healthcare ETF (IDNA) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+55.03% +80.66%
Feb 2020 - Jan 2021
+30.92%
Jun 2020 - May 2021
0.00%
2 Years
+44.64% +50.15%
Sep 2019 - Aug 2021
+39.93%
Aug 2019 - Jul 2021
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares Genomics Immunology and Healthcare ETF (IDNA) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares Genomics Immunology and Healthcare ETF (IDNA) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
4.77
50%
-1.51
50%
-5.00
0%
11.29
100%
5.57
50%
8.65
100%
-1.21
33%
1.02
67%
-1.48
50%
1.62
50%
15.09
100%
3.09
100%
Best
Year
9.6
2021
3.6
2020
-2.8
2021
17.7
2020
13.5
2020
11.2
2021
1.8
2019
7.5
2021
2.2
2020
5.9
2019
17.9
2020
3.3
2019
Worst
Year
-0.1
2020
-6.6
2021
-7.2
2020
4.9
2021
-2.3
2021
6.1
2020
-3.7
2021
-6.6
2019
-5.1
2019
-2.6
2020
12.3
2019
2.9
2020

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in iShares Genomics Immunology and Healthcare ETF (IDNA) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+17.38% 9.6 -6.6 -2.8 4.9 -2.3 11.2 -3.7 7.5
2020
+64.73% -0.1 3.6 -7.2 17.7 13.5 6.1 -1.7 2.2 2.2 -2.6 17.9 2.9
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