Last Update: 31 Dec 2020

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:
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Period Returns
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.85%
0.00%
1 - 0
3M
+18.00%
-2.64%
Oct 2020 - Oct 2020
2 - 1
6M
+21.08%
-2.64%
Oct 2020 - Oct 2020
4 - 2
YTD
+64.73%
26.40%
-7.23%
Mar 2020 - Mar 2020
8 - 4
1Y
+64.73%
26.40%
-7.23%
Mar 2020 - Mar 2020
8 - 4
MAX
01 Jul 2019
+49.33%
annualized
25.46%
-11.40%
Aug 2019 - Sep 2019
12 - 6

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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
+59.30% +71.53%
Oct 2019 - Sep 2020
+45.57%
Aug 2019 - Jul 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

iShares Genomics Immunology and Healthcare ETF (IDNA) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.1 3.6 -7.2 17.7 13.5 6.1 0.0 -2.2 -1.5 1.6 15.1 3.1
Best -0.1
2020
3.6
2020
-7.2
2020
17.7
2020
13.5
2020
6.1
2020
1.8
2019
2.2
2020
2.2
2020
5.9
2019
17.9
2020
3.3
2019
Worst -0.1
2020
3.6
2020
-7.2
2020
17.7
2020
13.5
2020
6.1
2020
-1.7
2020
-6.6
2019
-5.1
2019
-2.6
2020
12.3
2019
2.9
2020
Gain
Frequency
0 100 0 100 100 100 50 50 50 50 100 100

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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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