MarketGrader Health Care Index


*Inception date: November 22, 2002.

Calendar Year Total Returns
Cumulative Returns - through 10/20/2020
Price Return
YTD 7.7%
1 Year 18.5%
3 Years 15.2%
5 Years 43.6%
10 Years 256.6%
Since Inception 646.0%

Annualized Returns - through 10/20/2020
Price Return
3 Years 4.8%
5 Years 7.7%
10 Years 13.6%
Since Inception 11.9%

Standard Deviation - through 10/20/2020
Price Return
3 Years 20.4%
5 Years 18.8%
10 Years 16.9%
Since Inception 16.7%

Sharpe Ratio - through 10/20/2020
Price Return
3 Years 0.23
5 Years 0.41
10 Years 0.81
Since Inception 0.71

All returns in U.S. Dollars

The MarketGrader Health Care Index index was first published on November 22, 2002. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Backtested performance information is purely hypothetical and is solely for informational purposes. Backtested performance does not represent actual performance, and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results.

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