Schwab Health Care (SWHFX)

26.55 +0.28 (+1.07%) USD  |  Aug 10 2022

SWHFX Performance

Edit Comparables

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of August 10, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Schwab Health Care
19.21%
39.95%
21.50%
8.42%
-4.35%
20.20%
3.98%
17.64%
12.86%
23.29%
-6.84%
MSCI World Net Total Return
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-12.39%
Live Oak Health Sciences
13.65%
38.84%
19.96%
7.90%
-0.37%
13.41%
-3.95%
18.98%
5.98%
17.51%
-0.33%
JNL/Mellon Healthcare Sector A
18.47%
40.99%
25.14%
6.58%
-3.82%
22.63%
4.95%
21.38%
17.52%
20.20%
-6.85%
Fidelity® Select Pharmaceuticals Port
14.25%
41.36%
23.82%
8.19%
-16.27%
10.69%
5.81%
31.63%
11.07%
11.82%
0.31%
Delaware Healthcare I
19.34%
50.98%
17.32%
11.66%
-4.09%
32.32%
-0.58%
31.83%
11.44%
5.56%
-4.41%
As of August 10, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Schwab Health Care
1.22%
5.02%
0.30%
-2.59%
12.95%
10.68%
13.47%
10.73%
12.33%
9.59%
MSCI World Net Total Return
7.75%
5.12%
-8.38%
-8.17%
11.21%
9.48%
10.19%
6.18%
8.33%
7.54%
Live Oak Health Sciences
1.95%
6.42%
3.57%
3.79%
12.32%
8.35%
11.61%
10.01%
10.00%
7.83%
JNL/Mellon Healthcare Sector A
2.19%
6.72%
0.26%
-2.81%
13.90%
12.37%
14.46%
11.22%
10.32%
8.62%
Fidelity® Select Pharmaceuticals Port
0.13%
7.49%
6.36%
0.58%
13.33%
12.19%
12.06%
10.91%
10.80%
8.53%
Delaware Healthcare I
0.22%
6.80%
0.11%
-1.54%
9.72%
10.64%
14.99%
--
--
14.63%
As of August 10, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of July 31, 2022