Health Care ETFs: Which Funds Have Outperformed Long-Term?
March 15, 2016 2:37 PM
<p></p>
Despite their recent (and considerable) underperformance, market analysts stress the need for clients to evaluate health care equities by their long-term returns.
"The underlying story behind health care is strong," Morningstar analyst Robert Goldsborough says. "Despite health care reform, there is a lot arguing broadly for health care."
Although they all posted negative returns in the last year, the sector's 15 leading ETFs beat the three-, five- and 10-year performance numbers of the S&P 500, according to Morningstar.
The broad-based index posted annualized gains of 8.91% over three years, 9.27% over five years and 4.52% over 10 years. The one-year return amounted to a loss of 1.64%.
The sector's top ETF performer the past five years, PowerShares Dynamic Pharmaceuticals, illustrates the long-term growth trend for health care equities. While the fund posted a one-year loss of 14.54% through March 11, it also enjoyed a five-year return of 24.06%.
The sector's largest ETF, the $13.58 billion Health Care Select Sector SPDR, incurred a one-year loss of 1.99%, but returned nearly 18% return over the last 10 years.
For this list, we considered all health sector ETFs and ranked them by their five-year annualized returns. All data is from Morningstar.
Click here to view the data on a single page. - Andrew Shilling
Image: Fotolia
Read More:
Top Funds by Total Returns
Biggest Dividend Increases From S&P 500 Companies
On the Look Out for Dividend ETF Standouts
Advisors: Time to Look Beyond Dividends
"The underlying story behind health care is strong," Morningstar analyst Robert Goldsborough says. "Despite health care reform, there is a lot arguing broadly for health care."
Although they all posted negative returns in the last year, the sector's 15 leading ETFs beat the three-, five- and 10-year performance numbers of the S&P 500, according to Morningstar.
The broad-based index posted annualized gains of 8.91% over three years, 9.27% over five years and 4.52% over 10 years. The one-year return amounted to a loss of 1.64%.
The sector's top ETF performer the past five years, PowerShares Dynamic Pharmaceuticals, illustrates the long-term growth trend for health care equities. While the fund posted a one-year loss of 14.54% through March 11, it also enjoyed a five-year return of 24.06%.
The sector's largest ETF, the $13.58 billion Health Care Select Sector SPDR, incurred a one-year loss of 1.99%, but returned nearly 18% return over the last 10 years.
For this list, we considered all health sector ETFs and ranked them by their five-year annualized returns. All data is from Morningstar.
Click here to view the data on a single page. - Andrew Shilling
Image: Fotolia
Read More:
Top Funds by Total Returns
Biggest Dividend Increases From S&P 500 Companies
On the Look Out for Dividend ETF Standouts
Advisors: Time to Look Beyond Dividends
<p></p>
<p></p>
The 10-year return is 8.18%.
<p></p>
<p></p>
<p></p>
<p></p>
<p></p>
<p></p>
The 10-year return is 9.85%.
<p></p>
<p></p>
The 10-year return is 10.09%.
<p></p>
The 10-year return is 9.70%.
<p></p>
<p></p>
The 10-year return is 11.90%.
<p></p>
The 10-year return is 12.41%.
<p></p>
The 10-year return is 15.42%.
