XLVHealth Care

Pharmaceuticals, biotech, and hospitals. Defensive characteristics with long-term growth.

$10,000 invested in 1999$67,678by 2024

CAGR

+7.6%

26-year annualized

Total Return

577%

$10k → $67,678

Max Drawdown

-27.2%

worst peak-to-trough

Best Year

+41%

2013

Growth of $10,000

19992024
$38k$70k199920042009201420192024

Annual returns — XLV (19992024)

1999-5%
2000+28%
2001-12%
2002-18%
2003+17%
2004+2%
2005+8%
2006+7%
2007+7%
2008-23%
2009+19%
2010+3%
2011+10%
2012+17%
2013+41%
2014+25%
2015+7%
2016-3%
2017+22%
2018+7%
2019+21%
2020+13%
2021+26%
2022-2%
2023+2%
2024+3%

Year-by-year performance

YearReturnPortfolio Value
2024+2.60%$67,678
2023+2.10%$65,963
2022-2.10%$64,606
2021+26.10%$65,992
2020+13.40%$52,333
2019+20.80%$46,149
2018+6.50%$38,203
2017+22.10%$35,871
2016-2.70%$29,379
2015+6.90%$30,194
2014+25.30%$28,245
2013+41.40%$22,542
2012+17.40%$15,942
2011+10.20%$13,579
2010+3.20%$12,322
2009+19.00%$11,940
2008-22.80%$10,034
2007+7.30%$12,997
2006+6.60%$12,113
2005+7.60%$11,363
2004+1.60%$10,560
2003+17.00%$10,394
2002-17.70%$8,884
2001-11.60%$10,794
2000+28.40%$12,211
1999-4.90%$9,510

All returns are total returns (price appreciation + dividends reinvested). Expense ratio of 0.09% not deducted.

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