Health: Total Returns

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Data through 3/18/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Health 1.21 14.03 12.91 6.68 14.38 9.26
Alger Health Sciences A AHSAX 2.32 15.58 14.11 12.20 25.79 13.32
Alger Health Sciences C AHSCX 2.23 15.34 13.87 11.26 24.80 12.43
Alger Health Sciences Z AHSZX 2.31 15.62 14.20 12.59 26.26 ---
Baron Health Care Retail BHCFX 2.58 17.03 16.67 --- --- ---
Baron Health Care Instl BHCHX 2.67 17.10 16.74 --- --- ---
Baron Health Care R6 BHCUX 2.58 17.12 16.75 --- --- ---
BlackRock Health Sciences Opps R BHSRX 0.00 8.96 9.13 12.38 15.56 12.06
Delaware Healthcare A DLHAX 1.13 14.62 13.17 7.92 15.99 11.17
Delaware Healthcare C DLHCX 1.06 14.45 12.99 7.13 15.12 10.35
Delaware Healthcare I DLHIX 1.17 14.69 13.24 8.20 16.27 11.45
Delaware Healthcare R DLRHX 1.10 14.55 13.08 7.64 15.69 10.89
Eaton Vance Worldwide Health Sci C ECHSX 1.57 10.75 11.07 13.41 9.23 6.73
Eaton Vance Worldwide Health Sci I EIHSX 1.63 11.08 11.39 14.60 10.33 7.81
Eaton Vance Worldwide Health Sci B EMHSX 1.55 10.79 11.10 13.46 9.23 6.72
Eaton Vance Worldwide Health Sci R ERHSX 1.57 10.89 11.19 14.02 9.77 7.27
Eventide Healthcare & Life Sciences A ETAHX 13.59 35.58 33.47 22.59 31.45 15.07
Eventide Healthcare & Life Sciences C ETCHX 13.52 35.37 33.26 21.65 30.47 14.22
Eaton Vance Worldwide Health Sci A ETHSX 1.59 10.98 11.30 14.29 10.04 7.53
Eventide Healthcare & Life Sciences I ETIHX 13.61 35.66 33.58 22.92 31.77 15.36
Eventide Healthcare & Life Sciences N ETNHX 13.59 35.61 33.51 22.66 31.51 15.14
Russell 2000/Health Care PR USD F00000J3TK 2.00 19.79 16.73 0.64 20.88 10.13
Russell 2000 Health Care TR USD F00000J3TL 2.00 19.80 16.75 0.72 21.02 10.32
Russell Midcap Health Care TR USD F00000J3U8 0.46 16.90 15.11 4.88 15.19 11.73
Russell Midcap Health Care PR USD F00000J3UA 0.45 16.85 15.00 4.50 14.77 11.33
Russell 3000/Health Care PR USD F00000LMRG -0.07 8.52 8.75 8.12 12.71 9.55
Russell 3000 Health Care TR USD F00000LMRH 0.09 8.90 9.16 9.74 14.42 11.16
Russell 1000 Value Health Care PR USD F00000O048 0.79 7.42 7.80 11.96 11.50 9.92
Russell 1000 Value Health Care TR USD F00000O04H 1.02 7.88 8.32 14.14 13.80 12.22
Russell 1000 Growth Health Care PR USD F00000O04Q -1.36 7.85 8.38 5.19 12.41 9.41
Russell 1000 Growth Health Care TR USD F00000O04Z -1.24 8.20 8.76 6.56 13.83 10.65
Russell 2000 Growth Health Care PR USD F00000O058 2.88 20.84 18.26 2.46 21.79 10.16
Russell 2000 Growth Health Care TR USD F00000O05H 2.89 20.84 18.26 2.50 21.89 10.31
Russell 2000 Value Health Care PR USD F00000O05Q -3.59 13.14 7.29 -10.12 15.50 9.92
Russell 2000 Value Health Care TR USD F00000O05Z -3.58 13.21 7.38 -9.84 15.86 10.33
Russell Top 200 Health Care PR USD F00000O5XJ -0.42 5.61 6.52 9.64 11.35 8.88
Russell 1000 Health Care PR USD F00000O5XK -0.25 7.63 8.08 8.67 11.99 9.49
Russell Top 200 Value Health Care PR USD F00000O5XL 0.79 5.95 6.76 14.04 12.41 10.07
Russell Top 200 Growth HealthCare PR USD F00000O5XM -1.85 5.20 6.23 4.66 10.51 8.27
Russell Midcap Value Health Care PR USD F00000O5XN 0.74 16.24 13.77 1.22 6.50 7.54
Russell Midcap Growth Health Care PR USD F00000O5XO 0.24 17.28 15.88 6.41 18.91 13.06
Russell 1000 Health Care TR USD F00000O5YY -0.07 8.03 8.53 10.45 13.82 11.22
Russell Top 200 Health Care TR USD F00000O5YZ -0.20 6.09 7.05 11.76 13.52 10.95
Russell Top 200 Growth HealthCare TR USD F00000O5Z0 -1.69 5.64 6.70 6.38 12.26 9.82
Russell Top 200 Value Health Care TR USD F00000O5Z1 1.06 6.47 7.34 16.52 15.00 12.70
Russell Midcap Growth Health Care TR USD F00000O5Z2 0.24 17.32 15.93 6.61 19.20 13.33
Russell Midcap Value Health Care TR USD F00000O5Z3 0.77 16.31 13.96 1.85 7.12 8.14
Russell 1000 EW Health Care PR USD F00000V9XU 0.42 15.09 14.03 10.32 14.15 10.98
Russell 1000 EW Health Care TR USD F00000V9Y0 0.47 15.23 14.20 11.01 14.84 11.64
Russell 1000 EW Health Care NR USD F00000V9Y6 0.45 15.19 14.15 10.80 14.64 11.44
Russell 2500 Growth Health Care TR USD F00000WGQP 2.41 21.76 19.74 7.26 21.82 12.09
Russell 2500 Value Health Care TR USD F00000WGQX 0.58 16.38 13.20 5.02 13.94 10.54
Russell 2500 Health Care TR USD F00000WGR7 2.02 20.62 18.35 6.81 19.96 11.67
Russell 3000 Growth Health Care TR USD F00000WGRG -0.69 9.80 10.00 6.08 14.70 10.57
Russell 3000 Value Health Care TR USD F00000WGRP 0.92 7.98 8.30 13.65 14.01 12.25
Russell 2000 Biotechnology TR USD F00000XCBO 5.56 25.06 21.49 -8.75 25.77 8.46
Morningstar Gbl Hlthcare Moat Foc NR USD F00000YH4Y -1.41 8.69 8.73 9.44 11.31 9.11
Morningstar Gbl Hlthcare Moat Foc GR USD F00000YH51 -1.31 8.84 8.90 9.97 11.89 9.60
Morningstar Gbl Hlthcare Moat Foc PR USD F00000YH53 -1.71 8.24 8.25 7.89 9.72 7.78
Morningstar Asia Pac Healthcare GR USD F00000YKRV 3.53 10.38 8.48 -4.80 8.35 10.19
Morningstar Asia Pac Healthcare PR USD F00000YKRX 3.41 10.24 8.25 -6.11 6.71 8.44
Morningstar Asia Pac Healthcare NR USD F00000YKRY 3.51 10.35 8.43 -5.05 8.03 9.87
Morningstar DM Europe Healthcare NR USD F00000YKY9 3.45 11.10 10.72 7.22 6.91 2.89
Morningstar DM Europe Healthcare PR USD F00000YKYA 2.43 10.00 9.62 4.96 4.61 0.70
Morningstar DM Healthcare NR USD F00000YL4F 0.83 9.28 9.00 8.26 10.99 8.27
Morningstar DM Healthcare PR USD F00000YL4K 0.51 8.82 8.52 6.82 9.46 6.80
Morningstar DM Europe Healthcare GR USD F00000YL7D 3.83 11.51 11.13 7.92 7.61 3.55
Morningstar DM Healthcare GR USD F00000YL7K 0.95 9.46 9.19 8.79 11.56 8.80
Morningstar EM Healthcare NR USD F00000YLB4 1.07 5.36 7.42 -20.56 2.18 4.63
Morningstar EM Healthcare GR USD F00000YLB9 1.07 5.37 7.45 -20.48 2.27 4.73
Morningstar EM Healthcare PR USD F00000YLBB 1.02 5.27 7.27 -21.18 1.30 3.74
Morningstar Gbl Healthcare GR USD F00000YLHU 0.95 9.31 9.12 7.52 11.22 8.65
Morningstar Gbl Healthcare NR USD F00000YLHV 0.83 9.14 8.94 7.01 10.68 8.13
Morningstar Gbl Healthcare PR USD F00000YLHW 0.52 8.69 8.47 5.60 9.17 6.68
Morningstar US Healthcare Moat TR USD F00000YPES -1.80 7.84 8.70 9.47 13.57 11.09
Morningstar US Healthcare Moat PR USD F00000YPET -1.84 7.50 8.31 7.96 11.92 9.62
Morningstar US Healthcare Moat NR USD F00000YPEY -1.81 7.74 8.58 9.01 13.07 10.65
Morningstar US Healthcare Sector NR USD F000010SBR -0.43 7.98 8.22 9.17 13.07 10.59
Fidelity Advisor® Health Care A FACDX -1.14 11.52 10.86 9.51 15.20 9.91
Fidelity Advisor® Health Care M FACTX -1.18 11.46 10.78 9.24 14.90 9.62
Franklin Biotechnology Discovery A FBDIX 3.61 22.27 19.93 -2.96 12.12 3.66
Fidelity® Select Biotechnology FBIOX 5.00 21.82 19.39 -1.63 15.77 6.10
Fidelity Advisor® Biotechnology A FBTAX 3.02 15.64 15.88 1.34 15.53 5.99
Fidelity Advisor® Biotechnology C FBTCX 2.96 15.45 15.67 0.58 14.66 5.21
Franklin Biotechnology Discovery C FBTDX 3.55 22.08 19.71 -3.68 11.29 2.89
Fidelity Advisor® Biotechnology I FBTIX 3.06 15.74 15.97 1.61 15.83 6.27
Fidelity Advisor® Biotechnology M FBTTX 3.00 15.62 15.83 1.03 15.16 5.66
Fidelity Advisor® Health Care C FHCCX -1.18 11.36 10.66 8.72 14.35 9.09
Fidelity Advisor® Health Care I FHCIX -1.12 11.58 10.93 9.82 15.51 10.20
Fidelity Advisor® Biotechnology Z FIJYX 3.09 15.77 16.01 --- --- ---
Fidelity Advisor® Health Care Z FIKCX -1.10 11.62 10.97 --- --- ---
Fidelity® Select Pharmaceuticals Port FPHAX 3.51 11.68 11.51 12.41 8.03 5.67
Franklin Biotechnology Discovery R6 FRBRX 3.65 22.37 20.04 -2.61 12.57 4.07
Fidelity® Select Health Care Svcs Port FSHCX -8.21 2.03 0.14 9.49 13.93 12.64
Fidelity® Select Medical Tech and Devcs FSMEX 0.40 12.80 13.01 20.91 23.27 17.58
Fidelity® Select Health Care FSPHX -0.76 12.15 11.45 10.34 15.54 10.16
Franklin Biotechnology Discovery Adv FTDZX 3.63 22.34 20.00 -2.72 12.39 3.91
Invesco Health Care A GGHCX 1.61 12.93 11.64 12.76 10.84 5.87
Invesco Health Care R6 GGHSX 1.63 12.99 11.73 13.09 --- ---
Invesco Health Care Y GGHYX 1.63 12.97 11.71 13.05 11.11 6.13
Invesco Health Care C GTHCX 1.52 12.70 11.43 11.90 10.00 5.08
Invesco Health Care Invstor GTHIX 1.58 12.90 11.61 12.72 10.83 5.86
Hartford Healthcare HLS IB HBGHX 2.05 15.33 13.92 5.82 13.33 10.02
Hartford Healthcare A HGHAX 2.00 15.15 13.83 5.68 13.08 9.80
Hartford Healthcare C HGHCX 1.96 14.96 13.63 4.90 12.25 9.00
Hartford Healthcare F HGHFX 2.00 15.22 13.93 6.07 --- ---
Hartford Healthcare I HGHIX 2.01 15.22 13.89 5.96 13.37 10.10
Hartford Healthcare R3 HGHRX 1.98 15.05 13.73 5.33 12.72 9.45
Hartford Healthcare R4 HGHSX 1.98 15.12 13.79 5.63 13.06 9.79
Hartford Healthcare R5 HGHTX 2.01 15.22 13.89 5.95 13.39 10.11
Hartford Healthcare R6 HGHVX --- --- --- --- --- ---
Hartford Healthcare Y HGHYX 2.01 15.22 13.91 6.03 13.50 10.22
Hartford Healthcare HLS IA HIAHX 2.07 15.32 13.99 6.10 13.62 10.29
AllianzGI Health Sciences Institutional HLHIX 0.66 10.77 10.81 9.93 13.39 ---
ICON Healthcare A ICHAX -1.81 9.10 7.34 8.19 11.59 8.88
ICON Healthcare S ICHCX -1.78 9.17 7.36 8.49 11.96 9.22
Janus Henderson Global Life Sciences T JAGLX 1.81 14.33 13.86 11.75 15.07 10.23
Janus Henderson Global Life Sciences A JFNAX 1.79 14.28 13.85 11.68 14.96 10.13
Janus Henderson Global Life Sciences C JFNCX 1.75 14.13 13.63 10.82 14.10 9.29
Janus Henderson Global Life Sciences I JFNIX 1.81 14.35 13.92 11.96 15.25 10.38
Janus Henderson Global Life Sciences N JFNNX 1.82 14.38 13.92 12.00 --- ---
Janus Henderson Global Life Sciences S JFNSX 1.77 14.23 13.77 11.44 14.77 9.96
Janus Henderson Global Life Sciences D JNGLX 1.80 14.33 13.88 11.86 15.17 10.33
Kinetics Medical Adv A KRXAX 2.74 8.49 10.51 6.89 8.85 4.70
Kinetics Medical Adv C KRXCX 2.66 8.34 10.35 6.35 8.32 4.18
Live Oak Health Sciences LOGSX -3.91 6.73 5.37 2.57 6.50 7.04
Kinetics Medical No Load MEDRX 2.74 8.52 10.55 7.16 9.13 4.97
Morningstar US Healthcare PR USD MHS -0.55 7.70 7.92 7.98 11.83 9.41
Morningstar US Healthcare TR USD MHST -0.38 8.10 8.35 9.68 13.61 11.10
Morningstar DM Hlthcare Moat Foc GR USD MSDIHMGU -0.93 8.86 9.15 10.79 12.85 9.72
Morningstar DM Hlthcare Moat Foc NR USD MSDIHMNU -1.03 8.70 8.97 10.26 12.27 9.22
Morningstar DM Hlthcare Moat Foc PR USD MSDIHMPU -1.34 8.24 8.47 8.71 10.65 7.87
Morningstar US Dfnsve Sup Sec PR USD MSSEMDSS 0.70 8.26 7.26 7.51 8.05 8.00
Morningstar US Dfnsve Sup Sec TR USD MSSEMDST 0.94 8.76 7.87 9.85 10.40 10.32
Putnam Global Health Care C PCHSX 1.54 10.82 11.02 5.21 7.79 6.38
Perkins Discovery PDFDX 7.14 28.24 30.17 40.92 30.88 8.48
PGIM Jennison Health Sciences A PHLAX 1.33 15.98 14.11 4.84 16.47 8.66
PGIM Jennison Health Sciences B PHLBX 1.26 15.76 13.85 3.93 15.59 7.87
PGIM Jennison Health Sciences C PHLCX 1.29 15.84 13.94 4.14 15.68 7.92
Putnam Global Health Care M PHLMX 1.55 10.88 11.09 5.48 8.07 6.65
PGIM Jennison Health Sciences R6 PHLQX 1.37 16.06 14.20 5.20 16.91 ---
Putnam Global Health Care B PHSBX 1.53 10.83 11.04 5.24 7.80 6.38
Putnam Global Health Care R PHSRX 1.59 10.94 11.19 5.77 8.33 6.92
Putnam Global Health Care A PHSTX 1.60 10.99 11.24 6.02 8.61 7.18
Putnam Global Health Care Y PHSYX 1.63 11.06 11.31 6.28 8.87 7.45
PGIM Jennison Health Sciences Z PHSZX 1.35 16.03 14.17 5.13 16.81 8.99
PGIM Jennison Health Sciences R PJHRX 1.31 15.90 14.00 4.48 16.17 8.41
T. Rowe Price Health Sciences PRHSX 1.63 16.51 15.32 11.04 16.29 12.34
AllianzGI Health Sciences A RAGHX 0.64 10.70 10.74 9.56 13.01 9.65
AllianzGI Health Sciences C RCGHX 0.58 10.50 10.52 8.75 12.16 8.83
Rydex Biotechnology A RYBOX 2.69 19.53 18.97 1.15 14.65 6.31
Rydex Biotechnology C RYCFX 2.63 19.34 18.73 0.40 13.80 5.52
Rydex Health Care H RYHAX -0.11 12.46 11.75 8.03 12.76 8.42
Rydex Health Care C RYHCX -0.12 12.29 11.53 7.25 11.96 7.69
Rydex Health Care A RYHEX -0.10 12.37 11.69 8.02 12.78 8.49
Rydex Health Care Inv RYHIX -0.06 12.47 11.81 8.32 13.08 8.77
Rydex Biotechnology H RYOAX 2.70 19.52 18.97 1.14 14.64 6.24
Rydex Biotechnology Inv RYOIX 2.71 19.59 19.03 1.42 14.94 6.58
Saratoga Health & Biotechnology I SBHIX -3.76 6.18 5.26 1.11 5.22 5.97
DWS Health and Wellness S SCHLX 0.65 9.74 9.71 9.53 11.56 8.45
BlackRock Health Sciences Opps Svc SHISX 0.02 9.03 9.19 12.71 15.92 12.40
Saratoga Health & Biotechnology A SHPAX -3.82 6.11 5.14 0.73 4.82 5.56
Saratoga Health & Biotechnology C SHPCX -3.85 5.96 5.02 0.14 4.17 4.92
BlackRock Health Sciences Opps Inv A SHSAX 0.02 9.03 9.19 12.75 15.93 12.41
BlackRock Health Sciences Opps Inv C SHSCX -0.04 8.85 8.99 11.91 15.09 11.60
BlackRock Health Sciences Opps K SHSKX 0.05 9.10 9.29 13.15 --- ---
BlackRock Health Sciences Opps Instl SHSSX 0.03 9.09 9.26 13.04 16.25 12.72
DWS Health and Wellness A SUHAX 0.65 9.68 9.64 9.24 11.27 8.17
DWS Health and Wellness C SUHCX 0.56 9.52 9.43 8.43 10.44 7.36
DWS Health and Wellness Inst SUHIX 0.67 9.75 9.72 9.58 11.57 8.45
Schwab Health Care SWHFX 0.69 7.54 7.73 8.37 11.82 9.64
T. Rowe Price Health Sciences I THISX 1.64 16.54 15.35 11.17 --- ---
VALIC Company I Health Sciences VCHSX 1.64 16.49 15.25 10.87 16.04 12.08
Vanguard Health Care Adm VGHAX 0.36 10.31 9.12 7.99 10.57 9.77
Vanguard Health Care Inv VGHCX 0.35 10.29 9.11 7.93 10.52 9.72
Vanguard Health Care Index Admiral VHCIX -0.30 8.46 8.62 9.24 14.23 11.12
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