Global X HealthTech ETF (HEAL) Performance
HEAL total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.6% since Dec 31, 2025
- 1 year
- −5.8% total return
- 5 years
- −10.7% a year
- Since first price
- −6.4% a year since 2020
HEAL trailing returns vs SPY, QQQ, AGG
| Period | HEAL total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +6.2% | +6.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +16.9% | +16.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +21.4% | +21.4% | +7.8% | +8.4% | −1.5% |
| YTD | +5.6% | +5.6% | +12.3% | +15.1% | −1.0% |
| 1 year | −5.8% | −6.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +23.3%+7.2%/yr | +22.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −43.4%−10.7%/yr | −43.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJul 30, 2020 | −33.7%−6.4%/yr | −33.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: HEAL vs SPY
From Jul 30, 2020: HEAL grew to $6,630, SPY to $25,537.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
HEAL returns by calendar year
0 of 5 full years positive. Best 2025 (−0.6%), worst 2022 (−30.0%). 2026 is year to date.
HEAL annual returns table
| Year | HEAL | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.6% | −26.0% | +12.3% | +15.1% | −1.0% |
| 2025 | −0.6% | −28.0% | +17.7% | +20.8% | +7.2% |
| 2024 | −2.9% | −14.9% | +24.9% | +25.6% | +1.3% |
| 2023 | −12.6% | −37.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −30.0% | −35.1% | −18.2% | −32.6% | −13.0% |
| 2021 | −14.2% | −30.5% | +28.7% | +27.4% | −1.8% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
HEAL largest drawdowns
Now 54.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 12, 2021 | −65.8% | Mar 30, 2026 | not yet | 5.1 years | 5.7 years so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
HEAL risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +2.4% | −11.0% | −7.1% |
| Volatility (annualized) | 23.6% | 24.0% | 23.2% |
| Sharpe ratio | 0.03 | -0.52 | -0.33 |
| Sortino ratio | 0.05 | -0.66 | -0.43 |
| Best month | +13.5% | +13.5% | +13.5% |
| Worst month | −11.1% | −14.3% | −14.3% |
| Best 12 months | +24.8% | +24.8% | +24.8% |
| Worst 12 months | −20.0% | −36.3% | −40.3% |
| Positive months | 50% | 48% | 50% |
| Beta vs S&P 500 | 1.27 | 1.12 | — |
| Correlation with S&P 500 | 0.67 | 0.73 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
HEAL rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 64 | −40.3% | −13.4% | +24.8% | 28% |
| 3-year (a year) | 40 | −23.6% | −10.3% | +8.1% | 5% |
| 5-year (a year) | 16 | −16.1% | −12.2% | −7.7% | 0% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
HEAL performance overview
Global X HealthTech ETF (HEAL) returned −5.8% over the past year and −10.7% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned −6.4% a year, turning $10,000 into about $6,630. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −65.8%, from Feb 12, 2021 to Mar 30, 2026; the fund has not yet regained that high. HEAL finished 0 of its 5 full calendar years with a gain; the best year was 2025 (−0.6%) and the worst 2022 (−30.0%). Volatility has been 23.2% a year.
Related: HEAL chart, HEAL holdings, HEAL dividends, HEAL valuation. See the HEAL overview for the latest quote and fund facts.
HEAL performance FAQ
What is the HEAL return over the past year?
HEAL returned −5.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 6.0%.
What is the average annual return of HEAL?
HEAL has returned −10.7% a year over 5 years, −6.4% a year since July 30, 2020 (total return, distributions reinvested).
How much would $10,000 invested in HEAL be worth?
$10,000 invested in HEAL at its first recorded close on July 30, 2020 would be worth about $6,630 on October 23, 2026 with distributions reinvested.
What was the worst year for HEAL?
The worst calendar year was 2022, with a total return of −30.0%. The best was 2025 at −0.6%.
What is the biggest drawdown of HEAL?
The largest peak-to-trough decline was −65.8% between February 12, 2021 and March 30, 2026. It has not yet recovered to that high; it is 54.4% below its peak.
How volatile is HEAL?
Over the past 3 years HEAL had an annualized volatility of 23.6% and a Sharpe ratio of 0.03 (excess return over 1–3 month T-bills per unit of risk).