SPDR® S&P Telecom ETF (XTL)

Basic Info 72.11 0.33(0.46%)
May 10

SPDR® S&P Telecom ETF started on 01/27/2011
SPDR® S&P Telecom ETF is classified as asset class Communications
SPDR® S&P Telecom ETF expense ratio is 0.35%
SPDR® S&P Telecom ETF rating is
(20%)

SPDR® S&P Telecom ETF (XTL) Dividend Info

SPDR® S&P Telecom ETF (XTL) dividend growth in the last 12 months is 14.90%

The trailing 12-month yield of SPDR® S&P Telecom ETF is 0.91%. its dividend history:

DateDividend
03/18/2024 0.1902
12/18/2023 0.0748
09/18/2023 0.2072
06/20/2023 0.1755
03/20/2023 0.1837
12/19/2022 0.01
09/19/2022 0.18
06/21/2022 0.19
03/21/2022 0.22
12/20/2021 0.21
09/20/2021 0.69
06/21/2021 0.18
03/22/2021 0.2
12/21/2020 0.246
09/21/2020 0.195
06/22/2020 0.156
03/23/2020 0.151
12/23/2019 0.147
09/23/2019 0.135
06/24/2019 0.204
12/24/2018 0.1821
09/24/2018 0.2401
06/18/2018 0.424
03/19/2018 0.343
12/15/2017 0.549
09/15/2017 0.38
06/16/2017 0.263
03/17/2017 0.227
12/16/2016 0.228
09/16/2016 0.181
06/17/2016 0.183
03/18/2016 0.178
12/18/2015 0.23
09/18/2015 0.194
06/19/2015 0.21
03/20/2015 0.143
12/19/2014 0.179
09/19/2014 0.146
06/20/2014 0.151
03/21/2014 0.118
12/20/2013 0.25
12/21/2012 1.119
09/21/2012 0.105
06/15/2012 0.146
03/16/2012 0.059
12/16/2011 0.1
09/16/2011 0.098
06/17/2011 0.094
03/18/2011 0.044

Dividend Growth History for SPDR® S&P Telecom ETF (XTL)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.6412 0.78% 6.87% -
2022 $0.6 0.59% -53.13% 6.87%
2021 $1.28 1.52% 71.12% -29.22%
2020 $0.748 1.06% 53.91% -5.01%
2019 $0.486 0.77% -59.13% 7.17%
2018 $1.1892 1.72% -16.19% -11.62%
2017 $1.419 2.02% 84.29% -12.40%
2016 $0.77 1.40% -0.90% -2.58%
2015 $0.777 1.34% 30.81% -2.37%
2014 $0.594 1.08% 137.60% 0.85%
2013 $0.25 0.54% -82.51% 9.88%
2012 $1.429 3.32% 325.30% -7.03%
2011 $0.336 0.65% - 5.53%

Dividend Growth Chart for SPDR® S&P Telecom ETF (XTL)


SPDR® S&P Telecom ETF (XTL) Historical Returns And Risk Info

From 01/27/2011 to 05/10/2024, the compound annualized total return (dividend reinvested) of SPDR® S&P Telecom ETF (XTL) is 3.888%. Its cumulative total return (dividend reinvested) is 65.875%.

From 01/27/2011 to 05/10/2024, the Maximum Drawdown of SPDR® S&P Telecom ETF (XTL) is 37.0%.

From 01/27/2011 to 05/10/2024, the Sharpe Ratio of SPDR® S&P Telecom ETF (XTL) is 0.14.

From 01/27/2011 to 05/10/2024, the Annualized Standard Deviation of SPDR® S&P Telecom ETF (XTL) is 21.6%.

From 01/27/2011 to 05/10/2024, the Beta of SPDR® S&P Telecom ETF (XTL) is 0.96.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
01/27/2011
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return(%) 3.6 -9.6 2.2 -8.5 1.5 4.3 3.9 -1.2 -19.2 21.6 22.5 12.3 -6.6 0.6 24.9 -1.3 5.4 23.0 11.6 -18.0
Sharpe Ratio NA -1.4 -0.08 -0.47 0.0 0.15 0.14 -0.26 -0.74 1.08 0.65 0.62 -0.41 -0.01 1.29 -0.08 0.33 1.61 0.65 -0.59
Draw Down(%) NA 15.2 17.3 37.0 37.0 37.0 37.0 27.4 27.3 10.0 29.7 13.5 23.4 11.0 16.1 14.5 14.7 6.9 18.8 32.3
Standard Deviation(%) NA 20.0 21.0 22.9 25.0 21.4 21.6 20.9 28.0 19.9 34.1 17.4 19.4 13.9 19.1 16.6 16.5 14.3 18.0 32.7
Treynor Ratio NA -0.26 -0.01 -0.1 0.0 0.03 0.03 -0.05 -0.2 0.21 0.25 0.1 -0.09 0.0 0.22 -0.02 0.05 0.32 0.18 -0.19
Alpha NA -0.22 -0.09 -0.07 -0.04 -0.03 -0.03 -0.1 0.0 -0.02 0.02 -0.07 -0.01 -0.09 0.04 -0.01 -0.03 0.0 0.01 -0.07
Beta NA 1.08 1.08 1.04 0.97 0.97 0.96 1.03 1.04 1.04 0.89 1.14 0.91 1.29 1.12 0.85 1.02 0.73 0.67 1.03
RSquare NA 0.41 0.35 0.63 0.68 0.64 0.6 0.42 0.81 0.47 0.82 0.66 0.64 0.38 0.6 0.63 0.49 0.32 0.22 0.58
Yield(%) N/A 0.2 0.9 0.9 1.1 1.6 N/A 0.8 0.6 1.5 1.1 0.8 1.7 2.0 1.4 1.3 1.1 0.5 3.3 0.6
Dividend Growth(%) N/A -70.3 14.9 10.1 -14.8 N/A N/A 6.7 -53.1 68.4 55.1 -58.5 -16.9 84.4 0.0 28.3 140.0 -82.5 333.3 N/A

Return Calculator for SPDR® S&P Telecom ETF (XTL)

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)


Click here for comparison with other funds, portfolios or stocks

SPDR® S&P Telecom ETF (XTL) Historical Return Chart

Click here for interactive chart

SPDR® S&P Telecom ETF (XTL) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/27/2011 to 05/10/2024, the worst annualized return of 3-year rolling returns for SPDR® S&P Telecom ETF (XTL) is -6.07%.
From 01/27/2011 to 05/10/2024, the worst annualized return of 5-year rolling returns for SPDR® S&P Telecom ETF (XTL) is -0.21%.
From 01/27/2011 to 05/10/2024, the worst annualized return of 10-year rolling returns for SPDR® S&P Telecom ETF (XTL) is 4.72%.
From 01/27/2011 to 05/10/2024, the worst annualized return of 20-year rolling returns for SPDR® S&P Telecom ETF (XTL) is NA.

Related Articles for SPDR® S&P Telecom ETF(XTL)