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XBI: SPDR® S&P Biotech ETF (ETF)
Basic Info 94.89 0.02(0.02%) March 28
Asset Class: | Health |
MyPlanIQ Rating: | (79%) |
Start Date: | 02/06/2006 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.35% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/06/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 6.3 | 27.5 | -10.6 | 1.6 | 7.5 | 12.7 | 10.5 | 7.6 | -25.9 | -20.5 | 48.3 | 32.6 | -15.3 | 43.8 | -15.4 | 13.6 | 45.0 | 48.4 | 32.7 | 5.3 | 17.6 | 0.4 | -8.6 | 29.0 | -6.3 |
Sharpe Ratio | NA | 0.62 | 0.85 | -0.45 | -0.01 | 0.16 | NA | 0.3 | 0.12 | -0.59 | -0.64 | 1.16 | 1.18 | -0.54 | 1.95 | -0.4 | 0.38 | 1.29 | 1.97 | 1.42 | 0.17 | 0.75 | 0.01 | -0.25 | 1.47 | -0.51 |
Draw Down(%) | NA | 9.7 | 28.9 | 57.3 | 63.9 | 63.9 | NA | 63.9 | 30.3 | 45.6 | 37.5 | 32.9 | 20.4 | 35.3 | 9.7 | 34.9 | 33.5 | 29.1 | 13.4 | 15.1 | 26.7 | 19.5 | 22.9 | 35.5 | 8.9 | 21.9 |
Standard Deviation(%) | NA | 30.9 | 28.5 | 35.8 | 35.6 | 34.2 | NA | 31.0 | 28.3 | 46.4 | 31.9 | 41.2 | 26.3 | 30.9 | 22.3 | 39.1 | 35.4 | 34.9 | 24.5 | 23.3 | 30.0 | 23.3 | 27.9 | 37.4 | 17.8 | 20.1 |
Treynor Ratio | NA | 0.1 | 0.15 | -0.1 | 0.0 | 0.04 | NA | 0.07 | 0.02 | -0.16 | -0.13 | 0.39 | 0.21 | -0.11 | 0.29 | -0.08 | 0.08 | 0.24 | 0.28 | 0.2 | 0.04 | 0.12 | 0.0 | -0.09 | 0.22 | -0.07 |
Alpha | NA | -0.02 | 0.04 | -0.08 | -0.03 | -0.01 | NA | 0.0 | 0.02 | -0.1 | -0.16 | 0.11 | 0.0 | -0.05 | 0.07 | 0.03 | -0.01 | -0.02 | -0.08 | 0.03 | -0.03 | 0.04 | -0.08 | 0.06 | 0.09 | -0.07 |
Beta | NA | 2.01 | 1.65 | 1.67 | 1.44 | 1.55 | NA | 1.43 | 1.56 | 1.69 | 1.54 | 1.23 | 1.51 | 1.55 | 1.47 | 2.0 | 1.62 | 1.89 | 1.72 | 1.62 | 1.41 | 1.42 | 1.18 | 1.09 | 1.18 | 1.49 |
RSquared | NA | 0.48 | 0.43 | 0.47 | 0.52 | 0.55 | NA | 0.56 | 0.42 | 0.55 | 0.29 | 0.69 | 0.59 | 0.62 | 0.43 | 0.68 | 0.59 | 0.49 | 0.54 | 0.48 | 0.72 | 0.61 | 0.6 | 0.69 | 0.52 | 0.46 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2006
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