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XLB: Materials Select Sector SPDR ETF (ETF)
Basic Info 62.46 0.55(0.89%) September 25
| Asset Class: | Natural Resources |
| MyPlanIQ Rating: | (63%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.96% |
| Expenses | 0.15% |
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Performance Analytics (As of 09/25/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -5.0 | 1.7 | 7.7 | 3.3 | 9.2 | 6.5 | 5.7 | 5.2 | 21.6 | -16.5 | 21.8 | 14.5 | -10.6 | 5.1 | 23.1 | 12.1 | -12.8 | 16.4 | 45.1 | -45.5 | 19.7 | 15.1 | 1.8 | 11.4 | 34.5 | -7.4 | -0.0 | -19.4 | 21.2 | 5.3 |
| SR | NA | 0.05 | 0.19 | 0.09 | 0.38 | 0.28 | NA | 0.16 | -0.11 | -1.98 | 0.25 | -1.1 | -1.56 | -0.95 | 0.32 | -0.37 | -1.01 | -0.09 | 0.78 | -1.37 | -0.1 | -0.41 | -1.2 | -0.48 | 0.81 | -0.94 | -0.8 | -2.84 | 2.0 | 40.9 |
| DD(%) | NA | 37.6 | 37.6 | 40.2 | 40.2 | 40.2 | NA | 60.7 | 9.2 | 26.1 | 4.2 | 14.1 | 25.2 | 11.0 | 7.6 | 13.5 | 30.3 | 20.2 | 25.1 | 56.8 | 15.8 | 15.5 | 18.0 | 12.5 | 16.5 | 31.9 | 28.2 | 37.4 | 18.9 | 0.9 |
| SD(%) | NA | 43.3 | 37.6 | 25.9 | 22.5 | 21.3 | NA | 24.7 | 15.7 | 19.2 | 10.4 | 17.9 | 18.6 | 14.1 | 14.5 | 17.7 | 31.1 | 25.0 | 33.8 | 47.2 | 22.5 | 17.9 | 16.0 | 17.1 | 18.7 | 28.8 | 27.1 | 31.0 | 23.2 | 19.3 |
| TR | NA | 0.03 | 0.09 | 0.03 | 0.13 | 0.09 | NA | 0.06 | -0.02 | -1.82 | 0.07 | -0.4 | -0.52 | -0.26 | 0.06 | -0.1 | -0.36 | -0.02 | 0.35 | -1.04 | -0.03 | -0.15 | -0.56 | -0.16 | 0.34 | -0.34 | -0.64 | -2.88 | 0.69 | 12.58 |
| Alpha(%) | NA | 0.1 | 0.08 | 0.03 | 0.03 | 0.03 | NA | 0.0 | 0.03 | -0.1 | -0.65 | -0.56 | -0.73 | 0.02 | -0.31 | 0.02 | -0.03 | -0.04 | 0.0 | -0.11 | -0.05 | 0.0 | -0.54 | -0.04 | 0.03 | -0.09 | -0.03 | -0.46 | 0.04 | 0.58 |
| Beta(%) | NA | 0.76 | 0.76 | 0.75 | 0.66 | 0.69 | NA | 0.64 | 0.76 | 0.21 | 0.38 | 0.49 | 0.56 | 0.51 | 0.73 | 0.68 | 0.87 | 0.96 | 0.76 | 0.63 | 0.75 | 0.48 | 0.34 | 0.5 | 0.45 | 0.79 | 0.34 | 0.31 | 0.67 | 0.63 |
| RS | NA | 0.5 | 0.5 | 0.51 | 0.49 | 0.6 | NA | 0.5 | 0.49 | 0.16 | 0.29 | 0.52 | 0.6 | 0.53 | 0.66 | 0.69 | 0.88 | 0.82 | 0.76 | 0.71 | 0.61 | 0.46 | 0.25 | 0.28 | 0.13 | 0.43 | 0.1 | 0.06 | 0.29 | 0.12 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
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See Natural Resources Asset Class Trend Rankings |
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