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XLB: Materials Select Sector SPDR ETF (ETF)
Basic Info 79.37 0.54(0.69%) March 30
| Asset Class: | Natural Resources |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 1.64% |
| Expenses | 0.15% |
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Performance Analytics (As of 03/28/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 4.2 | 2.2 | -8.0 | 23.7 | 9.7 | 9.8 | 7.2 | 8.1 | -10.6 | 28.7 | 20.5 | 24.1 | -14.9 | 24.0 | 16.8 | -8.7 | 7.2 | 26.0 | 14.7 | -10.9 | 20.5 | 48.2 | -44.0 | 22.1 | 18.4 | 4.1 | 13.5 | 37.4 | -5.3 | 2.2 | -16.2 | 21.2 | 5.3 |
| SR | NA | -0.51 | -0.49 | 1.01 | 0.33 | 0.43 | NA | 0.28 | -0.47 | 1.69 | 0.52 | 1.45 | -0.84 | 2.26 | 0.93 | -0.47 | 0.51 | 1.81 | 0.84 | -0.35 | 0.82 | 1.42 | -0.95 | 0.85 | 0.85 | 0.12 | 0.73 | 1.96 | -0.22 | -0.01 | -0.66 | 0.78 | 39.21 |
| DD(%) | NA | 11.4 | 23.7 | 23.7 | 37.1 | 37.2 | NA | 59.8 | 23.7 | 10.1 | 37.1 | 9.2 | 24.7 | 4.2 | 14.1 | 24.2 | 11.0 | 6.9 | 13.2 | 29.5 | 19.9 | 25.1 | 56.4 | 15.8 | 15.5 | 16.8 | 12.2 | 16.5 | 31.2 | 27.5 | 36.5 | 18.9 | 0.9 |
| SD(%) | NA | 21.0 | 25.0 | 23.8 | 24.6 | 20.6 | NA | 24.3 | 25.3 | 16.9 | 38.6 | 15.7 | 19.2 | 10.4 | 17.8 | 18.5 | 14.1 | 14.4 | 17.6 | 31.1 | 25.0 | 33.8 | 47.2 | 22.5 | 17.8 | 16.0 | 17.1 | 18.7 | 28.9 | 27.0 | 31.0 | 23.2 | 19.3 |
| TR | NA | -0.15 | -0.2 | 0.35 | 0.12 | 0.14 | NA | 0.11 | -0.2 | 0.47 | 0.27 | 0.28 | -0.21 | 0.62 | 0.34 | -0.16 | 0.14 | 0.36 | 0.22 | -0.13 | 0.21 | 0.63 | -0.71 | 0.25 | 0.32 | 0.06 | 0.25 | 0.82 | -0.08 | -0.01 | -0.63 | 0.27 | 12.06 |
| Alpha(%) | NA | 0.06 | 0.0 | 0.02 | 0.02 | 0.03 | NA | 0.01 | -0.07 | 0.04 | 0.07 | 0.04 | 0.0 | 0.07 | 0.01 | 0.03 | 0.06 | 0.05 | 0.05 | -0.01 | 0.01 | 0.03 | -0.08 | -0.03 | 0.05 | -0.04 | 0.0 | 0.08 | -0.02 | 0.02 | -0.11 | 0.02 | 0.53 |
| Beta(%) | NA | 0.73 | 0.62 | 0.69 | 0.69 | 0.63 | NA | 0.64 | 0.6 | 0.61 | 0.75 | 0.82 | 0.78 | 0.38 | 0.49 | 0.56 | 0.52 | 0.73 | 0.68 | 0.87 | 0.96 | 0.76 | 0.63 | 0.75 | 0.48 | 0.34 | 0.5 | 0.45 | 0.8 | 0.34 | 0.32 | 0.67 | 0.63 |
| RS | NA | 0.56 | 0.58 | 0.62 | 0.53 | 0.53 | NA | 0.51 | 0.53 | 0.64 | 0.52 | 0.55 | 0.6 | 0.3 | 0.52 | 0.6 | 0.53 | 0.66 | 0.7 | 0.88 | 0.82 | 0.76 | 0.72 | 0.62 | 0.46 | 0.25 | 0.28 | 0.12 | 0.43 | 0.1 | 0.07 | 0.29 | 0.12 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
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