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XLF: Financial Select Sector SPDR ETF (ETF)
Basic Info 31.22 0.74(2.32%) March 22
| Asset Class: | Financial |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 1.53% |
| Expenses | 0.15% |
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Performance Analytics (As of 03/22/2023)
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(%) | -0.6 | -8.7 | -17.7 | 21.4 | 4.1 | 10.4 | 5.0 | 4.3 | -10.0 | 36.0 | -1.7 | 31.9 | -13.0 | 22.0 | 27.6 | -1.7 | 15.1 | 35.5 | 28.4 | -17.2 | 11.9 | 17.6 | -55.0 | -19.2 | 18.9 | 6.2 | 10.9 | 30.5 | -14.7 | -9.4 | 25.9 | 1.4 | 0.5 |
| SR | NA | -1.96 | -0.88 | 0.59 | 0.1 | 0.43 | NA | 0.1 | -0.47 | 1.92 | -0.04 | 1.96 | -0.73 | 1.64 | 1.42 | -0.1 | 1.17 | 2.48 | 1.64 | -0.51 | 0.46 | 0.27 | -0.78 | -0.92 | 1.35 | 0.34 | 0.81 | 1.51 | -0.51 | -0.47 | 0.65 | -0.07 | 1.23 |
| DD(%) | NA | 16.3 | 22.6 | 25.8 | 42.8 | 42.8 | NA | 82.7 | 25.8 | 8.4 | 42.8 | 9.4 | 24.7 | 8.9 | 17.5 | 12.7 | 7.3 | 6.9 | 16.4 | 33.7 | 21.0 | 51.2 | 67.6 | 24.6 | 7.8 | 9.1 | 10.2 | 17.4 | 31.9 | 26.7 | 17.2 | 23.3 | 1.6 |
| SD(%) | NA | 22.5 | 23.8 | 27.3 | 27.0 | 22.2 | NA | 29.6 | 24.5 | 18.8 | 45.5 | 15.5 | 19.6 | 13.1 | 19.3 | 17.6 | 12.9 | 14.3 | 17.5 | 33.4 | 25.5 | 64.2 | 71.5 | 24.1 | 11.7 | 11.9 | 12.3 | 19.7 | 31.1 | 25.3 | 33.4 | 27.3 | 18.0 |
| TR | NA | -0.47 | -0.22 | 0.17 | 0.03 | 0.1 | NA | 0.03 | -0.12 | 0.37 | -0.02 | 0.3 | -0.14 | 0.21 | 0.26 | -0.02 | 0.14 | 0.34 | 0.27 | -0.17 | 0.12 | 0.16 | -0.53 | -0.21 | 0.15 | 0.04 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.03 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.94 | 0.97 | 0.96 | 0.98 | 0.99 | NA | 1.03 | 0.97 | 0.98 | 0.97 | 1.01 | 1.04 | 1.0 | 1.04 | 1.06 | 1.06 | 1.04 | 1.05 | 1.01 | 1.02 | 1.08 | 1.05 | 1.04 | 1.02 | 1.02 | 1.0 | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | NA | 0.8 | 0.99 | 0.98 | 1.0 | 0.99 | 0.99 | 0.97 | 0.93 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.96 | 0.94 | 0.96 | 0.95 | 0.85 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
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