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XLF: Financial Select Sector SPDR ETF (ETF)
Basic Info 38.1 0.64(1.65%) September 28
| Asset Class: | Financial |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 09/20/2021 |
| 12-Mo. Yield | 1.58% |
| Expenses | 0.15% |
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Performance Analytics (As of 09/27/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 4.4 | 31.5 | 62.0 | 13.6 | 17.1 | 17.7 | 4.4 | 5.3 | -1.7 | 29.2 | -14.7 | 20.0 | 20.1 | -3.6 | 13.1 | 33.4 | 26.1 | -18.5 | 10.8 | 15.0 | -56.7 | -21.3 | 16.0 | 3.7 | 8.5 | 27.9 | -16.3 | -10.8 | 24.1 | 1.4 | 0.5 |
| SR | NA | 2.44 | 3.27 | 0.41 | 0.64 | 0.78 | NA | 0.14 | -0.04 | 0.38 | -1.84 | 0.06 | -0.75 | -1.24 | -0.42 | 1.04 | 0.43 | -1.11 | -0.31 | -0.06 | -1.07 | -1.81 | -0.54 | -1.46 | -0.9 | 0.43 | -1.16 | -1.29 | -1.33 | 0.97 | 3.04 |
| DD(%) | NA | 8.4 | 8.4 | 42.8 | 42.8 | 42.8 | NA | 82.7 | 42.8 | 9.4 | 26.1 | 9.3 | 17.5 | 12.9 | 7.4 | 6.9 | 16.4 | 34.3 | 21.2 | 51.2 | 68.4 | 25.6 | 7.8 | 9.6 | 10.6 | 17.4 | 32.6 | 27.5 | 17.2 | 23.3 | 1.6 |
| SD(%) | NA | 18.9 | 20.8 | 30.1 | 25.3 | 22.3 | NA | 29.9 | 45.5 | 15.6 | 19.7 | 13.1 | 18.8 | 17.8 | 12.9 | 14.3 | 17.5 | 33.4 | 25.5 | 64.3 | 71.3 | 24.0 | 11.7 | 11.9 | 12.4 | 19.7 | 31.1 | 25.3 | 33.4 | 27.3 | 18.0 |
| TR | NA | 0.47 | 0.69 | 0.13 | 0.16 | 0.17 | NA | 0.04 | -0.02 | 0.06 | -0.35 | 0.01 | -0.14 | -0.21 | -0.05 | 0.14 | 0.07 | -0.37 | -0.08 | -0.03 | -0.73 | -0.42 | -0.06 | -0.17 | -0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | 0.1 | 0.0 | 0.05 | 0.0 | -0.02 | 0.0 | 0.01 | -0.04 | -0.01 | 0.0 | 0.01 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.98 | 0.98 | 0.98 | 0.98 | 1.0 | NA | 1.04 | 0.97 | 1.01 | 1.05 | 1.0 | 1.04 | 1.06 | 1.06 | 1.04 | 1.05 | 1.01 | 1.02 | 1.08 | 1.04 | 1.04 | 1.02 | 1.01 | 1.0 | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | NA | 0.79 | 1.0 | 0.98 | 0.99 | 0.97 | 0.98 | 0.97 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.96 | 0.94 | 0.95 | 0.94 | 0.84 | 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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