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XLI: Industrial Select Sector SPDR ETF (ETF)
Basic Info 103.61 0.44(0.43%) July 23
| Asset Class: | Industrials |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 06/21/2021 |
| 12-Mo. Yield | 1.52% |
| Expenses | 0.15% |
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Performance Analytics (As of 07/23/2021)
| 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(%) | 1.7 | 17.7 | 45.1 | 14.1 | 14.4 | 13.2 | 10.5 | 8.7 | 11.0 | 26.5 | -14.9 | 21.6 | 17.4 | -6.3 | 8.3 | 37.9 | 12.3 | -3.2 | 25.5 | 18.7 | -40.2 | 11.9 | 11.4 | 1.1 | 16.1 | 30.0 | -25.7 | -11.4 | 5.5 | 20.5 | 5.5 |
| SR | NA | 2.08 | 2.49 | 0.5 | 0.61 | 0.63 | NA | 0.35 | 0.27 | 0.21 | -1.9 | 0.26 | -1.13 | -1.53 | -0.75 | 1.49 | -0.41 | -0.79 | 0.31 | 0.0 | -1.55 | -0.64 | -0.91 | -1.69 | -0.27 | 0.6 | -1.61 | -1.23 | -2.55 | 2.54 | 70.39 |
| DD(%) | NA | 6.3 | 8.2 | 42.3 | 42.3 | 42.3 | NA | 62.3 | 42.3 | 8.5 | 25.2 | 4.4 | 9.4 | 16.0 | 10.9 | 6.2 | 12.5 | 26.6 | 19.0 | 37.6 | 49.6 | 10.3 | 12.7 | 8.0 | 8.5 | 15.8 | 37.2 | 32.8 | 14.9 | 11.2 | 0.4 |
| SD(%) | NA | 16.4 | 18.1 | 26.8 | 22.3 | 20.2 | NA | 21.8 | 39.8 | 15.7 | 19.2 | 9.1 | 14.8 | 16.2 | 13.7 | 13.0 | 15.4 | 27.4 | 22.1 | 32.9 | 38.4 | 16.0 | 12.0 | 11.8 | 12.8 | 17.6 | 28.2 | 26.9 | 24.7 | 17.9 | 12.5 |
| TR | NA | 0.37 | 0.47 | 0.13 | 0.14 | 0.13 | NA | 0.08 | 0.11 | 0.03 | -0.36 | 0.03 | -0.17 | -0.25 | -0.11 | 0.2 | -0.06 | -0.23 | 0.07 | 0.0 | -0.69 | -0.11 | -0.12 | -0.21 | 0.0 | 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 | -0.06 | -0.05 | 0.01 | 0.0 | -0.04 | -0.02 | -0.01 | -0.02 | -0.01 | -0.04 | -0.01 | -0.02 | -0.06 | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.92 | 0.96 | 0.99 | 0.99 | 0.98 | NA | 0.95 | 0.99 | 1.0 | 1.02 | 0.94 | 0.96 | 1.01 | 0.97 | 0.97 | 0.97 | 0.96 | 0.97 | 0.95 | 0.87 | 0.91 | 0.9 | 0.96 | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.95 | 0.97 | 0.99 | 0.99 | 0.99 | NA | 0.7 | 0.99 | 0.98 | 0.99 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.97 | 0.88 | 0.91 | 0.95 | 0.9 | 0.0 | 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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