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XLP: Consumer Staples Select Sector SPDR Fund (ETF)
Basic Info 81.87 1.71(2.13%) April 17
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 2.21% |
| Expenses | 0.09% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1998 |
2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.2 | 4.1 | 13.9 | 3.8 | 9.0 | 8.0 | 10.3 | 9.4 | 6.8 | 12.2 | -0.8 | -0.8 | 17.2 | 10.1 | 27.4 | -8.1 | 13.0 | 5.0 | 6.9 | 15.7 | 26.3 | 10.7 | 14.1 | 13.8 | 14.3 | -15.0 | 12.7 | 14.5 | 2.8 | 7.6 | 11.2 | -20.1 | -9.9 | 25.6 | -15.2 | 2.5 |
| Sharpe Ratio | NA | 0.63 | 0.57 | -0.04 | 0.47 | 0.43 | NA | NA | 0.35 | 0.57 | -0.45 | -0.13 | 1.55 | 0.35 | 2.43 | -0.65 | 1.62 | 0.4 | 0.5 | 1.63 | 2.32 | 1.15 | 0.95 | 1.13 | 0.82 | -0.66 | 0.9 | 1.3 | 0.07 | 0.68 | 0.77 | -1.09 | -0.66 | 0.86 | -0.88 | 7.56 |
| Draw Down(%) | NA | 8.7 | 8.7 | 16.3 | 16.3 | 24.5 | NA | NA | 35.9 | 5.8 | 13.4 | 16.3 | 6.2 | 24.5 | 4.9 | 16.1 | 7.0 | 9.2 | 10.1 | 7.2 | 7.0 | 6.4 | 11.9 | 8.9 | 20.2 | 24.2 | 5.6 | 4.3 | 4.9 | 9.0 | 13.6 | 28.4 | 18.7 | 23.2 | 20.0 | 1.4 |
| Standard Deviation(%) | NA | 18.9 | 13.1 | 13.9 | 13.5 | 14.9 | NA | NA | 15.3 | 9.8 | 11.4 | 17.6 | 11.1 | 27.9 | 10.7 | 14.5 | 7.6 | 11.8 | 13.8 | 9.6 | 11.3 | 9.4 | 14.8 | 12.1 | 17.3 | 24.2 | 10.9 | 8.7 | 9.0 | 9.9 | 13.6 | 19.5 | 18.8 | 25.0 | 20.9 | 23.3 |
| Treynor Ratio | NA | 0.39 | 0.28 | -0.01 | 0.14 | 0.11 | NA | NA | 0.1 | 0.24 | -0.11 | -0.04 | 0.38 | 0.14 | 0.47 | -0.17 | 0.26 | 0.08 | 0.09 | 0.25 | 0.32 | 0.19 | 0.25 | 0.24 | 0.29 | -0.33 | 0.18 | 0.18 | 0.01 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.09 | 0.03 | -0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 0.01 | -0.06 | 0.04 | 0.02 | -0.02 | 0.03 | -0.02 | 0.01 | -0.01 | 0.02 | 0.03 | 0.0 | 0.01 | 0.05 | 0.02 | 0.0 | 0.02 | 0.03 | 0.01 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.3 | 0.27 | 0.44 | 0.45 | 0.56 | NA | NA | 0.55 | 0.24 | 0.48 | 0.51 | 0.45 | 0.71 | 0.55 | 0.56 | 0.48 | 0.6 | 0.78 | 0.64 | 0.81 | 0.57 | 0.56 | 0.58 | 0.49 | 0.49 | 0.55 | 0.62 | 0.72 | 0.64 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.21 | 0.15 | 0.35 | 0.37 | 0.49 | NA | NA | 0.38 | 0.09 | 0.31 | 0.51 | 0.29 | 0.77 | 0.41 | 0.43 | 0.18 | 0.45 | 0.77 | 0.58 | 0.64 | 0.61 | 0.8 | 0.76 | 0.6 | 0.67 | 0.64 | 0.52 | 0.66 | 0.48 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.2 | 2.4 | 3.0 | 3.3 | 5.1 | 5.4 | N/A | 3.0 | 2.5 | 2.4 | 2.6 | 2.7 | 3.2 | 2.7 | 2.9 | 2.6 | 2.6 | 2.7 | 2.9 | 3.3 | 3.0 | 2.9 | 3.0 | 2.3 | 2.3 | 2.2 | 1.9 | 1.7 | 1.8 | 1.5 | 1.1 | 1.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -22.7 | 9.3 | 25.4 | 102.6 | N/A | N/A | N/A | 15.0 | 2.7 | 5.0 | 3.9 | 4.4 | 4.7 | 3.7 | 13.9 | 2.5 | 9.6 | 13.2 | -3.7 | 20.6 | 16.0 | 4.8 | 11.3 | 9.2 | 16.8 | 15.8 | 24.1 | -0.6 | -6.5 | 20.0 | 8.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
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