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XLP: Consumer Staples Select Sector SPDR ETF (ETF)
Basic Info 72.59 0.84(1.14%) May 30
| Asset Class: | Consumer Defensive |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 2.39% |
| Expenses | 0.10% |
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Performance Analytics (As of 05/26/2023)
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(%) | -2.9 | -2.6 | 0.7 | 10.4 | 11.1 | 8.7 | 9.5 | 6.6 | -0.1 | 18.7 | 10.1 | 24.0 | -10.7 | 10.0 | 2.4 | 4.1 | 12.8 | 23.2 | 7.4 | 10.8 | 10.7 | 10.9 | -17.1 | 10.3 | 12.2 | 0.9 | 6.0 | 9.2 | -21.5 | -11.1 | 24.0 | -15.2 | 2.5 |
| SR | NA | -0.73 | -0.09 | 0.74 | 0.59 | 0.55 | NA | 0.35 | -0.08 | 1.69 | 0.35 | 0.07 | -2.22 | -1.19 | -2.66 | -1.03 | -0.58 | 0.41 | -1.16 | -0.52 | -0.64 | -0.44 | -1.51 | -1.09 | -1.17 | -2.21 | -1.37 | -0.74 | -2.12 | -1.74 | -1.78 | 0.47 | 8.96 |
| DD(%) | NA | 6.2 | 13.3 | 16.3 | 24.5 | 24.5 | NA | 35.9 | 16.3 | 6.2 | 24.5 | 4.9 | 17.0 | 8.3 | 9.8 | 10.1 | 7.2 | 7.0 | 6.4 | 12.6 | 9.5 | 20.2 | 24.7 | 6.1 | 4.3 | 5.3 | 9.7 | 13.6 | 28.6 | 18.9 | 23.2 | 20.0 | 1.4 |
| SD(%) | NA | 11.7 | 14.7 | 14.2 | 17.3 | 14.7 | NA | 15.5 | 17.7 | 11.1 | 27.9 | 10.8 | 14.6 | 7.8 | 11.9 | 14.0 | 9.8 | 11.4 | 9.7 | 14.8 | 12.2 | 17.4 | 24.3 | 10.8 | 8.8 | 9.1 | 9.9 | 13.5 | 19.5 | 18.9 | 25.1 | 20.9 | 23.3 |
| TR | NA | -0.19 | -0.02 | 0.2 | 0.17 | 0.13 | NA | 0.1 | -0.03 | 0.41 | 0.14 | 0.01 | -0.57 | -0.2 | -0.52 | -0.18 | -0.09 | 0.06 | -0.19 | -0.13 | -0.13 | -0.16 | -0.75 | -0.22 | -0.16 | -0.28 | -0.21 | -0.16 | -0.8 | -0.99 | -1.38 | 0.12 | 1.62 |
| Alpha(%) | NA | -0.07 | -0.01 | 0.01 | 0.02 | 0.0 | NA | 0.01 | 0.04 | 0.02 | -0.01 | -0.01 | -0.07 | -0.61 | -0.45 | -0.34 | -0.01 | -0.23 | -0.03 | 0.01 | -0.31 | -0.04 | -0.03 | -0.01 | -0.02 | -0.22 | -0.03 | -0.05 | -0.2 | -0.08 | -0.23 | -0.11 | -0.09 |
| Beta(%) | NA | 0.44 | 0.53 | 0.52 | 0.61 | 0.63 | NA | 0.56 | 0.53 | 0.46 | 0.72 | 0.55 | 0.57 | 0.47 | 0.61 | 0.79 | 0.65 | 0.82 | 0.58 | 0.57 | 0.59 | 0.49 | 0.48 | 0.54 | 0.64 | 0.72 | 0.66 | 0.64 | 0.52 | 0.33 | 0.32 | 0.82 | 1.29 |
| RS | NA | 0.33 | 0.58 | 0.48 | 0.59 | 0.59 | NA | 0.5 | 0.53 | 0.3 | 0.78 | 0.41 | 0.44 | 0.17 | 0.45 | 0.77 | 0.58 | 0.64 | 0.59 | 0.81 | 0.75 | 0.6 | 0.67 | 0.63 | 0.54 | 0.66 | 0.54 | 0.65 | 0.48 | 0.14 | 0.08 | 0.5 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Consumer Defensive Asset Class Trend Rankings |
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