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XLRE: Real Estate Select Sector SPDR Fund (STOCK)
Basic Info 41.51 0.41(0.98%) March 21
| Asset Class: | US Real Estate |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/09/2015 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 3.57% |
| Expenses | - |
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Performance Analytics (As of 03/21/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 10/09/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 2.1 | 9.2 | -0.7 | 12.6 | 7.0 | 5.1 | 12.4 | -26.3 | 46.1 | -2.1 | 28.7 | -2.4 | 10.7 | 2.7 | 4.6 |
| Sharpe Ratio | NA | 0.39 | 0.17 | -0.24 | 0.45 | 0.25 | -0.09 | 0.41 | -1.09 | 3.12 | -0.06 | 2.16 | -0.23 | 1.07 | 0.14 | 1.26 |
| Draw Down(%) | NA | 6.6 | 12.4 | 32.9 | 34.1 | 38.8 | 11.4 | 21.1 | 33.3 | 8.3 | 38.8 | 6.7 | 12.5 | 4.7 | 14.6 | 6.1 |
| Standard Deviation(%) | NA | 17.5 | 16.6 | 20.8 | 22.1 | 20.9 | 16.3 | 20.2 | 25.5 | 14.8 | 40.5 | 12.6 | 16.3 | 9.4 | 17.6 | 17.2 |
| Treynor Ratio | NA | 0.07 | 0.03 | -0.05 | 0.11 | 0.06 | -0.01 | 0.08 | -0.27 | 0.48 | -0.03 | 0.27 | -0.04 | 0.11 | 0.03 | 0.26 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.02 | 0.02 | -0.02 | 0.05 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 0.95 | 0.94 | 1.0 | 0.99 | 1.02 | 0.96 | 0.89 | 1.01 | 0.99 | 0.88 | 0.92 | 0.82 |
| RSquared | NA | 0.99 | 0.98 | 0.99 | 0.93 | 0.92 | 0.98 | 0.99 | 0.99 | 0.94 | 0.91 | 0.96 | 0.97 | 0.9 | 0.79 | 0.63 |
| Yield(%) | N/A | 0.0 | 2.9 | 2.9 | 5.2 | N/A | 3.5 | 3.6 | 2.7 | 3.8 | 3.0 | 3.9 | 3.6 | 3.5 | 4.3 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | -15.1 | 17.3 | N/A | N/A | 5.2 | -2.9 | 0.8 | 17.6 | -2.7 | 1.0 | 9.3 | -17.5 | 281.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/09/2015
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