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XTL: SPDR® S&P Telecom ETF (ETF)
Basic Info 68.17 0.49(0.71%) April 25
Asset Class: | Communications |
MyPlanIQ Rating: | (20%) |
Start Date: | 01/27/2011 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 0.75% |
Expenses | 0.35% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/27/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | -14.5 | -6.7 | -10.0 | -0.8 | 3.2 | 3.5 | -1.2 | -19.2 | 21.6 | 22.5 | 12.3 | -6.6 | 0.6 | 24.9 | -1.3 | 5.4 | 23.0 | 11.6 | -18.0 |
Sharpe Ratio | NA | -2.2 | -0.63 | -0.53 | -0.09 | 0.1 | 0.12 | -0.26 | -0.74 | 1.08 | 0.65 | 0.62 | -0.41 | -0.01 | 1.29 | -0.08 | 0.33 | 1.61 | 0.65 | -0.59 |
Draw Down(%) | NA | 15.2 | 17.3 | 37.0 | 37.0 | 37.0 | 37.0 | 27.4 | 27.3 | 10.0 | 29.7 | 13.5 | 23.4 | 11.0 | 16.1 | 14.5 | 14.7 | 6.9 | 18.8 | 32.3 |
Standard Deviation(%) | NA | 20.6 | 21.2 | 22.9 | 25.0 | 21.4 | 21.7 | 20.9 | 28.0 | 19.9 | 34.1 | 17.4 | 19.4 | 13.9 | 19.1 | 16.6 | 16.5 | 14.3 | 18.0 | 32.7 |
Treynor Ratio | NA | -0.41 | -0.13 | -0.12 | -0.02 | 0.02 | 0.03 | -0.05 | -0.2 | 0.21 | 0.25 | 0.1 | -0.09 | 0.0 | 0.22 | -0.02 | 0.05 | 0.32 | 0.18 | -0.19 |
Alpha | NA | -0.27 | -0.11 | -0.07 | -0.05 | -0.03 | -0.03 | -0.1 | 0.0 | -0.02 | 0.02 | -0.07 | -0.01 | -0.09 | 0.04 | -0.01 | -0.03 | 0.0 | 0.01 | -0.07 |
Beta | NA | 1.1 | 1.06 | 1.05 | 0.97 | 0.97 | 0.96 | 1.03 | 1.04 | 1.04 | 0.89 | 1.14 | 0.91 | 1.29 | 1.12 | 0.85 | 1.02 | 0.73 | 0.67 | 1.03 |
RSquared | NA | 0.38 | 0.35 | 0.63 | 0.68 | 0.64 | 0.6 | 0.42 | 0.81 | 0.47 | 0.82 | 0.66 | 0.64 | 0.38 | 0.6 | 0.63 | 0.49 | 0.32 | 0.22 | 0.58 |
Yield(%) | N/A | 0.2 | 0.9 | 0.9 | 1.1 | 1.6 | N/A | 0.8 | 0.6 | 1.5 | 1.1 | 0.8 | 1.7 | 2.0 | 1.4 | 1.3 | 1.1 | 0.5 | 3.3 | 0.6 |
Dividend Growth(%) | N/A | -70.3 | 16.1 | 9.6 | -14.3 | N/A | N/A | 6.7 | -53.1 | 68.4 | 55.1 | -58.5 | -16.9 | 84.4 | 0.0 | 28.3 | 140.0 | -82.5 | 333.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2011
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