Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KBE (SPDR S&P Bank ETF) | 6.04% | 29.07% | 12.29% | 16.91% | 7.41% | 8.81% | NA | 3.20% |
Data as of 07/03/2025, AR inception is 11/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBE (SPDR S&P Bank ETF) | 11/15/2005 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.45 | 29.07 | 12.29 | 16.91 | 7.41 | 8.81 | NA | 3.20 | 6.04 | 23.78 | 5.32 | -14.81 | 33.47 | -8.66 | 29.78 | -19.63 | 10.48 | 30.80 | 2.51 | 2.76 | 41.37 | 22.73 | -22.07 | 23.05 | -1.81 | -47.32 | -21.68 | 16.12 | 1.90 |
| Sharpe Ratio | NA | 0.72 | 0.24 | 0.48 | 0.17 | NA | NA | 0.05 | -0.07 | 0.67 | 0.03 | -0.58 | 1.28 | -0.15 | 1.42 | -1.02 | 0.55 | 1.22 | 0.12 | 0.18 | 2.75 | 1.19 | -0.61 | 0.78 | -0.03 | -0.67 | -1.01 | 1.11 | 1.23 |
| Standard Deviation(%) | NA | 29.72 | 28.85 | 29.60 | 30.12 | NA | NA | 34.94 | 30.14 | 25.80 | 32.72 | 27.81 | 26.09 | 58.38 | 19.92 | 20.58 | 17.90 | 25.07 | 20.70 | 15.50 | 15.06 | 19.25 | 36.48 | 29.38 | 75.79 | 71.92 | 24.59 | 11.65 | 11.22 |
| Draw Down(%) | NA | 26.50 | 37.58 | 45.23 | 53.11 | NA | NA | 83.19 | 23.48 | 12.44 | 36.26 | 28.66 | 14.50 | 50.85 | 13.56 | 30.92 | 13.98 | 21.58 | 15.03 | 12.38 | 7.26 | 17.14 | 38.81 | 25.42 | 58.36 | 60.01 | 25.37 | 6.79 | 2.50 |
| Yield(%) | 0.00 | 1.44 | 2.46 | 3.72 | 2.66 | 3.48 | 1.78 | 1.87 | 0.00 | 2.82 | 2.84 | 2.42 | 2.85 | 2.15 | 2.91 | 1.72 | 1.47 | 1.83 | 1.72 | 1.63 | 1.86 | 2.43 | 1.41 | 0.61 | 1.60 | 3.24 | 4.24 | 3.75 | 0.26 |
Data as of 07/03/2025, AR inception is 11/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBE (SPDR S&P Bank ETF) |
-36.38%
Feb 2006 - Feb 2009 |
-18.70%
Sep 2006 - Sep 2011 |
-3.91%
Feb 2006 - Feb 2016 |
0.56%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBE (SPDR S&P Bank ETF) |
24.35%
Sep 2011 - Sep 2014 |
24.07%
Feb 2009 - Feb 2014 |
15.92%
Feb 2009 - Feb 2019 |
11.26%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart