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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
KIE (SPDR S&P Insurance ETF) 3.01% 13.50% 17.51% 16.86% 11.39% 12.75% NA 8.40%
Data as of 07/22/2025, AR inception is 11/15/2005
More Performance Analytics Comparison
Name Start Date End Date
KIE (SPDR S&P Insurance ETF) 11/15/2005 07/22/2025
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 (%) 2.23 13.50 17.51 16.86 11.39 12.75 NA 8.40 3.01 26.95 12.19 3.47 22.75 -3.00 27.19 -5.99 12.82 21.42 5.98 7.69 45.64 20.73 -12.08 26.07 28.01 -46.62 -5.73 8.87 0.20
Sharpe Ratio NA 0.40 0.82 0.78 0.46 NA NA 0.26 0.09 1.57 0.51 0.09 1.25 -0.07 1.91 -0.46 1.19 1.39 0.40 0.64 3.53 1.49 -0.38 1.00 0.49 -0.78 -0.45 0.50 -0.14
Standard Deviation(%) NA 20.66 18.29 19.45 21.32 NA NA 26.93 23.26 14.84 16.96 22.01 18.24 45.00 13.46 16.23 10.25 15.28 14.94 12.02 12.94 14.01 32.30 26.01 56.48 60.50 19.65 11.01 9.52
Draw Down(%) NA 12.65 15.10 15.69 44.30 NA NA 75.32 12.25 10.08 15.10 15.69 9.05 44.30 6.23 17.87 8.86 11.38 9.40 9.37 5.78 9.30 34.00 19.74 48.80 64.86 16.77 8.45 3.25
Yield(%) 0.00 1.79 2.14 2.65 2.73 4.22 2.56 2.69 0.82 1.84 1.60 1.93 2.41 1.75 2.21 1.72 1.73 1.88 1.73 1.95 1.93 2.37 1.41 1.94 1.77 1.49 1.70 1.48 0.21
Data as of 07/22/2025, 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
KIE (SPDR S&P Insurance ETF) -29.43%
Feb 2006 - Feb 2009
-8.32%
Sep 2006 - Sep 2011
4.05%
Feb 2006 - Feb 2016
6.15%
Jan 2006 - Jan 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KIE (SPDR S&P Insurance ETF) 35.11%
Feb 2009 - Feb 2012
30.78%
Feb 2009 - Feb 2014
20.59%
Feb 2009 - Feb 2019
17.51%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart