Performance Comparison
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) | 0.18% | 5.07% | 16.21% | 16.75% | 10.89% | 12.39% | NA | 8.24% |
Data as of 07/30/2025, AR inception is 11/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIE (SPDR S&P Insurance ETF) | 11/15/2005 | 07/30/2025 |
| 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 (%) | -2.97 | 5.07 | 16.21 | 16.75 | 10.89 | 12.39 | NA | 8.24 | 0.18 | 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 | 0.47 | 0.75 | 0.76 | 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 | 20.65 | 18.28 | 19.45 | 21.33 | NA | NA | 26.92 | 23.12 | 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 | 1.70 | 2.13 | 2.71 | 2.68 | 4.14 | 2.55 | 2.69 | 0.82 | 1.84 | 1.60 | 1.93 | 2.41 | 1.74 | 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 07/30/2025, 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