Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KRE (SPDR S&P Regional Banking ETF) | 6.20% | 33.52% | 5.33% | 14.48% | 6.28% | 9.54% | NA | 3.97% |
Data as of 07/03/2025, AR inception is 06/22/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KRE (SPDR S&P Regional Banking ETF) | 06/22/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.30 | 33.52 | 5.33 | 14.48 | 6.28 | 9.54 | NA | 3.97 | 6.20 | 18.58 | -7.60 | -15.07 | 39.27 | -7.47 | 27.44 | -19.01 | 7.49 | 34.98 | 4.85 | 1.84 | 47.52 | 16.91 | -5.97 | 20.65 | -21.92 | -18.55 | -21.95 | 6.01 |
| Sharpe Ratio | NA | 0.94 | 0.07 | 0.39 | 0.15 | NA | NA | 0.09 | 0.30 | 0.51 | -0.30 | -0.59 | 1.38 | -0.13 | 1.23 | -0.98 | 0.35 | 1.35 | 0.23 | 0.10 | 3.00 | 0.89 | -0.16 | 0.70 | -0.39 | -0.30 | -0.95 | 0.64 |
| Standard Deviation(%) | NA | 32.31 | 32.19 | 32.49 | 32.09 | NA | NA | 33.86 | 32.39 | 29.14 | 37.86 | 28.00 | 28.48 | 60.93 | 21.13 | 20.84 | 19.70 | 25.77 | 21.18 | 17.64 | 15.81 | 19.14 | 37.34 | 29.39 | 57.00 | 64.07 | 26.57 | 12.88 |
| Draw Down(%) | NA | 28.20 | 46.22 | 52.69 | 55.05 | NA | NA | 68.54 | 24.99 | 13.31 | 43.85 | 27.49 | 15.64 | 51.33 | 14.76 | 31.70 | 15.90 | 21.54 | 15.01 | 14.17 | 6.63 | 14.30 | 31.69 | 29.23 | 49.66 | 42.12 | 25.70 | 3.79 |
| Yield(%) | 0.00 | 3.21 | 2.63 | 4.07 | 2.86 | 4.55 | 2.08 | 2.19 | 1.29 | 2.98 | 2.69 | 2.04 | 2.70 | 2.47 | 2.70 | 1.78 | 1.48 | 1.90 | 1.87 | 1.63 | 1.92 | 2.26 | 1.62 | 1.60 | 1.57 | 2.99 | 4.46 | 1.29 |
Data as of 07/03/2025, AR inception is 06/22/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRE (SPDR S&P Regional Banking ETF) |
-22.40%
Oct 2006 - Oct 2009 |
-14.52%
Sep 2006 - Sep 2011 |
0.45%
Jul 2006 - Jul 2016 |
3.34%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRE (SPDR S&P Regional Banking ETF) |
27.40%
Sep 2011 - Sep 2014 |
19.97%
Dec 2011 - Dec 2016 |
15.70%
Sep 2011 - Sep 2021 |
10.44%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart