Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XAR (SPDR S&P Aerospace & Defense ETF) | 16.29% | 44.15% | 35.55% | 16.85% | 18.17% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XAR (SPDR S&P Aerospace & Defense ETF) | 09/29/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.16 | 44.15 | 35.55 | 16.85 | 18.17 | NA | NA | … | … | 16.29 | 46.15 | 23.32 | 23.78 | -5.02 | 2.32 | 6.19 | 39.33 | -4.58 | 32.99 | 21.25 | -0.96 | 11.59 | 61.16 | 14.74 | 11.59 |
| Sharpe Ratio | NA | 1.82 | 1.51 | 0.66 | 0.69 | NA | NA | … | … | 1.58 | 1.71 | 1.10 | 1.16 | -0.23 | 0.11 | 0.13 | 2.35 | -0.30 | 2.68 | 1.26 | -0.06 | 0.71 | 4.32 | 0.89 | 2.01 |
| Standard Deviation(%) | NA | 26.54 | 22.94 | 23.33 | 24.67 | NA | NA | … | … | 32.76 | 25.47 | 17.98 | 17.48 | 27.94 | 21.51 | 46.61 | 16.14 | 20.19 | 12.13 | 16.68 | 16.21 | 16.21 | 14.16 | 16.72 | 26.85 |
| Draw Down(%) | NA | 17.22 | 19.73 | 32.39 | 46.36 | NA | NA | … | … | 17.22 | 19.73 | 8.03 | 12.29 | 27.55 | 19.98 | 46.36 | 8.07 | 25.92 | 5.41 | 13.52 | 17.84 | 11.05 | 5.22 | 11.31 | 8.49 |
| Yield(%) | 0.00 | 0.45 | 0.81 | 0.57 | 1.42 | 3.13 | 2.34 | … | … | 0.04 | 0.58 | 0.82 | 0.67 | 0.47 | 0.88 | 0.64 | 1.03 | 1.12 | 0.99 | 1.33 | 2.26 | 1.20 | 2.98 | 2.55 | 0.31 |
Data as of 06/04/2026, Common starting date is 09/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAR (SPDR S&P Aerospace & Defense ETF) |
-4.24%
Sep 2019 – Sep 2022 |
3.14%
Sep 2018 – Sep 2023 |
10.99%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAR (SPDR S&P Aerospace & Defense ETF) |
38.28%
May 2023 – May 2026 |
24.67%
Oct 2020 – Oct 2025 |
19.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart