Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBI (SPDR S&P BIOTECH ETF) | 5.53% | 56.42% | 14.28% | -0.49% | 8.15% | 12.19% | 11.73% | … | … |
Data as of 06/05/2026, Common starting date is 02/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBI (SPDR S&P BIOTECH ETF) | 02/06/2006 | 06/05/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.87 | 56.42 | 14.28 | -0.49 | 8.15 | 12.19 | 11.73 | … | … | 5.53 | 35.89 | 1.03 | 7.62 | -25.87 | -20.45 | 48.33 | 32.56 | -15.28 | 43.77 | -15.45 | 13.58 | 44.98 | 48.39 | 32.69 | 5.26 | 17.60 | 0.36 | -8.61 | 29.02 | -6.31 |
| Sharpe Ratio | NA | 2.71 | 0.54 | -0.03 | 0.24 | NA | NA | … | … | 1.02 | 1.21 | -0.10 | 0.14 | -0.59 | -0.64 | 1.16 | 1.18 | -0.54 | 1.94 | -0.40 | 0.38 | 1.29 | 1.97 | 1.41 | 0.17 | 0.75 | 0.01 | -0.26 | 1.46 | -0.52 |
| Standard Deviation(%) | NA | 25.01 | 26.91 | 32.10 | 32.00 | NA | NA | … | … | 29.03 | 27.39 | 25.50 | 28.35 | 46.36 | 31.89 | 41.22 | 26.33 | 30.93 | 22.28 | 39.10 | 35.38 | 34.91 | 24.49 | 23.28 | 30.02 | 23.28 | 27.90 | 37.40 | 17.84 | 20.06 |
| Draw Down(%) | NA | 9.72 | 32.99 | 54.71 | 63.89 | NA | NA | … | … | 9.72 | 26.29 | 20.09 | 30.28 | 45.59 | 37.47 | 32.94 | 20.41 | 35.26 | 9.67 | 34.86 | 33.53 | 29.06 | 13.36 | 15.10 | 26.72 | 19.52 | 22.94 | 35.51 | 8.85 | 21.93 |
| Yield(%) | 0.00 | 0.53 | 0.23 | 0.09 | 0.24 | 0.76 | 1.03 | … | … | 0.00 | 0.49 | 0.15 | 0.02 | 0.00 | 0.03 | 0.30 | 0.00 | 0.23 | 0.34 | 0.23 | 0.68 | 1.53 | 0.24 | 0.30 | 0.00 | 0.00 | 0.28 | 1.14 | 0.34 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBI (SPDR S&P BIOTECH ETF) |
-17.19%
Nov 2020 – Nov 2023 |
-5.74%
Jun 2020 – Jun 2025 |
0.01%
Jun 2015 – Jun 2025 |
9.26%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBI (SPDR S&P BIOTECH ETF) |
44.43%
May 2012 – May 2015 |
37.79%
Jun 2010 – Jun 2015 |
22.58%
Jan 2011 – Jan 2021 |
16.04%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart