Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XHB (SPDR S&P Homebuilders ETF) | -0.75% | 5.66% | 22.27% | 19.86% | 11.84% | 15.25% | NA | 5.50% |
Data as of 07/02/2025, AR inception is 02/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHB (SPDR S&P Homebuilders ETF) | 02/06/2006 | 07/02/2025 |
| 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 (%) | 7.10 | 5.66 | 22.27 | 19.86 | 11.84 | 15.25 | NA | 5.50 | -0.75 | 9.87 | 60.11 | -28.93 | 49.70 | 27.99 | 41.30 | -25.72 | 31.79 | -0.30 | 0.66 | 3.05 | 25.59 | 57.33 | -0.74 | 17.42 | 27.67 | -36.75 | -47.66 | -16.47 |
| Sharpe Ratio | NA | -0.19 | 0.67 | 0.64 | 0.36 | NA | NA | 0.12 | -0.48 | 0.13 | 2.41 | -0.86 | 2.22 | 0.56 | 2.53 | -1.28 | 2.61 | -0.03 | 0.03 | 0.18 | 1.18 | 2.26 | -0.02 | 0.58 | 0.58 | -0.55 | -1.38 | -0.77 |
| Standard Deviation(%) | NA | 28.57 | 26.98 | 27.14 | 26.95 | NA | NA | 32.08 | 30.26 | 24.73 | 23.40 | 35.36 | 22.37 | 49.37 | 15.77 | 21.25 | 12.00 | 19.67 | 19.30 | 16.82 | 21.60 | 25.64 | 33.67 | 29.99 | 47.84 | 68.82 | 36.87 | 27.96 |
| Draw Down(%) | NA | 30.75 | 30.75 | 39.46 | 49.57 | NA | NA | 81.62 | 22.82 | 16.64 | 18.22 | 39.21 | 11.65 | 49.57 | 7.66 | 33.52 | 4.49 | 18.14 | 13.66 | 17.74 | 12.62 | 14.18 | 33.81 | 29.18 | 37.37 | 62.75 | 56.51 | 36.70 |
| Yield(%) | 0.00 | 0.31 | 0.98 | 1.21 | 1.17 | 2.54 | 0.72 | 0.75 | 0.00 | 0.66 | 1.21 | 0.76 | 0.76 | 0.92 | 1.23 | 0.91 | 0.93 | 0.68 | 0.51 | 0.56 | 0.36 | 1.48 | 0.87 | 2.20 | 1.21 | 2.02 | 0.81 | 0.47 |
Data as of 07/02/2025, AR inception is 02/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHB (SPDR S&P Homebuilders ETF) |
-37.20%
Mar 2006 - Mar 2009 |
-15.26%
Sep 2006 - Sep 2011 |
-1.72%
Mar 2006 - Mar 2016 |
4.11%
Mar 2006 - Mar 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHB (SPDR S&P Homebuilders ETF) |
39.37%
Dec 2018 - Dec 2021 |
31.06%
Feb 2009 - Feb 2014 |
19.30%
Sep 2011 - Sep 2021 |
18.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart