Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XLB (Materials Select Sector SPDR Fund) | 9.67% | 6.16% | 10.17% | 11.57% | 8.81% | 10.57% | 8.62% | 8.20% |
Data as of 07/03/2025, AR inception is 12/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLB (Materials Select Sector SPDR Fund) | 12/22/1998 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.09 | 6.16 | 10.17 | 11.57 | 8.81 | 10.57 | 8.62 | 8.20 | 9.67 | 0.15 | 12.46 | -12.30 | 27.43 | 20.46 | 24.13 | -14.87 | 24.00 | 16.80 | -8.67 | 7.17 | 26.00 | 14.70 | -10.93 | 20.55 | 48.18 | -44.05 | 22.05 | 18.36 | 4.08 | 13.49 | 37.39 | -5.35 | 2.15 | -16.24 | 21.24 | 5.25 |
| Sharpe Ratio | NA | -0.09 | 0.20 | 0.52 | 0.32 | NA | NA | 0.27 | 0.36 | -0.25 | 0.53 | -0.55 | 1.61 | 0.52 | 1.45 | -0.85 | 2.25 | 0.93 | -0.47 | 0.51 | 1.81 | 0.84 | -0.35 | 0.82 | 1.42 | -0.95 | 0.84 | 0.84 | 0.11 | 0.73 | 1.96 | -0.22 | -0.01 | -0.66 | 0.77 | 39.19 |
| Standard Deviation(%) | NA | 19.67 | 18.91 | 19.55 | 21.09 | NA | NA | 23.79 | 24.02 | 13.62 | 16.84 | 25.25 | 17.03 | 38.56 | 15.67 | 19.17 | 10.41 | 17.83 | 18.49 | 14.12 | 14.37 | 17.63 | 31.08 | 24.96 | 33.77 | 47.17 | 22.54 | 17.80 | 15.97 | 17.10 | 18.73 | 28.89 | 27.01 | 30.96 | 23.15 | 19.25 |
| Draw Down(%) | NA | 23.17 | 23.17 | 24.72 | 37.27 | NA | NA | 59.83 | 17.99 | 13.72 | 12.72 | 24.72 | 10.13 | 37.14 | 9.24 | 24.66 | 4.16 | 14.14 | 24.17 | 10.99 | 6.87 | 13.16 | 29.50 | 19.87 | 25.13 | 56.37 | 15.78 | 15.48 | 16.84 | 12.19 | 16.52 | 31.15 | 27.47 | 36.55 | 18.95 | 0.87 |
| Yield(%) | 0.00 | 1.95 | 2.33 | 2.76 | 2.81 | 4.37 | 4.07 | 4.62 | 1.02 | 1.89 | 2.20 | 1.96 | 2.05 | 2.05 | 2.39 | 1.81 | 2.01 | 2.27 | 2.00 | 2.09 | 2.49 | 2.48 | 1.90 | 3.46 | 2.46 | 1.98 | 2.35 | 3.01 | 2.16 | 1.91 | 2.35 | 2.10 | 2.07 | 2.97 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 12/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLB (Materials Select Sector SPDR Fund) |
-12.44%
Feb 2006 - Feb 2009 |
-4.16%
Feb 2004 - Feb 2009 |
1.16%
Feb 1999 - Feb 2009 |
5.08%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLB (Materials Select Sector SPDR Fund) |
27.27%
Feb 2009 - Feb 2012 |
22.42%
Feb 2009 - Feb 2014 |
13.51%
Feb 2009 - Feb 2019 |
13.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart