Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XLC (Communication Services Select Sector SPDR Fund) | -3.61% | 11.98% | 22.67% | 8.48% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLC (Communication Services Select Sector SPDR Fund) | 06/19/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.05 | 11.98 | 22.67 | 8.48 | NA | NA | NA | … | … | -3.61 | 23.08 | 34.71 | 52.81 | -37.63 | 15.95 | 26.90 | 31.05 | -16.87 |
| Sharpe Ratio | NA | 1.02 | 1.28 | 0.32 | NA | NA | NA | … | … | -0.42 | 1.10 | 2.01 | 2.55 | -1.27 | 0.98 | 0.79 | 1.80 | -1.38 |
| Standard Deviation(%) | NA | 13.09 | 16.48 | 20.66 | NA | NA | NA | … | … | 14.22 | 18.50 | 15.45 | 19.50 | 30.93 | 16.29 | 33.44 | 16.43 | 22.33 |
| Draw Down(%) | NA | 10.57 | 17.97 | 46.66 | NA | NA | NA | … | … | 10.57 | 17.97 | 6.41 | 12.01 | 41.54 | 14.29 | 30.15 | 10.95 | 24.32 |
| Yield(%) | 0.00 | 1.37 | 1.63 | 1.06 | 1.10 | 0.73 | 0.55 | … | … | 0.31 | 1.37 | 1.33 | 1.23 | 0.68 | 0.86 | 0.84 | 1.04 | 0.53 |
Data as of 06/04/2026, Common starting date is 06/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLC (Communication Services Select Sector SPDR Fund) |
-2.82%
Dec 2019 – Dec 2022 |
6.94%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLC (Communication Services Select Sector SPDR Fund) |
36.64%
Sep 2022 – Sep 2025 |
17.94%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart