Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XLC (Communication Services Select Sector SPDR Fund) | 0.38% | 19.98% | 19.97% | 14.34% | NA | NA | NA | 12.86% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLC (Communication Services Select Sector SPDR Fund) | 06/19/2018 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 06/19/2018.
AR inception is since 06/19/2018.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 19.98 | 19.97 | 14.34 | NA | NA | NA | 12.86 | 0.38 | 34.71 | 52.81 | -37.63 | 15.95 | 26.90 | 31.05 | -16.87 |
| Sharpe Ratio | NA | 0.71 | 0.70 | 0.53 | NA | NA | NA | 0.38 | -0.07 | 1.82 | 2.51 | -1.27 | 0.98 | 0.79 | 1.80 | -1.38 |
| Standard Deviation(%) | NA | 19.32 | 22.18 | 21.92 | NA | NA | NA | 23.34 | 26.32 | 15.45 | 19.50 | 30.93 | 16.29 | 33.44 | 16.43 | 22.33 |
| Draw Down(%) | NA | 18.21 | 25.15 | 46.66 | NA | NA | NA | 46.66 | 18.21 | 6.41 | 12.01 | 41.54 | 14.29 | 30.15 | 10.95 | 24.32 |
| Yield(%) | 0.00 | 0.91 | 1.10 | 1.16 | 0.76 | 0.51 | 0.38 | 1.27 | 0.00 | 1.33 | 1.23 | 0.68 | 0.86 | 0.84 | 1.04 | 0.53 |
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) |
24.47%
Dec 2018 - Dec 2021 |
17.87%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart