Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XLK (Technology Select Sector SPDR Fund) | 34.34% | 64.08% | 33.46% | 23.44% | 25.62% | 21.51% | 17.36% | … | … |
Data as of 06/04/2026, Common starting date is 12/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLK (Technology Select Sector SPDR Fund) | 12/23/1998 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.38 | 64.08 | 33.46 | 23.44 | 25.62 | 21.51 | 17.36 | … | … | 34.34 | 24.61 | 21.63 | 56.02 | -27.73 | 34.74 | 43.62 | 49.86 | -1.66 | 34.25 | 15.02 | 5.49 | 17.85 | 26.25 | 15.30 | 2.61 | 11.39 | 51.32 | -41.51 | 15.45 | 12.16 | -0.32 | 5.65 | 38.68 | -38.17 | -23.35 | -41.89 | 65.18 | -0.58 |
| Sharpe Ratio | NA | 3.06 | 1.28 | 0.84 | 0.97 | NA | NA | … | … | 3.99 | 0.80 | 0.81 | 2.86 | -0.89 | 1.80 | 1.07 | 2.68 | -0.13 | 3.25 | 0.97 | 0.31 | 1.41 | 2.27 | 1.04 | 0.11 | 0.60 | 1.99 | -1.04 | 0.76 | 0.62 | -0.21 | 0.27 | 1.51 | -0.94 | -0.56 | -1.06 | 2.17 | NA |
| Standard Deviation(%) | NA | 20.69 | 23.42 | 24.82 | 24.49 | NA | NA | … | … | 24.54 | 27.42 | 22.24 | 18.50 | 32.80 | 19.29 | 40.38 | 18.08 | 23.37 | 10.39 | 15.34 | 17.74 | 12.65 | 11.53 | 14.73 | 22.65 | 18.71 | 25.72 | 40.87 | 16.35 | 14.16 | 12.16 | 17.31 | 25.19 | 41.77 | 46.94 | 43.54 | 28.49 | NA |
| Draw Down(%) | NA | 15.92 | 25.66 | 33.56 | 33.56 | NA | NA | … | … | 14.46 | 25.66 | 16.97 | 10.94 | 33.13 | 9.21 | 31.15 | 10.46 | 23.77 | 5.02 | 9.57 | 13.67 | 7.95 | 5.92 | 12.40 | 16.10 | 15.44 | 18.95 | 50.20 | 11.13 | 15.71 | 12.51 | 18.78 | 18.23 | 55.19 | 52.33 | 52.67 | 12.79 | NA |
| Yield(%) | 0.00 | 0.48 | 0.84 | 0.95 | 2.65 | 3.89 | 3.95 | … | … | 0.12 | 0.58 | 0.81 | 1.18 | 0.74 | 0.88 | 1.28 | 1.71 | 1.53 | 1.79 | 1.99 | 1.85 | 2.04 | 2.04 | 1.95 | 1.51 | 1.39 | 1.96 | 0.87 | 0.83 | 0.84 | 0.71 | 2.04 | 0.90 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLK (Technology Select Sector SPDR Fund) |
-38.14%
Mar 2000 – Mar 2003 |
-19.76%
Mar 2000 – Mar 2005 |
-8.78%
Aug 2000 – Aug 2010 |
-1.40%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLK (Technology Select Sector SPDR Fund) |
42.60%
Dec 2018 – Dec 2021 |
30.80%
Dec 2016 – Dec 2021 |
25.43%
May 2016 – May 2026 |
21.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart