Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XLRE (Real Estate Select Sector SPDR Fund) | 4.32% | 13.05% | 3.88% | 6.77% | NA | NA | NA | 7.65% |
Data as of 07/02/2025, AR inception is 10/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLRE (Real Estate Select Sector SPDR Fund) | 10/09/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | 13.05 | 3.88 | 6.77 | NA | NA | NA | 7.65 | 4.32 | 5.09 | 12.37 | -26.26 | 46.09 | -2.11 | 28.69 | -2.37 | 10.69 | 2.74 | 4.55 |
| Sharpe Ratio | NA | 0.46 | -0.01 | 0.28 | NA | NA | NA | 0.26 | 0.12 | 0.09 | 0.44 | -1.09 | 3.12 | -0.06 | 2.16 | -0.23 | 1.07 | 0.14 | 1.26 |
| Standard Deviation(%) | NA | 18.17 | 20.10 | 19.68 | NA | NA | NA | 20.98 | 20.52 | 16.29 | 20.16 | 25.51 | 14.77 | 40.48 | 12.62 | 16.29 | 9.41 | 17.64 | 17.15 |
| Draw Down(%) | NA | 16.57 | 26.39 | 34.12 | NA | NA | NA | 38.80 | 14.25 | 11.39 | 21.12 | 33.33 | 8.27 | 38.80 | 6.74 | 12.51 | 4.71 | 14.64 | 6.10 |
| Yield(%) | 0.00 | 3.62 | 3.34 | 3.79 | 4.08 | 2.72 | 2.04 | 4.53 | 1.59 | 3.45 | 3.58 | 2.66 | 3.83 | 3.01 | 3.91 | 3.58 | 3.47 | 4.26 | 1.13 |
Data as of 07/02/2025, AR inception is 10/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLRE (Real Estate Select Sector SPDR Fund) |
-4.51%
Dec 2021 - Dec 2024 |
3.48%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLRE (Real Estate Select Sector SPDR Fund) |
22.55%
Dec 2018 - Dec 2021 |
14.74%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart