Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XLSR (SPDR SSGA U.S. Sector Rotation ETF) | 6.52% | 25.82% | 17.79% | 10.87% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLSR (SPDR SSGA U.S. Sector Rotation ETF) | 04/04/2019 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 25.82 | 17.79 | 10.87 | NA | NA | NA | … | … | 6.52 | 17.35 | 17.59 | 18.95 | -15.70 | 23.72 | 20.16 | 13.99 |
| Sharpe Ratio | NA | 1.98 | 0.96 | 0.48 | NA | NA | NA | … | … | 1.01 | 0.73 | 1.01 | 1.19 | -0.75 | 1.60 | 0.57 | 1.44 |
| Standard Deviation(%) | NA | 12.26 | 15.72 | 17.11 | NA | NA | NA | … | … | 13.87 | 19.86 | 13.85 | 12.96 | 22.92 | 14.80 | 34.75 | 12.47 |
| Draw Down(%) | NA | 11.05 | 20.57 | 23.31 | NA | NA | NA | … | … | 11.01 | 20.57 | 10.24 | 10.78 | 23.31 | 6.11 | 32.94 | 7.10 |
| Yield(%) | 0.00 | 0.65 | 0.92 | 2.16 | 1.86 | 1.24 | 0.93 | … | … | 0.11 | 0.68 | 0.78 | 1.23 | 1.48 | 7.15 | 1.47 | 1.07 |
Data as of 06/03/2026, Common starting date is 04/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLSR (SPDR SSGA U.S. Sector Rotation ETF) |
5.13%
Mar 2022 – Mar 2025 |
9.33%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLSR (SPDR SSGA U.S. Sector Rotation ETF) |
19.49%
Sep 2022 – Sep 2025 |
15.19%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart