Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XLY (Consumer Discretionary Select Sector SPDR Fund) | -1.93% | 18.38% | 16.25% | 11.98% | 12.24% | 15.85% | 11.30% | 9.87% |
Data as of 07/02/2025, AR inception is 12/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLY (Consumer Discretionary Select Sector SPDR Fund) | 12/23/1998 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.27 | 18.38 | 16.25 | 11.98 | 12.24 | 15.85 | 11.30 | 9.87 | -1.93 | 26.51 | 39.64 | -36.27 | 27.92 | 29.63 | 28.39 | 1.59 | 22.82 | 5.97 | 9.91 | 9.46 | 42.73 | 23.60 | 5.99 | 27.46 | 40.57 | -32.97 | -13.67 | 18.41 | -6.57 | 12.88 | 37.19 | -18.66 | 12.75 | -16.87 | 19.52 | 2.11 |
| Sharpe Ratio | NA | 0.61 | 0.51 | 0.45 | 0.48 | NA | NA | 0.36 | -0.28 | 1.07 | 1.79 | -1.10 | 1.54 | 0.86 | 1.92 | 0.01 | 2.75 | 0.40 | 0.60 | 0.72 | 3.39 | 1.70 | 0.25 | 1.33 | 1.29 | -0.77 | -0.96 | 1.29 | -0.67 | 0.92 | 1.78 | -0.69 | 0.36 | -0.65 | 0.74 | NA |
| Standard Deviation(%) | NA | 25.90 | 23.58 | 23.88 | 22.10 | NA | NA | 22.85 | 29.85 | 18.68 | 19.97 | 34.36 | 18.13 | 34.10 | 14.06 | 19.34 | 8.11 | 14.48 | 16.38 | 13.19 | 12.60 | 14.00 | 24.14 | 20.64 | 31.30 | 43.94 | 17.44 | 11.78 | 13.07 | 13.03 | 20.56 | 28.86 | 29.24 | 32.06 | 22.14 | NA |
| Draw Down(%) | NA | 26.21 | 26.65 | 39.67 | 39.67 | NA | NA | 59.05 | 24.38 | 12.66 | 16.20 | 39.44 | 10.03 | 33.91 | 8.83 | 21.36 | 4.17 | 12.32 | 11.45 | 8.49 | 5.39 | 9.58 | 18.42 | 18.96 | 29.74 | 51.15 | 18.83 | 9.70 | 12.40 | 10.80 | 14.24 | 30.22 | 27.89 | 29.28 | 16.15 | NA |
| Yield(%) | 0.00 | 0.45 | 0.86 | 0.92 | 1.66 | 3.84 | 2.82 | 3.01 | 0.00 | 0.91 | 1.08 | 0.61 | 0.68 | 1.04 | 1.61 | 1.33 | 1.45 | 1.81 | 1.56 | 1.42 | 1.60 | 1.93 | 1.60 | 1.64 | 1.99 | 1.30 | 1.16 | 0.85 | 0.93 | 0.76 | 0.81 | 0.60 | 0.86 | 0.77 | 0.56 | 0.00 |
Data as of 07/02/2025, AR inception is 12/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLY (Consumer Discretionary Select Sector SPDR Fund) |
-18.40%
Feb 2006 - Feb 2009 |
-10.38%
Feb 2004 - Feb 2009 |
-3.47%
Feb 1999 - Feb 2009 |
6.52%
Apr 1999 - Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLY (Consumer Discretionary Select Sector SPDR Fund) |
37.27%
Feb 2009 - Feb 2012 |
32.75%
Feb 2009 - Feb 2014 |
21.99%
Feb 2009 - Feb 2019 |
18.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart