Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPH (SPDR S&P Pharmaceuticals ETF) | 1.96% | 39.59% | 13.43% | 3.43% | 3.41% | 7.61% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/22/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPH (SPDR S&P Pharmaceuticals ETF) | 06/22/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.08 | 39.59 | 13.43 | 3.43 | 3.41 | 7.61 | NA | … | … | 1.96 | 31.60 | 4.94 | 2.97 | -9.86 | -10.55 | 14.68 | 25.61 | -15.32 | 12.05 | -23.20 | 1.65 | 29.52 | 60.80 | 10.90 | 12.73 | 22.46 | 27.65 | -8.99 | -1.02 | 11.12 |
| Sharpe Ratio | NA | 1.96 | 0.59 | 0.08 | 0.11 | NA | NA | … | … | 0.33 | 1.25 | 0.08 | -0.04 | -0.46 | -0.56 | 0.44 | 1.17 | -0.79 | 0.69 | -0.81 | 0.06 | 1.46 | 4.24 | 0.74 | 0.55 | 1.20 | 1.22 | -0.31 | -0.31 | 1.79 |
| Standard Deviation(%) | NA | 21.23 | 20.07 | 20.80 | 22.15 | NA | NA | … | … | 23.65 | 23.03 | 16.71 | 17.80 | 24.58 | 18.76 | 32.97 | 20.67 | 21.21 | 16.62 | 28.88 | 29.14 | 20.20 | 14.35 | 14.69 | 23.20 | 18.68 | 22.50 | 32.05 | 13.53 | 10.51 |
| Draw Down(%) | NA | 11.97 | 23.57 | 31.66 | 35.96 | NA | NA | … | … | 11.97 | 19.72 | 13.72 | 19.99 | 17.85 | 21.57 | 33.98 | 19.73 | 30.12 | 9.61 | 28.12 | 33.11 | 14.50 | 4.45 | 13.18 | 17.59 | 10.95 | 22.90 | 30.79 | 13.74 | 5.42 |
| Yield(%) | 0.00 | 0.91 | 1.33 | 1.08 | 0.92 | 3.35 | 4.34 | … | … | 0.11 | 1.09 | 1.63 | 1.31 | 1.44 | 0.85 | 0.54 | 0.79 | 0.54 | 0.73 | 0.49 | 6.79 | 6.86 | 3.20 | 2.06 | 1.26 | 1.33 | 1.22 | 1.41 | 1.08 | 0.84 |
Data as of 06/05/2026, Common starting date is 06/22/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPH (SPDR S&P Pharmaceuticals ETF) |
-10.01%
Dec 2015 – Dec 2018 |
-8.46%
Mar 2015 – Mar 2020 |
-3.01%
Jul 2015 – Jul 2025 |
6.55%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPH (SPDR S&P Pharmaceuticals ETF) |
35.45%
Jul 2012 – Jul 2015 |
33.25%
Feb 2009 – Feb 2014 |
15.40%
Feb 2009 – Feb 2019 |
10.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart