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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
XRT (SPDR S&P Retail ETF) 0.97% 10.01% 10.90% 14.61% 6.44% 11.90% NA 9.44%
Data as of 07/07/2025, AR inception is 06/22/2006
More Performance Analytics Comparison
Name Start Date End Date
XRT (SPDR S&P Retail ETF) 06/22/2006 07/07/2025
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
Annualized Return (%) 3.74 10.01 10.90 14.61 6.44 11.90 NA 9.44 0.97 11.77 21.54 -31.65 42.59 41.94 14.12 -8.03 4.21 3.31 -8.86 9.86 42.18 20.70 9.74 37.35 77.39 -38.00 -17.03 9.62
Sharpe Ratio NA 0.32 0.37 0.44 0.19 NA NA 0.31 0.02 0.39 0.75 -0.86 1.27 1.02 0.64 -0.45 0.20 0.16 -0.50 0.64 3.03 1.21 0.33 1.58 2.30 -0.75 -0.93 0.86
Standard Deviation(%) NA 25.46 26.03 29.37 27.23 NA NA 27.23 28.80 20.71 24.07 38.40 33.50 40.69 19.70 20.87 18.08 19.52 17.68 15.38 13.91 17.19 29.32 23.54 33.55 51.63 21.89 18.12
Draw Down(%) NA 25.62 25.62 44.58 47.00 NA NA 65.82 23.77 10.55 23.41 37.63 17.38 41.07 17.48 26.22 15.39 13.15 16.60 12.07 6.91 10.09 22.20 21.95 15.69 55.57 25.67 7.44
Yield(%) 0.00 1.46 1.89 2.60 1.77 3.91 3.07 3.23 0.49 1.68 1.69 1.42 2.20 1.42 1.73 1.35 1.55 1.40 1.17 0.81 0.84 1.97 1.02 1.32 2.26 1.60 0.37 0.22
Data as of 07/07/2025, AR inception is 06/22/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XRT (SPDR S&P Retail ETF) -9.49%
Mar 2017 - Mar 2020
-8.67%
Mar 2015 - Mar 2020
4.78%
Mar 2015 - Mar 2025
8.25%
Jun 2007 - Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XRT (SPDR S&P Retail ETF) 45.50%
Feb 2009 - Feb 2012
38.77%
Nov 2008 - Nov 2013
19.08%
Nov 2008 - Nov 2018
16.19%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart