Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XSD (SPDR S&P Semiconductor ETF) | -17.85% | -7.54% | 4.89% | 16.80% | 17.34% | 15.69% | NA | 11.93% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XSD (SPDR S&P Semiconductor ETF) | 02/06/2006 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 02/06/2006.
AR inception is since 02/06/2006.
| 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 (%) | 4.84 | -7.54 | 4.89 | 16.80 | 17.34 | 15.69 | NA | 11.93 | -17.85 | 10.75 | 34.87 | -30.92 | 42.53 | 61.94 | 64.65 | -6.34 | 25.21 | 29.38 | 10.22 | 31.11 | 36.37 | 2.39 | -18.18 | 15.70 | 99.03 | -47.68 | -5.12 | -7.73 |
| Sharpe Ratio | NA | -0.31 | 0.01 | 0.38 | 0.46 | NA | NA | 0.33 | -0.79 | 0.12 | 1.01 | -0.71 | 1.30 | 1.32 | 2.41 | -0.28 | 1.28 | 1.19 | 0.45 | 1.39 | 1.81 | 0.09 | -0.52 | 0.55 | 2.53 | -1.08 | -0.38 | -0.48 |
| Standard Deviation(%) | NA | 45.47 | 39.25 | 37.63 | 33.79 | NA | NA | 32.03 | 60.14 | 34.56 | 30.71 | 45.44 | 32.77 | 46.51 | 26.27 | 27.54 | 19.29 | 24.61 | 22.85 | 22.36 | 20.09 | 25.65 | 35.08 | 28.19 | 39.03 | 45.00 | 21.41 | 24.80 |
| Draw Down(%) | NA | 41.30 | 41.30 | 42.27 | 42.27 | NA | NA | 64.56 | 40.53 | 26.48 | 28.05 | 42.19 | 20.99 | 36.80 | 17.46 | 23.70 | 9.65 | 15.29 | 23.33 | 20.64 | 9.11 | 26.42 | 36.64 | 23.77 | 18.65 | 58.16 | 21.47 | 29.05 |
| Yield(%) | 0.00 | 0.19 | 0.34 | 0.52 | 1.12 | 1.54 | 1.17 | 1.24 | 0.00 | 0.23 | 0.43 | 0.30 | 0.14 | 0.40 | 0.83 | 1.05 | 0.73 | 0.83 | 0.63 | 0.61 | 0.67 | 0.69 | 0.67 | 0.86 | 1.39 | 0.65 | 0.38 | 0.17 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSD (SPDR S&P Semiconductor ETF) |
-19.88%
Mar 2006 - Mar 2009 |
-3.98%
Sep 2007 - Sep 2012 |
5.01%
Apr 2006 - Apr 2016 |
12.76%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSD (SPDR S&P Semiconductor ETF) |
56.06%
Dec 2018 - Dec 2021 |
35.91%
Feb 2016 - Feb 2021 |
27.81%
Dec 2011 - Dec 2021 |
22.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart