Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XSW (SPDR S&P Software & Services ETF) | -10.12% | -8.38% | 9.60% | 0.71% | 12.74% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XSW (SPDR S&P Software & Services ETF) | 09/29/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.12 | -8.38 | 9.60 | 0.71 | 12.74 | NA | NA | … | … | -10.12 | 1.15 | 28.56 | 38.60 | -34.22 | 7.47 | 52.40 | 36.50 | 7.67 | 27.93 | 8.50 | 7.13 | 5.78 | 48.16 | 14.90 | 13.74 |
| Sharpe Ratio | NA | -0.13 | 0.36 | -0.01 | 0.46 | NA | NA | … | … | -0.44 | -0.06 | 0.98 | 1.48 | -0.92 | 0.32 | 1.38 | 1.94 | 0.29 | 2.42 | 0.42 | 0.42 | 0.32 | 3.29 | 0.86 | 2.25 |
| Standard Deviation(%) | NA | 27.76 | 26.27 | 28.58 | 26.20 | NA | NA | … | … | 34.04 | 28.67 | 22.75 | 23.45 | 38.75 | 23.10 | 37.48 | 18.04 | 21.87 | 11.35 | 19.66 | 16.89 | 17.92 | 14.65 | 17.46 | 29.30 |
| Draw Down(%) | NA | 33.75 | 33.75 | 45.38 | 45.38 | NA | NA | … | … | 28.95 | 28.44 | 10.57 | 17.49 | 38.63 | 14.90 | 37.82 | 10.50 | 24.20 | 5.16 | 21.49 | 13.33 | 16.73 | 4.76 | 12.82 | 10.21 |
| Yield(%) | 0.00 | 0.04 | 0.13 | 0.11 | 0.45 | 1.35 | 1.01 | … | … | 0.00 | 0.06 | 0.09 | 0.28 | 0.06 | 0.14 | 0.39 | 0.16 | 0.33 | 0.58 | 0.97 | 0.59 | 0.56 | 2.92 | 4.00 | 0.06 |
Data as of 06/05/2026, Common starting date is 09/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSW (SPDR S&P Software & Services ETF) |
-3.97%
Jun 2021 – Jun 2024 |
-1.89%
Mar 2021 – Mar 2026 |
11.48%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSW (SPDR S&P Software & Services ETF) |
31.48%
Oct 2018 – Oct 2021 |
29.44%
Feb 2016 – Feb 2021 |
21.29%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart