Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XTL (SPDR S&P Telecom ETF) | 57.36% | 131.25% | 50.10% | 20.02% | 16.48% | 12.13% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XTL (SPDR S&P Telecom ETF) | 01/27/2011 | 06/04/2026 |
| 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 (%) | -0.63 | 131.25 | 50.10 | 20.02 | 16.48 | 12.13 | NA | … | … | 57.36 | 44.95 | 34.89 | -1.16 | -19.18 | 21.59 | 22.47 | 12.27 | -6.58 | 0.55 | 24.87 | -1.30 | 5.44 | 22.98 | 11.61 | -17.98 |
| Sharpe Ratio | NA | 4.61 | 1.81 | 0.71 | 0.64 | NA | NA | … | … | 6.07 | 1.46 | 1.49 | -0.23 | -0.74 | 1.08 | 0.65 | 0.62 | -0.41 | -0.01 | 1.29 | -0.08 | 0.33 | 1.61 | 0.65 | -0.59 |
| Standard Deviation(%) | NA | 28.65 | 25.70 | 24.98 | 23.50 | NA | NA | … | … | 32.25 | 28.96 | 21.02 | 20.88 | 27.99 | 19.91 | 34.08 | 17.40 | 19.43 | 13.93 | 19.07 | 16.58 | 16.55 | 14.26 | 18.02 | 32.70 |
| Draw Down(%) | NA | 14.70 | 22.79 | 37.01 | 37.01 | NA | NA | … | … | 8.05 | 22.79 | 15.19 | 27.35 | 27.30 | 10.02 | 29.70 | 13.53 | 23.40 | 10.98 | 16.12 | 14.46 | 14.67 | 6.91 | 18.84 | 32.29 |
| Yield(%) | 0.00 | 1.88 | 1.54 | 1.03 | 1.68 | 1.72 | 1.31 | … | … | 0.41 | 1.50 | 0.84 | 0.78 | 0.59 | 1.51 | 1.06 | 0.77 | 1.72 | 2.02 | 1.40 | 1.34 | 1.08 | 0.54 | 3.32 | 0.65 |
Data as of 06/04/2026, Common starting date is 01/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTL (SPDR S&P Telecom ETF) |
-9.81%
Apr 2021 – Apr 2024 |
-0.47%
Apr 2019 – Apr 2024 |
3.49%
Apr 2014 – Apr 2024 |
9.90%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTL (SPDR S&P Telecom ETF) |
49.96%
May 2023 – May 2026 |
20.25%
May 2021 – May 2026 |
16.51%
May 2016 – May 2026 |
11.79%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart