Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XTN (SPDR S&P Transportation ETF) | 23.12% | 47.05% | 15.76% | 5.62% | 10.56% | 11.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XTN (SPDR S&P Transportation 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 (%) | 0.62 | 47.05 | 15.76 | 5.62 | 10.56 | 11.34 | NA | … | … | 23.12 | 6.33 | 4.86 | 25.22 | -28.10 | 33.67 | 12.11 | 21.86 | -17.26 | 21.55 | 26.93 | -20.24 | 33.93 | 52.01 | 20.37 | -12.07 |
| Sharpe Ratio | NA | 1.52 | 0.50 | 0.09 | 0.34 | NA | NA | … | … | 1.83 | 0.11 | 0.06 | 0.97 | -0.94 | 1.55 | 0.28 | 1.04 | -0.86 | 1.37 | 1.26 | -0.96 | 1.87 | 3.09 | 1.12 | -0.42 |
| Standard Deviation(%) | NA | 28.09 | 26.39 | 26.80 | 26.22 | NA | NA | … | … | 33.74 | 30.25 | 21.37 | 22.53 | 31.41 | 21.68 | 42.33 | 19.53 | 21.85 | 15.36 | 21.16 | 21.09 | 18.09 | 16.80 | 18.28 | 30.95 |
| Draw Down(%) | NA | 17.28 | 33.70 | 35.05 | 43.76 | NA | NA | … | … | 17.28 | 31.72 | 12.93 | 23.77 | 33.12 | 13.87 | 43.42 | 13.05 | 26.28 | 10.84 | 12.95 | 23.88 | 14.00 | 7.25 | 9.51 | 33.49 |
| Yield(%) | 0.00 | 0.95 | 0.97 | 0.74 | 1.44 | 2.02 | 1.50 | … | … | 0.22 | 0.83 | 0.98 | 0.92 | 0.74 | 1.38 | 0.83 | 1.40 | 0.79 | 0.77 | 0.85 | 0.81 | 0.53 | 0.61 | 0.97 | 0.45 |
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 |
|---|---|---|---|---|
| XTN (SPDR S&P Transportation ETF) |
-5.24%
Mar 2017 – Mar 2020 |
-2.93%
Mar 2015 – Mar 2020 |
4.06%
Apr 2015 – Apr 2025 |
9.64%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTN (SPDR S&P Transportation ETF) |
34.82%
Dec 2011 – Dec 2014 |
21.06%
Sep 2012 – Sep 2017 |
17.04%
Sep 2011 – Sep 2021 |
10.83%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart