State Street Financial Select Sector SPDR ETF (XLF)
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Learn moreETF Summary
The fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Financial companies by the Global Industry Classification Standard, including securities of companies from the following industries: financial services; insurance; banks; capital markets; mortgage real estate investment trusts; and consumer finance. The fund is non-diversified.
Risk Overview
Risk Overview Information Not Available
Performance & Risk
| YTD Return | 3.27% |
| 5y Average Return | 8.80% |
|---|---|
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
XLF | Category Average | XLF | Category Average | XLF | Category Average |
|
Alpha
|
2.13 | -0.25 | -0.91 | -1.92 | 0.61 | -1.24 |
|
BETA
|
0.75 | 0.95 | 0.9 | 0.96 | 1.06 | 1.11 |
|
Mean Annual Return
|
1.55 | 1.51 | 0.87 | 0.76 | 1.17 | 1.05 |
|
R-squared
|
36.27 | 44.84 | 55.29 | 50.06 | 63.19 | 57.28 |
|
Standard Deviation
|
14.92 | -- | 18.06 | -- | 19.51 | -- |
|
Sharpe Ratio
|
0.94 | 0.74 | 0.36 | 0.28 | 0.59 | 0.48 |
|
Treynor Ratio
|
19.26 | 16.53 | 5.71 | 4.16 | 9.68 | 7.64 |
