Financial Select Sector SPDR Fund (XLF)

At A Glance

You hold XLF in 0 portfolios

Price

31.65USD

 -0.23 -0.74%

3:42pm EDT

Category
Sector Equity
YTD Return (Cumulative)
 -18.96%
Classification
Financial Services
3 Year Return (Annualized)
 13.25%
52 Week High
$41.70
52 Week Low
$30.58
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
Total
Return
Consistent
Return
Capital
Preservation
Expense*Tax
Efficiency
Overview
Overall Rating
Peers with Rating
(out of 12593 funds)*
85 Funds
85 Funds
12373 Funds
46 Funds
85 Funds
3 Year Rating
Peers with Rating
(out of 12593 funds)*
85 Funds
85 Funds
12373 Funds
46 Funds
85 Funds
5 Year Rating
Peers with Rating
(out of 11337 funds)*
79 Funds
79 Funds
11135 Funds
40 Funds
79 Funds
10 Year Rating
Peers with Rating
(out of 7822 funds)*
68 Funds
68 Funds
7654 Funds
29 Funds
68 Funds

Lipper Leaders

About the ratings...

The Lipper Leader Rating System is a toolkit that helps guide you in selecting funds that suit your investment styles and goals.

The Lipper Leader Rating System uses your criteria to deliver a simple, clear description of a fund's success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns.

Lipper Leaders.com

Lipper Leaders Key

Weakest
Strongest

Lipper Leadersare the top 20% of their category.

The strength of a Lipper Rating is its use in conjunction with another.

Lipper Leaders - Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 -3.3%
3Yr Return
 19.7%
5Yr Return
 15.3%

FSHCX's YTD, 3 year, and 5 year Returns outperformed XLF

YTD Return
 -9.0%
3Yr Return
 15.6%
5Yr Return
 13.0%

VHCIX's 3 year and 5 year Returns outperformed XLF

1 ETF »

Utility (XLU)
YTD Return
 4.6%
3Yr Return
 12.0%
5Yr Return
 10.2%

XLU's YTD Return outperformed XLF

View Overview Page For