At A Glance
You hold XLF in 0 portfolios
Financial Select Sector SPDR Fund (XLF)
Price
35.57USD
0.59 +1.69%
4:10pm EDT
Category
Sector EquityYTD Return (Cumulative)
-8.91%Classification
Financial Services3 Year Return (Annualized)
9.50%52 Week High
$41.7052 Week Low
$32.23Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
Growth of $10,000 over 10 years »
The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Total Return Performance (as of May 27, 2022)
| Cumulative Performance | ||||||
|---|---|---|---|---|---|---|
| Fund or Index | 1 Day | 1 Week | 4 Weeks | 13 Weeks | YTD | 1 Year |
| XLF | 1.79% | 8.07% | 3.05% | 8.62% | 8.50% | 4.61% |
Lipper Fincl Svs Fd IX | 1.80% | 7.30% | 3.33% | 8.58% | 8.23% | 4.87% |
Percentile Rank XLF vs. Category | 40 | 9 | 66 | 37 | 35 | 37 |
| Annualized Performance | ||||
|---|---|---|---|---|
| 3 Year | 5 Year | 10 Year | Since Inception | |
| XLF | 12.17% | 10.72% | 14.25% | 5.04% Dec 16, 1998 |
Lipper Fincl Svs Fd IX | 12.69% | 9.47% | 12.75% | -- |
Percentile Rank XLF vs. Category | 24 | 18 | 14 | -- |
Lipper Leaders Rating Overall
| Total Return | Consistent Return | Capital Preservation | Expense | Tax Efficiency | Overview | |
|---|---|---|---|---|---|---|
| Overall Rating Peers with Rating* | 84 Funds | 85 Funds | 12351 Funds | 46 Funds | 85 Funds |
XLF Performance
| 1 Year (Cumulative) | Category Range | |
|---|---|---|
| SEC Performance as of Apr 30, 2022 | 3.07% | |
| After Tax Pre-Liquidation as of Apr 30, 2022 | 3.53% | |
| After Tax Post-Liquidation as of Apr 30, 2022 | 1.57% |
Distributions
1 YR Dividend Income / Share(by US Dollar)
XLF returned $0.64 in dividend income over the past year which was Above the median for the Sector Equity and is in the 32nd percentile of funds in this category.
