Health Care Select Sector SPDR (XLV)

At A Glance

You hold XLV in 0 portfolios

Price

128.27USD

 -3.06 -2.33%

2:37pm EDT

Category
Sector Equity
YTD Return (Cumulative)
 -8.96%
Classification
Health/Biotech
3 Year Return (Annualized)
 15.49%
52 Week High
$143.42
52 Week Low
$120.61
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

XLV — More Risk, More Return

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XLV outperforms 81 funds in its category for 3 Year Return, which is higher than the category median.

XLV has a higher risk than 84 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare XLV to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

Expense Ratio
Vs. Category

Expense Ratio0.11
 
 
XLV
Category Range

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$66 in fees
$20,426 before
 
$20,360 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of May 18, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
XLV15.7930.9950.230.720.67
Lipper Hlth/Biotch Fd IX
Lipper Classification Index
18.530.5880.6810.7070.702
S&P 500 TR IX
Broad-Based Index
17.7611.0310.2270.7150.666

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FSTA's YTD Return outperformed XLV

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