Financial Select Sector SPDR Fund (XLF)

At A Glance

You hold XLF in 0 portfolios

Price

31.45USD

 -0.43 -1.35%

2:22pm EDT

Category
Sector Equity
YTD Return (Cumulative)
 -19.46%
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)
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Lipper Peer3 Risk & Returns Scanner

XLF — More Risk, More Return

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XLF outperforms 78 funds in its category for 3 Year Return, which is higher than the category median.

XLF has a higher risk than 61 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare XLF 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
 
 
XLF
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 Jul 05, 2022)

Fund or Index3Yr Annualized
Standard Deviation		Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
XLF23.4120.628-0.421.150.76
Lipper Fincl Svs Fd IX
Lipper Classification Index
24.6760.6310.0580.9080.956
S&P 500 TR IX
Broad-Based Index
18.1240.901-0.4231.1520.757

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YTD Return
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3Yr Return
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5Yr Return
 15.3%

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

YTD Return
 -9.0%
3Yr Return
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5Yr Return
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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

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