Financial Select Sector SPDR Fund (XLF)

At A Glance

You hold XLF in 0 portfolios

Price

34.98USD

 0.79 +2.31%

4:10pm EDT

Category
Sector Equity
YTD Return (Cumulative)
 -10.42%
Classification
Financial Services
3 Year Return (Annualized)
 9.50%
52 Week High
$41.70
52 Week Low
$32.23
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

XLF — More Risk, More Return

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XLF outperforms 62 funds in its category for 3 Year Return, which is higher than the category median.

XLF has a lower risk than 50 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 May 26, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
XLF23.8940.475-0.491.150.77
Lipper Fincl Svs Fd IX
Lipper Classification Index
25.0210.50.0040.9150.956
S&P 500 TR IX
Broad-Based Index
18.6610.756-0.4861.1510.771

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