Financial Select Sector SPDR Fund (XLF)

At A Glance

You hold XLF in 0 portfolios



 0.38 +1.10%

3:59pm EDT

Sector Equity
YTD Return (Cumulative)
Financial Services
3 Year Return (Annualized)
52 Week High
52 Week Low
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 72 funds in its category for 3 Year Return, which is higher than the category median.

XLF has a higher risk than 60 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
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 Aug 11, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Based on Broad-Index
Lipper Fincl Svs Fd IX
Lipper Classification Index
S&P 500 TR IX
Broad-Based Index

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