Financial Select Sector SPDR Fund (XLF)

At A Glance

You hold XLF in 0 portfolios

Price

33.69USD

 0.24 +0.72%

4:10pm EDT

Category
Sector Equity
YTD Return (Cumulative)
 -13.73%
Classification
Financial Services
3 Year Return (Annualized)
 8.28%
52 Week High
$41.70
52 Week Low
$30.37
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
 
 
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 Aug 07, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
XLF24.2020.365-0.441.170.77
Lipper Fincl Svs Fd IX
Lipper Classification Index
25.350.406-0.0380.9170.958
S&P 500 TR IX
Broad-Based Index
18.6380.603-0.4431.1690.773

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3Yr Return
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5Yr Return
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VMNIX's YTD Return outperformed XLF

YTD Return
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3Yr Return
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5Yr Return
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VMNFX's YTD Return outperformed XLF

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5Yr Return
--

DBMF's YTD and 3 year Returns outperformed XLF

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