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XBI: SPDR S&P BIOTECH ETF (ETF)
Basic Info 128.67 4.75(3.56%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 02/06/2006 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 0.55% |
| Expenses | 0.35% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/06/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.9 | 5.5 | 56.4 | 14.3 | 0.4 | 8.4 | 12.0 | 11.7 | 11.0 | 35.9 | 1.0 | 7.6 | -25.9 | -20.5 | 48.3 | 32.6 | -15.3 | 43.8 | -15.4 | 13.6 | 45.0 | 48.4 | 32.7 | 5.3 | 17.6 | 0.4 | -8.6 | 29.0 | -6.3 |
| Sharpe Ratio | NA | 0.36 | 2.08 | 0.41 | -0.07 | 0.21 | NA | NA | 0.32 | 1.21 | -0.1 | 0.14 | -0.59 | -0.64 | 1.16 | 1.18 | -0.54 | 1.94 | -0.4 | 0.38 | 1.29 | 1.97 | 1.41 | 0.17 | 0.75 | 0.01 | -0.26 | 1.46 | -0.52 |
| Draw Down(%) | NA | 9.7 | 9.7 | 33.0 | 54.7 | 63.9 | NA | NA | 63.9 | 26.3 | 20.1 | 30.3 | 45.6 | 37.5 | 32.9 | 20.4 | 35.3 | 9.7 | 34.9 | 33.5 | 29.1 | 13.4 | 15.1 | 26.7 | 19.5 | 22.9 | 35.5 | 8.9 | 21.9 |
| Standard Deviation(%) | NA | 30.3 | 25.8 | 27.2 | 32.2 | 32.0 | NA | NA | 30.6 | 27.4 | 25.5 | 28.3 | 46.4 | 31.9 | 41.2 | 26.3 | 30.9 | 22.3 | 39.1 | 35.4 | 34.9 | 24.5 | 23.3 | 30.0 | 23.3 | 27.9 | 37.4 | 17.8 | 20.1 |
| Treynor Ratio | NA | 0.08 | 0.44 | 0.08 | -0.01 | 0.05 | NA | NA | 0.07 | 0.28 | -0.02 | 0.03 | -0.16 | -0.13 | 0.4 | 0.21 | -0.11 | 0.3 | -0.08 | 0.08 | 0.24 | 0.28 | 0.2 | 0.04 | 0.12 | 0.0 | -0.09 | 0.22 | -0.07 |
| Alpha | NA | 0.08 | 0.1 | 0.04 | -0.01 | 0.01 | NA | NA | 0.0 | 0.06 | 0.03 | 0.02 | -0.08 | -0.16 | 0.12 | 0.0 | -0.05 | 0.07 | 0.03 | -0.01 | -0.02 | -0.08 | 0.03 | -0.03 | 0.04 | -0.08 | 0.06 | 0.09 | -0.07 |
| Beta | NA | 1.4 | 1.22 | 1.36 | 1.51 | 1.46 | NA | NA | 1.42 | 1.18 | 1.58 | 1.56 | 1.75 | 1.54 | 1.18 | 1.51 | 1.55 | 1.47 | 2.0 | 1.62 | 1.88 | 1.72 | 1.62 | 1.41 | 1.42 | 1.18 | 1.09 | 1.18 | 1.49 |
| RSquared | NA | 0.52 | 0.5 | 0.51 | 0.5 | 0.54 | NA | NA | 0.55 | 0.55 | 0.53 | 0.42 | 0.57 | 0.29 | 0.63 | 0.59 | 0.62 | 0.42 | 0.68 | 0.59 | 0.49 | 0.54 | 0.48 | 0.72 | 0.61 | 0.6 | 0.69 | 0.52 | 0.46 |
| Yield(%) | N/A | 0.0 | 0.5 | 0.2 | 0.1 | 0.2 | 0.8 | 1.0 | N/A | 0.5 | 0.1 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.2 | 0.3 | 0.2 | 0.7 | 1.5 | 0.2 | 0.3 | 0.0 | 0.0 | 0.3 | 1.1 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 219.6 | 85.1 | -27.7 | -12.4 | N/A | N/A | N/A | 235.3 | 682.4 | N/A | -100.0 | -85.8 | 9300.0 | -98.5 | 0.0 | 32.0 | -64.1 | -36.1 | 806.0 | 12.2 | N/A | N/A | -100.0 | -77.6 | 331.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2006
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