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XHB: SPDR S&P Homebuilders ETF (ETF)
Basic Info 103.51 1.21(1.16%) June 05
| Asset Class: | Consumer Cyclical |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 02/06/2006 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 0.82% |
| Expenses | 0.35% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| 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(%) | 0.9 | 0.8 | 8.8 | 13.4 | 7.8 | 12.7 | 13.3 | 6.6 | 5.2 | -0.7 | 9.9 | 60.1 | -28.9 | 49.7 | 28.0 | 41.3 | -25.7 | 31.8 | -0.3 | 0.7 | 3.1 | 25.6 | 57.3 | -0.7 | 17.4 | 27.7 | -36.7 | -47.7 | -16.5 |
| Sharpe Ratio | NA | -0.08 | 0.23 | 0.42 | 0.18 | 0.4 | NA | NA | 0.12 | -0.13 | 0.25 | 2.44 | -0.86 | 2.22 | 0.56 | 2.53 | -1.28 | 2.61 | -0.03 | 0.03 | 0.18 | 1.18 | 2.26 | -0.02 | 0.58 | 0.58 | -0.55 | -1.38 | -0.77 |
| Draw Down(%) | NA | 21.6 | 21.6 | 30.5 | 39.5 | 49.6 | NA | NA | 81.6 | 22.6 | 16.6 | 18.2 | 39.2 | 11.7 | 49.6 | 7.7 | 33.5 | 4.5 | 18.1 | 13.7 | 17.7 | 12.6 | 14.2 | 33.8 | 29.2 | 37.4 | 62.8 | 56.5 | 36.7 |
| Standard Deviation(%) | NA | 30.4 | 27.7 | 26.5 | 27.6 | 27.5 | NA | NA | 31.9 | 28.2 | 24.7 | 23.4 | 35.4 | 22.4 | 49.4 | 15.8 | 21.2 | 12.0 | 19.7 | 19.3 | 16.8 | 21.6 | 25.6 | 33.7 | 30.0 | 47.8 | 68.8 | 36.9 | 28.0 |
| Treynor Ratio | NA | -0.02 | 0.06 | 0.11 | 0.04 | 0.1 | NA | NA | 0.03 | -0.04 | 0.06 | 0.43 | -0.25 | 0.41 | 0.23 | 0.44 | -0.29 | 0.26 | 0.0 | 0.01 | 0.03 | 0.18 | 0.39 | -0.01 | 0.12 | 0.19 | -0.31 | -0.33 | -0.11 |
| Alpha | NA | -0.12 | -0.07 | -0.02 | -0.02 | -0.01 | NA | NA | -0.02 | -0.05 | -0.05 | 0.08 | -0.03 | 0.04 | 0.04 | 0.04 | -0.1 | 0.02 | -0.05 | 0.0 | -0.04 | -0.07 | 0.1 | 0.0 | 0.0 | -0.02 | 0.1 | -0.26 | -0.17 |
| Beta | NA | 1.32 | 1.14 | 1.06 | 1.14 | 1.14 | NA | NA | 1.24 | 0.88 | 1.13 | 1.31 | 1.22 | 1.22 | 1.19 | 0.91 | 0.93 | 1.19 | 1.23 | 0.96 | 1.05 | 1.46 | 1.49 | 1.32 | 1.39 | 1.49 | 1.22 | 1.54 | 1.93 |
| RSquared | NA | 0.34 | 0.24 | 0.35 | 0.49 | 0.56 | NA | NA | 0.57 | 0.34 | 0.33 | 0.54 | 0.7 | 0.51 | 0.7 | 0.52 | 0.56 | 0.44 | 0.68 | 0.6 | 0.51 | 0.56 | 0.55 | 0.83 | 0.7 | 0.71 | 0.53 | 0.45 | 0.47 |
| Yield(%) | N/A | 0.3 | 0.8 | 1.1 | 0.9 | 1.5 | 2.3 | 1.1 | N/A | 0.8 | 0.7 | 1.2 | 0.8 | 0.8 | 0.9 | 1.2 | 0.9 | 0.9 | 0.7 | 0.5 | 0.6 | 0.4 | 1.5 | 0.9 | 2.2 | 1.2 | 2.0 | 0.8 | 0.5 |
| Dividend Growth(%) | N/A | -63.3 | 2.4 | 45.1 | 85.1 | 133.6 | N/A | N/A | N/A | 29.4 | -16.0 | 15.5 | 47.6 | 2.6 | 4.5 | -0.6 | 28.6 | 38.6 | 33.3 | -7.6 | 90.7 | -62.3 | 66.9 | -54.3 | 127.7 | -60.8 | 28.1 | 40.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2006
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