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XITK: SPDR FactSet Innovative Technology ETF (ETF)
Basic Info 191.7 13.05(6.37%) June 05
| Asset Class: | SECTOR EQUITY |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 01/14/2016 |
| Last Dividend Date: | 12/18/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.45% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/14/2016 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.4 | 7.4 | 4.2 | 15.4 | -1.5 | 13.7 | 14.5 | 4.0 | 21.0 | 45.9 | -47.4 | -11.2 | 90.2 | 37.0 | 7.6 | 36.0 | 19.2 |
| Sharpe Ratio | NA | 0.45 | 0.06 | 0.45 | -0.12 | 0.41 | 0.43 | 0.04 | 0.62 | 1.47 | -1.01 | -0.39 | 2.35 | 1.69 | 0.24 | 2.79 | 0.83 |
| Draw Down(%) | NA | 23.7 | 28.0 | 28.2 | 61.5 | 65.6 | 65.6 | 28.2 | 14.4 | 23.2 | 52.9 | 29.3 | 33.7 | 12.9 | 25.8 | 5.9 | 12.7 |
| Standard Deviation(%) | NA | 34.6 | 27.3 | 27.1 | 32.7 | 29.7 | 29.6 | 27.3 | 23.5 | 28.6 | 48.5 | 29.2 | 38.1 | 21.1 | 26.4 | 12.7 | 23.8 |
| Treynor Ratio | NA | 0.09 | 0.01 | 0.08 | -0.03 | 0.1 | 0.11 | 0.01 | 0.09 | 0.24 | -0.3 | -0.08 | 1.07 | 0.25 | 0.05 | 0.3 | 0.24 |
| Alpha | NA | -0.04 | -0.11 | -0.04 | -0.06 | -0.01 | -0.01 | -0.06 | -0.05 | 0.01 | -0.1 | -0.17 | 0.21 | -0.02 | 0.06 | 0.03 | 0.02 |
| Beta | NA | 1.69 | 1.56 | 1.46 | 1.52 | 1.22 | 1.21 | 1.25 | 1.56 | 1.77 | 1.62 | 1.36 | 0.84 | 1.43 | 1.19 | 1.2 | 0.82 |
| RSquared | NA | 0.47 | 0.49 | 0.64 | 0.62 | 0.56 | 0.54 | 0.74 | 0.71 | 0.66 | 0.65 | 0.37 | 0.59 | 0.72 | 0.6 | 0.4 | 0.19 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | N/A | 0.0 | 0.0 | 0.1 | 0.1 | 0.0 | 0.1 | 0.2 | 1.6 | 2.3 | 2.2 |
| Dividend Growth(%) | N/A | N/A | N/A | -53.6 | -94.4 | N/A | N/A | N/A | -100.0 | -0.9 | N/A | -100.0 | -20.6 | -87.1 | -8.8 | 23.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/14/2016
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