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XLC: Communication Services Select Sector SPDR Fund (ETF)
Basic Info 111.67 1.44(1.27%) June 05
| Asset Class: | SECTOR EQUITY |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 06/19/2018 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 1.38% |
| Expenses | 0.10% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 06/19/2018 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.5 | -4.8 | 10.4 | 22.1 | 8.2 | 11.7 | 23.1 | 34.7 | 52.8 | -37.6 | 16.0 | 26.9 | 31.0 | -16.9 |
| Sharpe Ratio | NA | -0.93 | 0.58 | 1.14 | 0.27 | 0.44 | 1.1 | 2.01 | 2.55 | -1.27 | 0.98 | 0.79 | 1.8 | -1.38 |
| Draw Down(%) | NA | 10.6 | 10.6 | 18.0 | 46.7 | 46.7 | 18.0 | 6.4 | 12.0 | 41.5 | 14.3 | 30.1 | 11.0 | 24.3 |
| Standard Deviation(%) | NA | 14.5 | 13.4 | 16.5 | 20.7 | 22.3 | 18.5 | 15.4 | 19.5 | 30.9 | 16.3 | 33.4 | 16.4 | 22.3 |
| Treynor Ratio | NA | -0.2 | 0.11 | 0.21 | 0.06 | 0.1 | 0.23 | 0.33 | 0.41 | -0.35 | 0.16 | 0.3 | 0.27 | -0.27 |
| Alpha | NA | -0.1 | -0.03 | 0.01 | -0.02 | -0.01 | 0.03 | 0.04 | 0.06 | -0.09 | -0.04 | 0.03 | -0.01 | -0.06 |
| Beta | NA | 0.68 | 0.73 | 0.9 | 1.02 | 0.98 | 0.87 | 0.95 | 1.22 | 1.13 | 0.98 | 0.9 | 1.1 | 1.13 |
| RSquared | NA | 0.43 | 0.45 | 0.66 | 0.71 | 0.75 | 0.78 | 0.6 | 0.67 | 0.79 | 0.63 | 0.86 | 0.69 | 0.77 |
| Yield(%) | N/A | 0.3 | 1.4 | 1.6 | 1.1 | N/A | 1.4 | 1.3 | 1.2 | 0.7 | 0.9 | 0.8 | 1.0 | 0.5 |
| Dividend Growth(%) | N/A | -73.1 | 35.0 | 93.7 | N/A | N/A | 38.2 | 61.0 | 12.4 | -7.3 | 25.7 | 4.3 | 64.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2018
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