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XLI: Industrial Select Sector SPDR Fund (ETF)
Basic Info 174.18 1.98(1.12%) June 05
| Asset Class: | Industrials |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 1.43% |
| Expenses | 0.09% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1998 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 12.6 | 22.8 | 21.7 | 12.3 | 14.0 | 13.2 | 10.7 | 9.5 | 19.3 | 17.3 | 18.1 | -5.6 | 21.1 | 10.9 | 29.1 | -13.2 | 24.0 | 20.0 | -4.3 | 10.4 | 40.6 | 14.9 | -1.1 | 27.8 | 22.1 | -38.7 | 13.5 | 13.5 | 2.7 | 17.8 | 31.8 | -24.6 | -10.5 | 6.7 | 20.5 | 5.5 |
| Sharpe Ratio | NA | 1.52 | 1.32 | 1.19 | 0.56 | 0.61 | NA | NA | 0.38 | 0.88 | 1.0 | 0.99 | -0.32 | 1.34 | 0.27 | 1.77 | -0.77 | 2.55 | 1.35 | -0.27 | 0.75 | 3.13 | 0.98 | -0.04 | 1.26 | 0.67 | -1.03 | 0.65 | 0.84 | 0.04 | 1.31 | 1.76 | -0.91 | -0.49 | 0.1 | 0.96 | 67.74 |
| Draw Down(%) | NA | 12.2 | 12.2 | 18.5 | 21.6 | 42.3 | NA | NA | 62.3 | 17.6 | 8.1 | 12.6 | 21.6 | 7.2 | 42.3 | 8.5 | 24.1 | 4.0 | 9.4 | 15.0 | 10.1 | 5.8 | 12.2 | 25.8 | 18.6 | 37.6 | 49.1 | 10.3 | 12.4 | 7.7 | 8.2 | 15.8 | 36.6 | 32.4 | 14.9 | 11.2 | 0.4 |
| Standard Deviation(%) | NA | 19.2 | 15.3 | 16.2 | 17.4 | 20.0 | NA | NA | 21.1 | 18.8 | 13.7 | 14.8 | 21.9 | 15.7 | 39.8 | 15.6 | 19.1 | 9.2 | 14.7 | 16.1 | 13.7 | 12.9 | 15.3 | 27.4 | 22.1 | 32.8 | 38.4 | 16.1 | 12.0 | 11.8 | 12.8 | 17.7 | 28.3 | 26.9 | 24.6 | 17.9 | 12.5 |
| Treynor Ratio | NA | 0.31 | 0.22 | 0.21 | 0.1 | 0.13 | NA | NA | 0.09 | 0.18 | 0.15 | 0.16 | -0.07 | 0.22 | 0.11 | 0.28 | -0.14 | 0.25 | 0.21 | -0.04 | 0.11 | 0.42 | 0.15 | -0.01 | 0.28 | 0.23 | -0.45 | 0.11 | 0.11 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.03 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.94 | 0.92 | 0.93 | 0.94 | 0.96 | NA | NA | 0.94 | 0.94 | 0.92 | 0.94 | 0.94 | 0.95 | 0.96 | 1.0 | 1.02 | 0.95 | 0.96 | 1.01 | 0.97 | 0.97 | 0.97 | 0.96 | 0.97 | 0.95 | 0.87 | 0.91 | 0.9 | 0.96 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.96 | 0.98 | 0.98 | 0.96 | NA | NA | 0.72 | 0.97 | 0.98 | 0.98 | 0.99 | 0.98 | 0.93 | 0.99 | 0.99 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.97 | 0.88 | 0.91 | 0.95 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 1.4 | 1.9 | 1.7 | 2.8 | 3.8 | 3.5 | N/A | 1.5 | 1.7 | 1.9 | 1.5 | 1.5 | 1.7 | 2.4 | 1.8 | 2.1 | 2.5 | 2.0 | 2.0 | 2.3 | 2.5 | 2.1 | 2.1 | 2.7 | 1.9 | 1.6 | 2.0 | 1.6 | 1.5 | 1.6 | 1.2 | 0.8 | 1.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -77.3 | 6.2 | 35.3 | 26.6 | 98.6 | N/A | N/A | N/A | 5.3 | 2.3 | 15.6 | 21.9 | -4.0 | -13.3 | 14.3 | 3.4 | 4.1 | 12.9 | 8.7 | 19.6 | 1.7 | 18.3 | 24.4 | -9.4 | -10.9 | 27.9 | -10.3 | 29.0 | 21.3 | 17.8 | 3.6 | 40.9 | -29.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
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