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XLK: Technology Select Sector SPDR Fund (ETF)
Basic Info 180.3 12.87(6.66%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/23/1998 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 0.49% |
| Expenses | 0.09% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | -5.6 | 25.4 | 53.6 | 30.2 | 22.0 | 24.7 | 20.9 | 17.0 | 10.6 | 24.6 | 21.6 | 56.0 | -27.7 | 34.7 | 43.6 | 49.9 | -1.7 | 34.2 | 15.0 | 5.5 | 17.8 | 26.2 | 15.3 | 2.6 | 11.4 | 51.3 | -41.5 | 15.4 | 12.2 | -0.3 | 5.6 | 38.7 | -38.2 | -23.3 | -41.9 | 65.2 | -0.6 |
| Sharpe Ratio | NA | 3.99 | 3.06 | 1.28 | 0.84 | 0.97 | NA | NA | 0.35 | 0.8 | 0.81 | 2.86 | -0.89 | 1.8 | 1.07 | 2.68 | -0.13 | 3.25 | 0.97 | 0.31 | 1.41 | 2.27 | 1.04 | 0.11 | 0.6 | 1.99 | -1.04 | 0.76 | 0.62 | -0.21 | 0.27 | 1.51 | -0.94 | -0.56 | -1.06 | 2.17 | NA |
| Draw Down(%) | NA | 14.5 | 15.9 | 25.7 | 33.6 | 33.6 | NA | NA | 82.0 | 25.7 | 17.0 | 10.9 | 33.1 | 9.2 | 31.2 | 10.5 | 23.8 | 5.0 | 9.6 | 13.7 | 8.0 | 5.9 | 12.4 | 16.1 | 15.4 | 18.9 | 50.2 | 11.1 | 15.7 | 12.5 | 18.8 | 18.2 | 55.2 | 52.3 | 52.7 | 12.8 | NA |
| Standard Deviation(%) | NA | 24.5 | 20.7 | 23.4 | 24.8 | 24.5 | NA | NA | 25.9 | 27.4 | 22.2 | 18.5 | 32.8 | 19.3 | 40.4 | 18.1 | 23.4 | 10.4 | 15.3 | 17.7 | 12.7 | 11.5 | 14.7 | 22.7 | 18.7 | 25.7 | 40.9 | 16.4 | 14.2 | 12.2 | 17.3 | 25.2 | 41.8 | 46.9 | 43.5 | 28.5 | NA |
| Treynor Ratio | NA | 0.95 | 0.63 | 0.3 | 0.21 | 0.25 | NA | NA | 0.1 | 0.23 | 0.18 | 0.54 | -0.3 | 0.36 | 0.45 | 0.49 | -0.03 | 0.37 | 0.16 | 0.06 | 0.2 | 0.29 | 0.17 | 0.03 | 0.12 | 0.57 | -0.44 | 0.14 | 0.1 | -0.03 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Alpha | NA | 0.03 | 0.02 | 0.0 | 0.01 | 0.0 | NA | NA | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.03 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.03 | 1.0 | 0.98 | 0.98 | 0.97 | NA | NA | 0.94 | 0.96 | 1.01 | 0.98 | 0.96 | 0.96 | 0.96 | 1.0 | 0.99 | 0.92 | 0.91 | 0.99 | 0.89 | 0.9 | 0.89 | 0.9 | 0.92 | 0.9 | 0.97 | 0.87 | 0.88 | 0.89 | 0.84 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.98 | 0.98 | 0.99 | 0.97 | NA | NA | 0.57 | 0.99 | 0.98 | 0.99 | 0.99 | 0.98 | 0.91 | 0.99 | 0.99 | 0.97 | 0.98 | 0.99 | 0.97 | 0.96 | 0.98 | 0.99 | 0.98 | 0.95 | 0.92 | 0.9 | 0.95 | 0.95 | 0.85 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.6 | 0.8 | 1.2 | 0.7 | 0.9 | 1.3 | 1.7 | 1.5 | 1.8 | 2.0 | 1.9 | 2.0 | 2.0 | 1.9 | 1.5 | 1.4 | 2.0 | 0.9 | 0.8 | 0.8 | 0.7 | 2.0 | 0.9 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -87.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -11.4 | 4.4 | 13.1 | 15.0 | -6.2 | 13.0 | 6.7 | 13.4 | 3.8 | 10.2 | 5.8 | 18.9 | 20.9 | 30.6 | 19.2 | 2.9 | 38.3 | 17.0 | 8.4 | 20.9 | -64.6 | 196.5 | 243.9 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
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