It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
XTL: SPDR S&P Telecom ETF (ETF)
Basic Info 226.54 13.73(5.71%) June 05
| Asset Class: | Communications |
| MyPlanIQ Rating: | (19%) |
| Start Date: | 01/27/2011 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 1.92% |
| Expenses | 0.35% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/27/2011 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.1 | 48.4 | 118.0 | 47.2 | 18.6 | 15.9 | 11.7 | 11.5 | 44.9 | 34.9 | -1.2 | -19.2 | 21.6 | 22.5 | 12.3 | -6.6 | 0.6 | 24.9 | -1.3 | 5.4 | 23.0 | 11.6 | -18.0 |
| Sharpe Ratio | NA | 4.39 | 3.89 | 1.69 | 0.64 | 0.6 | NA | 0.46 | 1.46 | 1.49 | -0.23 | -0.74 | 1.08 | 0.65 | 0.62 | -0.41 | -0.01 | 1.29 | -0.08 | 0.33 | 1.61 | 0.65 | -0.59 |
| Draw Down(%) | NA | 8.5 | 14.7 | 22.8 | 37.0 | 37.0 | NA | 37.0 | 22.8 | 15.2 | 27.4 | 27.3 | 10.0 | 29.7 | 13.5 | 23.4 | 11.0 | 16.1 | 14.5 | 14.7 | 6.9 | 18.8 | 32.3 |
| Standard Deviation(%) | NA | 33.9 | 29.7 | 26.1 | 25.2 | 23.6 | NA | 22.6 | 29.0 | 21.0 | 20.9 | 28.0 | 19.9 | 34.1 | 17.4 | 19.4 | 13.9 | 19.1 | 16.6 | 16.5 | 14.3 | 18.0 | 32.7 |
| Treynor Ratio | NA | 0.96 | 0.68 | 0.36 | 0.14 | 0.14 | NA | 0.1 | 0.34 | 0.3 | -0.05 | -0.2 | 0.21 | 0.25 | 0.09 | -0.09 | 0.0 | 0.22 | -0.02 | 0.05 | 0.32 | 0.17 | -0.19 |
| Alpha | NA | 0.28 | 0.18 | 0.07 | 0.02 | 0.01 | NA | 0.0 | 0.08 | 0.03 | -0.1 | 0.0 | -0.02 | 0.02 | -0.07 | -0.01 | -0.09 | 0.04 | -0.01 | -0.03 | 0.0 | 0.01 | -0.07 |
| Beta | NA | 1.55 | 1.7 | 1.22 | 1.12 | 1.02 | NA | 0.99 | 1.26 | 1.03 | 1.03 | 1.04 | 1.04 | 0.89 | 1.14 | 0.91 | 1.29 | 1.12 | 0.85 | 1.02 | 0.73 | 0.67 | 1.03 |
| RSquared | NA | 0.4 | 0.49 | 0.48 | 0.57 | 0.61 | NA | 0.58 | 0.67 | 0.38 | 0.42 | 0.81 | 0.47 | 0.82 | 0.66 | 0.64 | 0.38 | 0.6 | 0.63 | 0.49 | 0.32 | 0.22 | 0.58 |
| Yield(%) | N/A | 0.4 | 1.9 | 1.5 | 1.0 | 1.7 | 1.7 | N/A | 1.5 | 0.8 | 0.8 | 0.6 | 1.5 | 1.1 | 0.8 | 1.7 | 2.0 | 1.4 | 1.3 | 1.1 | 0.5 | 3.3 | 0.7 |
| Dividend Growth(%) | N/A | -60.0 | 164.3 | 27.3 | 13.1 | N/A | N/A | N/A | 140.5 | 4.4 | 6.1 | -52.4 | 69.8 | 53.9 | -59.1 | -16.2 | 84.3 | -0.9 | 30.8 | 137.6 | -82.5 | 325.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Communications Asset Class Trend Rankings |
Top Rated Funds in Communications
Best Mutual Funds
- FWRLX (WIRELESS PORTFOLIO WIRELESS PORTFOLIO) (75%)
- FSTCX (TELECOMMUNICATIONS PORTFOLIO TELECOMMUNICATIONS PORTFOLIO) (75%)
- FTUAX (TELECOMMUNICATIONS PORTFOLIO FIDELITY ADVISOR TELECOMMUNICATIONS FUND: CLASS A) (67%)
- PRMTX (T. ROWE PRICE MEDIA & TELECOMMUNICATIONS FUND INC. T. ROWE PRICE MEDIA & TELECOMMUNICATIONS FUND INC.) (62%)
- VTCAX (VANGUARD TELECOMMUNICATION SERVICES INDEX FUND ADMIRAL SHARES) (61%)
- WIREX (WIRELESS FUND WIRELESS FUND) (60%)
- RYMIX (TELECOMMUNICATIONS FUND INVESTOR CLASS) (57%)
- FLICX (DEUTSCHE COMMUNICATIONS FUND INSTITUTIONAL CLASS) (54%)
- GTTIX (GAMCO GLOBAL TELECOMMUNICATIONS FUND CLASS I) (52%)
- RYTLX (TELECOMMUNICATIONS FUND CLASS A) (32%)
Best ETFs
- IYZ (iShares U.S. Telecommunications ETF) 3.97% (95%)
- IXP (iShares Global Comm Services ETF) 1.89% (87%)
- PBS (Invesco Dynamic Media ETF) (84%)
- VOX (Vanguard Communication Services ETF) 1.87% (80%)
- IST (SPDR(R) S&P(R) INTERNATIONAL TELECOMMUNICATIONS SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL TELECOMMUNICATIONS SECTOR ETF) (69%)
- XTL (SPDR S&P Telecom ETF) 5.71% (19%)
- FCOM (Fidelity MSCI Communication Services Index ETF) 1.97% (1%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to XTL
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
