Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XLV (Health Care Select Sector SPDR Fund) | -0.75% | 17.00% | 7.14% | 6.24% | 9.62% | 12.27% | 10.34% | … | … |
Data as of 06/05/2026, Common starting date is 12/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLV (Health Care Select Sector SPDR Fund) | 12/23/1998 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 2.37 | 17.00 | 7.14 | 6.24 | 9.62 | 12.27 | 10.34 | … | … | -0.75 | 14.50 | 2.47 | 2.07 | -2.07 | 26.04 | 13.30 | 21.24 | 6.29 | 21.80 | -2.75 | 6.84 | 25.16 | 41.42 | 17.37 | 12.41 | 3.32 | 19.52 | -23.29 | 7.17 | 7.06 | 6.42 | 1.26 | 14.94 | -0.75 | -0.79 | -12.35 | 19.51 | 1.60 |
| Sharpe Ratio | NA | 0.84 | 0.28 | 0.21 | 0.48 | NA | NA | … | … | -0.66 | 0.67 | -0.10 | -0.14 | -0.18 | 2.21 | 0.43 | 1.48 | 0.28 | 2.43 | -0.19 | 0.37 | 1.75 | 3.41 | 1.61 | 0.63 | 0.22 | 0.97 | -0.81 | 0.33 | 0.36 | 0.40 | 0.02 | 0.87 | -0.07 | -0.13 | -0.63 | 0.83 | NA |
| Standard Deviation(%) | NA | 14.57 | 13.90 | 14.71 | 16.56 | NA | NA | … | … | 14.95 | 17.31 | 10.96 | 11.53 | 19.02 | 11.78 | 30.52 | 13.34 | 17.56 | 8.73 | 15.27 | 18.32 | 14.38 | 12.15 | 10.86 | 19.71 | 14.94 | 20.08 | 29.67 | 12.23 | 10.04 | 10.45 | 12.86 | 16.41 | 25.82 | 25.15 | 26.28 | 19.35 | NA |
| Draw Down(%) | NA | 10.47 | 17.11 | 17.11 | 28.40 | NA | NA | … | … | 10.47 | 13.64 | 13.01 | 9.24 | 16.06 | 8.09 | 28.40 | 7.37 | 15.43 | 3.80 | 12.43 | 16.44 | 7.76 | 5.19 | 6.53 | 17.31 | 14.56 | 20.16 | 34.49 | 8.21 | 9.85 | 7.77 | 14.92 | 10.58 | 27.30 | 28.39 | 19.88 | 15.53 | NA |
| Yield(%) | 0.00 | 1.88 | 1.80 | 1.80 | 2.60 | 4.44 | 4.29 | … | … | 0.38 | 1.80 | 1.65 | 1.60 | 1.43 | 1.66 | 1.65 | 2.61 | 1.64 | 1.76 | 1.57 | 1.51 | 1.68 | 2.09 | 2.30 | 2.15 | 1.84 | 2.13 | 1.67 | 1.71 | 1.40 | 1.34 | 1.14 | 1.28 | 0.73 | 0.28 | 0.02 | 0.68 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLV (Health Care Select Sector SPDR Fund) |
-9.42%
Feb 2006 – Feb 2009 |
-4.59%
Feb 2004 – Feb 2009 |
-0.79%
Apr 1999 – Apr 2009 |
6.14%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLV (Health Care Select Sector SPDR Fund) |
29.66%
May 2012 – May 2015 |
24.00%
Jul 2010 – Jul 2015 |
17.08%
Aug 2011 – Aug 2021 |
15.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart