Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XTL (SPDR S&P Telecom ETF) 44.68% 107.15% 45.07% 17.78% 15.50% 11.78% NA
Data as of 06/09/2026, Common starting date is 01/27/2011
More Performance Analytics Comparison
Name Start Date End Date
XTL (SPDR S&P Telecom ETF) 01/27/2011 06/09/2026
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
Annualized Return (%) -10.79 107.15 45.07 17.78 15.50 11.78 NA 44.68 44.95 34.89 -1.16 -19.18 21.59 22.47 12.27 -6.58 0.55 24.87 -1.30 5.44 22.98 11.61 -17.98
Sharpe Ratio NA 3.89 1.69 0.64 0.60 NA NA 4.39 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
Standard Deviation(%) NA 29.70 26.06 25.21 23.62 NA NA 33.86 28.96 21.02 20.88 27.99 19.91 34.08 17.40 19.43 13.93 19.07 16.58 16.55 14.26 18.02 32.70
Draw Down(%) NA 14.70 22.79 37.01 37.01 NA NA 8.51 22.79 15.19 27.35 27.30 10.02 29.70 13.53 23.40 10.98 16.12 14.46 14.67 6.91 18.84 32.29
Yield(%) 0.00 1.83 1.51 1.02 1.68 1.78 1.31 0.41 1.50 0.84 0.78 0.59 1.51 1.06 0.77 1.72 2.02 1.40 1.34 1.08 0.54 3.32 0.65
Data as of 06/09/2026, Common starting date is 01/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XTL (SPDR S&P Telecom ETF) -9.81%
Apr 2021 – Apr 2024
-0.47%
Apr 2019 – Apr 2024
3.49%
Apr 2014 – Apr 2024
9.90%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XTL (SPDR S&P Telecom ETF) 49.96%
May 2023 – May 2026
20.25%
May 2021 – May 2026
16.51%
May 2016 – May 2026
11.79%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return