XLF · State Street Financial Select Sector SPDR ETF
Issuer: State Street Investment Management
A U.S.-listed sector ETF tracking the Financial Select Sector Index, which represents financial companies in the S&P 500. It provides exposure to banks, insurers, capital markets, consumer finance and other financial businesses. Its concentration makes it sensitive to economic cycles, interest rates and credit conditions. Total returns include reinvested distributions in U.S. dollars; the annual expense ratio is 0.08%.
ETF · US ETF average
Long-term returns ★★★★★★★☆☆☆ Five-year cumulative total return near +59.5%.
Stability ★★★★★☆☆☆☆☆ Five-year maximum price drawdown near 26.9%.
Costs ★★★★★★★★★★ Annual expense ratio of 0.08%.
Upside potential ★★★★★★☆☆☆☆ Best calendar year: about +30.6% in 2024.
Liquidity ★★★★★★★★★★ 1Y average daily trading value roughly $2.2B.
Performance
1-month total return: 7%
1-year total return: 12%
5-year total return: 59%
Stability
1-month MDD: -3%
1-year MDD: -15%
5-year MDD: -27%