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Financial Select Sector Index

Performance

^SIXM Performance Chart

Financial Select Sector Index (^SIXM) is down 6.3% since the beginning of the year. ^SIXM is currently trading at $633 per share. Investors who bought $1,000 worth of ^SIXM shares 5 years ago would now be looking at an investment worth $1,345.


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S&P 500 Index

Returns By Period

Financial Select Sector Index (^SIXM) has returned -6.30% so far this year and 0.89% over the past 12 months. Over the last ten years, ^SIXM has returned 10.44% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


Financial Select Sector Index

1D
-0.29%
1M
-1.10%
YTD
-6.30%
6M
-2.66%
1Y
0.89%
3Y*
16.22%
5Y*
6.11%
10Y*
10.44%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^SIXM Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 2009, ^SIXM's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, an investment would double in approximately 6.0 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2009 with a return of +22.2%, while the worst month was Jan 2009 at -27.7%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 7 months.

On a daily basis, ^SIXM closed higher 53% of trading days. The best single day was Mar 23, 2009 with a return of +17.7%, while the worst single day was Jan 20, 2009 at -16.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.61%-3.83%-3.70%5.43%-1.18%-0.29%-6.30%
20256.40%1.28%-4.31%-2.21%4.29%3.08%-0.16%2.98%0.04%-2.95%1.74%2.94%13.32%
20242.91%3.96%4.67%-4.31%3.01%-1.01%6.32%4.36%-0.66%2.55%10.16%-5.58%28.43%
20236.70%-2.45%-9.74%3.01%-4.48%6.53%4.70%-2.86%-3.25%-2.62%10.68%5.25%9.94%
2022-0.08%-1.49%-0.35%-10.02%2.57%-11.06%7.01%-2.18%-7.93%11.80%6.83%-5.43%-12.35%
2021-1.93%11.36%5.62%6.41%4.68%-3.10%-0.61%5.00%-1.99%7.12%-5.79%3.12%32.55%

Benchmark Metrics

Financial Select Sector Index has an annualized alpha of -4.05%, beta of 1.25, and R2 of 0.70 versus S&P 500 Index. Calculated based on daily prices since January 05, 2009.

  • This index participated in 122.21% of S&P 500 Index downside but only 108.65% of its upside - more exposed to losses than it benefited from rallies.
  • This index had an annualized alpha of -4.05% versus S&P 500 Index - delivering less than market exposure alone would predict.

Alpha
-4.05%
Beta
1.25
0.70
Upside Capture
108.65%
Downside Capture
122.21%

Return for Risk

Risk / Return Rank

^SIXM ranks 12 for risk / return — in the bottom 12% of indices on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


^SIXM Risk / Return Rank: 1212
Overall Rank
^SIXM Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
^SIXM Sortino Ratio Rank: 1111
Sortino Ratio Rank
^SIXM Omega Ratio Rank: 1111
Omega Ratio Rank
^SIXM Calmar Ratio Rank: 1212
Calmar Ratio Rank
^SIXM Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Financial Select Sector Index (^SIXM) and compare them to S&P 500 Index.


^SIXMBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.07

2.39

-2.32

Sortino ratio

Return per unit of downside risk

0.19

3.25

-3.07

Omega ratio

Gain probability vs. loss probability

1.02

1.43

-0.41

Calmar ratio

Return relative to maximum drawdown

0.06

3.11

-3.05

Martin ratio

Return relative to average drawdown

0.17

14.38

-14.22

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Financial Select Sector Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Financial Select Sector Index was 52.30%, occurring on Mar 6, 2009. Recovery took 44 trading sessions.

The current Financial Select Sector Index drawdown is 8.89%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-52.30%Mar 2009
2mo2mo 3d
4mo 3dJan 2009 - May 2009
COVID crash2020
-43.13%Mar 2020
2mo 20d9mo 25d
1y 10dJan 2020 - Jan 2021
2011 bear market2011
-34.31%Oct 2011
7mo 13d1y 3mo
1y 10moFeb 2011 - Jan 2013
Bear market2022
-26.95%Oct 2022
9mo 2d1y 5mo
2y 2moJan 2022 - Mar 2024
Rate-hike selloffLate 2018
-26.09%Dec 2018
10mo 29d11mo 17d
1y 10moJan 2018 - Dec 2019

Drawdown Indicators


^SIXMBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-52.30%

-56.78%

+4.48%

Max Drawdown (1Y)

Largest decline over 1 year

-15.06%

-9.10%

-5.96%

Max Drawdown (3Y)

Largest decline over 3 years

-15.70%

-18.90%

+3.20%

Max Drawdown (5Y)

Largest decline over 5 years

-26.95%

-25.43%

-1.52%

Max Drawdown (10Y)

Largest decline over 10 years

-43.13%

-33.92%

-9.21%

Current Drawdown

Current decline from peak

-8.89%

0.00%

-8.89%

Average Drawdown

Average peak-to-trough decline

-8.61%

-10.72%

+2.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.85%

1.97%

+3.88%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with ^SIXM

Add Financial Select Sector Index to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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