Highlights
- Avg. Volume (1M)
- 0
- Avg. Volume Value (1M)
- $0.00
Share Price Chart
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Performance
^XBD Performance Chart
NYSE Arca Securities Broker/Dealer Index (^XBD) is up 16.1% since the beginning of the year. ^XBD is currently trading at $1,190 per share. Investors who bought $1,000 worth of ^XBD shares 5 years ago would now be looking at an investment worth $2,572.
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Returns By Period
NYSE Arca Securities Broker/Dealer Index (^XBD) has returned 16.08% so far this year and 16.25% over the past 12 months. Looking at the last ten years, ^XBD has achieved an annualized return of 22.32%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
NYSE Arca Securities Broker/Dealer Index
- 1D
- -0.22%
- 1M
- 3.77%
- 6M
- 10.76%
- YTD
- 16.08%
- 1Y
- 16.25%
- 3Y*
- 32.63%
- 5Y*
- 20.80%
- 10Y*
- 22.32%
- ALL TIME*
- 15.33%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
^XBD Monthly Returns History
Based on dividend-adjusted daily data since Apr 15, 1994, ^XBD's average daily return is +0.08%, while the average monthly return is +1.51%. At this rate, an investment would double in approximately 3.9 years.
Historically, 62% of months were positive and 38% were negative. The best month was Jan 1999 with a return of +28.5%, while the worst month was Aug 1998 at -31.6%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.
On a daily basis, ^XBD closed higher 53% of trading days. The best single day was Nov 24, 2008 with a return of +19.3%, while the worst single day was Dec 1, 2008 at -17.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.81% | -4.71% | -3.12% | 10.68% | -2.51% | 1.79% | 9.24% | 16.08% | |||||
| 2025 | 11.96% | -2.69% | -8.02% | 2.49% | 10.91% | 8.24% | 4.82% | 0.55% | 1.92% | -2.54% | -1.46% | 0.09% | 27.31% |
| 2024 | -3.50% | 6.51% | 7.09% | -3.54% | 6.29% | 0.42% | 4.54% | 2.94% | 1.55% | 8.29% | 13.59% | -5.13% | 44.51% |
| 2023 | 9.30% | 0.20% | -6.17% | -2.04% | -3.02% | 7.56% | 8.58% | -1.90% | -3.70% | -4.17% | 6.92% | 12.42% | 24.08% |
| 2022 | -1.24% | 0.06% | -2.56% | -13.34% | 3.28% | -9.13% | 13.64% | 1.27% | -6.51% | 13.16% | 4.00% | -6.96% | -7.75% |
| 2021 | 0.03% | 13.73% | 2.37% | 4.75% | 2.43% | -0.58% | -1.37% | 4.48% | -3.65% | 5.53% | -5.19% | 4.47% | 28.94% |
Benchmark Metrics
NYSE Arca Securities Broker/Dealer Index has an annualized alpha of 4.83%, beta of 1.40, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since April 15, 1994.
- This index captured 165.52% of S&P 500 Index gains and 129.99% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This index generated an annualized alpha of 4.83% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 4.83%
- Beta
- 1.40
- R²
- 0.66
- Upside Capture
- 165.52%
- Downside Capture
- 129.99%
Return for Risk
Risk / Return Rank
^XBD ranks 26 for risk / return — above 26% of indices peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for NYSE Arca Securities Broker/Dealer Index (^XBD) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ^XBD | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.77 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.25 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.10 | 2.00 | -0.90 |
| Martin ratioReturn relative to average drawdown | 3.00 | 8.49 | -5.49 |
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 NYSE Arca Securities Broker/Dealer 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 NYSE Arca Securities Broker/Dealer Index was 80.20%, occurring on Nov 20, 2008. Recovery took 2287 trading sessions.
The current NYSE Arca Securities Broker/Dealer Index drawdown is 1.13%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-80.20%Nov 2008 | 1y 5mo | 9y 1mo | 10y 6moJun 2007 - Dec 2017 | Financial crisis2007–2009 |
-54.69%Oct 2002 | 2y 25d | 1y 3mo | 3y 4moSep 2000 - Jan 2004 | Dot-com crash2000–2002 |
-51.67%Oct 1998 | 2mo 19d | 3mo 2d | 5mo 21dJul 1998 - Jan 1999 | — |
-41.25%Mar 2020 | 1mo 1d | 7mo 17d | 8mo 18dFeb 2020 - Nov 2020 | COVID crash2020 |
-33.89%Oct 1999 | 6mo 7d | 5mo 6d | 11mo 13dApr 1999 - Mar 2000 | — |
Drawdown Indicators
| ^XBD | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.20% | -56.78% | -23.42% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -9.10% | -3.99% |
Max Drawdown (3Y)Largest decline over 3 years | -23.69% | -18.90% | -4.79% |
Max Drawdown (5Y)Largest decline over 5 years | -27.98% | -25.43% | -2.55% |
Max Drawdown (10Y)Largest decline over 10 years | -41.25% | -33.92% | -7.33% |
Current DrawdownCurrent decline from peak | -1.13% | -1.58% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -22.21% | -10.70% | -11.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.80% | 2.14% | +2.66% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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