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Performance
^XBD Performance Chart
NYSE Arca Securities Broker/Dealer Index (^XBD) is up 3.2% since the beginning of the year. ^XBD is currently trading at $1,058 per share. Investors who bought $1,000 worth of ^XBD shares 5 years ago would now be looking at an investment worth $2,215.
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Returns By Period
NYSE Arca Securities Broker/Dealer Index (^XBD) has returned 3.18% so far this year and 15.01% over the past 12 months. Looking at the last ten years, ^XBD has achieved an annualized return of 20.42%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.
NYSE Arca Securities Broker/Dealer Index
- 1D
- -1.09%
- 1M
- -2.18%
- YTD
- 3.18%
- 6M
- 2.50%
- 1Y
- 15.01%
- 3Y*
- 32.60%
- 5Y*
- 17.24%
- 10Y*
- 20.42%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
^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 +1.48%. 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% | -1.17% | 3.18% | ||||||
| 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 4.40%, beta of 1.41, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since April 18, 1994.
- This index captured 165.66% of S&P 500 Index gains and 131.61% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This index generated an annualized alpha of 4.40% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 4.40%
- Beta
- 1.41
- R²
- 0.66
- Upside Capture
- 165.66%
- Downside Capture
- 131.61%
Return for Risk
Risk / Return Rank
^XBD ranks 37 for risk / return — below 37% of indices on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by 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.
| ^XBD | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 2.24 | -1.52 |
Sortino ratioReturn per unit of downside risk | 1.12 | 3.07 | -1.95 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.41 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 2.93 | -1.78 |
Martin ratioReturn relative to average drawdown | 3.24 | 13.52 | -10.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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 2283 trading sessions.
The current NYSE Arca Securities Broker/Dealer Index drawdown is 6.53%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -80.20%Nov 2008 | 1y 5mo | 9y 1mo | 10y 6moJun 2007 - Dec 2017 |
Dot-com crash2000–2002 | -54.69%Oct 2002 | 2y 25d | 1y 3mo | 3y 4moSep 2000 - Jan 2004 |
1998 bear market1998 | -51.67%Oct 1998 | 2mo 19d | 3mo 2d | 5mo 21dJul 1998 - Jan 1999 |
COVID crash2020 | -41.25%Mar 2020 | 1mo 1d | 7mo 17d | 8mo 18dFeb 2020 - Nov 2020 |
1999 bear market1999 | -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 | -6.53% | -0.74% | -5.79% |
Average DrawdownAverage peak-to-trough decline | -22.31% | -10.72% | -11.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 1.97% | +2.68% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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