NYSE Arca Institutional Index (^XII)
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in NYSE Arca Institutional Index, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
NYSE Arca Institutional Index had a return of 25.20% year-to-date (YTD) and 39.04% in the last 12 months. Over the past 10 years, NYSE Arca Institutional Index had an annualized return of 12.79%, outperforming the S&P 500 benchmark which had an annualized return of 11.29%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 25.20% | 20.30% |
| 1 month | 2.65% | 2.61% |
| 6 months | 12.15% | 9.21% |
| 1 year | 39.04% | 33.46% |
| 5 years (annualized) | 16.31% | 14.17% |
| 10 years (annualized) | 12.79% | 11.29% |
Monthly Returns
The table below presents the monthly returns of ^XII, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.76% | 6.31% | 2.18% | -4.00% | 6.11% | 6.08% | -0.35% | 2.45% | 25.20% | ||||
| 2023 | 6.05% | -1.81% | 5.47% | 2.08% | 2.72% | 6.42% | 2.66% | -1.04% | -5.17% | -1.66% | 9.23% | 3.53% | 31.30% |
| 2022 | -6.00% | -4.67% | 4.15% | -10.19% | -0.74% | -8.04% | 9.79% | -4.92% | -9.39% | 6.69% | 4.39% | -6.75% | -24.85% |
| 2021 | -0.68% | 0.59% | 2.69% | 5.21% | -0.59% | 3.89% | 2.00% | 3.08% | -5.06% | 7.95% | -0.11% | 3.56% | 24.27% |
| 2020 | 0.51% | -7.79% | -9.03% | 12.77% | 3.90% | 3.02% | 6.69% | 10.07% | -4.55% | -3.78% | 9.20% | 3.96% | 24.60% |
| 2019 | 7.12% | 3.15% | 2.41% | 4.21% | -6.87% | 7.05% | 1.29% | -1.23% | 1.18% | 2.90% | 3.80% | 3.38% | 31.40% |
| 2018 | 7.13% | -3.87% | -3.76% | 0.24% | 3.04% | 0.43% | 3.57% | 3.78% | 0.64% | -6.73% | 1.47% | -9.01% | -4.23% |
| 2017 | 1.60% | 4.35% | 0.22% | 1.05% | 1.00% | 0.74% | 2.57% | 0.80% | 1.20% | 2.97% | 2.38% | 0.79% | 21.47% |
| 2016 | -4.35% | -1.32% | 6.09% | -0.21% | 1.80% | 0.35% | 3.40% | 0.24% | 0.03% | -1.98% | 1.99% | 2.26% | 8.21% |
| 2015 | -3.55% | 5.64% | -2.59% | 1.50% | 1.28% | -1.76% | 3.19% | -6.68% | -2.15% | 8.73% | -0.04% | -1.01% | 1.61% |
| 2014 | -4.16% | 3.46% | 0.82% | 0.61% | 2.11% | 1.32% | -0.59% | 3.48% | -0.92% | 1.90% | 2.35% | -1.02% | 9.49% |
| 2013 | 4.10% | 1.25% | 2.89% | 2.07% | 2.03% | -1.86% | 4.64% | -3.38% | 2.49% | 4.76% | 3.19% | 2.18% | 26.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ^XII is 81, placing it in the top 19% of indices on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for NYSE Arca Institutional Index (^XII) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the NYSE Arca Institutional 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 Institutional Index was 64.23%, occurring on Mar 9, 2009. Recovery took 1848 trading sessions.
The current NYSE Arca Institutional Index drawdown is 0.85%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.23% | Mar 27, 2000 | 2250 | Mar 9, 2009 | 1848 | Jul 12, 2016 | 4098 |
| -34.49% | Aug 26, 1987 | 38 | Oct 19, 1987 | 455 | Aug 7, 1989 | 493 |
| -30.08% | Feb 20, 2020 | 23 | Mar 23, 2020 | 74 | Jul 8, 2020 | 97 |
| -28.97% | Jan 4, 2022 | 195 | Oct 12, 2022 | 318 | Jan 19, 2024 | 513 |
| -19.91% | Oct 4, 2018 | 56 | Dec 24, 2018 | 81 | Apr 23, 2019 | 137 |
Volatility
Volatility Chart
The current NYSE Arca Institutional Index volatility is 4.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.