SPDR S&P US Financials Select Sector UCITS ETF (GXLF.L)
GXLF.L is a passive ETF by State Street tracking the investment results of the MSCI World/Financials NR USD. GXLF.L launched on Jul 7, 2015 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00BWBXM500 |
|---|---|
| WKN | A14QB1 |
| Issuer | State Street |
| Inception Date | Jul 7, 2015 |
| Category | Financials Equities |
| Index Tracked | MSCI World/Financials NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
GXLF.L features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: GXLF.L vs. VUAA.L, GXLF.L vs. XLKQ.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in SPDR S&P US Financials Select Sector UCITS ETF, 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
SPDR S&P US Financials Select Sector UCITS ETF had a return of 9.24% year-to-date (YTD) and 30.92% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.24% | 7.50% |
| 1 month | -2.36% | -1.61% |
| 6 months | 18.82% | 17.65% |
| 1 year | 30.92% | 26.26% |
| 5 years (annualized) | N/A | 11.73% |
| 10 years (annualized) | N/A | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.09% | 3.50% | 4.65% | -2.67% | ||||||||
| 2023 | -3.42% | 6.76% | 5.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of GXLF.L is 90, placing it in the top 10% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
SPDR S&P US Financials Select Sector UCITS ETF(GXLF.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR S&P US Financials Select Sector UCITS ETF (GXLF.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the SPDR S&P US Financials Select Sector UCITS ETF. 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 SPDR S&P US Financials Select Sector UCITS ETF was 18.05%, occurring on May 4, 2023. Recovery took 183 trading sessions.
The current SPDR S&P US Financials Select Sector UCITS ETF drawdown is 3.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.05% | Feb 9, 2023 | 58 | May 4, 2023 | 183 | Jan 24, 2024 | 241 |
| -14.46% | Apr 11, 2022 | 44 | Jun 16, 2022 | 41 | Aug 12, 2022 | 85 |
| -9.1% | Nov 16, 2022 | 23 | Dec 16, 2022 | 32 | Feb 3, 2023 | 55 |
| -7.7% | Sep 12, 2022 | 23 | Oct 13, 2022 | 12 | Oct 31, 2022 | 35 |
| -4.26% | Apr 2, 2024 | 12 | Apr 17, 2024 | — | — | — |
Volatility
Volatility Chart
The current SPDR S&P US Financials Select Sector UCITS ETF volatility is 3.37%, 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.