SPDR S&P Biotech ETF (XBI)

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The chart shows the growth of an initial investment of $10,000 in SPDR S&P Biotech ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

SPDR S&P Biotech ETF (XBI) has returned 4.76% so far this year and 58.08% over the past 12 months. Over the last ten years, XBI has returned 9.32% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Feb 6, 2006, XBI's average daily return is +0.06%, while the average monthly return is +1.18%. At this rate, your investment would double in approximately 4.9 years.

Historically, 56% of months were positive and 44% were negative. The best month was Apr 2020 with a return of +20.6%, while the worst month was Jan 2016 at -28.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, XBI closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +18.1%, while the worst single day was Mar 16, 2020 at -12.4%.

SPDR S&P Biotech ETF has an annualized alpha of 5.05%, beta of 1.02, and R² of 0.42 versus S&P 500 Index. Calculated based on daily prices since February 07, 2006.

• This ETF captured 116.03% of S&P 500 Index gains and 104.20% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.42 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

XBI has an expense ratio of 0.35%, placing it in the medium range.

XBI ranks 90 for risk / return — in the top 90% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for SPDR S&P Biotech ETF (XBI) and compare them to a chosen benchmark (S&P 500 Index).

SPDR S&P Biotech ETF provided a 0.34% dividend yield over the last twelve months, with an annual payout of $0.44 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for SPDR S&P Biotech ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the SPDR S&P Biotech 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 Biotech ETF was 63.89%, occurring on May 11, 2022. The portfolio has not yet recovered.

The current SPDR S&P Biotech ETF drawdown is 26.17%.

The chart below shows the rolling one-month volatility.