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ISIN
US81369Y8030
CUSIP
81369Y803
Inception Date
Dec 16, 1998
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
S&P Technology Select Sector Daily Capped 35/20 Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$126B

Share Price Chart


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Performance

XLK Performance Chart

State Street Technology Select Sector SPDR ETF (XLK) is up 27.4% since the beginning of the year. XLK is currently trading at $183 per share. Investors who bought $1,000 worth of XLK shares 5 years ago would now be looking at an investment worth $2,682.


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S&P 500 Index

Returns By Period

State Street Technology Select Sector SPDR ETF (XLK) has returned 27.41% so far this year and 53.33% over the past 12 months. Looking at the last ten years, XLK has achieved an annualized return of 25.11%, outperforming the S&P 500 Index benchmark, which averaged 13.53% per year.


State Street Technology Select Sector SPDR ETF

1D
3.73%
1M
4.57%
YTD
27.41%
6M
24.16%
1Y
53.33%
3Y*
30.17%
5Y*
21.81%
10Y*
25.11%

Benchmark (S&P 500 Index)

1D
1.75%
1M
-0.09%
YTD
8.02%
6M
7.15%
1Y
22.78%
3Y*
19.45%
5Y*
11.73%
10Y*
13.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLK Monthly Returns History

Based on dividend-adjusted daily data since Dec 22, 1998, XLK's average daily return is +0.05%, while the average monthly return is +1.05%. At this rate, an investment would double in approximately 5.5 years.

Historically, 60% of months were positive and 40% were negative. The best month was Oct 2002 with a return of +24.8%, while the worst month was Feb 2001 at -24.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, XLK closed higher 54% of trading days. The best single day was Jan 3, 2001 with a return of +16.1%, while the worst single day was Mar 16, 2020 at -13.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.06%-3.56%-4.10%20.02%19.76%-4.09%27.41%
2025-0.74%-2.29%-8.29%1.69%9.97%9.85%3.76%-0.11%7.53%6.68%-4.81%0.75%24.61%
20242.70%4.70%0.79%-5.76%7.08%7.84%-3.28%0.70%2.65%-1.56%5.17%-0.35%21.63%
20239.26%0.41%10.86%-0.12%8.92%6.05%2.58%-1.51%-6.48%0.05%12.90%4.18%56.02%
2022-6.84%-4.88%3.34%-11.02%-0.69%-9.26%13.45%-6.21%-11.97%7.65%6.33%-8.21%-27.73%
2021-0.84%1.37%1.84%5.19%-0.93%6.89%3.89%3.56%-5.84%8.18%4.45%3.25%34.74%

Benchmark Metrics

State Street Technology Select Sector SPDR ETF has an annualized alpha of 3.36%, beta of 1.18, and R2 of 0.76 versus S&P 500 Index. Calculated based on daily prices since December 22, 1998.

  • This ETF captured 144.96% of S&P 500 Index gains and 121.48% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This ETF generated an annualized alpha of 3.36% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
3.36%
Beta
1.18
0.76
Upside Capture
144.96%
Downside Capture
121.48%

Expense Ratio

XLK has an expense ratio of 0.08%, which is considered low.


Return for Risk

Risk / Return Rank

XLK ranks 76 for risk / return — better than 76% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


XLK Risk / Return Rank: 7676
Overall Rank
XLK Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
XLK Sortino Ratio Rank: 7676
Sortino Ratio Rank
XLK Omega Ratio Rank: 7777
Omega Ratio Rank
XLK Calmar Ratio Rank: 7676
Calmar Ratio Rank
XLK Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for State Street Technology Select Sector SPDR ETF (XLK) 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.


XLKBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.53

Sortino ratioReturn per unit of downside risk

+0.40

Omega ratioGain probability vs. loss probability

1.39

1.34

+0.06

Calmar ratioReturn relative to maximum drawdown

3.37

2.52

+0.85

Martin ratioReturn relative to average drawdown

10.91

11.31

-0.40

Dividends

Dividend History

State Street Technology Select Sector SPDR ETF provided a 0.42% dividend yield over the last twelve months, with an annual payout of $0.76 per share. The fund has been increasing its distributions for 4 consecutive years.


0.60%0.80%1.00%1.20%1.40%1.60%1.80%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.76$0.78$0.76$0.73$0.65$0.56$0.60$0.53$0.50$0.44$0.42$0.38

Dividend yield

0.42%0.54%0.66%0.76%1.04%0.65%0.92%1.16%1.60%1.37%1.74%1.79%

Monthly Dividends

The table displays the monthly dividend distributions for State Street Technology Select Sector SPDR ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.17$0.00$0.00$0.00$0.17
2025$0.00$0.00$0.19$0.00$0.00$0.20$0.00$0.00$0.18$0.00$0.00$0.22$0.78
2024$0.00$0.00$0.17$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.19$0.76
2023$0.00$0.00$0.16$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.21$0.73
2022$0.00$0.00$0.14$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.18$0.65
2021$0.00$0.00$0.14$0.00$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.16$0.56

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 State Street Technology Select Sector SPDR 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 State Street Technology Select Sector SPDR ETF was 82.05%, occurring on Oct 9, 2002. Recovery took 3619 trading sessions.

The current State Street Technology Select Sector SPDR ETF drawdown is 7.57%.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-82.05%Oct 2002
2y 6mo14y 4mo
16y 11moMar 2000 - Feb 2017
Bear market2022
-33.56%Oct 2022
9mo 18d8mo 6d
1y 5moDec 2021 - Jun 2023
COVID crash2020
-31.15%Mar 2020
1mo 2d2mo 18d
3mo 20dFeb 2020 - Jun 2020
2025 selloff2025
-25.66%Apr 2025
1mo 17d2mo 5d
3mo 22dFeb 2025 - Jun 2025
Rate-hike selloffLate 2018
-23.78%Dec 2018
2mo 21d3mo 10d
6mo 1dOct 2018 - Apr 2019

Drawdown Indicators


XLKBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-82.05%

-56.78%

-25.27%

Max Drawdown (1Y)

Largest decline over 1 year

-15.92%

-9.10%

-6.82%

Max Drawdown (3Y)

Largest decline over 3 years

-25.66%

-18.90%

-6.76%

Max Drawdown (5Y)

Largest decline over 5 years

-33.56%

-25.43%

-8.13%

Max Drawdown (10Y)

Largest decline over 10 years

-33.56%

-33.92%

+0.36%

Current Drawdown

Current decline from peak

-7.57%

-2.83%

-4.74%

Average Drawdown

Average peak-to-trough decline

-34.93%

-10.72%

-24.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.90%

2.02%

+2.88%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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