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Consumer Staples Select Sector SPDR Fund

XLP
ETF · Currency in USD
ISIN
US81369Y3080
CUSIP
81369Y308
Issuer
State Street SPDR
Inception Date
Dec 16, 1998
Region
North America (U.S.)
Category
Consumer Staples Equities
Expense Ratio
0.13%
Index Tracked
Consumer Staples Select Sector Index
ETF Home Page
www.sectorspdr.com
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

XLPPrice Chart


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XLPPerformance

The chart shows the growth of $10,000 invested in XLP on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $35,137 for a total return of roughly 251.37%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%20122014201620182020
251.37%
259.57%
S&P 500

XLPReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M7.08%
YTD3.06%
6M7.46%
1Y23.39%
5Y8.23%
10Y11.58%

XLPMonthly Returns Heatmap


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XLPSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Consumer Staples Select Sector SPDR Fund Sharpe ratio is 1.86. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.0020122014201620182020
1.86

XLPDividends

Consumer Staples Select Sector SPDR Fund granted a 2.54% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $1.76 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.76$1.69$1.62$1.55$1.49$1.31$1.28$1.16$1.03$1.07$0.89$0.76
Dividend yield
2.54%2.50%2.57%3.04%2.62%2.53%2.53%2.40%2.39%3.06%2.72%2.60%

XLPDrawdowns Chart


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%20122014201620182020
-0.19%

XLPWorst Drawdowns

The table below shows the maximum drawdowns of the Consumer Staples Select Sector SPDR Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the {{portfolioName}} is 24.51%, recorded on Mar 23, 2020. It took 99 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-24.51%Feb 18, 202025Mar 23, 202099Aug 12, 2020124
-16.1%Jan 29, 201867May 3, 2018240Apr 17, 2019307
-11.94%May 20, 201157Aug 10, 201182Dec 6, 2011139
-10.07%Aug 6, 201514Aug 25, 201541Oct 22, 201555
-9.24%Jul 14, 201699Dec 1, 201655Feb 22, 2017154
-8.88%Apr 13, 201058Jul 2, 201054Sep 20, 2010112
-7.26%Nov 18, 201352Feb 3, 201439Mar 31, 201491
-7.03%May 16, 201325Jun 20, 201386Oct 22, 2013111
-7.02%Jun 6, 2017108Nov 6, 201719Dec 4, 2017127
-6.38%Oct 13, 202014Oct 30, 20208Nov 11, 202022

XLPVolatility Chart

Current Consumer Staples Select Sector SPDR Fund volatility is 15.21%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%20.00%40.00%60.00%80.00%100.00%20122014201620182020
15.21%

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