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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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S&P 500

XLPPerformance

The chart shows the growth of $10,000 invested in Consumer Staples Select Sector SPDR Fund on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $36,521 for a total return of roughly 265.21%. All prices are adjusted for splits and dividends.


XLP (Consumer Staples Select Sector SPDR Fund)
Benchmark (S&P 500)

XLPReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M3.12%
6M10.75%
YTD7.12%
1Y18.23%
5Y8.08%
10Y11.54%

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 1.50. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


XLP (Consumer Staples Select Sector SPDR Fund)
Benchmark (S&P 500)

XLPDividends

Consumer Staples Select Sector SPDR Fund granted a 2.44% dividend yield in the last twelve months, as of Jul 25, 2021. The annual payout for that period amounted to $1.74 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.74$1.69$1.62$1.55$1.49$1.31$1.28$1.16$1.03$1.07$0.89$0.76

Dividend yield

2.44%2.50%2.57%3.04%2.62%2.53%2.53%2.40%2.39%3.06%2.72%2.60%

XLPDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


XLP (Consumer Staples Select Sector SPDR Fund)
Benchmark (S&P 500)

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 Consumer Staples Select Sector SPDR Fund 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 8.28%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


XLP (Consumer Staples Select Sector SPDR Fund)
Benchmark (S&P 500)

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