Real Estate Select Sector SPDR Fund (XLRE)

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

Real Estate Select Sector SPDR Fund (XLRE) has returned 1.87% so far this year and 0.96% over the past 12 months. Over the last ten years, XLRE has returned 5.95% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Oct 8, 2015, XLRE's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, your investment would double in approximately 8.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2023 with a return of +12.5%, while the worst month was Mar 2020 at -15.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, XLRE closed higher 53% of trading days. The best single day was Mar 13, 2020 with a return of +8.8%, while the worst single day was Mar 16, 2020 at -16.0%.

Real Estate Select Sector SPDR Fund has an annualized alpha of -1.85%, beta of 0.80, and R² of 0.50 versus S&P 500 Index. Calculated based on daily prices since October 09, 2015.

• This ETF participated in 95.13% of S&P 500 Index downside but only 74.41% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.50 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

XLRE has an expense ratio of 0.13%, which is considered low.

XLRE ranks 14 for risk / return — in the bottom 14% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Real Estate Select Sector SPDR Fund (XLRE) and compare them to a chosen benchmark (S&P 500 Index).

Real Estate Select Sector SPDR Fund provided a 3.43% dividend yield over the last twelve months, with an annual payout of $1.40 per share.

The table displays the monthly dividend distributions for Real Estate Select Sector SPDR Fund. 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 Real Estate Select Sector SPDR Fund. 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 Real Estate Select Sector SPDR Fund was 38.83%, occurring on Mar 23, 2020. Recovery took 260 trading sessions.

The current Real Estate Select Sector SPDR Fund drawdown is 8.95%.

The chart below shows the rolling one-month volatility.