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CIM vs. XLI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CIM vs. XLI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Chimera Investment Corporation (CIM) and Industrial Select Sector SPDR Fund (XLI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CIM achieves a 12.78% return, which is significantly lower than XLI's 16.79% return. Over the past 10 years, CIM has underperformed XLI with an annualized return of -1.30%, while XLI has yielded a comparatively higher 14.68% annualized return.


CIM

1D
1.96%
1M
1.96%
YTD
12.78%
6M
11.91%
1Y
9.59%
3Y*
4.81%
5Y*
-12.09%
10Y*
-1.30%

XLI

1D
1.16%
1M
5.17%
YTD
16.79%
6M
15.02%
1Y
25.83%
3Y*
22.14%
5Y*
13.68%
10Y*
14.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CIM vs. XLI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CIM
Chimera Investment Corporation
12.78%-0.65%3.61%2.95%-57.95%60.73%-42.97%27.65%7.71%17.30%
XLI
Industrial Select Sector SPDR Fund
16.79%19.35%17.31%18.13%-5.57%21.08%10.91%29.08%-13.25%23.98%

Correlation

The correlation between CIM and XLI is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.38

Correlation (3Y)
Calculated over the trailing 3-year period

0.44

Correlation (5Y)
Calculated over the trailing 5-year period

0.51

Correlation (10Y)
Calculated over the trailing 10-year period

0.48

Correlation (All Time)
Calculated using the full available price history since Nov 16, 2007

0.45

The correlation between CIM and XLI shifts across timeframes, from 0.38 (1 year) to 0.51 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

CIM vs. XLI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CIM
CIM Risk / Return Rank: 5353
Overall Rank
CIM Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
CIM Sortino Ratio Rank: 4949
Sortino Ratio Rank
CIM Omega Ratio Rank: 4949
Omega Ratio Rank
CIM Calmar Ratio Rank: 5555
Calmar Ratio Rank
CIM Martin Ratio Rank: 5757
Martin Ratio Rank

XLI
XLI Risk / Return Rank: 5050
Overall Rank
XLI Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
XLI Sortino Ratio Rank: 5252
Sortino Ratio Rank
XLI Omega Ratio Rank: 4747
Omega Ratio Rank
XLI Calmar Ratio Rank: 4747
Calmar Ratio Rank
XLI Martin Ratio Rank: 5353
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.

CIM vs. XLI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Chimera Investment Corporation (CIM) and Industrial Select Sector SPDR Fund (XLI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


CIMXLIDifference
Sharpe ratioReturn per unit of total volatility

-1.21

Sortino ratioReturn per unit of downside risk

-1.58

Omega ratioGain probability vs. loss probability

1.09

1.27

-0.18

Calmar ratioReturn relative to maximum drawdown

0.53

2.12

-1.59

Martin ratioReturn relative to average drawdown

1.28

8.37

-7.09

CIM vs. XLI - Sharpe Ratio Comparison

The current CIM Sharpe Ratio is 0.38, which is lower than the XLI Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of CIM and XLI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CIM vs. XLI - Drawdown Comparison

The maximum CIM drawdown since its inception was -89.69%, which is greater than XLI's maximum drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for CIM and XLI.


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Drawdown Indicators


CIMXLIDifference

Max Drawdown

Largest peak-to-trough decline

-89.69%

-62.26%

-27.43%

Max Drawdown (1Y)

Largest decline over 1 year

-18.18%

-12.21%

-5.97%

Max Drawdown (3Y)

Largest decline over 3 years

-35.80%

-18.49%

-17.31%

Max Drawdown (5Y)

Largest decline over 5 years

-69.09%

-21.64%

-47.45%

Max Drawdown (10Y)

Largest decline over 10 years

-72.35%

-42.33%

-30.02%

Current Drawdown

Current decline from peak

-58.78%

-0.87%

-57.91%

Average Drawdown

Average peak-to-trough decline

-51.75%

-9.19%

-42.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.50%

3.09%

+4.41%

Volatility

CIM vs. XLI - Volatility Comparison

Chimera Investment Corporation (CIM) and Industrial Select Sector SPDR Fund (XLI) have volatilities of 6.17% and 6.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CIMXLIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.17%

6.30%

-0.13%

Volatility (6M)

Calculated over the trailing 6-month period

17.79%

13.69%

+4.10%

Volatility (1Y)

Calculated over the trailing 1-year period

25.19%

16.31%

+8.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.20%

17.55%

+17.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.51%

20.02%

+16.49%

Dividends

CIM vs. XLI - Dividend Comparison

CIM's dividend yield for the trailing twelve months is around 11.54%, more than XLI's 1.14% yield.


PositionTTM20252024202320222021202020192018201720162015
CIM
Chimera Investment Corporation
11.54%11.91%10.14%14.03%20.36%8.55%13.66%9.73%11.22%8.12%14.34%28.15%
XLI
Industrial Select Sector SPDR Fund
1.14%1.29%1.44%1.63%1.63%1.25%1.55%1.94%2.15%1.77%2.07%2.15%

Frequently Asked Questions


CIM and XLI have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XLI has higher volatility (6.30%) compared to CIM (6.17%). In terms of maximum drawdown, CIM dropped -89.69% vs XLI's -62.26%.

XLI currently has the higher Sharpe Ratio (1.59 vs 0.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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