CSL vs. XLF
Compare and contrast key facts about Carlisle Companies Incorporated (CSL) and Financial Select Sector SPDR Fund (XLF).
XLF is a passively managed fund by State Street that tracks the performance of the Financial Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSL or XLF.
Correlation
The correlation between CSL and XLF is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CSL vs. XLF - Performance Comparison
Key characteristics
CSL:
0.13
XLF:
0.99
CSL:
0.39
XLF:
1.45
CSL:
1.05
XLF:
1.21
CSL:
0.12
XLF:
1.28
CSL:
0.25
XLF:
5.09
CSL:
15.92%
XLF:
3.91%
CSL:
31.33%
XLF:
20.14%
CSL:
-64.58%
XLF:
-82.43%
CSL:
-20.30%
XLF:
-7.21%
Returns By Period
In the year-to-date period, CSL achieves a 3.69% return, which is significantly higher than XLF's 0.20% return. Over the past 10 years, CSL has outperformed XLF with an annualized return of 16.01%, while XLF has yielded a comparatively lower 13.98% annualized return.
CSL
3.69%
9.23%
-16.42%
2.60%
28.01%
16.01%
XLF
0.20%
-4.32%
3.14%
19.17%
19.57%
13.98%
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Risk-Adjusted Performance
CSL vs. XLF — Risk-Adjusted Performance Rank
CSL
XLF
CSL vs. XLF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carlisle Companies Incorporated (CSL) and Financial Select Sector SPDR Fund (XLF). 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.
Dividends
CSL vs. XLF - Dividend Comparison
CSL's dividend yield for the trailing twelve months is around 1.01%, less than XLF's 1.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSL Carlisle Companies Incorporated | 1.01% | 1.00% | 1.02% | 1.09% | 0.86% | 1.31% | 1.11% | 1.53% | 1.27% | 1.18% | 1.24% | 1.04% |
XLF Financial Select Sector SPDR Fund | 1.48% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.87% | 2.08% | 1.48% | 1.63% | 2.40% | 1.98% |
Drawdowns
CSL vs. XLF - Drawdown Comparison
The maximum CSL drawdown since its inception was -64.58%, smaller than the maximum XLF drawdown of -82.43%. Use the drawdown chart below to compare losses from any high point for CSL and XLF. For additional features, visit the drawdowns tool.
Volatility
CSL vs. XLF - Volatility Comparison
Carlisle Companies Incorporated (CSL) and Financial Select Sector SPDR Fund (XLF) have volatilities of 13.66% and 13.51%, 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.