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.
Performance
CSL vs. XLF - Performance Comparison
Loading graphics...
CSL vs. XLF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSL Carlisle Companies Incorporated | 5.02% | -12.26% | 19.14% | 34.26% | -4.08% | 60.64% | -1.96% | 63.10% | -10.31% | 4.51% |
XLF Financial Select Sector SPDR Fund | -9.27% | 14.90% | 30.56% | 12.03% | -10.59% | 34.80% | -1.74% | 31.88% | -13.06% | 22.00% |
Returns By Period
In the year-to-date period, CSL achieves a 5.02% return, which is significantly higher than XLF's -9.27% return. Over the past 10 years, CSL has outperformed XLF with an annualized return of 14.28%, while XLF has yielded a comparatively lower 12.45% annualized return.
CSL
- 1D
- 0.42%
- 1M
- -14.91%
- YTD
- 5.02%
- 6M
- 1.68%
- 1Y
- -1.24%
- 3Y*
- 15.28%
- 5Y*
- 16.17%
- 10Y*
- 14.28%
XLF
- 1D
- 0.14%
- 1M
- -3.13%
- YTD
- -9.27%
- 6M
- -6.60%
- 1Y
- 0.91%
- 3Y*
- 17.30%
- 5Y*
- 9.37%
- 10Y*
- 12.45%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CSL vs. XLF — Risk / Return Rank
CSL
XLF
CSL vs. XLF - Risk-Adjusted Trends 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.
| CSL | XLF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | 0.05 | -0.08 |
Sortino ratioReturn per unit of downside risk | 0.21 | 0.19 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.03 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 0.05 | -0.07 |
Martin ratioReturn relative to average drawdown | -0.03 | 0.16 | -0.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CSL | XLF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 0.05 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.50 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.56 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.20 | +0.32 |
Correlation
The correlation between CSL and XLF is 0.54, 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.
Dividends
CSL vs. XLF - Dividend Comparison
CSL's dividend yield for the trailing twelve months is around 1.28%, less than XLF's 1.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSL Carlisle Companies Incorporated | 1.28% | 1.31% | 1.00% | 1.02% | 1.09% | 0.86% | 1.31% | 1.11% | 1.53% | 1.27% | 1.18% | 1.24% |
XLF Financial Select Sector SPDR Fund | 1.60% | 1.31% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.87% | 2.08% | 1.48% | 21.10% | 1.95% |
Drawdowns
CSL vs. XLF - Drawdown Comparison
The maximum CSL drawdown since its inception was -64.56%, smaller than the maximum XLF drawdown of -82.69%. Use the drawdown chart below to compare losses from any high point for CSL and XLF.
Loading graphics...
Drawdown Indicators
| CSL | XLF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.56% | -82.69% | +18.13% |
Max Drawdown (1Y)Largest decline over 1 year | -31.67% | -14.79% | -16.88% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | -25.81% | -11.91% |
Max Drawdown (10Y)Largest decline over 10 years | -38.68% | -42.86% | +4.18% |
Current DrawdownCurrent decline from peak | -29.18% | -11.89% | -17.29% |
Average DrawdownAverage peak-to-trough decline | -12.25% | -20.10% | +7.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.03% | 4.96% | +12.07% |
Volatility
CSL vs. XLF - Volatility Comparison
Carlisle Companies Incorporated (CSL) has a higher volatility of 9.63% compared to Financial Select Sector SPDR Fund (XLF) at 4.76%. This indicates that CSL's price experiences larger fluctuations and is considered to be riskier than XLF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CSL | XLF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.63% | 4.76% | +4.87% |
Volatility (6M)Calculated over the trailing 6-month period | 22.70% | 11.45% | +11.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.26% | 19.25% | +17.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.35% | 18.69% | +11.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.37% | 22.18% | +7.19% |