IDA vs. XLI

In the year-to-date period, IDA achieves a 6.81% return, which is significantly higher than XLI's 3.62% return. Over the past 10 years, IDA has underperformed XLI with an annualized return of 10.01%, while XLI has yielded a comparatively higher 11.12% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for IDACORP, Inc. (IDA) 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.

The current IDA Sharpe Ratio is 1.19, which is higher than the XLI Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of IDA and XLI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IDA's dividend yield for the trailing twelve months is around 2.97%, more than XLI's 1.42% yield.

The maximum IDA drawdown since its inception was -54.01%, smaller than the maximum XLI drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for IDA and XLI. For additional features, visit the drawdowns tool.

IDACORP, Inc. (IDA) and Industrial Select Sector SPDR Fund (XLI) have volatilities of 5.89% and 5.91%, 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.