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ISUN vs. XLK
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ISUN vs. XLK

Last updated May 13, 2025

Compare and contrast key facts about iSun, Inc. (ISUN) and Technology Select Sector SPDR Fund (XLK).

XLK is a passively managed fund by State Street that tracks the performance of the Technology 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: ISUN or XLK.

Correlation

The correlation between ISUN and XLK is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

ISUN vs. XLK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iSun, Inc. (ISUN) and Technology Select Sector SPDR Fund (XLK). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

ISUN

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

XLK

YTD

-1.90%

1M

14.80%

6M

-3.13%

1Y

11.55%

5Y*

21.01%

10Y*

19.57%

*Annualized

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Risk-Adjusted Performance

ISUN vs. XLK — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ISUN
The Risk-Adjusted Performance Rank of ISUN is 88
Overall Rank
The Sharpe Ratio Rank of ISUN is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of ISUN is 77
Sortino Ratio Rank
The Omega Ratio Rank of ISUN is 55
Omega Ratio Rank
The Calmar Ratio Rank of ISUN is 00
Calmar Ratio Rank
The Martin Ratio Rank of ISUN is 44
Martin Ratio Rank
XLK
The Risk-Adjusted Performance Rank of XLK is 4444
Overall Rank
The Sharpe Ratio Rank of XLK is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of XLK is 4444
Sortino Ratio Rank
The Omega Ratio Rank of XLK is 4343
Omega Ratio Rank
The Calmar Ratio Rank of XLK is 5252
Calmar Ratio Rank
The Martin Ratio Rank of XLK is 4444
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ISUN vs. XLK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iSun, Inc. (ISUN) and Technology Select Sector SPDR Fund (XLK). 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.

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Dividends

ISUN vs. XLK - Dividend Comparison

ISUN has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.69%.

TTM20242023202220212020201920182017201620152014
ISUN
iSun, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XLK
Technology Select Sector SPDR Fund		0.69%0.66%0.76%1.04%0.65%0.92%1.16%1.60%1.37%1.74%1.79%1.75%

Drawdowns

ISUN vs. XLK - Drawdown Comparison

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Volatility

ISUN vs. XLK - Volatility Comparison

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