NJR vs. XLI
Compare and contrast key facts about New Jersey Resources Corporation (NJR) and Industrial Select Sector SPDR Fund (XLI).
XLI is a passively managed fund by State Street that tracks the performance of the Industrial 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: NJR or XLI.
Correlation
The correlation between NJR and XLI is 0.43, 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
NJR vs. XLI - Performance Comparison
Key characteristics
NJR:
0.66
XLI:
1.64
NJR:
1.02
XLI:
2.40
NJR:
1.13
XLI:
1.29
NJR:
0.46
XLI:
2.69
NJR:
3.21
XLI:
8.02
NJR:
3.88%
XLI:
2.80%
NJR:
18.81%
XLI:
13.72%
NJR:
-50.72%
XLI:
-62.26%
NJR:
-10.53%
XLI:
-5.57%
Returns By Period
In the year-to-date period, NJR achieves a -0.39% return, which is significantly lower than XLI's 2.68% return. Over the past 10 years, NJR has underperformed XLI with an annualized return of 7.08%, while XLI has yielded a comparatively higher 11.54% annualized return.
NJR
-0.39%
-2.52%
2.71%
14.55%
4.86%
7.08%
XLI
2.68%
-1.15%
7.79%
23.72%
11.78%
11.54%
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Risk-Adjusted Performance
NJR vs. XLI — Risk-Adjusted Performance Rank
NJR
XLI
NJR vs. XLI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for New Jersey Resources Corporation (NJR) 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.
Dividends
NJR vs. XLI - Dividend Comparison
NJR's dividend yield for the trailing twelve months is around 3.74%, more than XLI's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NJR New Jersey Resources Corporation | 3.74% | 3.73% | 3.63% | 3.04% | 3.39% | 3.63% | 2.72% | 2.48% | 2.63% | 2.79% | 2.82% | 2.84% |
XLI Industrial Select Sector SPDR Fund | 1.40% | 1.44% | 1.63% | 1.64% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% | 1.85% |
Drawdowns
NJR vs. XLI - Drawdown Comparison
The maximum NJR drawdown since its inception was -50.72%, smaller than the maximum XLI drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for NJR and XLI. For additional features, visit the drawdowns tool.
Volatility
NJR vs. XLI - Volatility Comparison
New Jersey Resources Corporation (NJR) has a higher volatility of 6.69% compared to Industrial Select Sector SPDR Fund (XLI) at 4.41%. This indicates that NJR's price experiences larger fluctuations and is considered to be riskier than XLI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.