R vs. XLV
Compare and contrast key facts about Ryder System, Inc. (R) and Health Care Select Sector SPDR Fund (XLV).
XLV is a passively managed fund by State Street that tracks the performance of the Health Care Select Sector. 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: R or XLV.
Correlation
The correlation between R and XLV is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
R vs. XLV - Performance Comparison
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Key characteristics
R:
0.91
XLV:
-0.47
R:
1.40
XLV:
-0.42
R:
1.17
XLV:
0.94
R:
1.15
XLV:
-0.36
R:
3.18
XLV:
-0.90
R:
8.63%
XLV:
6.80%
R:
32.67%
XLV:
15.72%
R:
-74.02%
XLV:
-39.17%
R:
-7.37%
XLV:
-14.33%
Returns By Period
In the year-to-date period, R achieves a 1.42% return, which is significantly higher than XLV's -2.88% return. Over the past 10 years, R has outperformed XLV with an annualized return of 8.60%, while XLV has yielded a comparatively lower 7.66% annualized return.
R
1.42%
14.24%
-1.55%
27.92%
40.51%
8.60%
XLV
-2.88%
-1.77%
-5.38%
-7.57%
7.32%
7.66%
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Risk-Adjusted Performance
R vs. XLV — Risk-Adjusted Performance Rank
R
XLV
R vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ryder System, Inc. (R) and Health Care Select Sector SPDR Fund (XLV). 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
R vs. XLV - Dividend Comparison
R's dividend yield for the trailing twelve months is around 1.53%, less than XLV's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
R Ryder System, Inc. | 1.53% | 1.94% | 2.31% | 2.87% | 2.77% | 3.63% | 4.05% | 4.40% | 2.14% | 2.28% | 2.75% | 1.53% |
XLV Health Care Select Sector SPDR Fund | 1.76% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.58% | 1.47% | 1.60% | 1.43% | 1.35% |
Drawdowns
R vs. XLV - Drawdown Comparison
The maximum R drawdown since its inception was -74.02%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for R and XLV. For additional features, visit the drawdowns tool.
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Volatility
R vs. XLV - Volatility Comparison
Ryder System, Inc. (R) has a higher volatility of 11.40% compared to Health Care Select Sector SPDR Fund (XLV) at 7.81%. This indicates that R's price experiences larger fluctuations and is considered to be riskier than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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