RELL vs. XAR
Compare and contrast key facts about Richardson Electronics, Ltd. (RELL) and SPDR S&P Aerospace & Defense ETF (XAR).
XAR is a passively managed fund by State Street that tracks the performance of the S&P Aerospace & Defense Select Industry. It was launched on Sep 28, 2011.
Performance
RELL vs. XAR - Performance Comparison
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RELL vs. XAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RELL Richardson Electronics, Ltd. | 1.20% | -20.61% | 7.37% | -36.37% | 60.29% | 195.92% | -12.68% | -32.57% | 32.67% | 11.29% |
XAR SPDR S&P Aerospace & Defense ETF | 5.33% | 46.15% | 23.32% | 23.79% | -5.02% | 2.31% | 6.18% | 39.33% | -4.58% | 33.00% |
Returns By Period
In the year-to-date period, RELL achieves a 1.20% return, which is significantly lower than XAR's 5.33% return. Over the past 10 years, RELL has underperformed XAR with an annualized return of 11.20%, while XAR has yielded a comparatively higher 18.07% annualized return.
RELL
- 1D
- 2.05%
- 1M
- -10.83%
- YTD
- 1.20%
- 6M
- 13.13%
- 1Y
- 0.54%
- 3Y*
- -19.42%
- 5Y*
- 12.47%
- 10Y*
- 11.20%
XAR
- 1D
- 4.85%
- 1M
- -10.20%
- YTD
- 5.33%
- 6M
- 8.19%
- 1Y
- 58.67%
- 3Y*
- 30.25%
- 5Y*
- 15.56%
- 10Y*
- 18.07%
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Return for Risk
RELL vs. XAR — Risk / Return Rank
RELL
XAR
RELL vs. XAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Richardson Electronics, Ltd. (RELL) and SPDR S&P Aerospace & Defense ETF (XAR). 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.
| RELL | XAR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 2.09 | -2.08 |
Sortino ratioReturn per unit of downside risk | 0.40 | 2.76 | -2.35 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.35 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 0.08 | 3.34 | -3.26 |
Martin ratioReturn relative to average drawdown | 0.17 | 11.77 | -11.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RELL | XAR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 2.09 | -2.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.68 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.74 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.83 | -0.78 |
Correlation
The correlation between RELL and XAR is 0.27, 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.
Dividends
RELL vs. XAR - Dividend Comparison
RELL's dividend yield for the trailing twelve months is around 2.19%, more than XAR's 0.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RELL Richardson Electronics, Ltd. | 2.19% | 2.21% | 1.71% | 1.80% | 1.13% | 1.78% | 3.82% | 4.26% | 2.76% | 3.56% | 3.81% | 4.23% |
XAR SPDR S&P Aerospace & Defense ETF | 0.35% | 0.40% | 0.66% | 0.54% | 0.50% | 0.83% | 0.63% | 0.75% | 1.19% | 0.76% | 1.09% | 2.31% |
Drawdowns
RELL vs. XAR - Drawdown Comparison
The maximum RELL drawdown since its inception was -84.15%, which is greater than XAR's maximum drawdown of -46.37%. Use the drawdown chart below to compare losses from any high point for RELL and XAR.
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Drawdown Indicators
| RELL | XAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.15% | -46.37% | -37.78% |
Max Drawdown (1Y)Largest decline over 1 year | -25.64% | -17.22% | -8.42% |
Max Drawdown (5Y)Largest decline over 5 years | -68.48% | -32.40% | -36.08% |
Max Drawdown (10Y)Largest decline over 10 years | -68.48% | -46.37% | -22.11% |
Current DrawdownCurrent decline from peak | -55.90% | -13.20% | -42.70% |
Average DrawdownAverage peak-to-trough decline | -39.08% | -6.76% | -32.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.83% | 4.88% | +8.95% |
Volatility
RELL vs. XAR - Volatility Comparison
Richardson Electronics, Ltd. (RELL) has a higher volatility of 12.78% compared to SPDR S&P Aerospace & Defense ETF (XAR) at 10.26%. This indicates that RELL's price experiences larger fluctuations and is considered to be riskier than XAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RELL | XAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.78% | 10.26% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 40.16% | 21.34% | +18.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 53.73% | 28.28% | +25.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.12% | 22.91% | +28.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.19% | 24.34% | +18.85% |