TOI vs. XLV
Compare and contrast key facts about The Oncology Institute, Inc. (TOI) 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: TOI or XLV.
Correlation
The correlation between TOI and XLV is 0.06, 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
TOI vs. XLV - Performance Comparison
Key characteristics
TOI:
-0.46
XLV:
0.24
TOI:
-0.12
XLV:
0.41
TOI:
0.99
XLV:
1.05
TOI:
-0.55
XLV:
0.21
TOI:
-0.77
XLV:
0.54
TOI:
70.03%
XLV:
5.02%
TOI:
117.17%
XLV:
11.44%
TOI:
-98.79%
XLV:
-39.17%
TOI:
-91.81%
XLV:
-5.60%
Returns By Period
In the year-to-date period, TOI achieves a 189.29% return, which is significantly higher than XLV's 7.01% return.
TOI
189.29%
49.41%
158.50%
-51.42%
N/A
N/A
XLV
7.01%
3.31%
-4.10%
2.82%
9.07%
9.13%
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Risk-Adjusted Performance
TOI vs. XLV — Risk-Adjusted Performance Rank
TOI
XLV
TOI vs. XLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Oncology Institute, Inc. (TOI) 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.
Dividends
TOI vs. XLV - Dividend Comparison
TOI has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.56%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TOI The Oncology Institute, 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% |
XLV Health Care Select Sector SPDR Fund | 1.56% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.58% | 1.47% | 1.60% | 1.43% | 1.35% |
Drawdowns
TOI vs. XLV - Drawdown Comparison
The maximum TOI drawdown since its inception was -98.79%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for TOI and XLV. For additional features, visit the drawdowns tool.
Volatility
TOI vs. XLV - Volatility Comparison
The Oncology Institute, Inc. (TOI) has a higher volatility of 40.79% compared to Health Care Select Sector SPDR Fund (XLV) at 3.85%. This indicates that TOI'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.