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TOI vs. XLV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

TOI vs. XLV

Last updated May 12, 2025

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 0.80, 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

TOI vs. XLV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Oncology Institute, Inc. (TOI) and Health Care Select Sector SPDR Fund (XLV). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

TOI:

80.62%

XLV:

14.96%

Max Drawdown

TOI:

-4.11%

XLV:

-39.17%

Current Drawdown

TOI:

-4.11%

XLV:

-14.59%

Returns By Period

TOI

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

XLV

YTD

-3.18%

1M

-3.06%

6M

-10.91%

1Y

-6.11%

5Y*

7.62%

10Y*

7.78%

*Annualized

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Risk-Adjusted Performance

TOI vs. XLV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TOI
The Risk-Adjusted Performance Rank of TOI is 9090
Overall Rank
The Sharpe Ratio Rank of TOI is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of TOI is 9191
Sortino Ratio Rank
The Omega Ratio Rank of TOI is 8888
Omega Ratio Rank
The Calmar Ratio Rank of TOI is 9494
Calmar Ratio Rank
The Martin Ratio Rank of TOI is 8484
Martin Ratio Rank
XLV
The Risk-Adjusted Performance Rank of XLV is 66
Overall Rank
The Sharpe Ratio Rank of XLV is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of XLV is 77
Sortino Ratio Rank
The Omega Ratio Rank of XLV is 77
Omega Ratio Rank
The Calmar Ratio Rank of XLV is 44
Calmar Ratio Rank
The Martin Ratio Rank of XLV is 77
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.

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.

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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 1.76%.

TTM20242023202220212020201920182017201620152014
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		1.76%1.67%1.59%1.47%1.33%1.49%2.17%1.57%1.47%1.60%1.43%1.35%

Drawdowns

TOI vs. XLV - Drawdown Comparison

The maximum TOI drawdown since its inception was -4.11%, smaller than the maximum XLV 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.

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Volatility

TOI vs. XLV - Volatility Comparison

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