WSR vs. XLK

In the year-to-date period, WSR achieves a -9.68% return, which is significantly lower than XLK's -6.25% return. Over the past 10 years, WSR has underperformed XLK with an annualized return of 5.58%, while XLK has yielded a comparatively higher 19.21% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Whitestone REIT (WSR) and Technology Select Sector SPDR Fund (XLK). 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.

The current WSR Sharpe Ratio is 0.26, which is comparable to the XLK Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of WSR and XLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WSR's dividend yield for the trailing twelve months is around 4.08%, more than XLK's 0.72% yield.

The maximum WSR drawdown since its inception was -63.62%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for WSR and XLK. For additional features, visit the drawdowns tool.