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XLF vs. USD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

XLF vs. USD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Financial Select Sector SPDR ETF (XLF) and USD Cash (USD=X). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


XLF

1D
-0.63%
1M
1.42%
YTD
-4.62%
6M
-1.98%
1Y
2.91%
3Y*
18.06%
5Y*
8.47%
10Y*
12.79%

USD=X

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
0.00%
5Y*
0.00%
10Y*
0.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLF vs. USD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XLF
State Street Financial Select Sector SPDR ETF
-4.62%14.90%30.56%12.03%-10.59%34.80%-1.74%31.88%-13.06%22.00%
USD=X
USD Cash
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

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Return for Risk

XLF vs. USD=X — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XLF
XLF Risk / Return Rank: 1212
Overall Rank
XLF Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
XLF Sortino Ratio Rank: 1212
Sortino Ratio Rank
XLF Omega Ratio Rank: 1212
Omega Ratio Rank
XLF Calmar Ratio Rank: 1212
Calmar Ratio Rank
XLF Martin Ratio Rank: 1212
Martin Ratio Rank

USD=X
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XLF vs. USD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Financial Select Sector SPDR ETF (XLF) and USD Cash (USD=X). 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.


XLFUSD=XDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.05

Calmar ratioReturn relative to maximum drawdown

0.20

Martin ratioReturn relative to average drawdown

0.51

XLF vs. USD=X - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XLFUSD=XDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

Drawdowns

XLF vs. USD=X - Drawdown Comparison

The maximum XLF drawdown since its inception was -82.69%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XLF and USD=X.


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Drawdown Indicators


XLFUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-82.69%

0.00%

-82.69%

Max Drawdown (1Y)

Largest decline over 1 year

-14.79%

0.00%

-14.79%

Max Drawdown (3Y)

Largest decline over 3 years

-15.54%

0.00%

-15.54%

Max Drawdown (5Y)

Largest decline over 5 years

-25.81%

0.00%

-25.81%

Max Drawdown (10Y)

Largest decline over 10 years

-42.86%

0.00%

-42.86%

Current Drawdown

Current decline from peak

-7.38%

0.00%

-7.38%

Average Drawdown

Average peak-to-trough decline

-20.02%

0.00%

-20.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.71%

0.00%

+5.71%

Volatility

XLF vs. USD=X - Volatility Comparison

State Street Financial Select Sector SPDR ETF (XLF) has a higher volatility of 4.20% compared to USD Cash (USD=X) at 0.00%. This indicates that XLF's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XLFUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.20%

0.00%

+4.20%

Volatility (6M)

Calculated over the trailing 6-month period

11.18%

0.00%

+11.18%

Volatility (1Y)

Calculated over the trailing 1-year period

14.61%

0.00%

+14.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.66%

0.00%

+18.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.18%

0.00%

+22.18%

Frequently Asked Questions


XLF has higher volatility (4.20%) compared to USD=X (0.00%). In terms of maximum drawdown, XLF dropped -82.69% vs USD=X's 0.00%.

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