NYSEArca - Delayed Quote USD

The Consumer Discretionary Select Sector SPDR Fund (XLY)

236.52 +4.08 (+1.76%)
At close: December 11 at 4:00:00 PM EST
236.77 +0.25 (+0.11%)
After hours: 7:59:14 PM EST

ETF Summary

The Advisor employs a replication strategy. The fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Consumer Discretionary companies by the Global Industry Classification Standard (GICS®). It is non-diversified.

Risk Overview

Performance & Risk

YTD Return 30.82%
5y Average Return 14.83%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
XLYCategory AverageXLYCategory AverageXLYCategory Average
Alpha -3.39 -3.02 1.38 0.17 3.11 0.59
BETA 1.3 1.32 1.22 1.34 1.17 1.24
Mean Annual Return 0.56 0.6 1.32 1.32 1.21 1.05
R-squared 68.68 73.43 73.36 75.61 74.28 73.21
Standard Deviation 25.76 25.48 24.88 27.22 20.1 21.64
Sharpe Ratio 0.11 0.13 0.54 0.5 0.63 0.51
Treynor Ratio -0.36 0.29 9.07 7.82 9.79 7.36

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