(XLF) Financial Sector SPDR - Performance 19.4% in 12m
Compare XLF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.98%
#10 in Group
Rel. Strength
77.42%
#1807 in Universe
Total Return 12m
19.36%
#7 in Group
Total Return 5y
132.21%
#13 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: XLF (19.4%) vs SPY (5.7%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| KIE NYSE ARCA SPDR S&P Insurance |
-4.87% | 20.2% | 142% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-3.66% | 17.7% | 143% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-5.26% | 19.4% | 176% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-3.02% | 38% | 185% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-8.67% | 1.86% | 157% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
-6.79% | 20.6% | 151% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-4.98% | 23.1% | 133% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-4.87% | 19.4% | 132% | - | - | - | - | - |
Performance Comparison: XLF vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XLF
| Total Return (including Dividends) | XLF | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.87% | -7.04% | -7.04% |
| 3 Months | -6.25% | -10.88% | -10.88% |
| 12 Months | 19.36% | 5.72% | 5.72% |
| 5 Years | 132.21% | 100.77% | 100.77% |
| Trend Score (consistency of price movement) | XLF | SPY | S&P 500 |
| 1 Month | -69.4% | -76.1% | -76.1% |
| 3 Months | -72.1% | -86.4% | -86.4% |
| 12 Months | 87.9% | 67.8% | 67.8% |
| 5 Years | 75.2% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #3 | 2.33% | 2.33% |
| 3 Month | #8 | 5.21% | 5.21% |
| 12 Month | #4 | 12.9% | 12.9% |
| 5 Years | #5 | 15.7% | 15.7% |
FAQs
Does XLF Financial Sector SPDR outperforms the market?
Yes,
over the last 12 months XLF made 19.36%, while its related Sector, the SPDR SP500 Trust (SPY) made 5.72%.
Over the last 3 months XLF made -6.25%, while SPY made -10.88%.
Over the last 3 months XLF made -6.25%, while SPY made -10.88%.
Performance Comparison XLF vs Indeces and Sectors
XLF vs. Indices XLF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.71% | 2.17% | 7.92% | 13.6% |
| US NASDAQ 100 | QQQ | 3.20% | 2.99% | 8.01% | 15.7% |
| US Dow Jones Industrial 30 | DIA | 0.81% | 0.30% | 5.95% | 12.7% |
| German DAX 40 | DAX | -9.79% | 3.18% | -10.7% | 0.08% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.29% | 2.88% | 3.07% | 11.4% |
| Hongkong Hang Seng | HSI | -4.96% | 6.28% | 6.53% | 3.22% |
| India NIFTY 50 | INDA | -1.30% | -8.29% | 8.50% | 18.7% |
| Brasil Bovespa | EWZ | -1.80% | 1.41% | 7.60% | 30.3% |
XLF vs. Sectors XLF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.90% | 2.71% | -0.28% | 6.10% |
| Consumer Discretionary | XLY | 4.30% | 1.35% | 5.71% | 12.0% |
| Consumer Staples | XLP | -2.55% | -4.76% | 0.27% | 6.87% |
| Energy | XLE | 1.75% | 7.05% | 8.98% | 32.2% |
| Financial | XLF | - | - | - | - |
| Health Care | XLV | 0.30% | 1.91% | 9.11% | 19.5% |
| Industrial | XLI | 0.21% | 1.10% | 8.55% | 15.5% |
| Materials | XLB | -0.79% | 2.57% | 15.3% | 27.3% |
| Real Estate | XLRE | -3.04% | 0.12% | 8.20% | 5.0% |
| Technology | XLK | 3.40% | 4.96% | 14.0% | 22.6% |
| Utilities | XLU | -2.81% | -2.76% | 3.69% | -7.03% |
| Aerospace & Defense | XAR | -1.95% | -4.26% | -1.49% | -3.80% |
| Biotech | XBI | -1.81% | 10.0% | 23.8% | 31.5% |
| Homebuilder | XHB | 3.32% | 4.34% | 27.3% | 31.1% |
| Retail | XRT | 2.95% | 0.88% | 15.2% | 26.4% |