(XLF) Financial Sector SPDR - Performance 21.3% in 12m
Compare XLF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.95%
#10 in Group
Rel. Strength
76.99%
#1838 in Universe
Total Return 12m
21.27%
#9 in Group
Total Return 5y
142.23%
#11 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: XLF (21.3%) vs SPY (10.1%)
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 |
|---|---|---|---|---|---|---|---|---|
| IAK NYSE ARCA iShares U.S. Insurance |
-3.93% | 20.6% | 193% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-5.34% | 19.4% | 150% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-3.46% | 19.1% | 166% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
5.93% | 41.5% | 192% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
0.48% | 26.1% | 144% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-5.39% | 2.48% | 154% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
0.22% | 25.9% | 173% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.29% | 21.3% | 142% | - | - | - | - | - |
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 | -2.29% | -0.91% | -0.91% |
| 3 Months | -4.74% | -7.61% | -7.61% |
| 12 Months | 21.27% | 10.06% | 10.06% |
| 5 Years | 142.23% | 110.82% | 110.82% |
| Trend Score (consistency of price movement) | XLF | SPY | S&P 500 |
| 1 Month | 5.80% | 1.2% | 1.2% |
| 3 Months | -81.8% | -89.2% | -89.2% |
| 12 Months | 84.1% | 56.2% | 56.2% |
| 5 Years | 75.1% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #24 | -1.39% | -1.39% |
| 3 Month | #9 | 3.11% | 3.11% |
| 12 Month | #4 | 10.2% | 10.2% |
| 5 Years | #7 | 14.9% | 14.9% |
FAQs
Does XLF Financial Sector SPDR outperforms the market?
Yes,
over the last 12 months XLF made 21.27%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.06%.
Over the last 3 months XLF made -4.74%, while SPY made -7.61%.
Over the last 3 months XLF made -4.74%, while SPY made -7.61%.
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 | -1.93% | -1.38% | 8.66% | 11.2% |
| US NASDAQ 100 | QQQ | -3.79% | -3.70% | 9.18% | 10.7% |
| US Dow Jones Industrial 30 | DIA | -0.20% | 1.16% | 7.89% | 14.0% |
| German DAX 40 | DAX | -2.13% | -3.40% | -10.4% | -1.86% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.01% | 0.31% | 9.73% | 16.3% |
| Hongkong Hang Seng | HSI | 1.42% | -0.29% | 7.63% | 11.1% |
| India NIFTY 50 | INDA | 3.13% | -6.29% | 6.93% | 18.6% |
| Brasil Bovespa | EWZ | -2.60% | -8.13% | 3.08% | 28.1% |
XLF vs. Sectors XLF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.25% | -1.21% | 0.59% | -0.59% |
| Consumer Discretionary | XLY | -3.73% | -3.11% | 4.67% | 9.69% |
| Consumer Staples | XLP | 4.42% | -1.76% | 2.21% | 11.4% |
| Energy | XLE | 1.55% | 9.18% | 8.84% | 32.6% |
| Financial | XLF | - | - | - | - |
| Health Care | XLV | 0.08% | 2.32% | 9.91% | 20.5% |
| Industrial | XLI | -1.33% | -1.69% | 7.71% | 14.2% |
| Materials | XLB | 0.64% | 0.64% | 15.0% | 27.0% |
| Real Estate | XLRE | 1.49% | -0.52% | 9.10% | 5.89% |
| Technology | XLK | -5.45% | -3.56% | 14.6% | 16.4% |
| Utilities | XLU | 1.53% | -2.86% | 2.98% | -0.54% |
| Aerospace & Defense | XAR | -4.28% | -9.23% | -4.00% | -4.75% |
| Biotech | XBI | -2.26% | -3.25% | 21.5% | 25.4% |
| Homebuilder | XHB | 1.35% | 0.81% | 22.7% | 30.7% |
| Retail | XRT | 0.51% | -2.16% | 12.5% | 25.5% |