XLF ETF

$57.60

Returns Overview

1 Month
+4.36%
3 Months
+8.98%
6 Months
-1.22%
YTD
-1.54%
1 Year
+3.97%
3 Years (annualized)
+18.57%
5 Years (annualized)
+9.76%
10 Years (annualized)
+13.28%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would XLF have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
-1.54%
Peer Avg (YTD)
+8.61%
vs Peers
-10.15%

XLF ETF Performance

XLF performance across multiple time periods: 1-month 4.36%, YTD -1.54%, 1-year 3.97%, 3-year 18.57%, 5-year 9.76%, 10-year 13.28%.

XLF returns trail the peer average of 8.61% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this ETF.

XLF performance comparison shows side-by-side returns with another fund. XLF alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.36%N/A
3 Months+8.98%N/A
6 Months-1.22%N/A
1 Year+3.97%N/A
3 Years+18.57%N/A
5 Years+9.76%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized