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XLF Financial Select Sector Spdr Fund

Over the last 15 years (2011-062026-07), $10,000 invested in XLF with dividends reinvested grew to $73,39114.04% a year — with a worst peak-to-trough fall of -31.75%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-062026-07 · dividends reinvested

CAGR (annualized return)
14.04%
Volatility (annualized)
18.74%
Worst drawdown
-31.75%
Sharpe ratio
0.71

About XLF

Financial Select Sector SPDR Fund is an exchange-traded fund that provides targeted exposure to the U.S. financial sector. The fund is designed to closely track the performance of the Financial Select Sector Index by holding a portfolio of leading U.S. financial companies across industries such as banking, insurance, capital markets, consumer finance, and mortgage real estate investment trusts. It uses a full replication approach, typically owning the constituent stocks of its underlying index. Today, Financial Select Sector SPDR Fund is used by market participants to gain diversified, sector-specific access to large and liquid financial institutions, including major banks, diversified financial services firms, and insurers. Launched in 1998 and domiciled in the United States, the fund plays a significant role as a benchmark-oriented tool for sector rotation, risk management, and tactical allocation within the broader U.S. equity market.

Put XLF to the test

Every tool below opens prefilled with XLF — free, no account needed.

Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

XLF — Financial Select Sector Spdr Fund: returns, risk & backtest · Informed Portfolio