Skip to content
Informed Portfolio logoInformed Portfolio

ETF · real data, updated daily

XLRE The Real Estate Select Sector Spdr Fund

Over the last 11 years (2015-102026-07), $10,000 invested in XLRE with dividends reinvested grew to $21,9397.52% a year — with a worst peak-to-trough fall of -32.24%. Past performance doesn't predict future results.

Growth of $10,000 · 2015-102026-07 · dividends reinvested

CAGR (annualized return)
7.52%
Volatility (annualized)
16.95%
Worst drawdown
-32.24%
Sharpe ratio
0.42

About XLRE

The Real Estate Select Sector SPDR Fund is an exchange-traded fund that provides focused exposure to the U.S. real estate sector. It seeks to track the Real Estate Select Sector Index, a market-cap-weighted benchmark composed mainly of real estate investment trusts (REITs) and real estate operating companies drawn from the S&P 500, excluding mortgage REITs. The fund concentrates on income-producing commercial and residential properties through holdings in specialized, industrial, retail, residential, health care, office, and diversified REITs, as well as real estate management and development companies. Managed by State Street Global Advisors, it uses a passive, full-replication approach, holding securities in roughly the same proportions as the underlying index. The Real Estate Select Sector SPDR Fund plays a role in the market as a liquid, sector-specific tool for accessing large- and mid-cap U.S. real estate equities in a single vehicle, and is part of the broader Select Sector SPDR family that slices the S&P 500 into distinct industry segments.

Put XLRE to the test

Every tool below opens prefilled with XLRE — 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.

XLRE — The Real Estate Select Sector Spdr Fund: returns, risk & backtest · Informed Portfolio