Summary
XBI
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 73.87% Volatility 28.53% Sharpe 2.01
Official loaded data — not a live quote.

STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF

Symbol: XBI

Exchange: NYSE

Sector: Healthcare

Category: Health

Inception date: 31/01/2006

Latest date: 16/07/2026

Current price: $152.00

Expense ratio: 0.35%

Assets under management
$10.7B
-1.95% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

12.42%

Ann. 22.96% (Sharpe / Sortino numerator)

Volatility

38.37%

Sharpe ratio

0.504

VaR 95%

-2.97%

CVaR 95%: -3.28%
Max drawdown: -6.79%
Sortino ratio: 1.104
Calmar ratio: 3.38

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

12.32%

Ann. 27.32% (Sharpe / Sortino numerator)

Volatility

31.40%

Sharpe ratio

0.754

VaR 95%

-2.71%

CVaR 95%: -3.25%
Max drawdown: -9.72%
Sortino ratio: 1.425
Calmar ratio: 2.81

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

22.52%

Ann. 59.65% (Sharpe / Sortino numerator)

Volatility

27.26%

Sharpe ratio

2.055

VaR 95%

-2.50%

CVaR 95%: -2.97%
Max drawdown: -9.72%
Sortino ratio: 3.790
Calmar ratio: 6.14

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

73.87%

Ann. 60.91% (Sharpe / Sortino numerator)

Volatility

28.53%

Sharpe ratio

2.008

VaR 95%

-2.54%

CVaR 95%: -3.72%
Max drawdown: -10.67%
Sortino ratio: 3.065
Calmar ratio: 5.71

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

49.97%

Ann. 19.65% (Sharpe / Sortino numerator)

Volatility

26.51%

Sharpe ratio

0.604

VaR 95%

-2.58%

CVaR 95%: -3.65%
Max drawdown: -32.99%
Sortino ratio: 0.909
Calmar ratio: 0.60

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

78.36%

Ann. 19.46% (Sharpe / Sortino numerator)

Volatility

27.21%

Sharpe ratio

0.582

VaR 95%

-2.62%

CVaR 95%: -3.61%
Max drawdown: -32.99%
Sortino ratio: 0.926
Calmar ratio: 0.59

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.235%

Best day

7.535%

31/03/2026
Worst day

-4.386%

02/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $155.02 $155.65 $150.93 $152.00 9,850,600
15/07/2026 $154.25 $156.33 $152.90 $156.22 5,608,900
14/07/2026 $155.72 $156.32 $153.75 $155.45 8,187,600
13/07/2026 $157.23 $157.29 $153.87 $155.34 11,350,500
10/07/2026 $163.89 $164.23 $156.27 $159.03 12,260,000
09/07/2026 $162.80 $165.71 $162.80 $164.28 7,532,000
08/07/2026 $162.23 $164.14 $159.46 $162.97 10,792,500
07/07/2026 $162.04 $164.35 $159.35 $163.87 9,548,200
06/07/2026 $160.23 $161.56 $158.67 $160.81 7,470,600
02/07/2026 $157.51 $160.82 $156.48 $160.46 9,683,200