Summary
XLK
Prices · period metrics · 12M
NAV as of 17/06/2026
02/04/2025 → 02/04/2026
Return 54.87% Volatility 26.85% Sharpe 1.00
Official loaded data — not a live quote.

STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF

Symbol: XLK

Exchange: NYSE

Sector: Technology

Category: Technology

Inception date: 16/12/1998

Latest date: 17/06/2026

Current price: $185.80

Expense ratio: 0.08%

Assets under management
$124.5B
-1.70% 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

6.56%

Ann. -24.60% (Sharpe / Sortino numerator)

Volatility

27.47%

Sharpe ratio

-1.028

VaR 95%

-2.27%

CVaR 95%: -2.73%
Max drawdown: -9.09%
Sortino ratio: -2.335
Calmar ratio: -2.70

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

33.32%

Ann. -21.42% (Sharpe / Sortino numerator)

Volatility

24.92%

Sharpe ratio

-1.005

VaR 95%

-2.61%

CVaR 95%: -2.82%
Max drawdown: -14.56%
Sortino ratio: -1.857
Calmar ratio: -1.47

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

33.66%

Ann. -9.46% (Sharpe / Sortino numerator)

Volatility

23.40%

Sharpe ratio

-0.560

VaR 95%

-2.66%

CVaR 95%: -3.09%
Max drawdown: -16.03%
Sortino ratio: -0.864
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.

Period total return

54.87%

Ann. 30.52% (Sharpe / Sortino numerator)

Volatility

26.85%

Sharpe ratio

1.002

VaR 95%

-2.57%

CVaR 95%: -3.77%
Max drawdown: -16.03%
Sortino ratio: 1.318
Calmar ratio: 1.90

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

62.62%

Ann. 15.39% (Sharpe / Sortino numerator)

Volatility

25.60%

Sharpe ratio

0.459

VaR 95%

-2.63%

CVaR 95%: -3.76%
Max drawdown: -25.66%
Sortino ratio: 0.601
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

120.27%

Ann. 22.56% (Sharpe / Sortino numerator)

Volatility

23.19%

Sharpe ratio

0.816

VaR 95%

-2.38%

CVaR 95%: -3.37%
Max drawdown: -25.66%
Sortino ratio: 1.095
Calmar ratio: 0.88

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: 17/06/2025 - 17/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.185%

Best day

4.235%

31/03/2026
Worst day

-6.663%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/06/2026 $189.01 $189.99 $185.30 $185.80 14,396,100
16/06/2026 $191.23 $192.25 $186.43 $186.44 10,077,200
15/06/2026 $190.37 $192.08 $189.75 $191.79 13,097,800
12/06/2026 $183.24 $185.84 $181.64 $184.80 15,014,300
11/06/2026 $177.79 $183.66 $176.50 $183.21 18,238,400
10/06/2026 $178.16 $182.41 $176.15 $176.63 20,059,800
09/06/2026 $185.91 $187.08 $172.88 $180.77 29,884,400
08/06/2026 $185.22 $186.71 $183.17 $184.18 14,685,000
05/06/2026 $188.89 $189.22 $179.80 $180.30 26,816,100
04/06/2026 $191.52 $194.74 $189.69 $193.17 13,142,600