Summary
XPH
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 60.23% Volatility 24.29% Sharpe 1.11
Official loaded data — not a live quote.

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

Symbol: XPH

Exchange: NYSE

Sector: Healthcare

Category: Health

Inception date: 19/06/2006

Latest date: 16/07/2026

Current price: $67.30

Expense ratio: 0.35%

Assets under management
$428.4M
-1.52% 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

11.87%

Ann. -42.56% (Sharpe / Sortino numerator)

Volatility

31.84%

Sharpe ratio

-1.451

VaR 95%

-3.33%

CVaR 95%: -3.39%
Max drawdown: -9.17%
Sortino ratio: -2.508
Calmar ratio: -4.64

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

17.26%

Ann. -3.56% (Sharpe / Sortino numerator)

Volatility

24.80%

Sharpe ratio

-0.290

VaR 95%

-2.42%

CVaR 95%: -3.02%
Max drawdown: -12.07%
Sortino ratio: -0.468
Calmar ratio: -0.29

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

21.06%

Ann. 29.29% (Sharpe / Sortino numerator)

Volatility

23.24%

Sharpe ratio

1.104

VaR 95%

-2.28%

CVaR 95%: -2.78%
Max drawdown: -12.07%
Sortino ratio: 1.929
Calmar ratio: 2.43

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

60.23%

Ann. 30.66% (Sharpe / Sortino numerator)

Volatility

24.29%

Sharpe ratio

1.113

VaR 95%

-2.33%

CVaR 95%: -3.45%
Max drawdown: -12.07%
Sortino ratio: 1.583
Calmar ratio: 2.54

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

61.69%

Ann. 15.46% (Sharpe / Sortino numerator)

Volatility

21.01%

Sharpe ratio

0.563

VaR 95%

-2.02%

CVaR 95%: -2.95%
Max drawdown: -23.57%
Sortino ratio: 0.827
Calmar ratio: 0.66

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

69.75%

Ann. 11.47% (Sharpe / Sortino numerator)

Volatility

19.77%

Sharpe ratio

0.397

VaR 95%

-1.88%

CVaR 95%: -2.75%
Max drawdown: -23.57%
Sortino ratio: 0.600
Calmar ratio: 0.49

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

0.198%

Best day

5.315%

31/03/2026
Worst day

-3.449%

15/05/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $68.34 $68.75 $67.05 $67.30 56,100
15/07/2026 $67.06 $67.96 $66.67 $67.96 34,400
14/07/2026 $66.96 $67.59 $66.01 $67.16 58,700
13/07/2026 $67.96 $68.00 $66.69 $66.82 111,800
10/07/2026 $70.04 $70.04 $67.45 $68.44 88,100
09/07/2026 $69.40 $70.05 $69.40 $70.05 58,900
08/07/2026 $69.47 $70.12 $68.61 $69.40 231,600
07/07/2026 $68.95 $70.15 $68.57 $69.83 245,300
06/07/2026 $67.02 $67.54 $66.68 $67.28 300,600
02/07/2026 $65.94 $67.17 $65.82 $67.16 87,100