Summary
XSW
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return -11.06% Volatility 30.23% Sharpe -0.52
Official loaded data — not a live quote.

STATE STREET(R) SPDR(R) S&P(R) SOFTWARE & SERVICES ETF

Symbol: XSW

Exchange: NYSE

Sector: Technology

Category: Technology

Inception date: 28/09/2011

Latest date: 11/06/2026

Current price: $164.97

Expense ratio: 0.35%

Assets under management
$444.3M
1.33% 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

3.14%

Ann. -41.51% (Sharpe / Sortino numerator)

Volatility

26.65%

Sharpe ratio

-1.694

VaR 95%

-3.67%

CVaR 95%: -4.01%
Max drawdown: -12.40%
Sortino ratio: -1.968
Calmar ratio: -3.35

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

7.84%

Ann. -61.92% (Sharpe / Sortino numerator)

Volatility

33.53%

Sharpe ratio

-1.955

VaR 95%

-4.17%

CVaR 95%: -5.03%
Max drawdown: -27.76%
Sortino ratio: -2.575
Calmar ratio: -2.23

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

-15.75%

Ann. -47.38% (Sharpe / Sortino numerator)

Volatility

29.10%

Sharpe ratio

-1.752

VaR 95%

-3.82%

CVaR 95%: -4.55%
Max drawdown: -32.05%
Sortino ratio: -2.275
Calmar ratio: -1.48

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

-11.06%

Ann. -11.96% (Sharpe / Sortino numerator)

Volatility

30.23%

Sharpe ratio

-0.516

VaR 95%

-3.22%

CVaR 95%: -4.52%
Max drawdown: -32.64%
Sortino ratio: -0.724
Calmar ratio: -0.37

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

13.00%

Ann. -1.97% (Sharpe / Sortino numerator)

Volatility

27.09%

Sharpe ratio

-0.207

VaR 95%

-2.86%

CVaR 95%: -3.93%
Max drawdown: -32.64%
Sortino ratio: -0.293
Calmar ratio: -0.06

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

26.22%

Ann. 5.74% (Sharpe / Sortino numerator)

Volatility

25.56%

Sharpe ratio

0.083

VaR 95%

-2.77%

CVaR 95%: -3.68%
Max drawdown: -32.64%
Sortino ratio: 0.118
Calmar ratio: 0.18

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: 11/06/2025 - 11/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.03%

Best day

5.81%

01/06/2026
Worst day

-5.912%

23/04/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $162.81 $165.12 $160.61 $164.97 42,100
10/06/2026 $163.20 $167.62 $162.63 $163.57 36,500
09/06/2026 $168.73 $170.78 $160.64 $165.73 55,300
08/06/2026 $168.97 $170.26 $167.61 $169.04 46,100
05/06/2026 $174.03 $174.15 $166.39 $168.21 112,300
04/06/2026 $175.21 $178.16 $174.04 $175.38 53,000
03/06/2026 $181.54 $181.54 $174.43 $175.20 69,300
02/06/2026 $182.71 $183.69 $180.43 $182.85 154,400
01/06/2026 $179.56 $187.79 $178.87 $187.59 138,300
29/05/2026 $170.50 $177.29 $170.50 $177.29 114,200