Summary
XTL
Prices · period metrics · 12M
NAV as of 03/09/2026
02/04/2025 → 02/04/2026
Return 59.79% Volatility 31.01% Sharpe 3.07
Official loaded data — not a live quote.

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

Symbol: XTL

Exchange: NYSE

Sector: Technology

Category: Communications

Inception date: 26/01/2011

Latest date: 03/09/2026

Current price: $208.34

Expense ratio: 0.35%

Assets under management
$567.1M
-0.07% 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

-2.57%

Ann. 42.16% (Sharpe / Sortino numerator)

Volatility

42.75%

Sharpe ratio

0.901

VaR 95%

-3.92%

CVaR 95%: -4.28%
Max drawdown: -8.05%
Sortino ratio: 1.707
Calmar ratio: 5.24

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

-12.23%

Ann. 164.38% (Sharpe / Sortino numerator)

Volatility

35.31%

Sharpe ratio

4.552

VaR 95%

-3.31%

CVaR 95%: -3.82%
Max drawdown: -8.05%
Sortino ratio: 7.797
Calmar ratio: 20.42

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

11.86%

Ann. 89.17% (Sharpe / Sortino numerator)

Volatility

33.74%

Sharpe ratio

2.536

VaR 95%

-3.40%

CVaR 95%: -4.17%
Max drawdown: -14.70%
Sortino ratio: 3.956
Calmar ratio: 6.07

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

59.79%

Ann. 98.86% (Sharpe / Sortino numerator)

Volatility

31.01%

Sharpe ratio

3.071

VaR 95%

-3.23%

CVaR 95%: -4.31%
Max drawdown: -14.70%
Sortino ratio: 4.229
Calmar ratio: 6.72

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

132.03%

Ann. 68.03% (Sharpe / Sortino numerator)

Volatility

27.17%

Sharpe ratio

2.370

VaR 95%

-2.44%

CVaR 95%: -3.86%
Max drawdown: -22.79%
Sortino ratio: 3.234
Calmar ratio: 2.99

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

182.69%

Ann. 36.20% (Sharpe / Sortino numerator)

Volatility

25.32%

Sharpe ratio

1.287

VaR 95%

-2.27%

CVaR 95%: -3.49%
Max drawdown: -22.79%
Sortino ratio: 1.874
Calmar ratio: 1.59

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: 03/09/2025 - 03/09/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.206%

Best day

5.963%

06/02/2026
Worst day

-5.714%

05/06/2026
Days with data

252

Recent price history (last 90 days)

Date Open High Low Close Volume
03/09/2026 $208.49 $209.03 $207.20 $208.34 60,600
02/09/2026 $206.46 $209.20 $206.46 $208.68 135,600
01/09/2026 $208.14 $208.75 $205.88 $206.51 33,700
31/08/2026 $209.28 $210.13 $209.26 $210.10 31,400
28/08/2026 $214.32 $214.32 $209.82 $209.82 18,300
27/08/2026 $214.78 $214.78 $212.68 $214.15 18,300
26/08/2026 $211.05 $213.98 $211.05 $213.50 34,200
25/08/2026 $209.89 $211.65 $209.31 $211.61 149,300
24/08/2026 $209.23 $209.93 $207.72 $208.27 73,300
21/08/2026 $212.67 $212.67 $209.85 $212.66 447,300