Summary
XTL
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 143.55% Volatility 31.01% Sharpe 3.07
Official loaded data — not a live quote.

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

Symbol: XTL

Exchange: NYSE

Sector: Technology

Category: Communications

Inception date: 26/01/2011

Latest date: 02/06/2026

Current price: $247.62

Expense ratio: 0.35%

Assets under management
$781.9M
2.67% 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

9.79%

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

29.11%

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

70.46%

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

143.55%

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

226.80%

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

241.66%

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.372%

Best day

5.963%

06/02/2026
Worst day

-4.638%

20/11/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $241.19 $247.62 $241.19 $247.62 242,500
01/06/2026 $236.39 $240.91 $235.00 $239.75 144,200
29/05/2026 $239.55 $239.55 $232.88 $238.67 117,200
28/05/2026 $244.55 $245.15 $240.46 $241.79 69,300
27/05/2026 $240.72 $244.60 $237.89 $243.69 74,200
26/05/2026 $238.19 $241.23 $237.00 $240.64 67,600
22/05/2026 $230.82 $233.97 $230.30 $233.84 137,800
21/05/2026 $223.09 $228.81 $222.77 $228.57 59,400
20/05/2026 $223.70 $225.82 $223.14 $224.12 35,400
19/05/2026 $222.17 $224.17 $218.30 $223.18 65,700