Summary
XTL
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 76.85% 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: 16/07/2026

Current price: $207.59

Expense ratio: 0.35%

Assets under management
$712.2M
-1.26% 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

-6.97%

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

-4.67%

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

29.54%

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

76.85%

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

153.85%

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

192.32%

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.246%

Best day

5.963%

06/02/2026
Worst day

-5.714%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $210.23 $210.36 $206.73 $207.59 73,700
15/07/2026 $217.87 $217.87 $210.06 $212.93 37,400
14/07/2026 $219.03 $219.66 $217.11 $217.41 28,000
13/07/2026 $218.98 $220.24 $215.57 $216.27 37,700
10/07/2026 $220.66 $220.98 $219.04 $220.52 24,100
09/07/2026 $218.44 $221.46 $217.58 $220.72 41,400
08/07/2026 $211.54 $216.23 $211.52 $215.90 95,100
07/07/2026 $216.97 $218.35 $213.30 $213.70 42,500
06/07/2026 $218.01 $221.89 $217.85 $218.68 73,600
02/07/2026 $224.53 $226.32 $213.58 $216.23 133,200