ETFs - Profile

Real Estate Select Sector SPDR Fund

US > Real Estate >

Rank

Universe Rank
20 10

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in the securities comprising the Index.

The Index includes companies that have been identified as Real Estate companies, including securities of companies from industries, such as real estate management and development and real estate investment More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $44.45
    -0.79
  • 52 Week HL
  • $48.73 - $33
  • Net Assets
  • $4310 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
21.6 % YTD

  • 3 Year
  • 44.21%
  • 5 Year
  • 48.9%
  • Best
  • 25.52%
    2019
  • Worst
  • -5.51%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
XLRE 22%-6%26%0%11%3%0%0%0%0%0%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 8.8% -19.9% 17.5% -5.1% 3.4% 4.1% - - - - -
Q2 12.1% 12.3% 1.8% 7.5% 2.8% 5.3% -100% - - - -
Q3 -1.9% 1.3% 7.2% 1.3% 0.8% -1.9% -100% - - - -
Q4 - 3.7% -1.7% -3.1% 3.7% -4.4% 4.4% - - - -

Returns +
M

J F M A M J J A S O N D
2021 1.1% 2.3% 5.2% 6.3% 2.3% 3% 3.8% 3.1% -6.8% - - -
2020 1.4% -6.2% -15.7% 9.4% 2.2% 0.5% -0.3% 4.4% -2.6% -4.2% 8% 0.2%

Annual Return

Index Comparison

Alpha

NAV