XBI
XBI, or SPDR S&P Biotech ETF, is an exchange-traded fund (ETF) that aims to provide investment results that correspond to the performance of the S&P Biotechnology Select Industry Index. It focuses on biotechnology companies and provides exposure to a broad range of firms within the biotech sector.
Asset Summary
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Asset Performance Metrics and Risk Characteristics:
Metrics below use daily returns for Jan 1, 2026 – Aug 23, 2026 (YTD).
Understanding asset performance is crucial for evaluating investment quality and making informed decisions. Metrics like trailing return and drawdown provide insights into how an asset has performed over time, its volatility, and the efficiency of its returns relative to risk. Performance indicators help assess the stability, risk, and reward of an investment, allowing investors and portfolio managers to make comparisons and strategize accordingly.
1 Month Trailing Return
8.87%
Represents the percentage change in asset value over the past month.
3 Month Trailing Return
24.28%
Indicates the percentage change in asset value over the last three months.
Period Max Drawdown
10.51%
The highest percentage drop from the peak value to the lowest point during the observed period.
Standard Deviation
30.54%
Shows how much the asset’s daily returns deviate from the average, annualized for the entire period.
Sharpe Ratio
1.75
Measures the average return earned in excess of the risk-free rate per unit of volatility, annualized.
Calmar Ratio
5.09
The ratio of the annualized return to the maximum drawdown, reflecting the return per unit of risk.
Asset Technical Analysis
Technical analysis involves evaluating an asset's price and volume data to forecast future movements and make informed trading decisions. Using indicators such as moving averages, pivot levels, momentum studies, and candlestick pattern scans can clarify trend strength and volatility. The tabs below summarize moving averages, pivots, technical indicators, candlestick patterns, and recent prices for this symbol.
Analysis
Moving Averages
Moving Averages are commonly used to smooth out price data and identify trends over a specific period. Here’s a summary of the latest moving averages for various periods:
| Type/Period | |
|---|---|
| SMA | |
| EMA | |
| WMA | |
| WEMA |
- SMA (Simple Moving Average): Reflects the average price over a specific number of periods.
- EMA (Exponential Moving Average): Gives more weight to recent prices, making it more responsive to new information.
- WMA (Weighted Moving Average): Assigns a weight to each price, emphasizing more recent prices.
- WEMA (Weighted Exponential Moving Average): Combines elements of both WMA and EMA for a more responsive moving average.
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Experience Excellence NowFrequently Asked Questions
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XBI’s focus on the biotechnology sector means its performance is closely tied to developments and trends in biotech, such as drug approvals, research and development advancements, and regulatory changes. The ETF’s performance can be more volatile compared to broader indices due to the specific risks and opportunities within the biotech sector.
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Similar ETFs to XBI include: IBB (iShares Nasdaq Biotechnology ETF), which tracks the Nasdaq Biotechnology Index and provides exposure to biotech and pharmaceutical companies; LABU (Direxion Daily S&P Biotech Bull 3X Shares), a leveraged ETF seeking to provide three times the daily performance of the S&P Biotechnology Select Industry Index; and IBD (iShares U.S. Biotechnology ETF), which provides exposure to U.S. biotechnology companies, tracking the NYSE Arca Biotechnology Index.
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XBI adjusts its holdings to reflect changes in the S&P Biotechnology Select Industry Index. The ETF rebalances periodically to ensure it continues to accurately track the index, incorporating any changes in index composition or weighting.
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Key performance metrics for XBI include its net asset value (NAV), expense ratio, average daily trading volume, and total return over various periods (e.g., 1-year, 5-year). NAV reflects the per-share value of the ETF, while total return measures the performance of the fund.
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Yes, XBI can be held in retirement accounts such as IRAs or 401(k)s. It is important to consider how it fits within your overall investment strategy and risk tolerance given its focus on the biotech sector.
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XBI has an expense ratio of approximately 0.35%. This fee represents the cost of managing the fund, including administrative and operational expenses, and is expressed as a percentage of the fund’s average net assets.
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Factors influencing XBI’s performance include biotech industry trends, regulatory changes, clinical trial outcomes, market sentiment, and broader economic conditions. The ETF’s performance is also affected by the performance of the underlying index.
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Historical performance data for XBI includes past returns, NAV, and volatility. Investors can review performance charts and reports to assess how XBI has tracked its index and how its value has changed over time.
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Risks include high volatility and sector-specific risks associated with biotechnology companies. The biotech sector can be highly sensitive to regulatory changes, clinical trial results, and market sentiment, which can lead to significant fluctuations in XBI’s value.
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XBI typically distributes dividends on a quarterly basis. These dividends are generated from income produced by the underlying securities in the ETF.
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Disclaimers
The information displayed on this site is sourced from third-party providers and is believed to be reliable. OHLCX has not independently verified this data and does not guarantee its accuracy. Content is for educational and informational purposes only and is not financial or investment advice.
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