XLF
XLF is an exchange-traded fund (ETF) that aims to track the performance of the Financial Select Sector Index. This index represents the financial sector of the S&P 500, including companies involved in banking, insurance, investment services, and real estate.
Asset Summary
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Asset Performance Metrics and Risk Characteristics:
Metrics below use daily returns for Jan 1, 2026 – Oct 7, 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
-5.74%
Represents the percentage change in asset value over the past month.
3 Month Trailing Return
-3.64%
Indicates the percentage change in asset value over the last three months.
Period Max Drawdown
15.23%
The highest percentage drop from the peak value to the lowest point during the observed period.
Standard Deviation
14.96%
Shows how much the asset’s daily returns deviate from the average, annualized for the entire period.
Sharpe Ratio
-0.07
Measures the average return earned in excess of the risk-free rate per unit of volatility, annualized.
Calmar Ratio
-0.07
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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Start Optimizing NowFrequently Asked Questions
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Similar ETFs to XLF include the iShares U.S. Financials ETF (IYF) and the Vanguard Financials ETF (VFH). These ETFs also focus on the financial sector but may have different methodologies or specific exposures.
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Investors can purchase shares of XLF through a brokerage account, similar to other stocks and ETFs. It is traded on the New York Stock Exchange (NYSE) under the ticker symbol "XLF."
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Historically, XLF has shown performance that reflects the trends of the financial sector. Performance can vary based on economic conditions, interest rates, and the performance of individual companies within the sector.
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Yes, investing in XLF carries risks such as sector risk and market risk. The financial sector can be affected by changes in interest rates, economic downturns, regulatory changes, and credit risk. Additionally, sector-specific risks such as exposure to financial crises can impact performance.
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Dividends received from the underlying stocks in XLF are collected and distributed to ETF shareholders. Investors can choose to receive dividends in cash or reinvest them to purchase additional shares of XLF.
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XLF is managed by State Street Global Advisors. The fund seeks to replicate the performance of the Financial Select Sector Index by holding the same stocks in similar proportions as the index. Management involves periodic rebalancing to ensure that the ETF accurately reflects the index.
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XLF is rebalanced quarterly to align with changes in the Financial Select Sector Index. This rebalancing ensures that the ETF continues to accurately reflect the index.
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Key performance metrics for XLF include its net asset value (NAV), expense ratio, total return, and tracking error. NAV represents the per-share value of the ETF, the expense ratio indicates the cost of managing the fund, total return measures overall performance including dividends, and tracking error shows how closely XLF follows the Financial Select Sector Index.
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Yes, XLF can be held in retirement accounts such as IRAs or 401(k)s. It can be a suitable choice for investors seeking exposure to the financial sector within their retirement portfolio.
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XLF is designed to closely track the performance of the Financial Select Sector Index. Therefore, its performance should be very similar to that of the index, with minor variations due to tracking error and management fees.
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Asset Related News
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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.
With any investment, your capital is at risk. Past performance is no guarantee of future results. Consult your provider's terms and privacy policies where applicable.
Market data is provided in near real-time when available, but we do not guarantee its accuracy or timeliness.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
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