Technology Select Sector SPDR Fund (XLK)

$208.72
D Fund
++ Sector
Fund TypeETF
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Mega Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Technology Select Sector SPDR Fund 39 1.09 8.44% 0.50% 0.17%
U.S. Mega Cap - Growth 33 0.94 11.64% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 8.23% 11.26% -3.03%
Year-to-Date 8.44% 11.64% -3.20%
1 Year 0.00% 0.00% 0.00%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

39%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 39% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.17%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$223

Real cost (fees + lost compounding)

$275

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
95%

Return in excess of styles
(over past year)
8.15%