XLC
THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
XLC Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | Full History | |||
|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 18.58% | 22.35% | 8.36% | 8.92% | 13.62% | 14.86% |
| Sharpe Ratio | 1.39 | 1.54 | 0.62 | 0.41 | 0.89 | 0.67 |
| Max Drawdown | -10.57% | -10.57% | -22.67% | -46.65% | -22.67% | -46.65% |
| % Time Invested | 99.6% | 100.0% | 88.1% | 100.0% | 89.8% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 2.8 | 0.0 | 3.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | Open | Open | 34% | $93.32 | $115.29 | 23.54% | Mark-to-Market |
| 2025-04-30 | Open | Open | 33% | $93.32 | $115.29 | 23.54% | Mark-to-Market |
| 2026-04-07 | Open | Interest | 33% | $1.00 | $1.00 | 0.28% | Mark-to-Market |
| 2025-07-09 | 2026-04-07 | Completed | 33% | $105.79 | $111.57 | 5.47% | Signal |
| 2025-05-02 | 2025-07-09 | Interest | 33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2025-04-30 | 2025-05-02 | Completed | 33% | $93.32 | $95.37 | 2.19% | Signal |
| 2025-04-07 | 2025-04-30 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-11-29 | 2025-04-07 | Completed | 33% | $68.88 | $83.43 | 21.11% | Stop |
| 2023-05-08 | 2025-04-07 | Completed | 34% | $56.37 | $83.43 | 48.00% | Stop |
| 2023-02-09 | 2025-04-07 | Completed | 33% | $55.43 | $83.43 | 50.50% | Stop |
| 2023-01-18 | 2023-11-29 | Interest | 33% | $1.00 | $1.03 | 3.43% | Interest Income |
| 2023-01-18 | 2023-05-08 | Interest | 34% | $1.00 | $1.01 | 1.07% | Interest Income |
| 2023-01-18 | 2023-02-09 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-01-10 | 2023-01-18 | Completed | 33% | $48.32 | $50.19 | 3.87% | Signal |
| 2023-01-10 | 2023-01-18 | Completed | 34% | $48.32 | $50.19 | 3.87% | Signal |
| 2023-01-10 | 2023-01-18 | Completed | 33% | $48.32 | $50.19 | 3.87% | Signal |
| 2022-10-28 | 2023-01-10 | Interest | 33% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2022-10-28 | 2023-01-10 | Interest | 34% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2022-10-28 | 2023-01-10 | Interest | 33% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2022-10-26 | 2022-10-28 | Completed | 33% | $48.69 | $46.26 | -5.00% | Stop |
| 2022-10-26 | 2022-10-28 | Completed | 34% | $48.69 | $46.26 | -5.00% | Stop |
| 2022-10-26 | 2022-10-28 | Completed | 33% | $48.69 | $46.26 | -5.00% | Stop |
| 2022-08-11 | 2022-10-26 | Interest | 33% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2022-02-17 | 2022-10-26 | Interest | 34% | $1.00 | $1.02 | 2.01% | Interest Income |
| 2021-11-30 | 2022-10-26 | Interest | 33% | $1.00 | $1.02 | 2.38% | Interest Income |
| 2022-05-20 | 2022-08-11 | Completed | 33% | $56.14 | $56.83 | 1.23% | Signal |
| 2022-04-28 | 2022-05-20 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-04-28 | Completed | 33% | $66.30 | $58.29 | -12.09% | Stop |
| 2021-12-27 | 2022-02-17 | Completed | 34% | $74.90 | $66.17 | -11.65% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-15 | 2022-01-25 | Completed | 33% | $50.32 | $68.39 | 35.91% | Stop |
| 2021-12-02 | 2021-12-27 | Interest | 34% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-08-27 | 2021-12-02 | Completed | 34% | $60.65 | $70.51 | 16.25% | Stop |
| 2020-06-22 | 2021-11-30 | Completed | 33% | $52.36 | $73.96 | 41.26% | Signal |
| 2020-07-29 | 2020-08-27 | Interest | 34% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-06-15 | 2020-07-29 | Completed | 34% | $50.32 | $53.82 | 6.97% | Signal |
| 2020-06-11 | 2020-06-22 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-06-11 | 2020-06-15 | Interest | 34% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2020-06-11 | 2020-06-15 | Interest | 33% | $1.00 | $1.00 | 0.00% | Interest Income |
Return Distribution Analysis
