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 | 23.56% | 22.35% | 4.36% | 8.92% | 11.03% | 14.86% |
| Sharpe Ratio | 1.61 | 1.54 | 0.28 | 0.41 | 0.65 | 0.67 |
| Max Drawdown | -10.57% | -10.57% | -35.13% | -46.65% | -35.13% | -46.65% |
| % Time Invested | 99.6% | 100.0% | 70.9% | 100.0% | 75.2% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.0 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | Open | Open | 100% | $93.32 | $115.29 | 23.54% | Mark-to-Market |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-11-28 | 2025-04-07 | Completed | 100% | $68.38 | $83.43 | 22.00% | Stop |
| 2023-01-18 | 2023-11-28 | Interest | 100% | $1.00 | $1.03 | 3.41% | Interest Income |
| 2023-01-10 | 2023-01-18 | Completed | 100% | $48.32 | $50.19 | 3.87% | Signal |
| 2022-10-28 | 2023-01-10 | Interest | 100% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2022-10-26 | 2022-10-28 | Completed | 100% | $48.69 | $46.26 | -5.00% | Stop |
| 2022-08-15 | 2022-10-26 | Interest | 100% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2022-05-19 | 2022-08-15 | Completed | 100% | $55.32 | $56.95 | 2.95% | Signal |
| 2022-04-27 | 2022-05-19 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-15 | 2022-04-27 | Completed | 100% | $66.97 | $56.79 | -15.20% | Stop |
| 2022-01-24 | 2022-02-15 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-15 | 2022-01-24 | Completed | 100% | $50.32 | $67.97 | 35.07% | Stop |
| 2020-06-11 | 2020-06-15 | Interest | 100% | $1.00 | $1.00 | 0.00% | Interest Income |
Return Distribution Analysis
