XLI
THE INDUSTRIAL SELECT SECTOR SPDR FUND
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
XLI Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 28.49% | 32.22% | 7.64% | 12.32% | 11.88% | 13.68% | 8.41% | 8.82% |
| Sharpe Ratio | 1.72 | 1.85 | 0.59 | 0.67 | 0.85 | 0.64 | 0.65 | 0.40 |
| Max Drawdown | -12.21% | -12.21% | -15.79% | -21.64% | -17.87% | -42.33% | -22.46% | -62.26% |
| % Time Invested | 99.6% | 100.0% | 95.0% | 100.0% | 95.7% | 100.0% | 88.0% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 2.8 | 0.0 | 3.7 | 0.0 | 3.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-06-24 | Open | Open | 33% | $143.14 | $169.93 | 18.72% | Mark-to-Market |
| 2025-04-30 | Open | Open | 34% | $127.69 | $169.93 | 33.08% | Mark-to-Market |
| 2025-04-30 | Open | Open | 33% | $127.69 | $169.93 | 33.08% | Mark-to-Market |
| 2025-03-07 | 2025-06-24 | Interest | 33% | $1.00 | $1.01 | 1.26% | 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 |
| 2023-09-13 | 2025-04-07 | Completed | 33% | $100.94 | $113.13 | 12.07% | Stop |
| 2023-01-23 | 2025-04-07 | Completed | 34% | $94.57 | $113.13 | 19.62% | Stop |
| 2024-09-12 | 2025-03-07 | Completed | 33% | $125.17 | $129.80 | 3.70% | Signal |
| 2024-08-20 | 2024-09-12 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-01-12 | 2024-08-20 | Completed | 33% | $109.04 | $124.56 | 14.24% | Signal |
| 2023-12-19 | 2024-01-12 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-12-15 | 2023-12-19 | Completed | 33% | $108.83 | $109.25 | 0.39% | Signal |
| 2023-11-06 | 2023-12-15 | Interest | 33% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2023-07-03 | 2023-11-06 | Completed | 33% | $102.64 | $98.02 | -4.50% | Signal |
| 2023-04-06 | 2023-09-13 | Interest | 33% | $1.00 | $1.02 | 1.64% | Interest Income |
| 2023-05-10 | 2023-07-03 | Interest | 33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2022-12-07 | 2023-05-10 | Completed | 33% | $94.07 | $95.62 | 1.65% | Signal |
| 2023-04-04 | 2023-04-06 | Completed | 33% | $96.98 | $93.55 | -3.54% | Signal |
| 2022-10-20 | 2023-04-04 | Interest | 33% | $1.00 | $1.02 | 1.65% | Interest Income |
| 2022-04-12 | 2023-01-23 | Interest | 34% | $1.00 | $1.03 | 2.57% | Interest Income |
| 2022-11-14 | 2022-12-07 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2022-10-17 | 2022-11-14 | Completed | 33% | $81.74 | $94.06 | 15.07% | Signal |
| 2022-10-18 | 2022-10-20 | Completed | 33% | $83.84 | $83.21 | -0.76% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-03-25 | 2022-10-17 | Interest | 33% | $1.00 | $1.02 | 1.70% | Interest Income |
| 2022-06-15 | 2022-09-26 | Completed | 33% | $83.19 | $80.08 | -3.74% | Stop |
| 2022-05-23 | 2022-06-15 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2021-03-16 | 2022-05-23 | Completed | 33% | $89.95 | $85.10 | -5.39% | Stop |
| 2022-03-30 | 2022-04-12 | Completed | 34% | $98.24 | $93.52 | -4.80% | Signal |
| 2022-03-07 | 2022-03-30 | Interest | 34% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2022-03-23 | 2022-03-25 | Completed | 33% | $96.60 | $97.02 | 0.43% | Signal |
| 2022-02-25 | 2022-03-23 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-10-09 | 2022-03-07 | Completed | 34% | $74.43 | $93.67 | 25.85% | Signal |
| 2021-12-13 | 2022-02-25 | Completed | 33% | $98.02 | $90.84 | -7.32% | Signal |
| 2021-10-06 | 2021-12-13 | Interest | 33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2020-07-09 | 2021-10-06 | Completed | 33% | $62.78 | $92.01 | 46.56% | Signal |
| 2021-02-12 | 2021-03-16 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 33% | $83.49 | $82.63 | -1.03% | Signal |
| 2020-12-16 | 2021-02-10 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2020-03-24 | 2020-12-16 | Completed | 33% | $47.20 | $81.80 | 73.29% | Signal |
| 2020-08-14 | 2020-10-09 | Interest | 34% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2020-08-12 | 2020-08-14 | Completed | 34% | $71.59 | $70.42 | -1.64% | Signal |
| 2020-04-29 | 2020-08-12 | Interest | 34% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2020-03-26 | 2020-07-09 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2020-03-24 | 2020-04-29 | Completed | 34% | $47.20 | $59.82 | 26.73% | Signal |
| 2020-03-24 | 2020-03-26 | Completed | 33% | $47.20 | $53.76 | 13.90% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-12-09 | 2020-03-02 | Completed | 33% | $72.86 | $66.95 | -8.11% | Stop |
| 2019-06-18 | 2020-03-02 | Completed | 34% | $67.40 | $66.95 | -0.67% | Stop |
| 2019-03-25 | 2020-03-02 | Completed | 33% | $65.10 | $66.95 | 2.83% | Stop |
| 2019-11-14 | 2019-12-09 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2019-11-12 | 2019-11-14 | Completed | 33% | $73.81 | $73.23 | -0.78% | Signal |
| 2019-09-18 | 2019-11-12 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2019-09-16 | 2019-09-18 | Completed | 33% | $70.90 | $70.59 | -0.43% | Signal |
| 2019-08-22 | 2019-09-16 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-01-18 | 2019-08-22 | Completed | 33% | $61.64 | $67.41 | 9.37% | Signal |
| 2019-02-11 | 2019-06-18 | Interest | 34% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2019-02-11 | 2019-03-25 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2019-02-07 | 2019-02-11 | Completed | 33% | $64.75 | $65.01 | 0.40% | Signal |
| 2019-02-07 | 2019-02-11 | Completed | 34% | $64.75 | $65.01 | 0.40% | Signal |
| 2018-12-06 | 2019-02-07 | Interest | 33% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2018-10-12 | 2019-02-07 | Interest | 34% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2018-12-26 | 2019-01-18 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-21 | 2018-12-26 | Completed | 33% | $61.64 | $53.74 | -12.81% | Stop |
| 2018-11-16 | 2018-12-06 | Completed | 33% | $63.30 | $60.80 | -3.96% | Signal |
| 2018-10-30 | 2018-11-21 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-10-25 | 2018-11-16 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2016-09-23 | 2018-10-30 | Completed | 33% | $49.21 | $59.85 | 21.61% | Stop |
| 2018-08-30 | 2018-10-25 | Completed | 33% | $67.93 | $61.36 | -9.67% | Stop |
| 2018-10-02 | 2018-10-12 | Completed | 34% | $69.69 | $65.86 | -5.50% | Signal |
| 2018-08-30 | 2018-10-02 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2018-05-09 | 2018-08-30 | Interest | 33% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2016-05-13 | 2018-08-30 | Completed | 34% | $46.72 | $67.93 | 45.40% | Signal |
| 2016-04-19 | 2018-05-09 | Completed | 33% | $47.34 | $64.22 | 35.66% | Signal |
| 2016-07-19 | 2016-09-23 | Interest | 33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2016-07-15 | 2016-07-19 | Completed | 33% | $49.70 | $49.33 | -0.75% | Signal |
| 2016-04-21 | 2016-07-15 | Interest | 33% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2016-04-21 | 2016-05-13 | Interest | 34% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2016-04-19 | 2016-04-21 | Completed | 34% | $47.34 | $47.42 | 0.16% | Signal |
| 2016-04-19 | 2016-04-21 | Completed | 33% | $47.34 | $47.42 | 0.16% | Signal |
| 2016-02-22 | 2016-04-19 | Interest | 33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2016-02-16 | 2016-04-19 | Interest | 33% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2015-08-25 | 2016-04-19 | Interest | 34% | $1.00 | $1.01 | 1.32% | Interest Income |
| 2016-02-12 | 2016-02-22 | Completed | 33% | $40.90 | $43.26 | 5.76% | Signal |
| 2015-09-17 | 2016-02-16 | Completed | 33% | $43.30 | $42.01 | -3.00% | Signal |
| 2016-01-21 | 2016-02-12 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-12-14 | 2016-01-21 | Completed | 33% | $43.69 | $40.09 | -8.22% | Stop |
| 2015-06-17 | 2015-12-14 | Interest | 33% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-08-21 | 2015-08-25 | Completed | 33% | $28.90 | $41.79 | 44.61% | Stop |
| 2012-06-27 | 2015-08-25 | Completed | 34% | $26.63 | $41.79 | 56.96% | Stop |
| 2014-11-18 | 2015-06-17 | Completed | 33% | $45.70 | $45.67 | -0.07% | Signal |
| 2014-10-06 | 2014-11-18 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2012-09-17 | 2014-10-06 | Completed | 33% | $29.20 | $43.18 | 47.86% | Signal |
| 2012-06-21 | 2012-09-17 | Interest | 33% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2012-07-16 | 2012-08-21 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2011-08-29 | 2012-07-16 | Completed | 33% | $23.76 | $26.94 | 13.39% | Signal |
| 2012-06-05 | 2012-06-27 | Interest | 34% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2011-12-22 | 2012-06-21 | Completed | 33% | $25.75 | $27.51 | 6.82% | Signal |
| 2012-03-16 | 2012-06-05 | Completed | 34% | $29.43 | $25.70 | -12.65% | Stop |
| 2011-09-30 | 2012-03-16 | Interest | 34% | $1.00 | $1.01 | 0.92% | Interest Income |
| 2011-07-22 | 2011-12-22 | Interest | 33% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2011-08-25 | 2011-09-30 | Completed | 34% | $23.62 | $22.70 | -3.90% | Signal |
| 2011-08-05 | 2011-08-29 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-03 | 2011-08-25 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-18 | 2011-08-05 | Completed | 33% | $22.32 | $24.47 | 9.63% | Stop |
| 2010-06-01 | 2011-08-03 | Completed | 34% | $21.73 | $25.29 | 16.39% | Stop |
| 2010-10-07 | 2011-07-22 | Completed | 33% | $24.08 | $28.15 | 16.91% | Signal |
| 2010-07-29 | 2010-10-07 | Interest | 33% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2010-06-01 | 2010-07-29 | Completed | 33% | $21.73 | $22.67 | 4.33% | Signal |
| 2010-05-26 | 2010-06-18 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-05-07 | 2010-06-01 | Interest | 34% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-04-06 | 2010-05-26 | Completed | 33% | $23.43 | $21.77 | -7.09% | Stop |
| 2009-08-26 | 2010-05-07 | Completed | 34% | $18.60 | $22.85 | 22.81% | Stop |
| 2009-07-31 | 2010-05-07 | Completed | 33% | $17.41 | $22.85 | 31.20% | Stop |
| 2009-09-21 | 2010-04-06 | Interest | 33% | $1.00 | $1.02 | 1.90% | Interest Income |
| 2009-09-15 | 2009-09-21 | Completed | 33% | $19.50 | $19.75 | 1.28% | Signal |
| 2009-03-23 | 2009-09-15 | Interest | 33% | $1.00 | $1.02 | 1.62% | Interest Income |
| 2009-03-23 | 2009-08-26 | Interest | 34% | $1.00 | $1.01 | 1.45% | Interest Income |
| 2009-07-09 | 2009-07-31 | Interest | 33% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2009-06-02 | 2009-07-09 | Completed | 33% | $16.97 | $15.11 | -10.99% | Stop |
| 2009-03-23 | 2009-06-02 | Interest | 33% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2009-03-19 | 2009-03-23 | Completed | 33% | $13.29 | $12.93 | -2.69% | Stop |
| 2009-03-19 | 2009-03-23 | Completed | 34% | $13.29 | $12.93 | -2.69% | Stop |
| 2009-03-19 | 2009-03-23 | Completed | 33% | $13.29 | $12.93 | -2.69% | Stop |
| 2008-09-17 | 2009-03-19 | Interest | 33% | $1.00 | $1.02 | 1.53% | Interest Income |
| 2008-06-30 | 2009-03-19 | Interest | 33% | $1.00 | $1.02 | 2.38% | Interest Income |
| 2008-03-07 | 2009-03-19 | Interest | 34% | $1.00 | $1.04 | 3.58% | Interest Income |
| 2008-07-28 | 2008-09-17 | Completed | 33% | $24.48 | $22.90 | -6.47% | Signal |
| 2008-07-03 | 2008-07-28 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-02-12 | 2008-07-03 | Completed | 33% | $25.82 | $23.60 | -8.60% | Stop |
| 2008-05-23 | 2008-06-30 | Completed | 33% | $26.91 | $23.81 | -11.52% | Stop |
| 2008-01-02 | 2008-05-23 | Interest | 33% | $1.00 | $1.01 | 1.44% | Interest Income |
| 2008-02-01 | 2008-03-07 | Completed | 34% | $26.19 | $25.25 | -3.59% | Signal |
| 2008-01-18 | 2008-02-12 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2008-01-09 | 2008-02-01 | Interest | 34% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2004-02-03 | 2008-01-18 | Completed | 33% | $18.37 | $24.46 | 33.16% | Stop |
| 2007-09-11 | 2008-01-09 | Completed | 34% | $26.83 | $25.49 | -5.00% | Stop |
| 2007-09-11 | 2008-01-02 | Completed | 33% | $26.83 | $27.38 | 2.06% | Signal |
| 2007-08-17 | 2007-09-11 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-08-17 | 2007-09-11 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-01-19 | 2007-08-17 | Completed | 34% | $24.64 | $26.79 | 8.76% | Stop |
| 2006-11-08 | 2007-08-17 | Completed | 33% | $23.58 | $26.79 | 13.62% | Stop |
| 2006-11-01 | 2007-01-19 | Interest | 34% | $1.00 | $1.01 | 0.93% | Interest Income |
| 2006-09-08 | 2006-11-08 | Interest | 33% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2006-01-24 | 2006-11-01 | Completed | 34% | $21.11 | $23.59 | 11.74% | Signal |
| 2006-09-06 | 2006-09-08 | Completed | 33% | $22.18 | $21.93 | -1.14% | Signal |
| 2006-08-04 | 2006-09-06 | Interest | 33% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2005-12-22 | 2006-08-04 | Completed | 33% | $21.50 | $22.10 | 2.79% | Signal |
| 2005-11-30 | 2006-01-24 | Interest | 34% | $1.00 | $1.01 | 0.62% | Interest Income |
| 2005-11-30 | 2005-12-22 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2005-11-28 | 2005-11-30 | Completed | 33% | $21.33 | $21.41 | 0.38% | Signal |
| 2005-11-28 | 2005-11-30 | Completed | 34% | $21.33 | $21.41 | 0.38% | Signal |
| 2005-10-18 | 2005-11-28 | Interest | 33% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2005-08-24 | 2005-11-28 | Interest | 34% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2005-10-04 | 2005-10-18 | Completed | 33% | $20.29 | $20.03 | -1.26% | Signal |
| 2005-04-22 | 2005-10-04 | Interest | 33% | $1.00 | $1.02 | 1.86% | Interest Income |
| 2003-07-24 | 2005-08-24 | Completed | 34% | $14.95 | $20.10 | 34.48% | Signal |
| 2004-06-25 | 2005-04-22 | Completed | 33% | $18.95 | $19.97 | 5.38% | Signal |
| 2004-05-19 | 2004-06-25 | Interest | 33% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2003-05-27 | 2004-05-19 | Completed | 33% | $13.91 | $17.37 | 24.89% | Signal |
| 2003-12-26 | 2004-02-03 | Interest | 33% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2003-12-22 | 2003-12-26 | Completed | 33% | $17.48 | $17.59 | 0.64% | Signal |
| 2003-11-06 | 2003-12-22 | Interest | 33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2003-11-03 | 2003-11-06 | Completed | 33% | $16.30 | $16.29 | -0.08% | Signal |
| 2001-09-10 | 2003-11-03 | Interest | 33% | $1.00 | $1.10 | 9.57% | Interest Income |
| 2001-03-19 | 2003-07-24 | Interest | 34% | $1.00 | $1.11 | 10.91% | Interest Income |
| 2002-06-03 | 2003-05-27 | Interest | 33% | $1.00 | $1.04 | 4.01% | Interest Income |
| 2002-05-21 | 2002-06-03 | Completed | 33% | $16.74 | $16.42 | -1.95% | Signal |
| 2002-04-24 | 2002-05-21 | Interest | 33% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2002-01-14 | 2002-04-24 | Completed | 33% | $17.10 | $16.61 | -2.89% | Signal |
| 2001-09-10 | 2002-01-14 | Interest | 33% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2001-07-03 | 2001-09-10 | Completed | 33% | $18.77 | $16.87 | -10.11% | Signal |
| 2001-04-16 | 2001-09-10 | Completed | 33% | $17.62 | $16.87 | -4.23% | Stop |
| 2001-03-12 | 2001-07-03 | Interest | 33% | $1.00 | $1.02 | 1.60% | Interest Income |
| 2001-03-22 | 2001-04-16 | Interest | 33% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2000-12-14 | 2001-03-22 | Completed | 33% | $19.72 | $16.61 | -15.76% | Stop |
| 2000-12-14 | 2001-03-19 | Completed | 34% | $19.72 | $17.17 | -12.90% | Stop |
| 2001-03-08 | 2001-03-12 | Completed | 33% | $19.46 | $18.72 | -3.78% | Signal |
| 2001-02-13 | 2001-03-08 | Interest | 33% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2001-01-30 | 2001-02-13 | Completed | 33% | $19.46 | $19.46 | 0.00% | Signal |
| 2001-01-05 | 2001-01-30 | Interest | 33% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2000-12-14 | 2001-01-05 | Completed | 33% | $19.72 | $19.21 | -2.60% | Signal |
| 2000-12-12 | 2000-12-14 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2000-12-12 | 2000-12-14 | Interest | 34% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2000-12-12 | 2000-12-14 | Interest | 33% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
