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 | 33.11% | 32.22% | 4.51% | 12.32% | 9.07% | 13.68% | 5.80% | 8.82% |
| Sharpe Ratio | 1.89 | 1.85 | 0.30 | 0.67 | 0.55 | 0.64 | 0.38 | 0.40 |
| Max Drawdown | -12.21% | -12.21% | -27.13% | -21.64% | -27.71% | -42.33% | -37.60% | -62.26% |
| % Time Invested | 99.6% | 100.0% | 78.7% | 100.0% | 78.0% | 100.0% | 73.1% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 1.4 | 0.0 | 1.2 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | Open | Open | 100% | $127.69 | $169.93 | 33.08% | Mark-to-Market |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-09-13 | 2025-04-07 | Completed | 100% | $100.94 | $113.13 | 12.07% | Stop |
| 2023-04-06 | 2023-09-13 | Interest | 100% | $1.00 | $1.02 | 1.64% | Interest Income |
| 2023-04-04 | 2023-04-06 | Completed | 100% | $96.98 | $93.55 | -3.54% | Signal |
| 2022-10-25 | 2023-04-04 | Interest | 100% | $1.00 | $1.02 | 1.60% | Interest Income |
| 2022-10-18 | 2022-10-25 | Completed | 100% | $83.84 | $85.09 | 1.48% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-06-07 | 2022-09-26 | Completed | 100% | $89.32 | $80.08 | -10.34% | Stop |
| 2022-05-13 | 2022-06-07 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2021-03-15 | 2022-05-13 | Completed | 100% | $89.75 | $87.11 | -2.95% | Stop |
| 2021-02-12 | 2021-03-15 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 100% | $83.49 | $82.63 | -1.03% | Signal |
| 2020-12-11 | 2021-02-10 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2020-03-24 | 2020-12-11 | Completed | 100% | $47.20 | $80.97 | 71.52% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-12-09 | 2020-03-02 | Completed | 100% | $72.86 | $66.95 | -8.11% | Stop |
| 2019-11-14 | 2019-12-09 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2019-11-12 | 2019-11-14 | Completed | 100% | $73.81 | $73.23 | -0.78% | Signal |
| 2019-09-17 | 2019-11-12 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2019-09-13 | 2019-09-17 | Completed | 100% | $71.04 | $70.87 | -0.24% | Signal |
| 2019-08-14 | 2019-09-13 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2019-01-18 | 2019-08-14 | Completed | 100% | $61.64 | $66.42 | 7.76% | Signal |
| 2018-12-26 | 2019-01-18 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-21 | 2018-12-26 | Completed | 100% | $61.64 | $53.74 | -12.81% | Stop |
| 2018-10-30 | 2018-11-21 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2016-09-27 | 2018-10-30 | Completed | 100% | $48.69 | $59.85 | 22.90% | Stop |
| 2016-07-19 | 2016-09-27 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2016-07-15 | 2016-07-19 | Completed | 100% | $49.70 | $49.33 | -0.75% | Signal |
| 2016-04-21 | 2016-07-15 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2016-04-19 | 2016-04-21 | Completed | 100% | $47.34 | $47.42 | 0.16% | Signal |
| 2016-02-16 | 2016-04-19 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2015-09-17 | 2016-02-16 | Completed | 100% | $43.30 | $42.01 | -3.00% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-08-23 | 2015-08-25 | Completed | 100% | $28.56 | $41.79 | 46.33% | Stop |
| 2012-07-13 | 2012-08-23 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2011-08-26 | 2012-07-13 | Completed | 100% | $22.87 | $26.61 | 16.34% | Signal |
| 2011-08-04 | 2011-08-26 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-18 | 2011-08-04 | Completed | 100% | $22.32 | $25.07 | 12.32% | Stop |
| 2010-05-26 | 2010-06-18 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-04-05 | 2010-05-26 | Completed | 100% | $23.40 | $21.77 | -6.97% | Stop |
| 2009-09-21 | 2010-04-05 | Interest | 100% | $1.00 | $1.02 | 1.89% | Interest Income |
| 2009-09-15 | 2009-09-21 | Completed | 100% | $19.50 | $19.75 | 1.28% | Signal |
| 2009-03-23 | 2009-09-15 | Interest | 100% | $1.00 | $1.02 | 1.62% | Interest Income |
| 2009-03-19 | 2009-03-23 | Completed | 100% | $13.29 | $12.93 | -2.69% | Stop |
| 2008-09-17 | 2009-03-19 | Interest | 100% | $1.00 | $1.02 | 1.53% | Interest Income |
| 2008-07-23 | 2008-09-17 | Completed | 100% | $24.77 | $22.90 | -7.54% | Signal |
| 2008-06-30 | 2008-07-23 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-02-12 | 2008-06-30 | Completed | 100% | $25.82 | $23.81 | -7.77% | Stop |
| 2008-01-18 | 2008-02-12 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2004-02-02 | 2008-01-18 | Completed | 100% | $17.66 | $24.46 | 38.47% | Stop |
| 2003-12-26 | 2004-02-02 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2003-12-22 | 2003-12-26 | Completed | 100% | $17.48 | $17.59 | 0.64% | Signal |
| 2003-11-06 | 2003-12-22 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2003-11-03 | 2003-11-06 | Completed | 100% | $16.30 | $16.29 | -0.08% | Signal |
| 2001-09-20 | 2003-11-03 | Interest | 100% | $1.00 | $1.09 | 9.49% | Interest Income |
| 2001-09-07 | 2001-09-20 | Completed | 100% | $17.19 | $14.26 | -17.04% | Stop |
| 2001-08-15 | 2001-09-07 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2001-04-16 | 2001-08-15 | Completed | 100% | $17.62 | $18.47 | 4.81% | Stop |
| 2001-03-22 | 2001-04-16 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2000-12-14 | 2001-03-22 | Completed | 100% | $19.72 | $16.61 | -15.76% | Stop |
| 2000-12-12 | 2000-12-14 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
