XLK
THE TECHNOLOGY SELECT SECTOR SPDR FUND
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
XLK Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 26.45% | 53.10% | 5.56% | 18.48% | 19.11% | 23.75% | 9.17% | 10.16% |
| Sharpe Ratio | 1.22 | 2.09 | 0.27 | 0.69 | 0.87 | 0.88 | 0.53 | 0.39 |
| Max Drawdown | -15.92% | -15.92% | -34.18% | -33.56% | -34.18% | -33.56% | -36.69% | -69.90% |
| % Time Invested | 93.7% | 100.0% | 75.1% | 100.0% | 86.3% | 100.0% | 72.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.6 | 0.0 | 1.0 | 0.0 | 1.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-23 | Open | Open | 100% | $156.77 | $159.11 | 1.49% | Mark-to-Market |
| 2026-03-31 | 2026-04-23 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-24 | 2026-03-31 | Completed | 100% | $99.43 | $129.15 | 29.89% | Stop |
| 2025-04-01 | 2025-04-24 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-27 | 2025-04-01 | Completed | 100% | $108.70 | $102.25 | -5.94% | Stop |
| 2024-08-05 | 2024-08-27 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-10-11 | 2024-08-05 | Completed | 100% | $83.55 | $94.92 | 13.61% | Stop |
| 2023-09-08 | 2023-10-11 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2023-09-06 | 2023-09-08 | Completed | 100% | $86.44 | $84.62 | -2.11% | Signal |
| 2023-01-20 | 2023-09-06 | Interest | 100% | $1.00 | $1.02 | 2.32% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $64.42 | $62.80 | -2.50% | Signal |
| 2022-11-22 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2022-10-10 | 2022-11-22 | Completed | 100% | $58.85 | $63.95 | 8.67% | Signal |
| 2022-09-16 | 2022-10-10 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2022-06-01 | 2022-09-16 | Completed | 100% | $68.82 | $62.36 | -9.39% | Stop |
| 2022-05-09 | 2022-06-01 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-09 | Completed | 100% | $76.38 | $66.92 | -12.38% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2022-01-25 | Completed | 100% | $35.60 | $73.60 | 106.76% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2018-12-17 | 2020-03-02 | Completed | 100% | $29.98 | $42.67 | 42.30% | Stop |
| 2018-11-21 | 2018-12-17 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2015-09-17 | 2018-11-21 | Completed | 100% | $18.07 | $30.33 | 67.86% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-09-01 | 2015-08-25 | Completed | 100% | $10.08 | $17.44 | 73.01% | Stop |
| 2011-08-10 | 2011-09-01 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-07-26 | 2011-08-10 | Completed | 100% | $9.00 | $9.70 | 7.73% | Stop |
| 2010-07-01 | 2010-07-26 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2010-02-17 | 2010-07-01 | Completed | 100% | $8.78 | $8.28 | -5.66% | Stop |
| 2009-09-16 | 2010-02-17 | Interest | 100% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2009-09-14 | 2009-09-16 | Completed | 100% | $8.21 | $8.34 | 1.66% | Signal |
| 2009-07-27 | 2009-09-14 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2009-07-17 | 2009-07-27 | Completed | 100% | $7.53 | $7.87 | 4.57% | Signal |
| 2008-08-26 | 2009-07-17 | Interest | 100% | $1.00 | $1.03 | 2.83% | Interest Income |
| 2008-08-07 | 2008-08-26 | Completed | 100% | $8.95 | $9.04 | 0.97% | Signal |
| 2008-07-16 | 2008-08-07 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-02-11 | 2008-07-16 | Completed | 100% | $8.78 | $8.69 | -1.07% | Stop |
| 2008-01-17 | 2008-02-11 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2006-08-07 | 2008-01-17 | Completed | 100% | $7.58 | $9.33 | 23.06% | Stop |
| 2006-07-14 | 2006-08-07 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2006-01-30 | 2006-07-14 | Completed | 100% | $8.38 | $7.29 | -12.99% | Stop |
| 2005-05-11 | 2006-01-30 | Interest | 100% | $1.00 | $1.03 | 3.07% | Interest Income |
| 2004-08-31 | 2005-05-11 | Completed | 100% | $7.01 | $7.28 | 3.84% | Signal |
| 2004-08-09 | 2004-08-31 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2003-12-26 | 2004-08-09 | Completed | 100% | $7.56 | $6.98 | -7.65% | Stop |
| 2003-09-09 | 2003-12-26 | Interest | 100% | $1.00 | $1.01 | 1.27% | Interest Income |
| 2003-09-05 | 2003-09-09 | Completed | 100% | $7.13 | $7.24 | 1.52% | Signal |
| 2003-06-03 | 2003-09-05 | Interest | 100% | $1.00 | $1.01 | 1.02% | Interest Income |
| 2003-05-30 | 2003-06-03 | Completed | 100% | $6.28 | $6.24 | -0.59% | Signal |
| 2001-03-13 | 2003-05-30 | Interest | 100% | $1.00 | $1.10 | 10.42% | Interest Income |
| 2001-03-07 | 2001-03-13 | Completed | 100% | $11.20 | $9.62 | -14.09% | Stop |
| 2001-02-12 | 2001-03-07 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2001-01-17 | 2001-02-12 | Completed | 100% | $13.39 | $12.13 | -9.44% | Stop |
| 2000-12-21 | 2001-01-17 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2000-12-14 | 2000-12-21 | Completed | 100% | $13.77 | $11.32 | -17.74% | Stop |
| 2000-12-12 | 2000-12-14 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
