Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIE (SPDR S&P Insurance ETF) | -2.95% | 1.82% | 15.13% | 10.12% | 11.29% | 12.27% | 8.25% | … | … |
Data as of 06/10/2026, Common starting date is 11/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIE (SPDR S&P Insurance ETF) | 11/15/2005 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.08 | 1.82 | 15.13 | 10.12 | 11.29 | 12.27 | 8.25 | … | … | -2.95 | 8.12 | 26.95 | 12.19 | 3.47 | 22.75 | -3.00 | 27.19 | -5.99 | 12.82 | 21.42 | 5.98 | 7.69 | 45.64 | 20.73 | -12.08 | 26.07 | 28.01 | -46.62 | -5.73 | 8.87 | 0.20 |
| Sharpe Ratio | NA | -0.25 | 0.70 | 0.37 | 0.44 | NA | NA | … | … | -0.79 | 0.26 | 1.57 | 0.51 | 0.09 | 1.25 | -0.07 | 1.91 | -0.46 | 1.19 | 1.39 | 0.40 | 0.64 | 3.53 | 1.49 | -0.38 | 1.00 | 0.49 | -0.78 | -0.45 | 0.50 | -0.14 |
| Standard Deviation(%) | NA | 16.48 | 16.76 | 18.44 | 21.30 | NA | NA | … | … | 17.22 | 19.88 | 14.84 | 16.96 | 22.01 | 18.24 | 45.00 | 13.46 | 16.23 | 10.25 | 15.28 | 14.94 | 12.02 | 12.94 | 14.01 | 32.30 | 26.01 | 56.48 | 60.50 | 19.65 | 11.01 | 9.52 |
| Draw Down(%) | NA | 11.81 | 12.65 | 15.69 | 44.30 | NA | NA | … | … | 11.14 | 12.25 | 10.08 | 15.10 | 15.69 | 9.05 | 44.30 | 6.23 | 17.87 | 8.86 | 11.38 | 9.40 | 9.37 | 5.78 | 9.30 | 34.00 | 19.74 | 48.80 | 64.86 | 16.77 | 8.45 | 3.25 |
| Yield(%) | 0.00 | 1.60 | 2.16 | 2.10 | 2.87 | 4.22 | 2.86 | … | … | 0.47 | 1.69 | 1.84 | 1.60 | 1.93 | 2.41 | 1.75 | 2.21 | 1.72 | 1.73 | 1.88 | 1.73 | 1.95 | 1.93 | 2.37 | 1.41 | 1.94 | 1.77 | 1.49 | 1.70 | 1.48 | 0.21 |
Data as of 06/10/2026, Common starting date is 11/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIE (SPDR S&P Insurance ETF) |
-29.43%
Feb 2006 – Feb 2009 |
-8.32%
Sep 2006 – Sep 2011 |
4.05%
Feb 2006 – Feb 2016 |
6.15%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIE (SPDR S&P Insurance ETF) |
35.11%
Feb 2009 – Feb 2012 |
30.78%
Feb 2009 – Feb 2014 |
20.59%
Feb 2009 – Feb 2019 |
17.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart