Consumer Staples Select Sector SPDR Fund

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XLP : NAL : Financial
$55.41 | %
Today's Range: 0.0 - 0.0
Avg. Daily Volume: 1.08548E7
08/22/17 - 3:59 PM ET
RETURN AND EXPENSE COMPARISON (as of Jan 2017)
XLP Return and Expenses Comparison Chart
1 Month: 0.73% 1 Year: 3.91%
3 Month: 1.08% 3 Year: 11.48%
6 Month: 7.05% 5 Year; 12.24%
Year-to-Date 8.43%    
Last Dividend
(06/16/2017)
$0.44    
Last Cap Gain 0.0    
Expense Ratio 0.14%    
MOST RECENT RATINGS CHANGES
Date Price Action From To
05/31/2017 $56.64 Upgrade HOLD BUY
04/30/2017 $55.18 Downgrade BUY HOLD
12/31/2016 $51.71 Upgrade HOLD BUY
11/30/2016 $50.58 Downgrade BUY HOLD
Sector Allocation
XLP Sector Allocation Chart
Basic Materials0.0%
Capital Goods0.0%
Technology0.0%
Consumer Staples64.07%
Healthcare0.0%
Energy0.0%
Finance0.0%
Transportation0.0%
Communication Services0.0%
Utilities0.0%
Miscellaneous0.0%
RETURN AND VOLATILITY MEASURES
 1 Year3 Year
Alpha-3.13%5.14%
Beta0.45%0.58%
R-squared8.0%35.0%
Standard Deviation8.33%10.01%
Semi-deviation1.75%1.61%
Definitions:
Alpha - measures the portfolio manager's contribution to performance that is independent of the benchmark.
Beta - measures the portfolio sensitivity to movements in the market relative to the selected underlying benchmark.
R-squared - mesausres how closely the derived forecast was able to explain the performance of the last three years. It also measures diversification with lower number indicating more independence from benchmark.
Standard deviation - measures how closely actual values matched the forecasted values for performance.
Semi-deviation - only considers values that fall below the risk free rate of return.
Top Ten Holdings
Procter & Gamble Co 11.4%
Philip Morris International Inc 9.34%
Coca-Cola Co 8.87%
Altria Group Inc 6.68%
Wal-Mart Stores Inc 5.83%
PepsiCo Inc 4.84%
CVS Health Corp 4.34%
Costco Wholesale Corp 3.75%
Walgreens Boots Alliance Inc 3.64%
Colgate-Palmolive Co 3.47%
 

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