Consumer Staples Select Sector SPDR Fund

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XLP : n.a. : Financial
$54.96 up 0.01 | 0.02%
Today's Range: 54.82 - 55.03
Avg. Daily Volume: 1.31707E7
02/22/17 - 4:00 PM ET
RETURN AND EXPENSE COMPARISON (as of Jan 2016)
XLP Return and Expenses Comparison Chart
1 Month: 1.69% 1 Year: 9.47%
3 Month: 3.45% 3 Year: 12.07%
6 Month: -1.59% 5 Year; 13.31%
Year-to-Date 2.49%    
Last Dividend
(12/16/2016)
$0.39    
Last Cap Gain 0.0    
Expense Ratio 0.14%    
MOST RECENT RATINGS CHANGES
Date Price Action From To
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 Staples57.71%
Healthcare0.0%
Energy0.0%
Finance0.17%
Transportation0.0%
Communication Services0.0%
Utilities0.0%
Miscellaneous0.0%
RETURN AND VOLATILITY MEASURES
 1 Year3 Year
Alpha0.97%5.38%
Beta0.27%0.58%
R-squared5.0%36.0%
Standard Deviation9.2%10.1%
Semi-deviation1.55%1.62%
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 12.23%
Coca-Cola Co 9.92%
Philip Morris International Inc 8.36%
CVS Health Corp 6.45%
Altria Group Inc 6.07%
Wal Mart Stores Inc 5.87%
PepsiCo Inc 4.67%
Walgreens Boots Alliance Inc 4.27%
Costco Wholesale Corp 3.92%
Colgate-Palmolive Co 3.58%
 

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