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Performance analysis of XLBI (STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) PREMIUM INCOME ETF)

Annual Return

Since Jul 30, 2025, XLBI has had an average annual return of +11.21%, underperforming the benchmark SPY, which returned +19.78% annual.

20262025
+6.47%+4.18%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+3.42%+4.80%-5.77%+4.18%+0.08%+0.77%-0.77%+6.47%
2025-1.16%+4.84%-1.08%-2.95%+2.45%+2.22%+4.18%

Drawdown analysis of XLBI (STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) PREMIUM INCOME ETF)

The maximum drawdown for the XLBI was -10.63%, occurring on Mar 20, 2026. Recovery took 58 trading sessions.

The current XLBI drawdown is -3.08%.

Since Jul 30, 2025 XLBI has experienced the following drawdowns:

  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-10.63%Feb 27, 202615Mar 20, 202658Jun 12, 202673
-5.69%Sep 11, 202538Nov 4, 202533Dec 22, 202571
-3.54%Jun 16, 202614Jul 8, 2026OngoingOngoingOngoing
-2.15%Jul 30, 20252Aug 1, 20257Aug 12, 20259
-1.68%Feb 4, 20261Feb 5, 20262Feb 9, 20263
-1.20%Jan 15, 20262Jan 20, 20261Jan 21, 20263
-1.14%Aug 13, 20253Aug 18, 20254Aug 22, 20257
-1.03%Jan 29, 20261Jan 30, 20262Feb 3, 20263
-0.99%Aug 29, 20256Sep 9, 20252Sep 11, 20258
-0.67%Dec 26, 20253Dec 31, 20251Jan 2, 20264
-0.41%Jan 6, 20261Jan 7, 20261Jan 8, 20262
-0.40%Feb 11, 20265Feb 19, 20263Feb 24, 20268
-0.33%Feb 24, 20261Feb 25, 20262Feb 27, 20263
-0.23%Aug 22, 20251Aug 25, 20252Aug 27, 20253
-0.03%Aug 27, 20251Aug 28, 20251Aug 29, 20252
-0.02%Jan 27, 20261Jan 28, 20261Jan 29, 20262