Performance analysis of XLFI (STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF)
Annual Return
Since Jul 30, 2025, XLFI has had an average annual return of +8.04%, underperforming the benchmark SPY, which returned +18.82% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.07% | +5.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.69% | -3.00% | -3.22% | +4.65% | -0.68% | +2.60% | +3.71% | +2.07% | |||||
| 2025 | -0.52% | +2.84% | +1.16% | -1.32% | +1.07% | +2.33% | +5.62% |
Drawdown analysis of XLFI (STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF)
The maximum drawdown for the XLFI was -11.90%, occurring on Mar 27, 2026. Recovery took 68 trading sessions.
The current XLFI drawdown is -0.74%.
Since Jul 30, 2025 XLFI has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.90% | Jan 6, 2026 | 56 | Mar 27, 2026 | 68 | Jul 7, 2026 | 124 |
| -4.09% | Nov 12, 2025 | 6 | Nov 20, 2025 | 14 | Dec 11, 2025 | 20 |
| -3.26% | Sep 29, 2025 | 13 | Oct 16, 2025 | 18 | Nov 11, 2025 | 31 |
| -2.21% | Jul 30, 2025 | 6 | Aug 7, 2025 | 4 | Aug 13, 2025 | 10 |
| -1.33% | Jul 7, 2026 | 1 | Jul 8, 2026 | 3 | Jul 13, 2026 | 4 |
| -0.96% | Dec 26, 2025 | 3 | Dec 31, 2025 | 2 | Jan 5, 2026 | 5 |
| -0.92% | Sep 4, 2025 | 1 | Sep 5, 2025 | 4 | Sep 11, 2025 | 5 |
| -0.81% | Sep 19, 2025 | 4 | Sep 25, 2025 | 2 | Sep 29, 2025 | 6 |
| -0.74% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -0.71% | Aug 14, 2025 | 1 | Aug 15, 2025 | 3 | Aug 20, 2025 | 4 |
| -0.38% | Aug 29, 2025 | 1 | Sep 2, 2025 | 2 | Sep 4, 2025 | 3 |
| -0.32% | Aug 20, 2025 | 1 | Aug 21, 2025 | 1 | Aug 22, 2025 | 2 |
| -0.27% | Sep 11, 2025 | 3 | Sep 16, 2025 | 1 | Sep 17, 2025 | 4 |
| -0.22% | Aug 22, 2025 | 1 | Aug 25, 2025 | 1 | Aug 26, 2025 | 2 |
| -0.14% | Dec 16, 2025 | 2 | Dec 18, 2025 | 1 | Dec 19, 2025 | 3 |