Financial Select Sector SPDR Fund(XLF)總覽

最後更新 2025-12-06 08:01:21 (UTC+8)

報酬與風險分析

分析 Financial Select Sector SPDR Fund(XLF) 的平均報酬與風險。

統計區間	年化報酬率	夏普比率	最大跌幅
近3年	17.8%	0.8	-16.25%
近5年	15.3%	0.61	-25.8%
近10年	12.5%	0.44	-42.85%
近20年	5.8%	0.19	-82.67%

基本資料

Financial Select Sector SPDR Fund (XLF) 的基本資料。

發行資料


ETF全名	State Street Financial Select Sector SPDR ETF
上市日期	1998-12-16

ETF說明


該基金通常將其總資產的大部分，但至少95％，投資於構成該指數的證券。該指數包括來自以下行業的公司證券：多元化金融服務；保險；銀行；資本市場；抵押房地產投資信託（"REITs"）；消費金融；以及儲蓄和抵押財務。該基金是非多元化的。
The State Street Financial Select Sector SPDR ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Financial Select Sector Index (the "Index").The Index seeks to provide an effective representation of the financial sector of the S&P 500 Index.Seeks to provide precise exposure to companies in the financial services; insurance; banks; capital markets; mortgage real estate investment trusts ("REITs"); and consumer finance.Allows investors to take strategic or tactical positions at a more targeted level than traditional style based investing.

該基金通常將其總資產的大部分，但至少95％，投資於構成該指數的證券。該指數包括來自以下行業的公司證券：多元化金融服務；保險；銀行；資本市場；抵押房地產投資信託（"REITs"）；消費金融；以及儲蓄和抵押財務。該基金是非多元化的。

The State Street Financial Select Sector SPDR ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Financial Select Sector Index (the "Index").The Index seeks to provide an effective representation of the financial sector of the S&P 500 Index.Seeks to provide precise exposure to companies in the financial services; insurance; banks; capital markets; mortgage real estate investment trusts ("REITs"); and consumer finance.Allows investors to take strategic or tactical positions at a more targeted level than traditional style based investing.

警語

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