Consumer Discretionary Select Sector SPDR Fund(XLY)總覽

最後更新 2025-12-06 08:01:21 (UTC+8)

報酬與風險分析

分析 Consumer Discretionary Select Sector SPDR Fund(XLY) 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	21.1%	0.79	-26.01%
近5年	9.6%	0.31	-39.67%
近10年	12.7%	0.45	-39.67%
近20年	11.8%	0.4	-59.02%

基本資料

Consumer Discretionary Select Sector SPDR Fund (XLY) 的基本資料。

發行資料


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

ETF說明


顧問採用複製策略。該基金通常將其總資產的絕大部分（但至少95%）投資於構成該指數的證券上。該指數包括以下行業的公司證券：零售業、酒店、餐廳和休閒業、紡織、服裝和奢侈品、家庭耐用品、汽車、汽車零部件、分銷商、休閒產品和多元化消費服務。該基金屬於非多元化基金。
The State Street Consumer Discretionary Select Sector SPDR ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Consumer Discretionary Select Sector Index (the "Index")The Index seeks to provide an effective representation of the consumer discretionary sector of the S&P 500 IndexSeeks to provide precise exposure to companies in specialty retail; broadline retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; automobile components; distributors; leisure products; and diversified consumer services.Allows investors to take strategic or tactical positions at a more targeted level than traditional style based investing

顧問採用複製策略。該基金通常將其總資產的絕大部分（但至少95%）投資於構成該指數的證券上。該指數包括以下行業的公司證券：零售業、酒店、餐廳和休閒業、紡織、服裝和奢侈品、家庭耐用品、汽車、汽車零部件、分銷商、休閒產品和多元化消費服務。該基金屬於非多元化基金。

The State Street Consumer Discretionary Select Sector SPDR ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Consumer Discretionary Select Sector Index (the "Index")The Index seeks to provide an effective representation of the consumer discretionary sector of the S&P 500 IndexSeeks to provide precise exposure to companies in specialty retail; broadline retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; automobile components; distributors; leisure products; and diversified consumer services.Allows investors to take strategic or tactical positions at a more targeted level than traditional style based investing

警語

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2. 資料並不完整，需要完整資料請至相關網站索取。

3. 任何股市數據分析皆存在倖存者偏差。