XLRI ETF

XLRI ETF
$22.28
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Returns Overview

1 Month
-6.06%
3 Months
-5.09%
6 Months
+1.34%
YTD
+0.19%
1 Year
-1.19%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would XLRI have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This ETF (YTD)
+0.19%
Peer Avg (YTD)
+9.91%
vs Peers
-9.72%

XLRI ETF Performance

XLRI performance across multiple time periods: 1-month -6.06%, YTD 0.19%, 1-year -1.19%.

XLRI returns trail the peer average of 9.91% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

XLRI vs another fund shows side-by-side returns. XLRI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-6.06%N/A
3 Months-5.09%N/A
6 Months+1.34%N/A
1 Year-1.19%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized