SPDR FactSet Innovative Technology ETF (XITK) Performance
XITK total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +9.7% since Dec 31, 2025
- 1 year
- +3.0% total return
- 5 years
- −3.2% a year
- 10 years
- +13.0% a year
- Since first price
- +14.1% a year since 2016
XITK trailing returns vs SPY, QQQ, AGG
| Period | XITK total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.3% | −2.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +10.2% | +10.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +17.9% | +17.9% | +7.8% | +8.4% | −1.5% |
| YTD | +9.7% | +9.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +3.0% | +3.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +70.0%+19.3%/yr | +69.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −15.1%−3.2%/yr | −15.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +240.4%+13.0%/yr | +222.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionJan 14, 2016 | +314.1%+14.1%/yr | +291.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: XITK vs SPY
From Jan 14, 2016: XITK grew to $41,412, SPY to $47,084.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XITK returns by calendar year
7 of 9 full years positive. Best 2020 (+90.2%), worst 2022 (−47.4%). 2026 is year to date.
XITK annual returns table
| Year | XITK | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +9.7% | −23.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +2.5% | −28.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +19.1% | −14.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +45.9% | −23.2% | +26.2% | +54.9% | +5.7% |
| 2022 | −47.4% | −52.9% | −18.2% | −32.6% | −13.0% |
| 2021 | −11.2% | −29.3% | +28.7% | +27.4% | −1.8% |
| 2020 | +90.2% | −33.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +37.0% | −12.9% | +31.2% | +39.0% | +8.5% |
| 2018 | +7.6% | −25.8% | −4.6% | −0.1% | +0.1% |
| 2017 | +36.0% | −5.9% | +21.7% | +32.7% | +3.6% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
XITK largest drawdowns
Now 25.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 12, 2021 | −65.6% | Nov 9, 2022 | not yet | 1.7 years | 5.7 years so far |
| Feb 19, 2020 | −33.7% | Mar 18, 2020 | May 20, 2020 | 28 days | 3 months |
| Sep 14, 2018 | −25.8% | Dec 24, 2018 | Mar 18, 2019 | 3 months | 6 months |
| Sep 1, 2020 | −13.1% | Sep 11, 2020 | Oct 9, 2020 | 10 days | 38 days |
| Jul 26, 2019 | −12.9% | Oct 2, 2019 | Nov 25, 2019 | 2 months | 4 months |
| Jan 14, 2016 | −12.7% | Feb 9, 2016 | Mar 1, 2016 | 26 days | 47 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
XITK risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2016 |
|---|---|---|---|---|
| Annualized return | +17.2% | −1.6% | +12.8% | +14.9% |
| Volatility (annualized) | 25.8% | 27.8% | 25.6% | 25.0% |
| Sharpe ratio | 0.57 | -0.05 | 0.51 | 0.59 |
| Sortino ratio | 1.10 | -0.08 | 0.84 | 0.98 |
| Best month | +17.0% | +17.0% | +17.0% | +17.0% |
| Worst month | −9.3% | −17.0% | −17.0% | −17.0% |
| Best 12 months | +38.5% | +45.9% | +111.5% | +111.5% |
| Worst 12 months | −14.1% | −55.5% | −55.5% | −55.5% |
| Positive months | 56% | 48% | 57% | 59% |
| Beta vs S&P 500 | 1.72 | 1.33 | 1.24 | — |
| Correlation with S&P 500 | 0.83 | 0.75 | 0.74 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
XITK rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 118 | −55.5% | +22.9% | +111.5% | 80% |
| 3-year (a year) | 94 | −13.6% | +16.6% | +41.0% | 73% |
| 5-year (a year) | 70 | −8.1% | +7.2% | +37.6% | 83% |
| 10-year (a year) | 10 | +11.4% | +12.9% | +14.4% | 100% |
Every holding period starting at a month-end since 2016. Returns for 3 years and longer are annualized.
XITK performance overview
SPDR FactSet Innovative Technology ETF (XITK) returned +3.0% over the past year and +13.0% a year over ten years, with distributions reinvested. Since its first recorded price in 2016 it has returned +14.1% a year, turning $10,000 into about $41,412. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −65.6%, from Feb 12, 2021 to Nov 9, 2022; the fund has not yet regained that high. XITK finished 7 of its 9 full calendar years with a gain; the best year was 2020 (+90.2%) and the worst 2022 (−47.4%). Volatility has been 25.0% a year.
Related: XITK chart, XITK holdings, XITK valuation. See the XITK overview for the latest quote and fund facts.
XITK performance FAQ
What is the XITK return over the past year?
XITK returned +3.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 3.0%.
What is the average annual return of XITK?
XITK has returned −3.2% a year over 5 years, +13.0% a year over 10 years, +14.1% a year since January 14, 2016 (total return, distributions reinvested).
How much would $10,000 invested in XITK be worth?
$10,000 invested in XITK at its first recorded close on January 14, 2016 would be worth about $41,412 on October 23, 2026 with distributions reinvested.
What was the worst year for XITK?
The worst calendar year was 2022, with a total return of −47.4%. The best was 2020 at +90.2%.
What is the biggest drawdown of XITK?
The largest peak-to-trough decline was −65.6% between February 12, 2021 and November 9, 2022. It has not yet recovered to that high; it is 25.2% below its peak.
How volatile is XITK?
Over the past 3 years XITK had an annualized volatility of 25.8% and a Sharpe ratio of 0.57 (excess return over 1–3 month T-bills per unit of risk).