XLF (XLF) AIQ Analysis

XLF AIQ Score is 66/100 for investment merit, while Smart Score is 9/10 for peer-relative ranking, with Sharpe -3.56.

Last updated: May 15, 2026, 12:00 AM UTC

AIQ Regime
Neutral
AIQ Score (0-100)
66/100
Primary signal: investment merit.
Smart Score (1-10)
9/10
Secondary signal: relative rank vs peers.
Price
$51.10

AIQ Brief

XLF is currently in a mixed setup with AIQ 66/100 and Smart 9/10 (strong relative) at $51.10. Risk is elevated. Read this as a prioritization signal, then confirm entry quality and sizing with your own risk plan.

Risk is the strongest contributor at 80/100, while Momentum is the binding constraint at 46/100. With a 34-point spread, the profile is imbalanced, so patience and entry discipline are more important than speed.

XLF ranks 3/4 in this peer set (66 vs peer average 67.8). On risk-adjusted efficiency, Sharpe is below peer average (-3.56 vs 2.08). This helps distinguish true relative leadership from broad sector drift.

Action now: this is a neutral/selective setup. Improve entry quality by waiting for momentum acceleration or a better risk profile before adding. Keep sizing moderate until factors align.

Sharpe is -3.56, which is negative: recent return has not compensated for risk over this lookback window.

AIQ ComponentScoreSignal Read
Momentum46Mixed trend quality with uneven follow-through.
Value64Valuation appears close to fair value.
Quality77Profitability and consistency profile is strong.
Risk80Risk profile is elevated; position sizing matters.
SentimentSentiment signal is currently unavailable.

Peer Comparison Snapshot

SymbolAIQSmartiSharpei
XLF669-3.56
SPY72104.76
QQQ67106.57
IWM6690.55

Current AIQ Read

XLF currently screens as neutral. Wait for confirmation from trend quality and risk conditions before increasing exposure.

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