Data Source: from January 2005 to March 2024 (~19 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 2024
Holding the Communication Services Select Sector SPDR Fund (XLC) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~19 years), the longest period with a negative return lasted 78 months (from July 2016 to December 2022).
This means that every rolling period of 79 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Communication Services Select Sector SPDR Fund (XLC) ETF: Historical Returns page.
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 January 2005 - 31 March 2024 (~19 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.82% |
+66.98%
Apr 2020 - Mar 2021 |
-43.38%
Nov 2007 - Oct 2008 |
28.64%
63 out of 220 |
| US Inflation Adjusted | +9.33% |
+62.72%
Apr 2020 - Mar 2021 |
-45.42%
Nov 2007 - Oct 2008 |
32.73%
72 out of 220 |
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 2 Years (24 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.14% |
+32.57%
Sep 2019 - Aug 2021 |
-24.52%
Mar 2007 - Feb 2009 |
28.85%
60 out of 208 |
| US Inflation Adjusted | +5.85% |
+28.44%
Sep 2019 - Aug 2021 |
-26.04%
Mar 2007 - Feb 2009 |
32.69%
68 out of 208 |
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 3 Years (36 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.75% |
+24.47%
Jan 2019 - Dec 2021 |
-11.26%
Jun 2007 - May 2010 |
19.39%
38 out of 196 |
| US Inflation Adjusted | +4.73% |
+20.18%
Jan 2019 - Dec 2021 |
-12.72%
Jun 2007 - May 2010 |
32.65%
64 out of 196 |
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 4 Years (48 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.61% |
+18.74%
Mar 2009 - Feb 2013 |
-4.90%
Oct 2007 - Sep 2011 |
14.13%
26 out of 184 |
| US Inflation Adjusted | +3.95% |
+16.07%
Mar 2009 - Feb 2013 |
-6.85%
Oct 2007 - Sep 2011 |
25.00%
46 out of 184 |
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 5 Years (60 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.11% |
+18.43%
Mar 2009 - Feb 2014 |
-2.52%
Jun 2007 - May 2012 |
4.65%
8 out of 172 |
| US Inflation Adjusted | +4.32% |
+16.04%
Mar 2009 - Feb 2014 |
-4.47%
Jun 2007 - May 2012 |
16.28%
28 out of 172 |
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 6 Years (72 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.80% |
+17.44%
Mar 2009 - Feb 2015 |
-0.92%
Jan 2017 - Dec 2022 |
0.63%
1 out of 160 |
| US Inflation Adjusted | +4.49% |
+15.48%
Mar 2009 - Feb 2015 |
-4.30%
Jan 2017 - Dec 2022 |
8.75%
14 out of 160 |
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 7 Years (84 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.78% |
+15.31%
Mar 2009 - Feb 2016 |
+1.99%
Nov 2015 - Oct 2022 |
0.00%
0 out of 148 |
| US Inflation Adjusted | +4.85% |
+13.52%
Mar 2009 - Feb 2016 |
-1.24%
Nov 2015 - Oct 2022 |
4.05%
6 out of 148 |
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 8 Years (96 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.68% |
+15.13%
Mar 2009 - Feb 2017 |
+1.95%
Nov 2014 - Oct 2022 |
0.00%
0 out of 136 |
| US Inflation Adjusted | +5.51% |
+13.17%
Mar 2009 - Feb 2017 |
-0.90%
Nov 2014 - Oct 2022 |
3.68%
5 out of 136 |
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 9 Years (108 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.94% |
+12.66%
Feb 2009 - Jan 2018 |
+2.42%
Jan 2014 - Dec 2022 |
0.00%
0 out of 124 |
| US Inflation Adjusted | +5.87% |
+10.67%
Feb 2009 - Jan 2018 |
-0.29%
Jan 2014 - Dec 2022 |
1.61%
2 out of 124 |
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 10 Years (120 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.53% |
+12.11%
Oct 2011 - Sep 2021 |
+4.01%
Oct 2012 - Sep 2022 |
0.00%
0 out of 112 |
| US Inflation Adjusted | +5.34% |
+10.00%
Oct 2011 - Sep 2021 |
+1.45%
Oct 2012 - Sep 2022 |
0.00%
0 out of 112 |
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 11 Years (132 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.69% |
+12.69%
Jul 2010 - Jun 2021 |
+3.03%
Jan 2008 - Dec 2018 |
0.00%
0 out of 100 |
| US Inflation Adjusted | +5.34% |
+10.46%
Jul 2010 - Jun 2021 |
+1.30%
Jun 2007 - May 2018 |
0.00%
0 out of 100 |
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 12 Years (144 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.55% |
+13.12%
Mar 2009 - Feb 2021 |
+3.18%
Jun 2007 - May 2019 |
0.00%
0 out of 88 |
| US Inflation Adjusted | +5.27% |
+11.11%
Mar 2009 - Feb 2021 |
+1.34%
Jan 2007 - Dec 2018 |
0.00%
0 out of 88 |
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 13 Years (156 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.05% |
+12.42%
Nov 2008 - Oct 2021 |
+3.26%
Apr 2007 - Mar 2020 |
0.00%
0 out of 76 |
| US Inflation Adjusted | +4.87% |
+10.35%
Nov 2008 - Oct 2021 |
+1.46%
Apr 2007 - Mar 2020 |
0.00%
0 out of 76 |
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 14 Years (168 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.87% |
+9.91%
Mar 2010 - Feb 2024 |
+4.63%
Apr 2006 - Mar 2020 |
0.00%
0 out of 64 |
| US Inflation Adjusted | +4.90% |
+7.13%
Mar 2010 - Feb 2024 |
+2.73%
Apr 2006 - Mar 2020 |
0.00%
0 out of 64 |
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 15 Years (180 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.18% |
+11.32%
Mar 2009 - Feb 2024 |
+2.95%
Oct 2007 - Sep 2022 |
0.00%
0 out of 52 |
| US Inflation Adjusted | +4.99% |
+8.53%
Mar 2009 - Feb 2024 |
+0.57%
Oct 2007 - Sep 2022 |
0.00%
0 out of 52 |
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 16 Years (192 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.04% |
+9.59%
Sep 2005 - Aug 2021 |
+3.59%
Jan 2007 - Dec 2022 |
0.00%
0 out of 40 |
| US Inflation Adjusted | +3.65% |
+7.35%
Sep 2005 - Aug 2021 |
+1.12%
Jan 2007 - Dec 2022 |
0.00%
0 out of 40 |
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 17 Years (204 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.18% |
+8.43%
Feb 2005 - Jan 2022 |
+5.29%
Jan 2006 - Dec 2022 |
0.00%
0 out of 28 |
| US Inflation Adjusted | +3.66% |
+5.98%
Feb 2005 - Jan 2022 |
+2.77%
Jan 2006 - Dec 2022 |
0.00%
0 out of 28 |
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 18 Years (216 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.96% |
+7.49%
Jan 2006 - Dec 2023 |
+5.10%
Jan 2005 - Dec 2022 |
0.00%
0 out of 16 |
| US Inflation Adjusted | +4.39% |
+4.87%
Jan 2006 - Dec 2023 |
+2.54%
Jan 2005 - Dec 2022 |
0.00%
0 out of 16 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 19 Years (228 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.76% |
+8.25%
Apr 2005 - Mar 2024 |
+7.19%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
| US Inflation Adjusted | +5.07% |
+5.54%
Apr 2005 - Mar 2024 |
+4.54%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
To obtain comprehensive information, please consult the Communication Services Select Sector SPDR Fund (XLC) ETF: Historical Returns page.
