Last Update: 31 Dec 2020

Category: Stocks
ETF: Communication Services Select Sector SPDR Fund (XLC)

In the last 10 years, the Communication Services Select Sector SPDR Fund (XLC) ETF obtained a 9.28% compound annual return, with a 14.60% standard deviation.

In 2020, the portfolio granted a 0.85% dividend yield. If you are interested in getting periodic income, please refer to the Communication Services Select Sector SPDR Fund (XLC): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Growth
  • Region: North America
  • Country: U.S.
  • Sector: Consumer Discretionaries
  • Industry: Media

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the Communication Services Select Sector SPDR Fund (XLC): Dividend Yield page.

Capital Growth:

ETF Returns, up to December 2018, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Swipe left to see all data
Period Returns
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.35%
0.00%
1 - 0
3M
+13.79%
-0.34%
Oct 2020 - Oct 2020
2 - 1
6M
+25.34%
-6.22%
Sep 2020 - Oct 2020
4 - 2
YTD
+26.91%
25.76%
-17.70%
Feb 2020 - Mar 2020
8 - 4
1Y
+26.91%
25.76%
-17.70%
Feb 2020 - Mar 2020
8 - 4
3Y
+11.45%
annualized
19.64%
-17.72%
Feb 2018 - Dec 2018
22 - 14
5Y
+9.94%
annualized
16.85%
-21.67%
Feb 2017 - Dec 2018
35 - 25
10Y
+9.28%
annualized
14.60%
-21.67%
Feb 2017 - Dec 2018
65 - 55
MAX
01 Jan 2005
+7.92%
annualized
16.02%
-48.79%
Jun 2007 - Feb 2009
107 - 85

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

Communication Services Select Sector SPDR Fund (XLC) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.69% +42.17%
Jun 2006 - May 2007
-43.38%
Nov 2007 - Oct 2008
27.07%
2 Years
+7.25% +30.98%
Mar 2009 - Feb 2011
-24.51%
Mar 2007 - Feb 2009
24.85%
3 Years
+6.05% +19.91%
Mar 2009 - Feb 2012
-11.26%
Jun 2007 - May 2010
22.29%
5 Years
+7.32% +18.43%
Mar 2009 - Feb 2014
-2.52%
Jun 2007 - May 2012
5.26%
7 Years
+7.87% +15.31%
Mar 2009 - Feb 2016
+3.76%
Jun 2007 - May 2014
0.00%
10 Years
+7.62% +10.72%
Mar 2009 - Feb 2019
+4.27%
Nov 2007 - Oct 2017
0.00%
15 Years
+7.23% +8.33%
Jan 2006 - Dec 2020
+5.89%
Apr 2005 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Communication Services Select Sector SPDR Fund (XLC) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.6 -0.3 1.2 3.2 0.5 0.9 2.0 -0.5 0.3 -0.8 1.3 1.7
Best 11.8
2019
6.6
2015
7.2
2009
13.7
2020
8.7
2007
7.2
2016
9.1
2010
8.8
2020
9.5
2010
8.8
2015
10.5
2020
7.8
2009
Worst -10.9
2008
-8.4
2008
-12.6
2020
-1.0
2005
-6.0
2019
-10.0
2008
-5.7
2011
-6.0
2016
-13.9
2008
-14.9
2008
-7.0
2007
-8.3
2018
Gain
Frequency
50 44 69 69 44 63 69 25 63 44 56 75

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+26.91% 0.5 -5.8 -12.6 13.7 7.4 0.2 7.6 8.8 -5.9 -0.3 10.5 3.4
2019
+31.05% 11.8 -0.5 2.0 7.1 -6.0 4.8 3.2 -2.5 0.2 2.2 3.8 2.3
2018
-16.77% 1.1 -5.7 -2.9 1.4 -2.6 3.8 -0.6 2.8 0.5 -6.2 -0.7 -8.3
2017
-5.50% 0.4 -2.8 -2.1 2.2 -3.1 -1.5 2.1 -0.2 -0.5 -3.1 2.5 0.7
2016
+22.79% 1.2 4.0 5.6 -0.2 -0.2 7.2 2.7 -6.0 0.2 -3.6 3.3 7.5
2015
+2.70% -1.9 6.6 -2.4 3.7 -1.8 -1.2 -0.6 -3.1 -3.1 8.8 -1.0 -0.4
2014
+3.97% -2.8 -0.6 5.3 -0.8 3.9 0.3 1.2 -0.7 -1.3 2.1 0.9 -3.3
2013
+24.24% 3.2 -0.8 3.5 8.3 -3.7 2.1 4.3 -4.6 3.0 7.1 -1.7 2.3
2012
+16.55% -1.1 4.6 1.0 -0.4 -0.9 5.7 4.5 0.0 6.0 -4.3 -0.8 1.7
2011
-2.17% -1.6 2.4 3.7 2.1 3.7 -1.9 -5.7 -3.1 -6.9 4.2 0.1 1.5
2010
+19.53% -7.8 1.2 6.6 0.8 -4.5 -2.0 9.1 -1.0 9.5 1.1 -0.7 7.2
2009
+29.45% -6.1 -3.3 7.2 7.6 3.6 2.2 2.4 -0.9 8.1 -7.0 6.1 7.8
2008
-38.55% -10.9 -8.4 0.7 6.5 5.0 -10.0 -2.4 2.1 -13.9 -14.9 -0.4 2.3
2007
+5.15% 4.5 -1.4 1.2 1.1 8.7 -2.0 -2.1 -0.4 3.1 -0.9 -7.0 1.0
2006
+36.70% 5.3 4.1 4.8 0.0 -4.0 3.4 2.0 3.3 4.6 3.7 1.0 4.0
2005
+2.00% -5.5 1.9 -2.8 -1.0 2.9 2.9 4.8 -3.0 0.8 -0.9 5.2 -2.6

ETF Returns, up to December 2018, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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