Last Update: 31 Aug 2021
In the last 10 years, the Communication Services Select Sector SPDR Fund (XLC) ETF obtained a 12.04% compound annual return, with a 14.58% 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.
ETF Returns, up to December 2018, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+3.91%
|
0.00%
|
1 - 0 | |
|
3M
|
+8.86%
|
0.00%
|
3 - 0 | |
|
6M
|
+20.05%
|
0.00%
|
6 - 0 | |
|
YTD
|
+27.33%
|
-0.89%
Jan 2021 - Jan 2021
|
7 - 1 | |
|
1Y
|
+36.33%
|
13.96%
|
-6.22%
Sep 2020 - Oct 2020
|
9 - 3 |
|
3Y
|
+22.05%
annualized
|
19.41%
|
-17.70%
Feb 2020 - Mar 2020
|
25 - 11 |
|
5Y
|
+12.28%
annualized
|
16.63%
|
-21.67%
Feb 2017 - Dec 2018
|
37 - 23 |
|
10Y
|
+12.04%
annualized
|
14.58%
|
-21.67%
Feb 2017 - Dec 2018
|
68 - 52 |
|
MAX
01 Jan 2005
|
+9.16%
annualized
|
15.87%
|
-48.79%
Jun 2007 - Feb 2009
|
114 - 86 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
Communication Services Select Sector SPDR Fund (XLC) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+10.27% |
+66.98% Apr 2020 - Mar 2021 |
-43.38% Nov 2007 - Oct 2008 |
25.93% |
| 2 Years |
+8.17% |
+32.57% Sep 2019 - Aug 2021 |
-24.51% Mar 2007 - Feb 2009 |
23.73% |
| 3 Years |
+6.66% |
+22.05% Sep 2018 - Aug 2021 |
-11.26% Jun 2007 - May 2010 |
21.21% |
| 5 Years |
+7.49% |
+18.43% Mar 2009 - Feb 2014 |
-2.52% Jun 2007 - May 2012 |
4.96% |
| 7 Years |
+8.00% |
+15.31% Mar 2009 - Feb 2016 |
+3.76% Jun 2007 - May 2014 |
0.00% |
| 10 Years |
+7.89% |
+12.04% Sep 2011 - Aug 2021 |
+4.27% Nov 2007 - Oct 2017 |
0.00% |
| 15 Years |
+7.68% |
+8.76% Jun 2006 - May 2021 |
+5.89% Apr 2005 - Mar 2020 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Communication Services Select Sector SPDR Fund (XLC) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the Communication Services Select Sector SPDR Fund (XLC) ETF, the average monthly return is represented.
Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).
Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
-0.62 47% |
0.15 47% |
1.26 71% |
3.43 71% |
0.56 47% |
0.99 65% |
2.01 71% |
-0.27 29% |
0.27 63% |
-0.76 44% |
1.31 56% |
1.68 75% |
| Best Year |
11.8 2019 |
7.0 2021 |
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 Year |
-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 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in Communication Services Select Sector SPDR Fund (XLC) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+27.33% | -0.9 | 7.0 | 2.6 | 6.5 | 1.0 | 3.0 | 1.8 | 3.9 | ||||
| 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.