Last Update: 31 Dec 2020
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.
ETF Returns, up to December 2018, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
| 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
Rolling Returns
Communication Services Select Sector SPDR Fund (XLC) ETF: annualized rolling and average returns
| 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
| 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
| 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.