Data Source: from January 2005 to August 2022
Consolidated Returns as of 31 Aug 2022
Live Update: Sep 23 2022
Category: Stocks
ETF: Communication Services Select Sector SPDR Fund (XLC)
ETF • LIVE PERFORMANCE (USD currency)
1.94%
1 Day
Sep 23 2022
9.50%
Current Month
September 2022

In the last 15 Years, the Communication Services Select Sector SPDR Fund (XLC) ETF obtained a 4.03% compound annual return, with a 17.11% standard deviation.

In 2021, the ETF 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) ETF: 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

Historical Returns as of Aug 31, 2022

Historical returns and stats of Communication Services Select Sector SPDR Fund (XLC) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from January 2005 to August 2022
Swipe left to see all data
Period Return (%)
as of Aug 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Aug 2022
-3.53
-3.50
-3.53
Aug 2022 - Aug 2022
0 - 1
3M
-9.42
-10.61
-9.60
Jun 2022 - Jun 2022
1 - 2
6M
-20.16
-23.52
-20.91
Apr 2022 - Jun 2022
3 - 3
YTD
-29.65
-33.77
-29.79
Jan 2022 - Jun 2022
3 - 5
1Y
-35.93
-40.82
18.53
-36.06
Sep 2021 - Jun 2022
5 - 7
42% pos
3Y(*)
4.04
-0.82
21.27
-36.06
Sep 2021 - Jun 2022
24 - 12
67% pos
5Y(*)
2.36
-1.41
19.10
-36.06
Sep 2021 - Jun 2022
36 - 24
60% pos
10Y(*)
5.93
3.30
16.00
-36.06
Sep 2021 - Jun 2022
66 - 54
55% pos
15Y(*)
4.03
1.60
17.11
-48.05
Oct 2007 - Feb 2009
99 - 81
55% pos
MAX(*)
01 Jan 2005
5.92
3.30
16.40
-48.81
Jun 2007 - Feb 2009
119 - 93
56% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82% , 10Y: 2.54%

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

Correlations as of Aug 31, 2022

Monthly correlations of Communication Services Select Sector SPDR Fund (XLC) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs XLC
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 2005
US Total Stock Market
VTI
0.88
0.90
0.80
0.81
US Large Cap
SPY
0.88
0.89
0.81
0.81
US Small Cap
IJR
0.82
0.79
0.69
0.72
US REITs
VNQ
0.71
0.73
0.63
0.60
US Technology
QQQ
0.81
0.84
0.72
0.75
Preferred Stocks
PFF
0.91
0.80
0.67
0.48
EAFE Stocks
EFA
0.90
0.82
0.72
0.72
World All Countries
VT
0.91
0.89
0.80
0.78
Emerging Markets
EEM
0.83
0.69
0.61
0.66
Europe
VGK
0.86
0.82
0.69
0.71
Pacific
VPL
0.84
0.78
0.67
0.67
Latin America
FLLA
0.67
0.56
0.51
0.60
US Total Bond Market
BND
0.65
0.40
0.32
0.19
Long Term Treasuries
TLT
0.45
-0.03
-0.02
-0.12
US Cash
BIL
0.09
-0.17
-0.17
-0.08
TIPS
TIP
0.49
0.47
0.37
0.20
Investment Grade Bonds
LQD
0.77
0.60
0.49
0.38
High Yield Bonds
HYG
0.76
0.78
0.70
0.64
International Bond Market
BNDX
0.48
0.35
0.32
0.20
Emerging Market Bonds
EMB
0.94
0.71
0.64
0.58
Gold
GLD
0.09
0.15
0.08
0.04
Commodities
DBC
0.20
0.45
0.38
0.35

Capital Growth as of Aug 31, 2022

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) ETF: Dividend Yield page.

An investment of 1000$, since September 2007, now would be worth 1808.29$, with a total return of 80.83% (4.03% annualized).

The Inflation Adjusted Capital now would be 1269.45$, with a net total return of 26.94% (1.60% annualized).
An investment of 1000$, since January 2005, now would be worth 2763.05$, with a total return of 176.31% (5.92% annualized).

The Inflation Adjusted Capital now would be 1775.36$, with a net total return of 77.54% (3.30% annualized).

Drawdowns

Worst drawdowns since September 2007.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-48.05% Oct 2007 Feb 2009 17 Sep 2012 43 60
-36.06% Sep 2021 Jun 2022 10 in progress 2 12
-21.64% Feb 2017 Dec 2018 23 Nov 2019 11 34
-17.71% Feb 2020 Mar 2020 2 May 2020 2 4
-9.52% May 2015 Sep 2015 5 Feb 2016 5 10
-9.17% Aug 2016 Oct 2016 3 Dec 2016 2 5
-6.22% Sep 2020 Oct 2020 2 Nov 2020 1 3
-5.10% Dec 2014 Jan 2015 2 Feb 2015 1 3
-5.09% Oct 2012 Nov 2012 2 Mar 2013 4 6
-4.63% Aug 2013 Aug 2013 1 Oct 2013 2 3
-3.72% May 2013 May 2013 1 Jul 2013 2 3
-3.42% Jan 2014 Feb 2014 2 Mar 2014 1 3
-2.44% Mar 2015 Mar 2015 1 Apr 2015 1 2
-1.91% Aug 2014 Sep 2014 2 Oct 2014 1 3
-1.69% Nov 2013 Nov 2013 1 Dec 2013 1 2
-0.89% Jan 2021 Jan 2021 1 Feb 2021 1 2
-0.81% Apr 2014 Apr 2014 1 May 2014 1 2
-0.36% Apr 2016 May 2016 2 Jun 2016 1 3

Worst drawdowns since January 2005.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-48.81% Jun 2007 Feb 2009 21 Sep 2012 43 64
-36.06% Sep 2021 Jun 2022 10 in progress 2 12
-21.64% Feb 2017 Dec 2018 23 Nov 2019 11 34
-17.71% Feb 2020 Mar 2020 2 May 2020 2 4
-9.52% May 2015 Sep 2015 5 Feb 2016 5 10
-9.17% Aug 2016 Oct 2016 3 Dec 2016 2 5
-7.38% Jan 2005 Apr 2005 4 Jul 2005 3 7
-6.22% Sep 2020 Oct 2020 2 Nov 2020 1 3
-5.10% Dec 2014 Jan 2015 2 Feb 2015 1 3
-5.09% Oct 2012 Nov 2012 2 Mar 2013 4 6
-4.63% Aug 2013 Aug 2013 1 Oct 2013 2 3
-4.04% Apr 2006 May 2006 2 Jul 2006 2 4
-3.72% May 2013 May 2013 1 Jul 2013 2 3
-3.42% Jan 2014 Feb 2014 2 Mar 2014 1 3
-3.17% Aug 2005 Oct 2005 3 Nov 2005 1 4
-2.58% Dec 2005 Dec 2005 1 Jan 2006 1 2
-2.44% Mar 2015 Mar 2015 1 Apr 2015 1 2
-1.91% Aug 2014 Sep 2014 2 Oct 2014 1 3
-1.69% Nov 2013 Nov 2013 1 Dec 2013 1 2
-1.38% Feb 2007 Feb 2007 1 Apr 2007 2 3

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
9.46 66.98
Apr 2020 - Mar 2021
-43.38
Nov 2007 - Oct 2008
27.86%
2 Years
8.54 32.57
Sep 2019 - Aug 2021
-24.52
Mar 2007 - Feb 2009
23.28%
3 Years
7.12 24.47
Jan 2019 - Dec 2021
-11.26
Jun 2007 - May 2010
19.77%
5 Years
7.42 18.43
Mar 2009 - Feb 2014
-2.52
Jun 2007 - May 2012
4.58%
7 Years
7.92 15.31
Mar 2009 - Feb 2016
3.76
Jun 2007 - May 2014
0.00%
10 Years
8.05 12.11
Oct 2011 - Sep 2021
4.27
Nov 2007 - Oct 2017
0.00%
15 Years
7.01 8.76
Jun 2006 - May 2021
3.84
Jul 2007 - Jun 2022
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

Communication Services Select Sector SPDR Fund (XLC) ETF: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
-0.85
44%
-0.27
44%
1.24
72%
2.45
67%
0.63
50%
0.41
61%
2.11
72%
-0.45
28%
-0.11
59%
-0.70
47%
0.87
53%
1.77
76%
Best
Year
11.7
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
-14.1
2022
-6.0
2019
-10.0
2008
-5.7
2011
-5.9
2016
-13.9
2008
-14.9
2008
-7.0
2007
-8.3
2018
Statistics calculated for the period Jan 2005 - Aug 2022

Monthly/Yearly Returns

Communication Services Select Sector SPDR Fund (XLC) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
119 Positive Months (56%) - 93 Negative Months (44%)
Jan 2005 - Aug 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-29.65 -33.77 -4.8 -7.4 0.7 -14.1 1.9 -9.6 3.9 -3.5
2021
+15.96 +8.34 -0.9 7.0 2.6 6.5 0.9 2.9 1.8 3.9 -6.3 0.2 -6.1 3.3
2020
+26.91 +25.20 0.5 -5.8 -12.6 13.7 7.4 0.2 7.6 8.8 -5.9 -0.3 10.5 3.3
2019
+31.05 +28.12 11.7 -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 -18.33 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 -7.45 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 +20.29 1.2 4.0 5.6 -0.2 -0.2 7.2 2.7 -5.9 0.2 -3.6 3.3 7.5
2015
+2.70 +1.95 -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 +3.19 -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 +22.40 3.2 -0.8 3.5 8.3 -3.7 2.1 4.2 -4.6 3.0 7.1 -1.7 2.3
2012
+16.55 +14.56 -1.0 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 -4.98 -1.6 2.4 3.7 2.1 3.7 -1.8 -5.7 -3.1 -6.9 4.2 0.1 1.4
2010
+19.53 +17.77 -7.8 1.2 6.6 0.8 -4.4 -2.0 9.1 -1.0 9.5 1.1 -0.7 7.2
2009
+29.45 +26.02 -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 -38.60 -10.9 -8.4 0.7 6.4 5.0 -10.0 -2.4 2.1 -13.9 -14.9 -0.4 2.3
2007
+5.15 +1.02 4.5 -1.4 1.2 1.1 8.7 -2.0 -2.1 -0.4 3.1 -0.9 -7.0 0.9
2006
+36.70 +33.31 5.3 4.1 4.8 0.0 -4.0 3.3 2.0 3.3 4.6 3.7 1.0 4.0
2005
+2.00 -1.37 -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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