Last Update: 31 Aug 2021

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 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.

Capital Growth:

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

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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

Drawdonws Chart:

Rolling Returns ( more details)

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
+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.

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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

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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.

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