Consolidated Returns as of 31 March 2024
Holding the Consumer Discretionary Select Sector SPDR Fund (XLY) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~25 years), the longest period with a negative return lasted 126 months (from January 1999 to June 2009).
This means that every rolling period of 127 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Consumer Discretionary Select Sector SPDR Fund (XLY) ETF: Historical Returns page.
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.73% |
+77.33%
Mar 2009 - Feb 2010 |
-43.12%
Mar 2008 - Feb 2009 |
25.34%
74 out of 292 |
US Inflation Adjusted | +9.99% |
+73.59%
Mar 2009 - Feb 2010 |
-43.13%
Mar 2008 - Feb 2009 |
28.08%
82 out of 292 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.17% |
+52.40%
Mar 2009 - Feb 2011 |
-31.35%
Mar 2007 - Feb 2009 |
21.43%
60 out of 280 |
US Inflation Adjusted | +8.31% |
+49.21%
Mar 2009 - Feb 2011 |
-32.73%
Mar 2007 - Feb 2009 |
27.50%
77 out of 280 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.84% |
+37.27%
Mar 2009 - Feb 2012 |
-18.40%
Mar 2006 - Feb 2009 |
16.04%
43 out of 268 |
US Inflation Adjusted | +8.27% |
+34.06%
Mar 2009 - Feb 2012 |
-20.14%
Mar 2006 - Feb 2009 |
22.39%
60 out of 268 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.33% |
+32.70%
Mar 2009 - Feb 2013 |
-14.02%
Mar 2005 - Feb 2009 |
11.33%
29 out of 256 |
US Inflation Adjusted | +8.26% |
+29.72%
Mar 2009 - Feb 2013 |
-16.15%
Mar 2005 - Feb 2009 |
20.31%
52 out of 256 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.34% |
+32.75%
Mar 2009 - Feb 2014 |
-10.38%
Mar 2004 - Feb 2009 |
8.20%
20 out of 244 |
US Inflation Adjusted | +6.63% |
+30.07%
Mar 2009 - Feb 2014 |
-12.69%
Mar 2004 - Feb 2009 |
13.11%
32 out of 244 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.00% |
+29.66%
Mar 2009 - Feb 2015 |
-2.92%
Mar 2003 - Feb 2009 |
5.60%
13 out of 232 |
US Inflation Adjusted | +7.29% |
+27.49%
Mar 2009 - Feb 2015 |
-5.27%
Mar 2003 - Feb 2009 |
14.22%
33 out of 232 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.75% |
+24.83%
Mar 2009 - Feb 2016 |
-6.36%
Mar 2002 - Feb 2009 |
3.64%
8 out of 220 |
US Inflation Adjusted | +7.67% |
+22.89%
Mar 2009 - Feb 2016 |
-8.72%
Mar 2002 - Feb 2009 |
7.73%
17 out of 220 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.60% |
+23.97%
Mar 2009 - Feb 2017 |
-4.14%
Mar 2001 - Feb 2009 |
4.33%
9 out of 208 |
US Inflation Adjusted | +8.16% |
+21.86%
Mar 2009 - Feb 2017 |
-6.39%
Mar 2001 - Feb 2009 |
11.54%
24 out of 208 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.66% |
+23.75%
Mar 2009 - Feb 2018 |
-3.39%
Apr 2000 - Mar 2009 |
4.59%
9 out of 196 |
US Inflation Adjusted | +8.21% |
+21.58%
Mar 2009 - Feb 2018 |
-5.69%
Apr 2000 - Mar 2009 |
12.76%
25 out of 196 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.41% |
+21.99%
Mar 2009 - Feb 2019 |
-3.47%
Mar 1999 - Feb 2009 |
3.80%
7 out of 184 |
US Inflation Adjusted | +8.42% |
+19.88%
Mar 2009 - Feb 2019 |
-5.91%
Mar 1999 - Feb 2009 |
8.15%
15 out of 184 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.71% |
+20.50%
Mar 2009 - Feb 2020 |
+0.81%
Jul 1999 - Jun 2010 |
0.00%
0 out of 172 |
US Inflation Adjusted | +8.64% |
+18.35%
Mar 2009 - Feb 2020 |
-1.62%
Jul 1999 - Jun 2010 |
4.65%
8 out of 172 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.79% |
+22.06%
Mar 2009 - Feb 2021 |
+3.06%
Jan 2000 - Dec 2011 |
0.00%
0 out of 160 |
US Inflation Adjusted | +8.58% |
+19.90%
Mar 2009 - Feb 2021 |
+0.54%
Jan 2000 - Dec 2011 |
0.00%
0 out of 160 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.89% |
+21.16%
Mar 2009 - Feb 2022 |
+4.14%
Jul 1999 - Jun 2012 |
0.00%
0 out of 148 |
US Inflation Adjusted | +8.68% |
+18.61%
Dec 2008 - Nov 2021 |
+1.61%
Jul 1999 - Jun 2012 |
0.00%
0 out of 148 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.76% |
+17.90%
Mar 2009 - Feb 2023 |
+5.51%
Jan 1999 - Dec 2012 |
0.00%
0 out of 136 |
US Inflation Adjusted | +8.55% |
+15.00%
Mar 2009 - Feb 2023 |
+2.98%
Jan 1999 - Dec 2012 |
0.00%
0 out of 136 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.78% |
+18.54%
Mar 2009 - Feb 2024 |
+6.52%
May 1999 - Apr 2014 |
0.00%
0 out of 124 |
US Inflation Adjusted | +8.51% |
+15.57%
Mar 2009 - Feb 2024 |
+4.03%
May 1999 - Apr 2014 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.51% |
+13.77%
Nov 2005 - Oct 2021 |
+7.21%
Jan 2000 - Dec 2015 |
0.00%
0 out of 112 |
US Inflation Adjusted | +8.15% |
+11.46%
Nov 2005 - Oct 2021 |
+4.88%
Feb 1999 - Jan 2015 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.56% |
+12.83%
Nov 2004 - Oct 2021 |
+7.09%
Jul 1999 - Jun 2016 |
0.00%
0 out of 100 |
US Inflation Adjusted | +8.03% |
+10.40%
Nov 2004 - Oct 2021 |
+4.79%
Jul 1999 - Jun 2016 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.15% |
+13.22%
Apr 2003 - Mar 2021 |
+7.60%
Jul 1999 - Jun 2017 |
0.00%
0 out of 88 |
US Inflation Adjusted | +7.72% |
+10.95%
Apr 2003 - Mar 2021 |
+5.32%
Jul 1999 - Jun 2017 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.03% |
+13.59%
Jan 2003 - Dec 2021 |
+7.61%
Jan 2000 - Dec 2018 |
0.00%
0 out of 76 |
US Inflation Adjusted | +7.59% |
+11.02%
Jan 2003 - Dec 2021 |
+5.35%
Jan 2000 - Dec 2018 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.53% |
+12.56%
Nov 2001 - Oct 2021 |
+7.57%
Apr 2000 - Mar 2020 |
0.00%
0 out of 64 |
US Inflation Adjusted | +7.84% |
+10.09%
Nov 2001 - Oct 2021 |
+5.38%
Apr 2000 - Mar 2020 |
0.00%
0 out of 64 |
To obtain comprehensive information, please consult the Consumer Discretionary Select Sector SPDR Fund (XLY) ETF: Historical Returns page.