Last Update: 31 Aug 2021

Category: Stocks
ETF: Consumer Discretionary Select Sector SPDR Fund (XLY)

In the last 10 years, the Consumer Discretionary Select Sector SPDR Fund (XLY) ETF obtained a 18.82% compound annual return, with a 15.76% standard deviation.

In the last 20 years, a 11.57% compound annual return, with a 17.89% standard deviation.

In 2020, the portfolio granted a 1.06% dividend yield. If you are interested in getting periodic income, please refer to the Consumer Discretionary Select Sector SPDR Fund (XLY): 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: Broad Consumer Discretionaries

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 Consumer Discretionary Select Sector SPDR Fund (XLY): Dividend Yield page.

Capital Growth:
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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.78%
0.00%
1 - 0
3M
+6.41%
0.00%
3 - 0
6M
+14.31%
-3.40%
May 2021 - May 2021
5 - 1
YTD
+14.57%
-3.40%
May 2021 - May 2021
6 - 2
1Y
+23.23%
12.93%
-4.54%
Sep 2020 - Oct 2020
8 - 4
3Y
+17.59%
annualized
21.59%
-21.41%
Jan 2020 - Mar 2020
25 - 11
5Y
+19.41%
annualized
17.83%
-21.41%
Jan 2020 - Mar 2020
43 - 17
10Y
+18.82%
annualized
15.76%
-21.41%
Jan 2020 - Mar 2020
82 - 38
MAX
01 Jan 1999
+10.28%
annualized
18.33%
-55.09%
Jun 2007 - Feb 2009
161 - 111

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Consumer Discretionary Select Sector SPDR Fund (XLY) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+11.51% +77.33%
Mar 2009 - Feb 2010
-43.12%
Mar 2008 - Feb 2009
22.99%
2 Years
+10.46% +52.40%
Mar 2009 - Feb 2011
-31.35%
Mar 2007 - Feb 2009
17.67%
3 Years
+10.22% +37.27%
Mar 2009 - Feb 2012
-18.40%
Mar 2006 - Feb 2009
18.14%
5 Years
+10.26% +32.75%
Mar 2009 - Feb 2014
-10.38%
Mar 2004 - Feb 2009
9.39%
7 Years
+10.12% +24.83%
Mar 2009 - Feb 2016
-6.36%
Mar 2002 - Feb 2009
4.23%
10 Years
+10.04% +21.99%
Mar 2009 - Feb 2019
-3.47%
Mar 1999 - Feb 2009
4.58%
15 Years
+9.96% +13.75%
Aug 2006 - Jul 2021
+6.52%
May 1999 - Apr 2014
0.00%
20 Years
+9.67% +11.57%
Sep 2001 - Aug 2021
+7.57%
Apr 2000 - 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 Consumer Discretionary Select Sector SPDR Fund (XLY) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Consumer Discretionary Select Sector SPDR Fund (XLY) 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.

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 %
0.48
48%
-0.09
52%
1.87
57%
3.46
74%
0.01
57%
-0.26
52%
1.03
65%
0.16
48%
-0.69
45%
1.61
59%
2.44
77%
1.55
77%
Best
Year
11.6
2001
8.5
2015
14.2
2000
18.9
2020
6.5
2020
7.8
2019
9.5
2009
9.6
2020
11.0
2010
11.9
2011
13.3
2001
9.5
1999
Worst
Year
-12.4
2000
-9.1
2009
-14.9
2020
-6.4
2005
-7.6
2019
-11.5
2008
-11.9
2002
-8.8
2001
-12.6
2001
-17.6
2008
-10.8
2008
-8.5
2002

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in Consumer Discretionary Select Sector SPDR Fund (XLY) 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
+14.57% 0.8 -0.5 4.5 6.5 -3.4 3.5 1.1 1.8
2020
+29.63% -0.1 -7.6 -14.9 18.9 6.5 3.1 7.3 9.6 -1.9 -2.7 10.0 2.4
2019
+28.39% 9.9 1.3 3.7 5.5 -7.6 7.8 1.3 -0.9 1.3 0.1 1.3 2.8
2018
+1.59% 9.2 -3.5 -2.4 2.4 2.0 3.6 1.8 5.1 0.5 -10.1 2.5 -8.0
2017
+22.82% 4.2 1.8 2.1 2.4 1.1 -1.3 1.9 -1.9 0.8 2.1 5.1 2.5
2016
+5.97% -5.2 0.5 6.7 0.1 0.1 -1.1 4.6 -1.3 -0.3 -2.4 4.8 0.0
2015
+9.91% -3.0 8.5 -0.5 -0.1 1.3 0.6 4.9 -6.5 -0.6 9.0 -0.2 -2.8
2014
+9.46% -6.0 6.4 -2.9 -1.4 2.9 1.9 -1.3 4.5 -2.8 2.1 5.5 0.9
2013
+42.73% 5.7 1.6 4.4 3.0 2.8 0.8 5.3 -2.9 5.4 4.6 3.5 2.3
2012
+23.60% 5.9 4.5 4.7 1.2 -5.5 1.9 -0.6 4.6 3.1 -1.5 3.2 0.5
2011
+5.99% -0.6 6.0 -0.6 3.8 -0.3 -0.2 -1.4 -5.3 -6.9 11.9 -0.7 1.3
2010
+27.46% -2.9 5.6 7.8 6.0 -7.0 -9.7 7.9 -4.0 11.0 5.5 2.5 4.1
2009
+40.57% -10.6 -9.1 12.7 18.5 -0.7 0.3 9.5 3.5 5.4 -2.4 6.7 4.6
2008
-32.97% -0.4 -3.9 -1.8 2.4 2.7 -11.5 0.2 6.9 -8.2 -17.6 -10.8 6.1
2007
-13.67% 2.9 -3.0 -0.5 2.4 3.0 -1.8 -5.9 0.6 -0.9 -0.5 -5.5 -5.0
2006
+18.41% 1.8 0.7 0.6 1.3 -1.7 -0.2 -3.3 2.0 6.4 6.5 1.3 2.2
2005
-6.57% -4.3 -0.5 -1.2 -6.4 6.2 -0.4 5.7 -3.3 -2.8 -2.0 4.0 -0.9
2004
+12.88% -0.6 2.2 -0.6 -1.1 0.6 0.3 -3.8 -0.2 2.9 4.0 4.2 4.7
2003
+37.19% -3.3 -0.5 2.4 11.7 5.3 1.5 1.9 5.1 -4.8 9.1 0.9 4.0
2002
-18.66% 3.3 0.5 1.3 -2.8 -0.5 -5.3 -11.9 3.0 -8.9 6.8 4.6 -8.5
2001
+12.73% 11.6 -7.1 -1.5 4.6 2.4 -0.8 4.5 -8.8 -12.6 5.3 13.3 4.5
2000
-16.87% -12.4 -5.6 14.2 -2.1 -5.4 -5.4 1.6 -4.2 0.1 -1.3 -2.5 7.1
1999
+19.51% 5.1 -0.6 4.9 2.6 -4.5 6.4 -7.5 -3.9 -1.5 8.9 0.1 9.5
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