Consolidated Returns as of 31 March 2024
Holding the Consumer Staples Select Sector SPDR Fund (XLP) 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 124 months (from January 1999 to April 2009).
This means that every rolling period of 125 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Consumer Staples Select Sector SPDR Fund (XLP) 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 | +8.91% |
+36.82%
Mar 2009 - Feb 2010 |
-27.40%
Apr 2002 - Mar 2003 |
20.55%
60 out of 292 |
US Inflation Adjusted | +5.89% |
+33.94%
Mar 2009 - Feb 2010 |
-29.53%
Apr 2002 - Mar 2003 |
28.42%
83 out of 292 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.92% |
+24.33%
Mar 2009 - Feb 2011 |
-15.16%
Jan 2001 - Dec 2002 |
16.43%
46 out of 280 |
US Inflation Adjusted | +5.75% |
+21.73%
Mar 2009 - Feb 2011 |
-16.86%
Jan 2001 - Dec 2002 |
26.07%
73 out of 280 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.11% |
+21.16%
Mar 2009 - Feb 2012 |
-7.16%
Jan 2001 - Dec 2003 |
15.30%
41 out of 268 |
US Inflation Adjusted | +5.00% |
+18.33%
Mar 2009 - Feb 2012 |
-9.02%
Jan 2001 - Dec 2003 |
20.90%
56 out of 268 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.06% |
+20.60%
Apr 2009 - Mar 2013 |
-7.16%
Mar 1999 - Feb 2003 |
13.28%
34 out of 256 |
US Inflation Adjusted | +5.47% |
+17.95%
Apr 2009 - Mar 2013 |
-9.64%
Mar 1999 - Feb 2003 |
17.58%
45 out of 256 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.27% |
+19.10%
Mar 2009 - Feb 2014 |
-2.94%
Jan 1999 - Dec 2003 |
7.38%
18 out of 244 |
US Inflation Adjusted | +5.52% |
+16.70%
Mar 2009 - Feb 2014 |
-5.26%
Jan 1999 - Dec 2003 |
17.62%
43 out of 244 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.47% |
+19.44%
Mar 2009 - Feb 2015 |
-1.25%
Jan 1999 - Dec 2004 |
2.59%
6 out of 232 |
US Inflation Adjusted | +6.10% |
+17.44%
Mar 2009 - Feb 2015 |
-3.75%
Jan 1999 - Dec 2004 |
11.21%
26 out of 232 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.99% |
+17.26%
Apr 2009 - Mar 2016 |
-1.39%
Mar 2002 - Feb 2009 |
2.73%
6 out of 220 |
US Inflation Adjusted | +6.58% |
+15.37%
Apr 2009 - Mar 2016 |
-3.87%
Mar 2002 - Feb 2009 |
11.36%
25 out of 220 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.72% |
+16.38%
Mar 2009 - Feb 2017 |
-1.47%
Mar 2001 - Feb 2009 |
1.92%
4 out of 208 |
US Inflation Adjusted | +7.37% |
+14.40%
Mar 2009 - Feb 2017 |
-3.78%
Mar 2001 - Feb 2009 |
11.06%
23 out of 208 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.91% |
+14.38%
Mar 2009 - Feb 2018 |
+0.86%
Jul 2000 - Jun 2009 |
0.00%
0 out of 196 |
US Inflation Adjusted | +7.52% |
+12.37%
Mar 2009 - Feb 2018 |
-1.58%
Jul 2000 - Jun 2009 |
12.76%
25 out of 196 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.91% |
+13.38%
Mar 2009 - Feb 2019 |
-0.90%
Mar 1999 - Feb 2009 |
1.63%
3 out of 184 |
US Inflation Adjusted | +7.87% |
+11.42%
Mar 2009 - Feb 2019 |
-3.41%
Mar 1999 - Feb 2009 |
7.07%
13 out of 184 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.02% |
+13.05%
Feb 2009 - Jan 2020 |
+1.63%
Jan 1999 - Dec 2009 |
0.00%
0 out of 172 |
US Inflation Adjusted | +7.65% |
+11.02%
Mar 2009 - Feb 2020 |
-0.92%
Jan 1999 - Dec 2009 |
4.07%
7 out of 172 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.77% |
+13.35%
Apr 2009 - Mar 2021 |
+2.58%
Feb 1999 - Jan 2011 |
0.00%
0 out of 160 |
US Inflation Adjusted | +7.62% |
+11.28%
Apr 2009 - Mar 2021 |
+0.09%
Feb 1999 - Jan 2011 |
0.00%
0 out of 160 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.68% |
+13.59%
Mar 2009 - Feb 2022 |
+3.42%
Feb 1999 - Jan 2012 |
0.00%
0 out of 148 |
US Inflation Adjusted | +7.46% |
+11.08%
Mar 2009 - Feb 2022 |
+0.87%
Feb 1999 - Jan 2012 |
0.00%
0 out of 148 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.50% |
+12.45%
Mar 2009 - Feb 2023 |
+3.94%
Jan 1999 - Dec 2012 |
0.00%
0 out of 136 |
US Inflation Adjusted | +7.39% |
+9.68%
Mar 2009 - Feb 2023 |
+1.44%
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 | +9.26% |
+12.02%
Mar 2009 - Feb 2024 |
+5.02%
Feb 1999 - Jan 2014 |
0.00%
0 out of 124 |
US Inflation Adjusted | +6.97% |
+9.21%
Mar 2009 - Feb 2024 |
+2.55%
Feb 1999 - Jan 2014 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.97% |
+10.65%
Jan 2006 - Dec 2021 |
+5.92%
Jan 1999 - Dec 2014 |
0.00%
0 out of 112 |
US Inflation Adjusted | +6.67% |
+8.26%
Jan 2006 - Dec 2021 |
+3.55%
Jan 1999 - Dec 2014 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.00% |
+10.30%
May 2005 - Apr 2022 |
+5.98%
Jan 1999 - Dec 2015 |
0.00%
0 out of 100 |
US Inflation Adjusted | +6.61% |
+7.74%
May 2005 - Apr 2022 |
+3.70%
Jan 1999 - Dec 2015 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.85% |
+10.22%
Apr 2003 - Mar 2021 |
+5.71%
Jan 2001 - Dec 2018 |
0.00%
0 out of 88 |
US Inflation Adjusted | +6.36% |
+8.01%
Apr 2003 - Mar 2021 |
+3.56%
Jan 2001 - Dec 2018 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.74% |
+10.40%
Apr 2003 - Mar 2022 |
+5.95%
Jun 1999 - May 2018 |
0.00%
0 out of 76 |
US Inflation Adjusted | +5.61% |
+7.84%
Apr 2003 - Mar 2022 |
+3.67%
Jun 1999 - May 2018 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.80% |
+9.95%
May 2003 - Apr 2023 |
+5.51%
Jan 1999 - Dec 2018 |
0.00%
0 out of 64 |
US Inflation Adjusted | +5.58% |
+7.23%
Apr 2003 - Mar 2023 |
+3.27%
Jan 1999 - Dec 2018 |
0.00%
0 out of 64 |
To obtain comprehensive information, please consult the Consumer Staples Select Sector SPDR Fund (XLP) ETF: Historical Returns page.