Last Update: 31 Aug 2021

Category: Stocks
ETF: Consumer Staples Select Sector SPDR Fund (XLP)

In the last 10 years, the Consumer Staples Select Sector SPDR Fund (XLP) ETF obtained a 11.86% compound annual return, with a 11.45% standard deviation.

In the last 20 years, a 8% compound annual return, with a 11.37% standard deviation.

In 2020, the portfolio granted a 2.71% dividend yield. If you are interested in getting periodic income, please refer to the Consumer Staples Select Sector SPDR Fund (XLP): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.
  • Sector: Consumer Staples
  • Industry: Broad Consumer Staples

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 Staples Select Sector SPDR Fund (XLP): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.05%
0.00%
1 - 0
3M
+2.70%
-0.55%
Jun 2021 - Jun 2021
2 - 1
6M
+15.50%
-0.55%
Jun 2021 - Jun 2021
5 - 1
YTD
+8.40%
-6.15%
Jan 2021 - Feb 2021
5 - 3
1Y
+13.11%
12.90%
-6.15%
Jan 2021 - Feb 2021
7 - 5
3Y
+13.45%
annualized
13.61%
-13.28%
Feb 2020 - Mar 2020
25 - 11
5Y
+8.78%
annualized
12.61%
-13.64%
Feb 2018 - May 2018
37 - 23
10Y
+11.86%
annualized
11.45%
-13.64%
Feb 2018 - May 2018
75 - 45
MAX
01 Jan 1999
+6.81%
annualized
12.18%
-32.60%
Jan 2001 - Feb 2003
164 - 108

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Consumer Staples Select Sector SPDR Fund (XLP) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.71% +36.82%
Mar 2009 - Feb 2010
-27.40%
Apr 2002 - Mar 2003
20.31%
2 Years
+7.48% +24.33%
Mar 2009 - Feb 2011
-15.16%
Jan 2001 - Dec 2002
18.07%
3 Years
+7.32% +21.16%
Mar 2009 - Feb 2012
-7.16%
Jan 2001 - Dec 2003
17.30%
5 Years
+7.87% +19.10%
Mar 2009 - Feb 2014
-2.94%
Jan 1999 - Dec 2003
8.45%
7 Years
+8.33% +17.26%
Apr 2009 - Mar 2016
-1.39%
Mar 2002 - Feb 2009
3.17%
10 Years
+8.48% +13.38%
Mar 2009 - Feb 2019
-0.90%
Mar 1999 - Feb 2009
1.96%
15 Years
+8.37% +10.40%
Jun 2006 - May 2021
+5.02%
Feb 1999 - Jan 2014
0.00%
20 Years
+7.11% +8.02%
Jul 2001 - Jun 2021
+5.51%
Jan 1999 - Dec 2018
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 Staples Select Sector SPDR Fund (XLP) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Consumer Staples Select Sector SPDR Fund (XLP) 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 %
-0.93
48%
-0.24
57%
1.35
65%
1.18
65%
0.94
65%
-0.23
43%
1.14
61%
0.53
65%
-0.06
50%
1.58
64%
1.69
73%
0.45
68%
Best
Year
5.6
2013
5.7
2004
8.5
2021
7.0
2020
7.1
2000
5.7
2000
6.9
2020
4.6
2014
6.0
2010
9.1
1999
7.5
2020
4.4
2010
Worst
Year
-7.3
2001
-11.7
2000
-6.9
2001
-4.1
2018
-4.6
2010
-10.2
2002
-4.9
2004
-6.0
2015
-9.0
1999
-12.6
2008
-4.2
2016
-8.9
2018

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

Investing in Consumer Staples Select Sector SPDR Fund (XLP) 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
+8.40% -5.0 -1.2 8.5 1.9 1.8 -0.6 2.2 1.1
2020
+10.15% 0.3 -8.2 -5.5 7.0 1.7 -0.2 6.9 4.6 -1.7 -2.9 7.5 1.7
2019
+27.43% 5.1 1.8 3.8 2.9 -3.6 5.2 2.3 2.2 1.8 -0.4 1.4 2.4
2018
-8.07% 1.6 -7.6 -0.9 -4.1 -1.6 4.6 4.0 0.4 1.0 2.0 2.3 -8.9
2017
+12.98% 1.7 4.8 -0.4 1.1 2.7 -2.3 0.7 -1.1 -0.7 -1.7 5.6 2.2
2016
+4.98% 0.5 0.3 4.7 -1.4 0.7 5.4 -0.8 -0.6 -1.5 -0.8 -4.2 3.0
2015
+6.89% -1.0 4.1 -2.0 -0.8 0.9 -1.8 5.7 -6.0 0.4 5.7 -0.9 2.9
2014
+15.72% -5.2 3.9 2.2 2.7 1.8 -0.3 -3.3 4.6 0.6 3.6 5.5 -0.9
2013
+26.30% 5.6 3.3 4.9 2.9 -2.2 -0.3 4.3 -4.5 1.4 6.4 1.6 0.7
2012
+10.74% -1.4 3.8 3.1 0.3 -1.2 3.6 2.5 -0.5 1.8 -1.2 1.8 -2.1
2011
+14.07% -1.5 2.9 1.2 5.4 2.5 -2.7 -1.3 0.2 -3.3 4.7 2.8 2.8
2010
+13.78% -1.0 3.2 3.8 -1.1 -4.6 -2.5 5.8 -1.9 6.0 3.2 -1.6 4.4
2009
+14.28% -7.2 -8.1 4.3 4.3 5.1 0.2 6.7 1.2 3.3 1.5 3.7 -0.2
2008
-15.02% -5.6 -0.3 3.2 -0.8 3.0 -5.7 2.4 2.7 -1.3 -12.6 -0.2 0.0
2007
+12.67% 2.0 -1.5 2.1 2.8 1.4 -2.0 -2.9 2.4 4.6 1.5 2.8 -0.8
2006
+14.49% 0.2 0.9 0.8 1.0 0.2 1.8 1.6 3.9 -0.1 1.8 -0.9 2.5
2005
+2.84% 1.2 -0.1 -0.9 -1.0 2.3 -1.9 3.2 -1.8 1.4 -0.5 0.9 0.1
2004
+7.65% 0.0 5.7 -0.3 1.3 -0.6 0.6 -4.9 1.8 -2.6 0.7 2.5 3.7
2003
+11.16% -3.4 -3.1 0.0 3.0 4.9 1.0 -0.2 1.7 -0.4 4.5 1.2 1.8
2002
-20.10% -0.7 2.1 1.6 -3.7 -1.1 -10.2 -4.3 0.8 -7.2 3.9 -2.8 0.3
2001
-9.92% -7.3 0.6 -6.9 1.9 1.5 -4.6 3.0 0.5 -0.1 -0.6 4.4 -2.0
2000
+25.55% 0.9 -11.7 3.8 5.3 7.1 5.7 -3.7 -1.2 4.4 6.9 3.5 3.6
1999
-14.26% -1.3 -1.1 -0.1 -3.5 -1.0 1.8 -3.7 1.7 -9.0 9.1 0.3 -7.3
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