Data Source: from January 1999 to September 2021

Last Update: 30 Sep 2021

Category: Stocks
ETF: Health Care Select Sector SPDR Fund (XLV)

In the last 10 years, the Health Care Select Sector SPDR Fund (XLV) ETF obtained a 16.83% compound annual return, with a 12.99% standard deviation.

In 2020, the portfolio granted a 1.67% dividend yield. If you are interested in getting periodic income, please refer to the Health Care Select Sector SPDR Fund (XLV) ETF: 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: Healthcare
  • Industry: Broad Healthcare

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 Health Care Select Sector SPDR Fund (XLV) ETF: Dividend Yield page.

Time Range:
Swipe left to see all data
Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-5.85%
-5.85%
Sep 2021 - Sep 2021
0 - 1
3M
+1.07%
-5.85%
Sep 2021 - Sep 2021
2 - 1
6M
+9.47%
-5.85%
Sep 2021 - Sep 2021
5 - 1
YTD
+13.04%
-5.85%
Sep 2021 - Sep 2021
7 - 2
1Y
+22.07%
12.84%
-5.85%
Sep 2021 - Sep 2021
9 - 3
3Y
+12.12%
annualized
16.20%
-12.59%
Jan 2020 - Mar 2020
21 - 15
5Y
+13.91%
annualized
14.30%
-12.59%
Jan 2020 - Mar 2020
39 - 21
10Y
+16.83%
annualized
12.99%
-13.21%
Aug 2015 - Sep 2015
81 - 39
20Y
+10.55%
annualized
13.39%
-35.50%
Dec 2007 - Feb 2009
151 - 89
MAX
01 Jan 1999
+8.76%
annualized
14.05%
-35.50%
Dec 2007 - Feb 2009
167 - 106
* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Health Care Select Sector SPDR Fund (XLV) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.28% +41.40%
Jan 2013 - Dec 2013
-30.48%
Dec 2007 - Nov 2008
22.90%
2 Years
+8.68% +33.73%
Dec 2012 - Nov 2014
-16.59%
May 2007 - Apr 2009
16.80%
3 Years
+8.66% +29.65%
Jun 2012 - May 2015
-9.42%
Mar 2006 - Feb 2009
17.65%
5 Years
+8.83% +23.99%
Aug 2010 - Jul 2015
-4.60%
Mar 2004 - Feb 2009
5.14%
7 Years
+9.04% +18.91%
Oct 2011 - Sep 2018
-1.47%
Mar 2002 - Feb 2009
2.11%
10 Years
+8.89% +17.00%
Sep 2011 - Aug 2021
-0.73%
May 1999 - Apr 2009
1.95%
15 Years
+8.96% +11.93%
Jul 2006 - Jun 2021
+6.17%
May 1999 - Apr 2014
0.00%
20 Years
+8.25% +10.55%
Oct 2001 - Sep 2021
+7.02%
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 Health Care Select Sector SPDR Fund (XLV) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Health Care Select Sector SPDR Fund (XLV) 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 %
1.11
65%
-0.34
57%
1.08
61%
2.05
61%
0.80
70%
0.53
52%
1.16
61%
0.01
57%
-1.23
43%
0.43
59%
2.21
77%
1.71
73%
Best
Year
7.6
2013
6.3
2017
9.0
2000
12.6
2020
6.8
2009
6.6
2019
7.2
2013
4.8
2014
9.1
2010
7.7
2015
11.6
2001
9.0
1999
Worst
Year
-7.7
2016
-12.4
2009
-6.4
2001
-3.9
2010
-6.5
2010
-7.2
2002
-5.4
2004
-8.0
2015
-14.5
2001
-11.5
2008
-9.1
2000
-9.4
2018
Statistics calculated for the period Jan 1999 - Sep 2021

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

Monthly Returns of Health Care Select Sector SPDR Fund (XLV) ETF:

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+13.04% 1.4 -2.1 4.0 3.9 1.9 2.3 4.9 2.3 -5.9
2020
+13.34% -2.7 -6.6 -3.9 12.6 3.3 -2.4 5.5 2.6 -2.2 -3.6 8.0 3.8
2019
+20.45% 4.8 1.1 0.5 -2.7 -2.2 6.6 -1.6 -0.6 -0.1 5.1 5.0 3.5
2018
+6.28% 6.6 -4.5 -2.9 1.1 0.2 1.7 6.6 4.3 3.0 -6.8 8.1 -9.4
2017
+21.77% 2.3 6.3 -0.5 1.5 0.8 4.6 0.8 1.8 0.9 -0.8 2.9 -0.6
2016
-2.76% -7.7 -0.4 2.7 3.0 2.2 0.9 4.9 -3.2 -0.5 -6.6 2.1 0.7
2015
+6.84% 1.3 4.3 0.6 -1.1 4.5 -0.4 3.0 -8.0 -5.7 7.7 -0.3 1.7
2014
+25.14% 0.9 6.2 -1.3 -0.6 2.9 2.1 0.1 4.8 0.4 5.3 3.5 -1.4
2013
+41.40% 7.6 1.3 6.2 3.0 1.7 -0.6 7.2 -3.5 3.2 4.3 4.7 0.7
2012
+17.37% 3.2 1.1 4.5 -0.3 -3.6 5.7 1.0 1.2 3.8 -0.2 0.5 -0.4
2011
+12.39% 0.6 3.1 1.8 6.4 2.5 -1.1 -4.0 -2.1 -4.5 5.8 1.0 3.0
2010
+3.30% 0.7 0.4 2.7 -3.9 -6.5 -1.8 1.3 -1.7 9.1 2.2 -2.9 4.6
2009
+19.51% -1.2 -12.4 6.0 -0.1 6.8 2.4 5.9 2.7 0.6 -2.1 9.3 1.8
2008
-23.31% -4.6 -2.7 -4.5 1.0 1.9 -4.2 4.5 2.1 -7.4 -11.5 -6.3 7.2
2007
+7.15% 3.1 -2.3 0.2 7.3 1.7 -3.4 -4.8 2.3 3.1 1.9 1.3 -2.8
2006
+7.05% 1.3 1.2 -1.3 -3.1 -2.1 0.0 5.5 2.9 1.5 0.3 -0.1 1.0
2005
+6.41% -3.1 3.0 -0.6 3.5 1.3 -0.5 2.3 -0.4 -0.6 -3.1 1.2 3.5
2004
+1.28% 2.8 1.1 -4.2 3.1 -0.3 -0.4 -5.4 1.6 -1.8 -2.2 2.0 5.5
2003
+14.92% -0.3 -2.2 3.6 3.3 2.1 4.4 -1.5 -3.7 0.3 0.7 2.1 5.8
2002
-0.74% -0.7 4.6 5.8 -0.6 1.4 -7.2 -2.9 1.0 -6.2 5.8 3.1 -3.8
2001
-0.83% 7.2 -1.9 -6.4 7.4 3.8 -1.1 -2.0 -5.1 -14.5 0.5 11.6 2.4
2000
-11.77% -2.5 -6.5 9.0 -1.2 -2.7 0.2 -1.5 3.5 -3.6 1.5 -9.1 1.7
1999
+19.51% 4.8 0.1 2.6 3.6 -3.1 4.4 -3.0 -4.5 -1.4 5.1 1.2 9.0
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