Last Update: 31 Dec 2020

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 15.66% compound annual return, with a 13.06% 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): 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): Dividend Yield page.

Capital Growth:
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Period Returns
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.80%
0.00%
1 - 0
3M
+7.99%
-3.62%
Oct 2020 - Oct 2020
2 - 1
6M
+14.29%
-5.71%
Sep 2020 - Oct 2020
4 - 2
YTD
+13.34%
18.86%
-12.59%
Jan 2020 - Mar 2020
6 - 6
1Y
+13.34%
18.86%
-12.59%
Jan 2020 - Mar 2020
6 - 6
3Y
+13.21%
annualized
16.49%
-12.59%
Jan 2020 - Mar 2020
21 - 15
5Y
+11.43%
annualized
14.51%
-12.59%
Jan 2020 - Mar 2020
37 - 23
10Y
+15.66%
annualized
13.06%
-13.21%
Aug 2015 - Sep 2015
79 - 41
MAX
01 Jan 1999
+8.47%
annualized
14.13%
-35.50%
Dec 2007 - Feb 2009
160 - 104

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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
+8.72% +41.40%
Jan 2013 - Dec 2013
-30.48%
Dec 2007 - Nov 2008
23.72%
2 Years
+8.30% +33.73%
Dec 2012 - Nov 2014
-16.59%
May 2007 - Apr 2009
17.43%
3 Years
+8.42% +29.65%
Jun 2012 - May 2015
-9.42%
Mar 2006 - Feb 2009
18.34%
5 Years
+8.61% +23.99%
Aug 2010 - Jul 2015
-4.60%
Mar 2004 - Feb 2009
5.37%
7 Years
+8.86% +18.91%
Oct 2011 - Sep 2018
-1.47%
Mar 2002 - Feb 2009
2.21%
10 Years
+8.46% +16.84%
Mar 2009 - Feb 2019
-0.73%
May 1999 - Apr 2009
2.07%
15 Years
+8.70% +10.79%
Jan 2006 - Dec 2020
+6.17%
May 1999 - Apr 2014
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Health Care Select Sector SPDR Fund (XLV) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 1.1 -0.3 0.9 2.0 0.7 0.4 1.0 -0.1 -1.0 0.4 2.2 1.7
Best 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 -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
Gain
Frequency
64 59 59 59 68 50 59 55 45 59 77 73

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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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