Data Source: from January 1999 to July 2022
Consolidated Returns as of 31 Jul 2022
Live Update: Aug 15 2022
Category: Stocks
ETF: Health Care Select Sector SPDR Fund (XLV)
ETF • LIVE PERFORMANCE (USD currency)
0.50%
1 Day
Aug 15 2022
1.43%
Current Month
August 2022

In the last 20 Years, the Health Care Select Sector SPDR Fund (XLV) ETF obtained a 10.07% compound annual return, with a 13.39% standard deviation.

In 2021, the ETF granted a 1.66% 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

Historical Returns as of Jul 31, 2022

Historical returns and stats of Health Care Select Sector SPDR Fund (XLV) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

HEALTH CARE SELECT SECTOR SPDR FUND (XLV) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from January 1999 to July 2022
Swipe left to see all data
Period Return (%)
as of Jul 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jul 2022
3.24
3.26
0.00
1 - 0
3M
2.04
-0.43
-2.62
Jun 2022 - Jun 2022
2 - 1
6M
1.62
-3.57
-6.00
Apr 2022 - Jun 2022
3 - 3
YTD
-5.35
-10.93
-8.32
Jan 2022 - Jun 2022
3 - 4
1Y
1.31
-6.65
16.74
-8.32
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
15.18
9.79
15.59
-12.59
Jan 2020 - Mar 2020
21 - 15
58% pos
5Y(*)
12.46
8.25
15.23
-12.59
Jan 2020 - Mar 2020
36 - 24
60% pos
10Y(*)
15.02
12.10
13.59
-13.21
Aug 2015 - Sep 2015
78 - 42
65% pos
15Y(*)
11.47
8.88
14.26
-35.50
Dec 2007 - Feb 2009
115 - 65
64% pos
20Y(*)
10.07
7.36
13.39
-35.50
Dec 2007 - Feb 2009
150 - 90
63% pos
MAX(*)
01 Jan 1999
8.67
5.98
14.16
-35.50
Dec 2007 - Feb 2009
172 - 111
61% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89% , 10Y: 2.60%

Correlations as of Jul 31, 2022

Monthly correlations of Health Care Select Sector SPDR Fund (XLV) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

HEALTH CARE SELECT SECTOR SPDR FUND (XLV) ETF
Monthly correlations as of 31 Jul 2022
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Correlation vs XLV
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 1999
US Total Stock Market
VTI
0.82
0.81
0.80
0.78
US Large Cap
SPY
0.83
0.82
0.81
0.79
US Small Cap
IJR
0.75
0.67
0.66
0.61
US REITs
VNQ
0.89
0.67
0.60
0.49
US Technology
QQQ
0.72
0.74
0.72
0.63
Preferred Stocks
PFF
0.76
0.61
0.56
0.39
EAFE Stocks
EFA
0.81
0.73
0.68
0.67
World All Countries
VT
0.83
0.79
0.76
0.75
Emerging Markets
EEM
0.57
0.58
0.49
0.58
Europe
VGK
0.81
0.71
0.66
0.66
Pacific
VPL
0.70
0.70
0.64
0.59
Latin America
FLLA
0.44
0.44
0.36
0.49
US Total Bond Market
BND
0.39
0.23
0.19
0.06
Long Term Treasuries
TLT
0.30
-0.05
-0.04
-0.13
US Cash
BIL
0.11
-0.14
-0.10
-0.10
TIPS
TIP
0.41
0.36
0.25
0.13
Investment Grade Bonds
LQD
0.52
0.40
0.34
0.25
High Yield Bonds
HYG
0.54
0.59
0.57
0.56
International Bond Market
BNDX
0.24
0.14
0.16
0.12
Emerging Market Bonds
EMB
0.71
0.49
0.41
0.42
Gold
GLD
0.46
0.22
0.11
0.03
Commodities
DBC
0.18
0.30
0.21
0.19

Capital Growth as of Jul 31, 2022

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.

An investment of 1000$, since August 2002, now would be worth 6813.20$, with a total return of 581.32% (10.07% annualized).

The Inflation Adjusted Capital now would be 4141.60$, with a net total return of 314.16% (7.36% annualized).
An investment of 1000$, since January 1999, now would be worth 7111.15$, with a total return of 611.12% (8.67% annualized).

The Inflation Adjusted Capital now would be 3933.89$, with a net total return of 293.39% (5.98% annualized).

Drawdowns

Worst drawdowns since August 2002.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-35.50% Dec 2007 Feb 2009 15 Apr 2011 26 41
-13.21% Aug 2015 Sep 2015 2 Feb 2017 17 19
-12.59% Jan 2020 Mar 2020 3 May 2020 2 5
-11.23% Jun 2011 Sep 2011 4 Jan 2012 4 8
-9.35% Dec 2018 Dec 2018 1 Oct 2019 10 11
-9.34% Mar 2004 Oct 2004 8 Apr 2005 6 14
-8.32% Jan 2022 Jun 2022 6 in progress 1 7
-7.95% Jun 2007 Jul 2007 2 Nov 2007 4 6
-7.28% Feb 2018 Mar 2018 2 Jul 2018 4 6
-6.78% Oct 2018 Oct 2018 1 Nov 2018 1 2
-6.34% Mar 2006 May 2006 3 Aug 2006 3 6
-6.23% Dec 2002 Feb 2003 3 Apr 2003 2 5
-6.20% Sep 2002 Sep 2002 1 Nov 2002 2 3
-5.85% Sep 2021 Sep 2021 1 Dec 2021 3 4
-5.72% Sep 2020 Oct 2020 2 Nov 2020 1 3
-5.15% Jul 2003 Aug 2003 2 Dec 2003 4 6
-3.94% Aug 2005 Oct 2005 3 Dec 2005 2 5
-3.88% Apr 2012 May 2012 2 Jun 2012 1 3
-3.53% Aug 2013 Aug 2013 1 Oct 2013 2 3
-2.44% Jun 2020 Jun 2020 1 Jul 2020 1 2

Worst drawdowns since January 1999.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-35.50% Dec 2007 Feb 2009 15 Apr 2011 26 41
-23.83% Jan 2000 Sep 2001 21 Jan 2004 28 49
-13.21% Aug 2015 Sep 2015 2 Feb 2017 17 19
-12.59% Jan 2020 Mar 2020 3 May 2020 2 5
-11.23% Jun 2011 Sep 2011 4 Jan 2012 4 8
-9.35% Dec 2018 Dec 2018 1 Oct 2019 10 11
-9.34% Mar 2004 Oct 2004 8 Apr 2005 6 14
-8.63% Jul 1999 Sep 1999 3 Dec 1999 3 6
-8.32% Jan 2022 Jun 2022 6 in progress 1 7
-7.95% Jun 2007 Jul 2007 2 Nov 2007 4 6
-7.28% Feb 2018 Mar 2018 2 Jul 2018 4 6
-6.78% Oct 2018 Oct 2018 1 Nov 2018 1 2
-6.34% Mar 2006 May 2006 3 Aug 2006 3 6
-5.85% Sep 2021 Sep 2021 1 Dec 2021 3 4
-5.72% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.94% Aug 2005 Oct 2005 3 Dec 2005 2 5
-3.88% Apr 2012 May 2012 2 Jun 2012 1 3
-3.53% Aug 2013 Aug 2013 1 Oct 2013 2 3
-3.07% May 1999 May 1999 1 Jun 1999 1 2
-2.44% Jun 2020 Jun 2020 1 Jul 2020 1 2

Rolling Returns ( more details)

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

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
9.49 41.40
Jan 2013 - Dec 2013
-30.48
Dec 2007 - Nov 2008
22.43%
2 Years
9.04 33.73
Dec 2012 - Nov 2014
-16.59
May 2007 - Apr 2009
16.15%
3 Years
8.93 29.65
Jun 2012 - May 2015
-9.42
Mar 2006 - Feb 2009
16.94%
5 Years
9.08 23.99
Aug 2010 - Jul 2015
-4.60
Mar 2004 - Feb 2009
4.91%
7 Years
9.13 18.91
Oct 2011 - Sep 2018
-1.47
Mar 2002 - Feb 2009
2.00%
10 Years
9.31 17.00
Sep 2011 - Aug 2021
-0.73
May 1999 - Apr 2009
1.83%
15 Years
9.19 11.98
Jan 2007 - Dec 2021
6.17
May 1999 - Apr 2014
0.00%
20 Years
8.63 10.79
Nov 2001 - Oct 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

Health Care Select Sector SPDR Fund (XLV) ETF: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
0.78
63%
-0.37
54%
1.27
63%
1.76
58%
0.82
71%
0.40
50%
1.25
63%
0.01
57%
-1.23
43%
0.63
61%
1.98
74%
2.03
74%
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
-4.9
2022
-6.5
2010
-7.2
2002
-5.4
2004
-8.0
2015
-14.5
2001
-11.5
2008
-9.1
2000
-9.3
2018
Statistics calculated for the period Jan 1999 - Jul 2022

Monthly/Yearly Returns

Health Care Select Sector SPDR Fund (XLV) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
172 Positive Months (61%) - 111 Negative Months (39%)
Jan 1999 - Jul 2022
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Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-5.35 -10.93 -6.9 -1.0 5.7 -4.9 1.5 -2.6 3.2
2021
+25.59 +17.33 1.4 -2.1 4.0 3.9 1.9 2.3 4.9 2.3 -5.9 5.1 -3.1 9.0
2020
+13.34 +11.82 -2.7 -6.6 -3.9 12.6 3.3 -2.4 5.5 2.6 -2.2 -3.6 7.9 3.8
2019
+20.45 +17.75 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 +4.29 6.6 -4.5 -2.9 1.1 0.2 1.6 6.6 4.3 3.0 -6.8 8.1 -9.3
2017
+21.77 +19.26 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 -4.74 -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 +6.07 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 +24.20 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 +39.31 7.6 1.3 6.2 3.0 1.6 -0.6 7.2 -3.5 3.2 4.3 4.7 0.7
2012
+17.37 +15.36 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 +9.16 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 +1.78 0.7 0.4 2.7 -3.9 -6.5 -1.8 1.3 -1.6 9.1 2.2 -2.9 4.6
2009
+19.51 +16.35 -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 -23.38 -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 +2.95 3.0 -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 +4.40 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 +2.90 -3.1 3.0 -0.6 3.5 1.3 -0.5 2.3 -0.3 -0.6 -3.1 1.2 3.5
2004
+1.28 -1.91 2.8 1.1 -4.2 3.1 -0.3 -0.4 -5.4 1.6 -1.7 -2.2 2.0 5.5
2003
+14.92 +12.80 -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 -3.05 -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 -2.34 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 -14.66 -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 +16.38 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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