Health Care Select Sector SPDR Fund (XLV): Historical Returns

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:

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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

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Drawdowns

Drawdonws Chart:

Worst drawdowns since October 2001.

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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
-14.60%	Jun 2002	Sep 2002	4	Dec 2003	15	19
-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
-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
-6.35%	Mar 2006	May 2006	3	Aug 2006	3	6
-5.85%	Sep 2021	Sep 2021	1	in progress		1
-5.71%	Sep 2020	Oct 2020	2	Nov 2020	1	3
-3.94%	Aug 2005	Oct 2005	3	Dec 2005	2	5
-3.89%	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
-2.32%	Feb 2007	Feb 2007	1	Apr 2007	2	3
-2.10%	Feb 2021	Feb 2021	1	Mar 2021	1	2
-1.87%	Mar 2014	Apr 2014	2	May 2014	1	3

Worst drawdowns since January 1999.

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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
-23.84%	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
-8.62%	Jul 1999	Sep 1999	3	Dec 1999	3	6
-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
-6.35%	Mar 2006	May 2006	3	Aug 2006	3	6
-5.85%	Sep 2021	Sep 2021	1	in progress		1
-5.71%	Sep 2020	Oct 2020	2	Nov 2020	1	3
-3.94%	Aug 2005	Oct 2005	3	Dec 2005	2	5
-3.89%	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
-2.32%	Feb 2007	Feb 2007	1	Apr 2007	2	3

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	Negative Periods
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