Consolidated Returns as of 31 March 2024
Holding the Industrial Select Sector SPDR Fund (XLI) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~25 years), the longest period with a negative return lasted 123 months (from January 1999 to March 2009).
This means that every rolling period of 124 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Industrial Select Sector SPDR Fund (XLI) ETF: Historical Returns page.
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.96% |
+73.50%
Mar 2009 - Feb 2010 |
-51.68%
Mar 2008 - Feb 2009 |
24.32%
71 out of 292 |
US Inflation Adjusted | +8.57% |
+69.85%
Mar 2009 - Feb 2010 |
-51.69%
Mar 2008 - Feb 2009 |
30.82%
90 out of 292 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.60% |
+50.60%
Mar 2009 - Feb 2011 |
-29.09%
Mar 2007 - Feb 2009 |
21.07%
59 out of 280 |
US Inflation Adjusted | +6.53% |
+47.45%
Mar 2009 - Feb 2011 |
-30.52%
Mar 2007 - Feb 2009 |
26.43%
74 out of 280 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.94% |
+32.59%
Mar 2009 - Feb 2012 |
-17.72%
Mar 2006 - Feb 2009 |
20.15%
54 out of 268 |
US Inflation Adjusted | +8.40% |
+29.50%
Mar 2009 - Feb 2012 |
-19.47%
Mar 2006 - Feb 2009 |
23.51%
63 out of 268 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.88% |
+27.29%
Mar 2009 - Feb 2013 |
-11.92%
Mar 2005 - Feb 2009 |
17.97%
46 out of 256 |
US Inflation Adjusted | +6.65% |
+24.43%
Mar 2009 - Feb 2013 |
-14.10%
Mar 2005 - Feb 2009 |
26.17%
67 out of 256 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.93% |
+27.73%
Mar 2009 - Feb 2014 |
-7.01%
Mar 2004 - Feb 2009 |
6.97%
17 out of 244 |
US Inflation Adjusted | +5.85% |
+25.15%
Mar 2009 - Feb 2014 |
-9.41%
Mar 2004 - Feb 2009 |
21.72%
53 out of 244 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.15% |
+25.07%
Mar 2009 - Feb 2015 |
-0.23%
Mar 2003 - Feb 2009 |
0.43%
1 out of 232 |
US Inflation Adjusted | +5.57% |
+22.98%
Mar 2009 - Feb 2015 |
-2.64%
Mar 2003 - Feb 2009 |
9.48%
22 out of 232 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.99% |
+19.81%
Mar 2009 - Feb 2016 |
-4.55%
Mar 2002 - Feb 2009 |
3.18%
7 out of 220 |
US Inflation Adjusted | +6.04% |
+17.95%
Mar 2009 - Feb 2016 |
-6.95%
Mar 2002 - Feb 2009 |
4.55%
10 out of 220 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.44% |
+20.95%
Mar 2009 - Feb 2017 |
-5.07%
Mar 2001 - Feb 2009 |
4.81%
10 out of 208 |
US Inflation Adjusted | +6.15% |
+18.89%
Mar 2009 - Feb 2017 |
-7.29%
Mar 2001 - Feb 2009 |
8.17%
17 out of 208 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.40% |
+20.69%
Mar 2009 - Feb 2018 |
-3.41%
Apr 2000 - Mar 2009 |
5.61%
11 out of 196 |
US Inflation Adjusted | +5.98% |
+18.57%
Mar 2009 - Feb 2018 |
-5.72%
Apr 2000 - Mar 2009 |
11.22%
22 out of 196 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.81% |
+18.62%
Mar 2009 - Feb 2019 |
-2.07%
Mar 1999 - Feb 2009 |
3.80%
7 out of 184 |
US Inflation Adjusted | +6.56% |
+16.56%
Mar 2009 - Feb 2019 |
-4.55%
Mar 1999 - Feb 2009 |
11.41%
21 out of 184 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.15% |
+16.54%
Mar 2009 - Feb 2020 |
+0.90%
Jul 1999 - Jun 2010 |
0.00%
0 out of 172 |
US Inflation Adjusted | +6.99% |
+14.47%
Mar 2009 - Feb 2020 |
-1.53%
Jul 1999 - Jun 2010 |
4.07%
7 out of 172 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.71% |
+17.36%
Apr 2009 - Mar 2021 |
+1.86%
Oct 1999 - Sep 2011 |
0.00%
0 out of 160 |
US Inflation Adjusted | +6.75% |
+15.27%
Mar 2009 - Feb 2021 |
-0.65%
Oct 1999 - Sep 2011 |
0.63%
1 out of 160 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.05% |
+16.91%
Mar 2009 - Feb 2022 |
+3.15%
Jul 1999 - Jun 2012 |
0.00%
0 out of 148 |
US Inflation Adjusted | +7.03% |
+14.32%
Mar 2009 - Feb 2022 |
+0.64%
Jul 1999 - Jun 2012 |
0.00%
0 out of 148 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.12% |
+15.84%
Mar 2009 - Feb 2023 |
+4.41%
Jul 1999 - Jun 2013 |
0.00%
0 out of 136 |
US Inflation Adjusted | +7.04% |
+12.99%
Mar 2009 - Feb 2023 |
+1.93%
Jul 1999 - Jun 2013 |
0.00%
0 out of 136 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.80% |
+16.24%
Mar 2009 - Feb 2024 |
+5.10%
Feb 2001 - Jan 2016 |
0.00%
0 out of 124 |
US Inflation Adjusted | +6.67% |
+13.33%
Mar 2009 - Feb 2024 |
+2.98%
Sep 2000 - Aug 2015 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.79% |
+11.22%
Oct 2002 - Sep 2018 |
+5.39%
Oct 1999 - Sep 2015 |
0.00%
0 out of 112 |
US Inflation Adjusted | +6.33% |
+8.95%
Mar 2003 - Feb 2019 |
+3.13%
Oct 1999 - Sep 2015 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.93% |
+10.90%
Feb 2003 - Jan 2020 |
+5.67%
Jul 1999 - Jun 2016 |
0.00%
0 out of 100 |
US Inflation Adjusted | +6.49% |
+8.65%
Feb 2003 - Jan 2020 |
+3.40%
Jul 1999 - Jun 2016 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.73% |
+11.64%
Apr 2003 - Mar 2021 |
+6.09%
Jan 2001 - Dec 2018 |
0.00%
0 out of 88 |
US Inflation Adjusted | +6.31% |
+9.40%
Apr 2003 - Mar 2021 |
+3.93%
Jan 2001 - Dec 2018 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.60% |
+11.34%
Apr 2003 - Mar 2022 |
+6.12%
Jan 2000 - Dec 2018 |
0.00%
0 out of 76 |
US Inflation Adjusted | +6.30% |
+8.75%
Apr 2003 - Mar 2022 |
+3.89%
Jan 2000 - Dec 2018 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.77% |
+10.77%
Mar 2003 - Feb 2023 |
+5.55%
Apr 2000 - Mar 2020 |
0.00%
0 out of 64 |
US Inflation Adjusted | +6.32% |
+8.05%
Mar 2003 - Feb 2023 |
+3.40%
Apr 2000 - Mar 2020 |
0.00%
0 out of 64 |
To obtain comprehensive information, please consult the Industrial Select Sector SPDR Fund (XLI) ETF: Historical Returns page.