Last Update: 31 Dec 2020

Category: Stocks
ETF: Materials Select Sector SPDR Fund (XLB)

In the last 10 years, the Materials Select Sector SPDR Fund (XLB) ETF obtained a 8.8% compound annual return, with a 18.00% standard deviation.

In 2020, the portfolio granted a 2.05% dividend yield. If you are interested in getting periodic income, please refer to the Materials Select Sector SPDR Fund (XLB): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.
  • Sector: Materials
  • Industry: Broad Materials

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 Materials Select Sector SPDR Fund (XLB): Dividend Yield page.

Capital Growth:
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Period Returns
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.48%
0.00%
1 - 0
3M
+14.32%
-0.72%
Oct 2020 - Oct 2020
2 - 1
6M
+29.74%
-0.72%
Oct 2020 - Oct 2020
5 - 1
YTD
+20.52%
27.88%
-26.16%
Jan 2020 - Mar 2020
8 - 4
1Y
+20.52%
27.88%
-26.16%
Jan 2020 - Mar 2020
8 - 4
3Y
+8.40%
annualized
20.89%
-26.16%
Jan 2020 - Mar 2020
22 - 14
5Y
+13.03%
annualized
18.20%
-26.16%
Jan 2020 - Mar 2020
40 - 20
10Y
+8.80%
annualized
18.00%
-27.37%
May 2011 - Sep 2011
74 - 46
MAX
01 Jan 1999
+7.98%
annualized
21.12%
-55.50%
Jun 2008 - Feb 2009
153 - 111

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

Materials Select Sector SPDR Fund (XLB) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.51% +66.10%
Mar 2009 - Feb 2010
-51.37%
Mar 2008 - Feb 2009
28.46%
2 Years
+7.93% +46.78%
Mar 2009 - Feb 2011
-26.21%
Mar 2007 - Feb 2009
21.99%
3 Years
+7.86% +27.27%
Mar 2009 - Feb 2012
-12.44%
Mar 2006 - Feb 2009
16.59%
5 Years
+8.13% +22.42%
Mar 2009 - Feb 2014
-4.16%
Mar 2004 - Feb 2009
3.90%
7 Years
+8.05% +15.50%
Oct 2000 - Sep 2007
-0.27%
Mar 2002 - Feb 2009
0.55%
10 Years
+7.46% +13.51%
Mar 2009 - Feb 2019
+1.29%
Mar 1999 - Feb 2009
0.00%
15 Years
+8.02% +10.84%
Feb 2003 - Jan 2018
+5.08%
Apr 2005 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Materials Select Sector SPDR Fund (XLB) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -1.6 1.0 1.2 3.7 0.0 -0.4 1.2 -0.4 -2.0 1.8 3.3 2.1
Best 11.0
2012
8.0
2015
15.4
2009
24.7
1999
6.9
2020
11.6
2019
12.9
2009
4.4
2020
8.1
2007
17.3
2011
12.7
2001
14.1
2000
Worst -12.2
2000
-10.1
2000
-14.0
2020
-7.1
2005
-9.5
2010
-8.6
2000
-11.3
2002
-7.0
2011
-16.5
2011
-22.4
2008
-10.7
2008
-6.9
2018
Gain
Frequency
41 64 68 77 59 45 45 41 45 59 82 68

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+20.52% -6.2 -8.5 -14.0 15.2 6.9 2.2 7.1 4.4 1.5 -0.7 12.4 2.5
2019
+24.13% 5.6 3.2 1.3 3.5 -8.2 11.6 -0.3 -2.8 3.2 0.0 3.2 2.9
2018
-14.87% 4.0 -5.3 -4.2 0.1 2.1 0.3 2.9 -0.8 -1.8 -9.2 3.8 -6.9
2017
+24.00% 4.6 0.6 0.6 1.3 0.0 1.9 1.5 0.8 3.7 3.9 1.0 2.1
2016
+16.80% -10.7 7.8 7.6 5.1 -0.3 -0.8 5.1 -0.3 -1.2 -2.1 6.8 0.2
2015
-8.67% -1.8 8.0 -4.9 3.4 0.4 -4.0 -5.0 -5.6 -7.4 13.4 1.0 -4.3
2014
+7.17% -4.7 6.9 0.8 0.8 3.0 1.6 -2.0 3.9 -1.4 -2.4 1.6 -0.6
2013
+26.00% 3.9 -1.4 2.2 0.9 1.9 -4.1 5.6 -0.1 4.4 4.2 1.3 4.9
2012
+14.70% 11.0 -0.6 0.4 -0.8 -7.8 4.9 -1.3 2.3 3.8 -2.1 1.9 3.2
2011
-10.93% 0.1 2.7 1.8 2.1 -2.7 -0.4 -3.5 -7.0 -16.5 17.3 0.2 -2.3
2010
+20.55% -8.6 4.5 7.9 0.2 -9.5 -7.3 12.8 -3.0 7.8 6.2 1.1 10.0
2009
+48.18% -7.4 -8.0 15.4 15.6 5.8 -4.5 12.9 2.4 4.2 -5.2 10.8 2.1
2008
-44.05% -4.2 2.3 -1.4 5.3 5.2 -5.8 -3.2 -1.6 -15.5 -22.4 -10.7 -0.6
2007
+22.05% 4.1 2.7 2.4 1.5 5.9 -0.5 -2.7 -0.7 8.1 4.2 -5.0 1.1
2006
+18.36% 4.8 -2.1 4.7 3.6 -4.0 0.5 -3.7 3.0 0.0 6.0 4.4 0.6
2005
+4.08% -3.1 7.9 -2.7 -7.1 -0.6 -2.0 5.5 -4.2 0.8 0.2 7.7 2.9
2004
+13.49% -4.4 5.2 -2.3 -4.6 2.8 5.0 -2.3 1.7 4.0 -0.9 8.1 1.3
2003
+37.39% -5.0 -2.7 0.6 9.0 3.1 0.9 7.9 2.8 -4.5 9.5 2.3 9.8
2002
-5.35% 2.3 5.3 3.1 -4.7 5.0 -1.7 -11.3 -0.5 -13.0 5.7 12.0 -4.6
2001
+2.15% -2.7 1.3 -5.0 10.7 3.9 -3.5 -0.3 -0.4 -11.8 2.7 12.7 -3.0
2000
-16.24% -12.2 -10.1 10.1 -3.3 -3.2 -8.6 0.9 2.3 -9.8 8.8 -2.5 14.1
1999
+22.89% -3.7 1.6 1.8 24.7 -9.1 5.8 -1.1 -4.5 -3.1 2.4 -1.4 11.6
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