Last Update: 31 Aug 2021

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

In the last 10 years, the Materials Select Sector SPDR Fund (XLB) ETF obtained a 11.56% compound annual return, with a 18.11% standard deviation.

In the last 20 years, a 9.45% compound annual return, with a 20.05% 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
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.89%
0.00%
1 - 0
3M
-1.47%
-5.27%
Jun 2021 - Jun 2021
2 - 1
6M
+17.39%
-5.27%
Jun 2021 - Jun 2021
5 - 1
YTD
+19.27%
-5.27%
Jun 2021 - Jun 2021
6 - 2
1Y
+38.42%
15.35%
-5.27%
Jun 2021 - Jun 2021
9 - 3
3Y
+15.44%
annualized
21.32%
-26.16%
Jan 2020 - Mar 2020
23 - 13
5Y
+14.30%
annualized
17.49%
-26.16%
Jan 2020 - Mar 2020
42 - 18
10Y
+11.56%
annualized
18.11%
-26.16%
Jan 2020 - Mar 2020
76 - 44
MAX
01 Jan 1999
+8.58%
annualized
20.96%
-55.50%
Jun 2008 - Feb 2009
159 - 113

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

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
+9.78% +78.41%
Apr 2020 - Mar 2021
-51.37%
Mar 2008 - Feb 2009
27.59%
2 Years
+8.40% +46.78%
Mar 2009 - Feb 2011
-26.21%
Mar 2007 - Feb 2009
21.29%
3 Years
+8.04% +27.27%
Mar 2009 - Feb 2012
-12.44%
Mar 2006 - Feb 2009
16.03%
5 Years
+8.37% +22.42%
Mar 2009 - Feb 2014
-4.16%
Mar 2004 - Feb 2009
3.76%
7 Years
+8.13% +15.50%
Oct 2000 - Sep 2007
-0.27%
Mar 2002 - Feb 2009
0.53%
10 Years
+7.59% +13.51%
Mar 2009 - Feb 2019
+1.29%
Mar 1999 - Feb 2009
0.00%
15 Years
+8.08% +10.84%
Feb 2003 - Jan 2018
+5.08%
Apr 2005 - Mar 2020
0.00%
20 Years
+7.75% +9.50%
Apr 2001 - Mar 2021
+5.83%
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 Materials Select Sector SPDR Fund (XLB) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Materials Select Sector SPDR Fund (XLB) 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.

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 %
-1.60
39%
1.10
65%
1.46
70%
3.82
78%
0.24
61%
-0.60
43%
1.19
48%
-0.27
43%
-2.03
45%
1.79
59%
3.29
82%
2.13
68%
Best
Year
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
Year
-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

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in Materials Select Sector SPDR Fund (XLB) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+19.27% -2.4 4.1 7.6 5.4 5.1 -5.3 2.1 1.9
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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