Data Source: from January 1994 to July 2022
Consolidated Returns as of 31 Jul 2022
Live Update: Aug 15 2022
Category: Stocks
ETF: Real Estate Select Sector SPDR (XLRE)
ETF • LIVE PERFORMANCE (USD currency)
0.44%
1 Day
Aug 15 2022
3.16%
Current Month
August 2022

In the last 25 Years, the Real Estate Select Sector SPDR (XLRE) ETF obtained a 9.39% compound annual return, with a 19.94% standard deviation.

In 2021, the ETF granted a 3.75% dividend yield. If you are interested in getting periodic income, please refer to the Real Estate Select Sector SPDR (XLRE) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

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

Historical Returns as of Jul 31, 2022

Historical returns and stats of Real Estate Select Sector SPDR (XLRE) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

REAL ESTATE SELECT SECTOR SPDR (XLRE) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from January 1994 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
8.52
8.53
0.00
1 - 0
3M
-4.10
-6.42
-11.62
May 2022 - Jun 2022
1 - 2
6M
-5.05
-9.90
-14.77
Apr 2022 - Jun 2022
2 - 4
YTD
-13.25
-18.36
-20.05
Jan 2022 - Jun 2022
2 - 5
1Y
-2.25
-9.93
23.12
-20.05
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
9.07
3.96
19.40
-20.35
Feb 2020 - Mar 2020
22 - 14
61% pos
5Y(*)
9.79
5.67
17.09
-20.35
Feb 2020 - Mar 2020
37 - 23
62% pos
10Y(*)
9.25
6.47
15.58
-20.35
Feb 2020 - Mar 2020
74 - 46
62% pos
15Y(*)
7.92
5.42
22.81
-64.64
Nov 2007 - Feb 2009
109 - 71
61% pos
20Y(*)
10.23
7.52
21.27
-68.30
Feb 2007 - Feb 2009
151 - 89
63% pos
25Y(*)
9.39
6.74
19.94
-68.30
Feb 2007 - Feb 2009
182 - 118
61% pos
MAX(*)
01 Jan 1994
9.68
6.99
19.03
-68.30
Feb 2007 - Feb 2009
210 - 133
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%

ETF Returns, up to December 2015, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Correlations as of Jul 31, 2022

Monthly correlations of Real Estate Select Sector SPDR (XLRE) ETF vs the main Asset Classes, over different timeframes.

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

REAL ESTATE SELECT SECTOR SPDR (XLRE) ETF
Monthly correlations as of 31 Jul 2022
Swipe left to see all data
Correlation vs XLRE
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 1994
US Total Stock Market
VTI
0.87
0.77
0.65
0.60
US Large Cap
SPY
0.88
0.77
0.66
0.58
US Small Cap
IJR
0.75
0.66
0.54
0.61
US REITs
VNQ
0.99
0.98
0.98
1.00
US Technology
QQQ
0.81
0.66
0.56
0.37
Preferred Stocks
PFF
0.73
0.77
0.70
0.50
EAFE Stocks
EFA
0.78
0.66
0.56
0.58
World All Countries
VT
0.85
0.74
0.63
0.60
Emerging Markets
EEM
0.48
0.48
0.43
0.51
Europe
VGK
0.79
0.68
0.55
0.58
Pacific
VPL
0.66
0.58
0.53
0.47
Latin America
FLLA
0.34
0.46
0.39
0.45
US Total Bond Market
BND
0.36
0.40
0.47
0.25
Long Term Treasuries
TLT
0.33
0.12
0.30
0.03
US Cash
BIL
-0.03
-0.14
-0.09
-0.01
TIPS
TIP
0.56
0.58
0.56
0.28
Investment Grade Bonds
LQD
0.49
0.57
0.60
0.39
High Yield Bonds
HYG
0.60
0.69
0.60
0.66
International Bond Market
BNDX
0.39
0.44
0.50
0.24
Emerging Market Bonds
EMB
0.72
0.66
0.61
0.49
Gold
GLD
0.34
0.19
0.15
0.13
Commodities
DBC
0.09
0.34
0.15
0.24

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 Real Estate Select Sector SPDR (XLRE) ETF: Dividend Yield page.

An investment of 1000$, since August 1997, now would be worth 9430.68$, with a total return of 843.07% (9.39% annualized).

The Inflation Adjusted Capital now would be 5108.83$, with a net total return of 410.88% (6.74% annualized).
An investment of 1000$, since January 1994, now would be worth 14015.00$, with a total return of 1301.50% (9.68% annualized).

The Inflation Adjusted Capital now would be 6896.90$, with a net total return of 589.69% (6.99% annualized).

Drawdowns

Worst drawdowns since August 1997.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-68.30% Feb 2007 Feb 2009 25 Jun 2012 40 65
-22.09% Jan 1998 Nov 1999 23 Dec 2000 13 36
-20.35% Feb 2020 Mar 2020 2 Mar 2021 12 14
-20.05% Jan 2022 Jun 2022 6 in progress 1 7
-14.56% Apr 2004 Apr 2004 1 Aug 2004 4 5
-13.50% May 2013 Aug 2013 4 Apr 2014 8 12
-13.08% Feb 2015 Aug 2015 7 Jun 2016 10 17
-13.01% Jul 2002 Oct 2002 4 May 2003 7 11
-13.01% Aug 2016 Nov 2016 4 Nov 2017 12 16
-9.00% Dec 2017 Feb 2018 3 Jun 2018 4 7
-8.56% Jan 2005 Jan 2005 1 May 2005 4 5
-7.33% Dec 2018 Dec 2018 1 Jan 2019 1 2
-7.12% Sep 2001 Oct 2001 2 Dec 2001 2 4
-6.77% Sep 2021 Sep 2021 1 Oct 2021 1 2
-6.04% Sep 2014 Sep 2014 1 Oct 2014 1 2
-6.01% Apr 2006 May 2006 2 Jul 2006 2 4
-5.58% Aug 2005 Oct 2005 3 Jan 2006 3 6
-4.20% Sep 2018 Oct 2018 2 Nov 2018 1 3
-3.02% Aug 2012 Nov 2012 4 Dec 2012 1 5
-2.80% Oct 1997 Oct 1997 1 Dec 1997 2 3

Worst drawdowns since January 1994.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-68.30% Feb 2007 Feb 2009 25 Jun 2012 40 65
-22.09% Jan 1998 Nov 1999 23 Dec 2000 13 36
-20.35% Feb 2020 Mar 2020 2 Mar 2021 12 14
-20.05% Jan 2022 Jun 2022 6 in progress 1 7
-16.93% Feb 1994 Nov 1994 10 Dec 1995 13 23
-14.56% Apr 2004 Apr 2004 1 Aug 2004 4 5
-13.50% May 2013 Aug 2013 4 Apr 2014 8 12
-13.08% Feb 2015 Aug 2015 7 Jun 2016 10 17
-13.01% Jul 2002 Oct 2002 4 May 2003 7 11
-13.01% Aug 2016 Nov 2016 4 Nov 2017 12 16
-9.00% Dec 2017 Feb 2018 3 Jun 2018 4 7
-8.56% Jan 2005 Jan 2005 1 May 2005 4 5
-7.33% Dec 2018 Dec 2018 1 Jan 2019 1 2
-7.12% Sep 2001 Oct 2001 2 Dec 2001 2 4
-6.77% Sep 2021 Sep 2021 1 Oct 2021 1 2
-6.04% Sep 2014 Sep 2014 1 Oct 2014 1 2
-6.01% Apr 2006 May 2006 2 Jul 2006 2 4
-5.58% Aug 2005 Oct 2005 3 Jan 2006 3 6
-4.20% Sep 2018 Oct 2018 2 Nov 2018 1 3
-3.10% Apr 1997 Apr 1997 1 Jun 1997 2 3

Rolling Returns ( more details)

Real Estate Select Sector SPDR (XLRE) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
12.35 110.54
Apr 2009 - Mar 2010
-58.17
Apr 2008 - Mar 2009
21.08%
2 Years
11.32 65.96
Mar 2009 - Feb 2011
-42.93
Mar 2007 - Feb 2009
14.69%
3 Years
10.81 43.49
Apr 2009 - Mar 2012
-25.03
Apr 2006 - Mar 2009
11.04%
5 Years
10.16 29.54
Mar 2009 - Feb 2014
-8.74
Apr 2004 - Mar 2009
5.28%
7 Years
10.31 23.84
Apr 2009 - Mar 2016
-1.16
Apr 2002 - Mar 2009
0.77%
10 Years
10.43 18.80
Apr 2009 - Mar 2019
3.15
Mar 1999 - Feb 2009
0.00%
15 Years
9.50 13.04
Feb 2000 - Jan 2015
3.84
Mar 1994 - Feb 2009
0.00%
20 Years
10.34 11.81
Feb 1995 - Jan 2015
8.61
Mar 1998 - Feb 2018
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 Real Estate Select Sector SPDR (XLRE) ETF: Rolling Returns page.

Seasonality

Real Estate Select Sector SPDR (XLRE) 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 %
0.11
55%
-0.64
52%
2.17
72%
2.46
55%
0.74
66%
0.37
62%
2.18
83%
0.58
57%
0.11
50%
-0.44
43%
0.27
57%
3.20
82%
Best
Year
10.7
2019
5.6
2010
10.7
2016
30.7
2009
7.1
2004
6.1
2016
10.8
2009
14.3
2009
9.2
1997
14.3
2011
6.9
2020
16.7
2008
Worst
Year
-17.5
2009
-20.5
2009
-15.1
2020
-14.6
2004
-6.0
2013
-10.6
2008
-8.3
2007
-9.2
1998
-10.8
2011
-31.7
2008
-22.7
2008
-7.3
2018
Statistics calculated for the period Jan 1994 - Jul 2022

Monthly/Yearly Returns

Real Estate Select Sector SPDR (XLRE) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
210 Positive Months (61%) - 133 Negative Months (39%)
Jan 1994 - Jul 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-13.25 -18.36 -8.6 -4.8 7.8 -3.6 -5.1 -6.9 8.5
2021
+45.26 +35.71 0.5 1.6 6.8 8.3 1.1 3.1 4.6 2.8 -6.8 7.6 -0.9 10.3
2020
-2.11 -3.43 1.4 -6.2 -15.1 9.4 2.2 1.2 4.2 0.0 -2.1 -3.2 6.9 1.5
2019
+28.69 +25.82 10.7 1.1 5.0 -0.5 1.2 1.6 1.7 4.8 1.0 0.0 -1.7 1.1
2018
-2.37 -4.20 -1.9 -6.8 3.8 -0.6 2.2 4.5 1.0 2.4 -2.6 -1.6 5.5 -7.3
2017
+10.69 +8.40 -0.1 4.7 -1.1 0.2 0.7 1.9 1.2 1.0 -1.4 0.8 2.9 -0.4
2016
+2.74 +0.65 -6.4 0.5 10.7 -2.4 1.7 6.1 3.2 -3.7 -1.3 -5.6 -3.0 4.3
2015
+2.42 +1.67 6.9 -3.7 1.7 -5.8 -0.3 -4.7 5.8 -6.3 3.1 5.8 -0.6 1.8
2014
+30.36 +29.39 4.3 5.1 0.5 3.3 2.4 1.1 0.1 3.0 -6.0 9.9 2.0 1.9
2013
+2.31 +0.80 3.7 1.2 2.9 6.7 -6.0 -2.0 0.9 -7.0 3.5 4.5 -5.3 0.1
2012
+17.63 +15.62 6.4 -1.2 5.2 2.9 -4.5 5.5 2.0 0.0 -1.9 -0.9 -0.3 3.7
2011
+8.62 +5.49 3.3 4.7 -1.6 5.7 1.4 -3.3 1.6 -5.6 -10.8 14.3 -3.8 4.8
2010
+28.37 +26.47 -5.5 5.6 10.2 7.2 -5.3 -5.2 9.6 -1.3 4.4 4.7 -1.9 4.5
2009
+30.08 +26.63 -17.5 -20.5 3.6 30.7 2.6 -3.2 10.8 14.3 6.6 -4.5 6.6 7.4
2008
-37.00 -37.06 -0.8 -3.2 6.5 6.4 -0.2 -10.6 3.1 2.4 -0.1 -31.7 -22.7 16.7
2007
-16.50 -19.77 8.8 -2.7 -2.1 -0.1 -0.4 -9.0 -8.3 6.7 3.9 2.1 -9.5 -5.4
2006
+35.30 +31.95 7.5 1.9 4.7 -3.4 -2.7 4.9 3.9 3.5 2.0 6.0 4.8 -1.8
2005
+11.94 +8.24 -8.6 3.2 -1.7 5.8 3.5 4.6 7.1 -4.1 1.3 -2.9 4.2 0.0
2004
+30.76 +26.64 4.3 1.6 5.4 -14.6 7.1 2.8 0.5 7.8 -0.2 5.4 4.1 4.8
2003
+35.66 +33.15 -2.7 1.7 2.0 4.1 5.5 2.3 5.2 0.7 3.4 1.6 4.3 3.1
2002
+3.75 +1.35 -0.2 2.0 6.2 0.6 1.3 2.8 -5.3 0.2 -3.5 -5.0 4.4 0.8
2001
+12.35 +10.64 0.4 -1.7 0.8 2.3 2.1 5.9 -2.1 3.5 -3.9 -3.4 5.8 2.5
2000
+26.35 +22.21 0.6 -1.5 3.5 6.7 1.0 2.5 8.8 -4.0 2.9 -4.6 1.7 6.9
1999
-4.04 -6.55 -2.4 -1.6 -0.4 9.6 2.1 -1.9 -2.9 -1.0 -4.1 -2.2 -1.5 3.1
1998
-16.32 -17.65 -1.3 -1.6 2.6 -3.4 -0.9 0.0 -6.9 -9.2 6.0 -1.8 1.6 -1.8
1997
+18.77 +16.78 0.2 -0.3 0.4 -3.1 3.0 5.1 2.8 -0.7 9.2 -2.8 1.7 2.5
1996
+33.84 +29.54 1.0 1.2 0.1 -0.1 2.2 1.8 0.4 3.6 2.2 2.5 4.5 10.7
1995
+12.13 +9.35 -2.8 1.7 -0.2 -0.4 4.0 2.1 1.2 0.7 1.7 -3.2 1.2 6.0
1994
-8.40 -10.79 2.2 -0.5 -5.5 -0.3 -0.6 -2.5 0.3 1.7 -3.3 -4.1 -3.4 7.9

ETF Returns, up to December 2015, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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