Last Update: 31 Dec 2020
ETF: Technology Select Sector SPDR (XLK)
In the last 10 years, the Technology Select Sector SPDR (XLK) ETF obtained a 19.76% compound annual return, with a 15.49% standard deviation.
In 2020, the portfolio granted a 1.31% dividend yield. If you are interested in getting periodic income, please refer to the Technology Select Sector SPDR (XLK): 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: Technology
- Industry: Broad Technology
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 Technology Select Sector SPDR (XLK): Dividend Yield page.
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| Period | Returns Dec 2020 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+5.54%
|
0.00%
|
1 - 0 | |
|
3M
|
+11.67%
|
-5.00%
Oct 2020 - Oct 2020
|
2 - 1 | |
|
6M
|
+25.00%
|
-10.07%
Sep 2020 - Oct 2020
|
4 - 2 | |
|
YTD
|
+43.62%
|
26.16%
|
-15.24%
Feb 2020 - Mar 2020
|
8 - 4 |
|
1Y
|
+43.62%
|
26.16%
|
-15.24%
Feb 2020 - Mar 2020
|
8 - 4 |
|
3Y
|
+28.39%
annualized
|
20.97%
|
-17.36%
Sep 2018 - Dec 2018
|
23 - 13 |
|
5Y
|
+26.72%
annualized
|
17.78%
|
-17.36%
Sep 2018 - Dec 2018
|
41 - 19 |
|
10Y
|
+19.76%
annualized
|
15.49%
|
-17.36%
Sep 2018 - Dec 2018
|
79 - 41 |
|
MAX
01 Jan 1999
|
+7.73%
annualized
|
23.18%
|
-80.47%
Apr 2000 - Sep 2002
|
157 - 107 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns
Technology Select Sector SPDR (XLK) ETF: annualized rolling and average returns
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| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+9.52% |
+65.50% Apr 1999 - Mar 2000 |
-59.28% Sep 2000 - Aug 2001 |
24.11% |
| 2 Years |
+6.74% |
+46.70% Jan 2019 - Dec 2020 |
-49.88% Sep 2000 - Aug 2002 |
24.48% |
| 3 Years |
+6.81% |
+29.90% Sep 2017 - Aug 2020 |
-38.13% Apr 2000 - Mar 2003 |
27.95% |
| 5 Years |
+7.46% |
+27.15% Sep 2015 - Aug 2020 |
-19.76% Apr 2000 - Mar 2005 |
20.98% |
| 7 Years |
+7.58% |
+23.64% Sep 2013 - Aug 2020 |
-12.19% Apr 2000 - Mar 2007 |
21.55% |
| 10 Years |
+7.38% |
+21.55% Sep 2010 - Aug 2020 |
-8.78% Sep 2000 - Aug 2010 |
17.93% |
| 15 Years |
+7.33% |
+14.62% Jan 2006 - Dec 2020 |
-1.40% Apr 2000 - Mar 2015 |
9.41% |
* Annualized rolling and average returns over full calendar month periods
Seasonality and Yearly/Monthly Returns
Technology Select Sector SPDR (XLK) ETF Seasonality
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| Months | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average | 1.2 | -1.0 | 1.4 | 1.9 | 0.7 | 0.3 | 1.1 | 1.1 | -1.8 | 2.6 | 2.2 | 0.5 |
| Best |
19.1 2001 |
10.5 2000 |
11.2 2009 |
16.2 2001 |
8.6 2003 |
10.0 2000 |
8.2 2009 |
11.9 2020 |
11.7 2010 |
24.8 2002 |
15.9 2002 |
15.4 1999 |
| Worst |
-12.8 2008 |
-24.9 2001 |
-11.5 2001 |
-12.1 2002 |
-10.4 2000 |
-13.4 2002 |
-9.5 2002 |
-12.2 2001 |
-18.0 2000 |
-16.1 2008 |
-20.5 2000 |
-13.2 2002 |
| Gain Frequency |
55 | 55 | 64 | 68 | 64 | 45 | 64 | 59 | 50 | 64 | 73 | 55 |
Detail of Monthly Returns
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| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2020 |
+43.62% | 4.0 | -7.3 | -8.6 | 13.7 | 7.2 | 6.9 | 5.7 | 11.9 | -5.3 | -5.0 | 11.4 | 5.5 |
| 2019 |
+49.86% | 6.9 | 6.9 | 4.8 | 6.4 | -8.7 | 8.9 | 3.5 | -1.5 | 1.6 | 3.9 | 5.4 | 4.3 |
| 2018 |
-1.66% | 7.0 | -0.4 | -3.7 | 0.1 | 6.8 | -0.3 | 2.1 | 6.6 | 0.0 | -8.0 | -2.0 | -8.4 |
| 2017 |
+34.25% | 3.6 | 4.5 | 2.2 | 2.0 | 4.0 | -2.8 | 4.5 | 2.9 | 0.8 | 6.5 | 1.4 | 0.5 |
| 2016 |
+15.02% | -3.7 | -0.7 | 8.8 | -5.0 | 4.9 | -1.4 | 7.1 | 1.2 | 2.1 | -0.8 | 0.2 | 2.3 |
| 2015 |
+5.49% | -3.5 | 8.0 | -3.4 | 2.8 | 1.9 | -4.1 | 2.9 | -5.5 | -1.3 | 10.5 | 0.7 | -2.1 |
| 2014 |
+17.85% | -2.6 | 4.4 | 0.4 | 0.3 | 3.8 | 1.9 | 1.7 | 3.3 | -0.5 | 1.6 | 4.8 | -2.2 |
| 2013 |
+26.25% | 1.9 | 0.8 | 2.6 | 1.8 | 2.8 | -2.9 | 3.7 | -1.0 | 2.5 | 5.0 | 3.1 | 3.5 |
| 2012 |
+15.30% | 6.2 | 7.1 | 4.5 | -1.1 | -6.3 | 3.3 | 1.8 | 4.2 | 1.5 | -6.4 | 0.9 | -0.4 |
| 2011 |
+2.61% | 3.2 | 2.2 | -1.6 | 2.6 | -1.1 | -2.5 | 0.4 | -5.3 | -3.1 | 10.2 | -1.5 | -0.2 |
| 2010 |
+11.39% | -8.6 | 3.5 | 6.8 | 1.3 | -7.5 | -5.4 | 7.5 | -5.6 | 11.7 | 5.8 | -1.6 | 5.6 |
| 2009 |
+51.32% | -4.7 | -3.8 | 11.2 | 10.4 | 2.3 | 3.6 | 8.2 | 1.6 | 4.6 | -1.3 | 5.5 | 5.8 |
| 2008 |
-41.51% | -12.8 | -4.7 | 1.2 | 6.3 | 6.5 | -9.4 | -2.4 | 1.8 | -12.5 | -16.1 | -8.4 | 1.6 |
| 2007 |
+15.45% | 2.0 | -2.7 | 1.0 | 4.7 | 5.0 | -0.1 | -0.2 | 1.9 | 3.8 | 5.3 | -7.5 | 2.0 |
| 2006 |
+12.16% | 3.4 | 0.2 | 2.3 | -1.3 | -6.5 | -0.5 | -2.6 | 7.0 | 4.0 | 4.0 | 2.8 | -0.5 |
| 2005 |
-0.32% | -5.6 | 0.2 | -2.0 | -3.5 | 6.9 | -1.3 | 5.7 | -1.0 | 0.2 | -2.3 | 6.3 | -3.1 |
| 2004 |
+5.65% | 4.3 | -2.5 | -2.7 | -3.8 | 3.9 | 2.7 | -6.1 | -4.4 | 2.9 | 4.4 | 5.1 | 2.6 |
| 2003 |
+38.68% | -2.4 | 0.5 | -1.5 | 9.2 | 8.6 | 0.7 | 3.1 | 4.8 | -0.9 | 7.3 | 1.4 | 3.1 |
| 2002 |
-38.17% | -1.1 | -13.0 | 4.9 | -12.1 | -4.2 | -13.4 | -9.5 | -0.8 | -16.7 | 24.8 | 15.9 | -13.2 |
| 2001 |
-23.35% | 19.1 | -24.9 | -11.5 | 16.2 | -4.1 | 2.0 | -6.9 | -12.2 | -16.4 | 10.9 | 14.9 | -2.2 |
| 2000 |
-41.88% | -6.2 | 10.5 | 8.4 | -9.2 | -10.4 | 10.0 | -5.3 | 10.2 | -18.0 | -5.7 | -20.5 | -9.9 |
| 1999 |
+65.14% | 15.9 | -9.9 | 7.4 | 0.6 | 0.3 | 9.6 | -1.2 | 3.5 | -0.4 | 3.0 | 9.8 | 15.4 |